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Employee Master

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Main > Master Data Management > Payroll  > Employee Master (M > P > E)

An Employee Master is used to keep records of the employees.  Please follow the steps are given below to create an employee master;

 

1.From main menu go to the “Employee Master” (M > P > E).
2.Enter the name of the Employee in “Employee Name” field.
3.Select a department in “Department” field. Using the department you can classify your employees based on their work profiles.
4.Select a designation in “Designation” field. Using designation you can specify different roles and responsibilities for different types of employees and also you can classify them based on their job profiles.
5.Set “Employee Code” like 001, 0001, 01A etc. It is unique and hence not possible to create an employee with duplicate code.
6.Set other details as per requirement and then save.

 

Fields in the Employee Master:

Fields in the Employee Master are as follows:

Employee

Employee Name

Enter the name of the employee.

Department

Select a “Department” by pressing ALT + L from the list. If there is no department in the list then press CTRL + N to create new department. You can create departments like Accounts, Marketing, Back Office, H.R., Admin, Technical Documentation etc. based on their job profile. While creating a department you must select “Department” in “List Name” field.

Designation

Select a “Designation” by pressing ALT + L from the list. If there is no designation in the list then press CTRL + N to create new designation. You can create designations like executive, manager, assistant manager etc. based on their job profile. While creating a department you must select “Designation” in “List Name” field.

Employee Code

Enter alphanumeric employee code.

Work Plan

Select a “Work Plan” from the list by pressing ALT + L. If there is no work plan in the list then please create it from “Work Plan”.

Date of Joining

Enter the Date of Joining.

Blood Group

Enter the Blood Group.

Gender

Enter the Gender.

Birth Date

Enter the Date of Birth.

Father/Mother Name

Enter the name of father or mother.

Spouse

Enter the name of spouse.

Anniversary Date

Enter the date of anniversary. If you don’t want to enter the anniversary date then just skip this field using ‘downward arrow key’ from keyboard or ‘mouse pointer’. Pressing ‘Enter’ in this field will take current system date automatically.

Street Address 1

Enter the Building / Door Number and name of street where resident is located. Break up the complete address in 3 lines as you like to print in the envelope, mailing labels etc.

Street Address 2

Street Address 3

City

Select the City from the list. Press CTRL + N to add a new City Name (and the corresponding State). The name of the State & Country is displayed.

State

Country

Postal Code

Enter the PIN (or ZIP) code of the Employee.

Phone

Enter the phone number of the Employee.

Mobile

Enter the mobile number of the Employee

Email

Enter the e-mail address of the Employee.

Remarks

Enter any special note for the Employee for reference.

Employee Type

Set Used in Spa Scheduling here. In the Reservation (Spa) screen it will show only those service staffs for whom Employee Type is set to Used in Spa Scheduling.

Skill

Select one or more Skills from the list. The Spa Activities defined in the Service Block can be performed only by the service staffs having the same Skill(s).

It will assist appointment making by automatically finding capable employee(s) for the relevant service(s) chosen.

Statutory Details

IT PAN No

Enter PAN number of the Employee.

PF No

Enter PF number of the Employee.

ESI No

Enter ESI number of the Employee.

Bank Details

Bank Name

Enter bank name of the Employee.

Branch Name

Enter branch name of the bank.

Account Name

Enter bank account number.

MICR Code

Enter MICR code of the bank.

Picture

Picture 1

You may Link up to two pictures of the employee (in the image formats, viz., gif and jpg).

Picture 2

Buttons in the Employee Master:

The Buttons are explained in Sales Order & Sales Invoice entry. Buttons specific to Employee Master are discussed here:

-D Display

Click this or press ALT + D to display all entries.

-List

Click this or press ALT + L to get the List of respective master.

Exit

Click Exit or press Esc button to come out of the current screen.

-S Save

Click this or press ALT + S to save the entry.

F1 Help

Click this or press F1 to get context sensitive help relating the current screen.

-F Finger Scan

Click this or press ALT + F to enroll the employee with finger print scanner.

-C Assign Card

Click this or press ALT + C to assign a smart card to employee.