Adding New Employees to the System

Once your institution has defined employee categories, positions, departments, and payroll settings, the next step is to begin adding employees to the system. This is essential for granting system access, assigning responsibilities, and tracking staff operations.

• After that, choose Employee Admission.

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Save and proceed to the next step

• Step 3

  • Enter the employee banking details

  • Save and proceed

• Step 4

Selects the privileges that should be given/ assigned to the employee as per their role and save

• Step 5

Select the reporting manager

• Step 6

  • Add payroll

• Click Save and the employes profile will be created successfully

Automatic Method for Inputting Employees

Step 1: Navigating to Custom Imports

Access the Data and Reports Panel:

• From the Dashboard, navigate to the Data and Reports section.

Select Custom Import:

• Click on Custom Import to open the import interface.

Step 2: Generating CSV Templates

Click on New to create a new employee admission and the below screen will be displayed, the user will enter the name of the export  and select the model as shown below.

After the model selection the below screen will displayed, user can tick the checkbox next to the additional data if they wish to add them on the CSV then click save

After saving the employee admission export, the system will add the created export to the list of the other export, the user should click on export to download the CSV file to their computer, fill in the downloaded CSV with the employee(s) details

Import the CSV file by clicking on the import button as highlighted below and the employee will be added to the system.