Adding of Employees

• Employees can be added to the system in two ways: manually or via file upload.

A. Manual Entry

• Navigate to Employee in the left sidebar.

• Click the Add Employee button (located in the top right corner of the Employees table view).

• The Employee Management screen will appear.

• Fill in the details under New Employee Details:

a. Employee ID

b. Name (Full Name)

c. Email (Email Address)

d. Phone Number

e. Date of Birth (in dd-mm-yyyy format)

f. Date of Joining (in dd-mm-yyyy format)

g. Marital status

h. Portal access

• Click the + Add Employee button to add employees to the list

• Once all entries are complete, click Submit.

B. Uploading Employee Data via File

• On the Employee Management screen, click the Upload File button in the top right.

• A modal titled Upload Employee Data will appear.

• You have the option to Download Sample CSV.

• Upload your file (CSV or XLSX format) by clicking or dragging and dropping it into the designated area.

• The required file headers are Name, Email, Phone Number, Date of Birth, Date of Joining, Wedding Anniversary, and Type.

• Date formats supported are DD-MM-YYYY, DD/MM/YYYY, or YYYY-MM-DD.

• The Portal Access field must be set to "True" if the user should have access to the web portal.

Once you submit you can assign perks to added employees.

• Click the assign button at the right side.

• Select employees: A modal will appear allowing you to select employees. You can:

a. Use the search bar to find specific employees.

b. Select individual employees (e.g., John User, Sapan Dev).

c. Use the Select All checkbox.

d. Click Assign & Allocate.

Scroll down and click the next button

Employee List and Status

• The main Employees screen displays a table of all employees in the organization.