Employees 

Employee Management is central to overseeing your workforce. It allows Admins to handle all employee information, from creation to retirement. They can assign employees to specific teams, designations, and work schedules. Admins can also view detailed information about each employee, including device details, bank account information, sales targets, and payroll. 

STEPS FOR CREATION OF AN EMPLOYEE  #

1. Go to Open Core HR panel, under “Workforce”> Select “Employees” option. 

2. Click “Add New” option in the top right corner. 

3. Enter the following details: 

4. Personal Information 

• Upload the employee’s profile picture (with restriction) 

• Enter first & last name 

• Select the gender 

• Enter phone number & an alternative number 

• Enter email ID 

• Select the role 

• Enter date of birth 

• Add detailed address 

• Enable or disable the default password option. If disabled, enter new password 

5. Employee details 

• Enter employee code 

• Select the date of joining 

• Select designation 

• Choose Team 

• Select the Shift 

• Select who they report to. 

• Choose attendance type 

6. Compensation & Benefits 

• Enter base salary 

• Enter available leave count 

7. Then Click the “Submit” button. 

8. The employee was added successfully. 

NOTE: Once an employee is created, you can select their profile to view and edit details such as Basic information, Device details, Bank information, Sales Target details, Payroll details, employee Status, Work information, Probation Details. 

STEPS TO VIEW & EDIT EMPLOYEE DATA  #

1. Go to Open Core HR panel, under “Workforce”> Select “Employees” option. 

2. Under Action, click the eye icon.   

3. Basic Information:  

• View and modify fundamental employee details. 

• Enable or disable the employee status & actions 

4. Work Information: 

• View and edit employee work details.  

5. Device: 

• View and delete logged-in device details.  

NOTE: For an employee to log in from a new device after their first login, the administrator needs to remove the previously registered device from the system. This step is required before the new device can be authorized. 

STEPS TO ADD BANK ACCOUNT  #

1. Go to Open Core HR panel, under “Workforce”> Select “Employees” option. 

2. Select “Bank Account” section, then Click “Add New” option. 

3. Enter the following details: 

• Enter bank name & code 

• Enter account name 

• Add account number 

• Enter branch name & code 

4. Then Click the “Save Changes” button. 

5. The account was added successfully. 

STEPS TO ADD SALES TARGET  #

For detailed instructions, refer to the Sales Target

STEPS TO ADD PAYROLL ADJUSTMENT #

1. Go to Open Core HR panel, under “Workforce”> Select “Employees” option. 

2. Select “Payroll” section. 

3. Select “Edit” option to make changes in compensation info 

4. To add adjustments, Click “Add Adjustment” option. 

5. Enter the following details: 

• Enter name of adjustment 

• Enter code 

• Select adjustment type 

• Select adjustment category 

• Enter adjustment amount 

• Add notes 

6. Then Click the “Add Adjustment” button.