Employees

The Employees Submodule enables centralized management of all employee records within the system. It supports creation, modification, retrieval, and deletion of employee data along with role-based operational visibility.

1.4.1⠀Overview #

The main table in Employees sub-module displays:

• Employee Code
• Employee Name & Email ID
• Address
• Mobile Number

Key Features #

• Employee listing with essential details
• Search employees by name
• Add / Edit / Delete employee records
• Edit employee access and other permissions
• View employee details
• Pagination for large datasets

1.4.2⠀Search & Filter Employee #

Purpose #

To search and filter out employees with proper details

Search Employees #

1. Navigate to Master Data → Employees
2. Use the Search bar (Search by name) at the top
3. Enter the employee name
4. Matching records will be displayed instantly
5. You can also filter out the employees based on different fields by clicking the filter button

1.4.3⠀Add a New Employee #

Purpose #

To create new employee records

Steps to Add New Employees #

1. Go to Master Data → Employees
2. Click “Add Employee” (top-right corner)
3. Fill in the required details like Basic Information, Identity Details, Location etc.
4. Select which branches to give the employee access to, from the Branch Access tab at the top
5. Select all the permissions allowed for the new employee from the Permissions tab
6. Click “Save”
7. The Employee will be added successfully to the database

1.4.4⠀Edit Employee #

1. Locate the employee from the list
2. Click the three-dot menu (⋮) on the right
3. Select Edit
4. Update required details, Branch Acess, and Permissions
5. Click Save

1.4.5.⠀Delete Employee #

1. Locate the employee in the list
2. Click the three-dot menu (⋮)
3. Select Delete
4. Confirm the deletion

⚠️ Note: Deleted records cannot be recovered.

You can optionally choose to deactivate/activate employees temporarily rather than deleting them permanently.
To deactivate an employee:

1. Locate the employee in the list
2. Click the three-dot menu (⋮)
3. Select Deactivate

You can also activate a deactivated employee in the same way

1.4.6⠀Production Notes #

• Mandatory Fields: Ensure Name and Contact details are provided
• Unique Records: Avoid duplicate employee entries
• Deletion: Permanent and cannot be undone
• Data Accuracy: Maintain correct email and phone details
• Access Control: Employee data is linked to roles and permissions so assign them carefully based on their roles