Easy Compliance Help - Employee Creation
Easy Compliance users can be created by the Admin, through Employee Master.
To create an Employee user, in Masters, click Employee.
On the page that opens, click New.
Again, in the page that opens, you can add newEmployee Details, Personal Info and Bank Details.
Enter Employee No. and Name.
On the Employee DetailsTab, enter Join Date. SelectDesignation, Department,Gender and Date ofBirth. Enter MobileNumbers. Select Approver and Blood Group.
Next, enter the Login Details of the Employee. To allocate a Main Role to the employee, select Main Role, and enter the Email Id and Password. Using the details entered here, the employee will be able to login to the application.
Next, enter the employee's personal information by clicking on Personal Info Tab.
Enter details of Local and Permanent Addresses.
Select Marital Status, and enter the name of the Spouse and Children if applicable. Enter the names of employee's Father and Mother for the personel records.
On the Bank Details Tab, enter Bank Account No, IFSC code,Bank and Branch Name and MICR code. If any other employee details need to be noted, you can enter it in About Employee. Click Save to save the employee details.
The details of the new employee will be seen in Employee Master.
Employee Role Mapping
You can allocate Additional Roles to employees. To do so, in Employee Master Page, click Roles action in the Employee Row.
On the page that opens, select the additional roles and click Save.
To edit employee details, select the Edit action button and update employee details on the page that opens.
To Activate/Deactivate employee, click the respective action button to set the status.