Adding a New Employee

Unlike the user, the employee does not have any system permissions except for performing login and logout operations. This is achieved through the attendance and departure app for “Enerpize” on smartphones and tablet devices ESS. See The difference between an employee and a user in Enerpize for further clarification.

 

• Note: Before starting, make sure to activate the employee app in your account.

Adding an Employee

1. From the main menu, click on “Employees“
2. Click on “Manage Employees“
3. Click on the “Add New” button
4. Select “Employee“
5. Enter the new employee’s information as follows:
   • General Information:
     • First Name: Enter the employee’s first name
     • Surname: Enter the employees’ surname
     • Middle Name: Enter the employee’s middle name, if available
     • Employee Picture: Attach the employee’s picture by dragging and dropping it into the box or click on “Select from your computer” to choose a picture from your computer.
     • Notes: Write any notes about the employee as needed.
     • Email Address: Enter the employee’s company email address
     • Status: Choose from the list whether the employee is “Active” or “Inactive“
     • Allow access to the system: You can check this box to give this employee access to the system.
   • Employee Information:
     • Personal Information:
       • Date of Birth: Select the employee’s birth date from the calendar.
       • Gender: Choose from the list the employee’s gender, either “Male” or “Female“
       • Country: Choose the employee’s country from the list
     • Contact Information:
       • Mobile Number: Enter the employee’s mobile number in the dialog box
       • Phone Number: Enter the employee’s telephone number in the dialog box
       • Personal Email: Enter the employee’s email address
     • Present Address:
       • Address Line 1: Enter the employee’s address
       • Address Line 2: You can enter the address line 2 information.
       • City: Enter the city where the employee resides
       • State: Enter the employee’s state or region depending on their geographic distribution
       • Postal Code: Enter the postal code for the employee’s area
     • Permanent Address:
       • Address Line 1: Enter the employee’s permanent address
       • Address Line 2: You can enter the address line 2 information.
       • City: Enter the city of the employee’s permanent residence
       • State: Enter the state or region of the employee’s permanent residence
       • Postal Code: Enter the postal code for the area of the employee’s permanent residence
     • Job Information:
       • Designation: Choose the designation from the titles you’ve previously added. Refer to the guide “Adding a Designation“.
       • Department: Select the employee department from the dropdown menu. For more details, see the guide “Adding a Department“.
       • Employment Type: Select the employee’s employment type from the dropdown menu. For further details, check out the guide “Adding an Employment Type“.
       • Employment Level: Select the employee’s employment level from the dropdown menu. For more details, see the guide “Adding an Employment Level“.
       • Join Date: Choose the date the employee joined the institution from the calendar.
       • Branch: Select the branch where the employee works from the dropdown menu.
       • Booking Shift: Select the booking shift the employee works in from the dropdown menu.
       • Fiscal Year Start Day: You can select the option “Use default Fiscal date” or you can customize a fiscal date for the employee by choosing “Custom Fiscal Date” and entering the “day” and “month” for the custom date.
     • Attendance Information:
       • Attendance Shift: Select the employee’s attendance shift from the dropdown menu.
       • Leave Policy: Choose the leave policy applicable to the employee from the dropdown menu.
       • Holiday Lists: Choose the holiday list applicable to the employee from the dropdown menu.
       • Attendance Restrictions: Select the employee’s attendance restrictions from the list.
6. Click on the “Save” button.