Title
Employees
Tags
Leave
Attendance by Month
Employee Remaining Balance

Employees Page Manual

Employees

Introduction

The Employees Page is designed to help HR staff manage and oversee employee information throughout the employee lifecycle. It provides functionalities to create, filter, and review employee records efficiently.

Table Columns

  • Number: Unique identifier for the employee.
  • Name: Full name of the employee.
  • Email: The employee's email address.
  • Position: The job title or role of the employee.
  • Status: Indicates whether the employee is active or inactive.
  • Reporting To: Specifies the supervisor or manager the employee reports to.
Employee Table View

Key Features

  1. Entries Per Page: Displays up to 5 entries for easy navigation.
  2. Pagination: Use "« ‹ 1 › »" buttons to browse through employee records.
  3. Delete Selected: Enables removal of specific employee entries from the system.
Table Actions

Filtering Employees

  1. Click Filter at the top of the page.
  2. Apply filter options such as:
    • Employee Name
    • Position
    • Employees reporting to a specific supervisor
  3. Click Search to update the table based on the selected filters.
Filter Employees

Creating an Employee Record

  1. Click Create to begin a new employee entry.

Fields:

  • Name: Enter the employee's full name in English.
  • Name in Arabic: Provide the employee's name in Arabic.
  • BirthDate: Specify the employee's date of birth (format: mm/dd/yyyy).
  • Phone1 and Phone2: Enter the employee's primary and secondary phone numbers.
  • Nationality: Select the employee's nationality from the dropdown list.
  • Address: Provide the employee's address in English.
  • Address in Arabic: Include the employee's address in Arabic.
  • Photo: Upload a photo of the employee (optional).
  • Fixed Salary: Indicate whether the employee has a fixed salary.
  • Certificates: Upload relevant certificates such as National ID, BSc, Master Degree, PhD, or other qualifications.
  • Role: Specify the employee's role within the organization.
  • Reporting To: Select the supervisor or manager the employee reports to.
  • Position: Choose the employee's position from the dropdown list.
  • Business Unit: Assign the employee to a specific business unit.
Employee Form
Employee Record Entry

Actions

  • Save: Save the employee details for further editing or review.
  • Back To List: Return to the main employees list without saving changes.

Additional Features

  • Download Excel Template: Download a preformatted Excel template for bulk employee data entry.
  • Upload Excel Template: Upload an Excel file to add multiple employee records at once.
Excel Template

Tips for Efficiency

  • Use clear and concise names and email addresses to ensure easy identification.
  • Regularly review and update employee records to maintain an organized system.