Add New Employee

Add New Employee functionality allows you to create a profile for a new employee and save it in Empxtrack system. It also allows modification of the required masters to map profile fields as per company needs.

For example, consider you hire an employee in IT department to train the employees with the upcoming new technologies. For this you need the training sub-department, which does not exist in the system. In such a scenario, you may need to update the sub-department master to add a new sub-department called Training to it. Instead to going to HRIS to update the sub-department master, you can update the sub-department master from this page only. You can click on the “+” sign to add new fields for Masters such as Department.

Note: Empxtrack Free Payroll and HR software has limited fields for adding a new employee and the Free Payroll Trial allows addition of only two employees. You can add up to 75 employees in the Empxtrack Free Payroll software.

To add a new employee, you need to:

1.  Log into the system as HR Manager.

2. Go to Process tab. In Manage Employees section, click Add New Employee button as shown in Figure 1.

Note: Process tab is not available in Empxtrack Free Payroll and HR software. Upgrade to a paid version to get more modules in Empxtrack.

Figure 1

The Add new employee form appears as shown in Figure 2. This page allows you to fill personal and employment details of a new employee.

 Figure 2

3.  Input all the mandatory fields that are marked with an asterisk (*) and other fields relevant to the employee profile. Add employee details in the specified format to avoid errors.

4.  Provide the e-mail address of the employee in the E-Mail field. Check the box against E-Mail if this email id is to be ignored while sending email from the system.

5. The Status field displays the status of employment as Current as shown in Figure 2. This is because any new employee that you add to the system, becomes a current employee. You cannot add a new employee with any other status.

6. You can fill the rest of the Personal and Employment details later. You can click on the “+” sign to add new fields for Masters such as Department.

Note: Certain fields like Username, Retirement date, Job description, Cost center, Grade, Experience are available only in Empxtrack advanced paid versions.

7.  Check on the box Send a welcome email to employee once the record is added such that they can update the rest of their information as shown in Figure 2, if you want to  send the employee a welcome mail.

8.  In Empxtrack Free Payroll and HR software, employee payroll related data (salary breakup, statutory data, employee preferences for ESI and PF, and leave balance) is updated at the time of adding an employee, as shown in Figure 3.

a. Provide the breakup of the employee salary in the Salary Information section. You can store monthly or yearly values but the system internally converts this to yearly values.

b. Enter details of all the mandatory statutory documents like Aadhar, PAN, UAN, Bank account and ESI number in the Statutory data section.

c. In Employee preferences section, select the options from dropdown to confirm eligibility of employee for PF and ESI, and select the contribution criteria too.

d. Input leave balance for the applicable leave types.

Figure 3

9. Click Save.

10. The employee is successfully added and a message suggesting the same appears on the screen. The new employee is added to the list of your team members on My Team Dashboard page.

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Masquerade as Another Employee

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