Adding Employees

Add employees to your organization so they can receive perks and benefits through PerksPe.

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Two Ways to Add Employees

Method	Best for
Manual Entry	Adding a few employees one by one
File Upload	Adding many employees at once (bulk import)

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Method A: Manual Entry

Step 1: Go to Employees

From the sidebar, click Employees.

Step 2: Click Add Employee

Click the Add Employee button (top right).

Step 3: Fill Employee Details

Enter the following information:

Field	Format / Notes
Employee ID	Your internal ID for this employee
Full Name	Employee's complete name
Email	Work email address
Phone Number	Mobile number
Date of Birth	DD-MM-YYYY
Date of Joining	DD-MM-YYYY
PAN Number	PAN Number
Marital Status	Single / Married
Portal Access	Yes = employee can log into PerksPe portal

Step 4: Add to List

Click the + Add Employee button to add this employee to the list.

You can add multiple employees before submitting.

Step 5: Submit

Once all employees are added, click Submit.

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Method B: Upload File (Bulk Import)

Step 1: Click Upload File

On the Employee Management screen, click Upload File (top right).

Step 2: Download Sample CSV (Optional)

Click Download Sample CSV to get the correct file format.

Step 3: Prepare Your File

Your CSV or XLSX file must have these columns:

Column	Required	Notes
Name	✅	Full name
Email	✅	Work email
Phone Number	✅	Mobile number
Date of Birth	✅	DD-MM-YYYY, DD/MM/YYYY, or YYYY-MM-DD
Date of Joining	✅	DD-MM-YYYY, DD/MM/YYYY, or YYYY-MM-DD
PAN Number	✅	PAN Number
Wedding Anniversary	Optional	For anniversary perks
Type	✅	Employee type
Portal Access	✅	Set to "True" for web portal access

Step 4: Upload & Submit

• Drag and drop your file, or click to browse
• Review the imported data
• Click Submit

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After Adding: Assign Perks

Once employees are added, you can immediately assign perks to them.

Step 1: Click Assign

Click the Assign button next to the perk.

Step 2: Select Employees

A popup appears. You can:

• Use the search bar to find specific employees
• Check individual employees to select them
• Use Select All to choose everyone

Step 3: Confirm Assignment

Click Assign & Allocate to complete.

Scroll down and click Submit to finish.

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View Employee List

The main Employees screen shows all employees in your organization.

You can see:

• Employee name and contact info
• Current status (Active / Inactive / Closed)
• Assigned perks and roles

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Quick Summary

Task	Steps
Add one employee	Employees → Add Employee → Fill details → Submit
Add many employees	Employees → Upload File → Upload CSV/XLSX → Submit
Assign perks after adding	Click Assign → Select employees → Assign & Allocate

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Editing Employee Details

You can modify an employee's personal information after they have been added to the system.

How to Edit:

1. Navigate to the Employees list and select the employee.
2. In the Personal Details tab, look for the edit icon (✎) next to the fields.

You can edit the following fields:

Field	Description
Full Name	Click the edit icon next to the employee's name in the header to update.
PAN Card	Click the edit icon next to the PAN number to modify tax details.
Date of Birth	Click the edit icon next to the birth date to correct age information.

note

Some fields like Date of Joining and Aadhar Card cannot be edited.

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Employee Perks Tab

The Perks tab in an employee's profile displays all perks assigned to that employee. You can view this information in two formats.

Table View

The Table View shows perks in a list format with detailed information:

Column	Description
#	Serial number
Perk Name	Name of the assigned perk
Type	Category of perk (medical, fuel, other, reward)
Balance Coins	Available coins for the perk
Is Recurring	Whether the perk recurs monthly (Yes/No)

Click the Card View button to switch views, or Manage Perks to modify assignments.

Card View

The Card View displays perks as visual cards grouped by type:

Each card shows:

• Perk Name with icon
• Balance Coins (displayed prominently)
• Type badge (Medical, Fuel, etc.)
• Scheduled date for the month
• Recurring status (Yes/No)
• Months (specific month or "Every month")

tip

Use Card View for a quick visual overview of perks, and Table View for detailed information and sorting.