3.1. Employees

• Go to HR → Employees → Manage employee information

• Can View / Edit / Delete employees

Add Employee:

• Step 1: Select Add Employee

• Step 2: Enter basic information:

  • Enter Employee ID (must be unique; if created via invitation, ID is auto-generated and can be edited later)

  • Add title (if needed)

  • Enter personal info: name, gender, date of birth, phone, etc.

  • Email will be the employee's login email and notification email

• Step 3: Set up organizational information:

  • Select designation and department (can quickly add new)

  • Add managing employee (if any)

  • Select role for the employee

• Step 4: Enter additional information:

  • Enter address, short bio (if any)

  • Check to allow login (if allowed, must set a password for the employee)

  • Check to receive email notifications

  • Enter hourly salary

  • Enter member ID

  • Add skills (if any)

• Step 5: Set up work status:

  • New employee: enter probation end date

  • Resigned employee: set notice start date and handover end date

  • Select work type (full time, part time, etc.)

  • Business address defaults to company address

• Step 6: Select Save or Save and Add More Info

• Can Import / Export employee Excel files

• Can search or filter by designation

• Advanced filter by: Department, Role, Status, Active, Gender, Employment Type

Send Employee Invitation:

• Go to Employees → Select Employee Invitation

• Enter email and invitation message

• Or send via link:

• Accessible to anyone

• Or restricted to specific configured emails