Staffs

• Staff management in system refers to the process of effectively and efficiently overseeing and administering an organization's workforce or staff using the features and functionalities provided by the ERP software.
• Maintain a centralized database of employee information, including personal details, contact information, qualifications, employment history, and skills. This ensures that HR and management have easy access to up-to-date employee data.

Steps:

• Goto the HR
• Then Go to the Staffs Module.
  
  
  
• After clicking on staffs module, user will be redirect to the Active tab as shown in below image.
  
  
  

4.1.New tab:

• Information of each staff is managed in new tab.
• Using the Side bar filter, you can easily Designation wise find information about a specific position.
• After that, the employee will become active by clicking the "activate staff" button.
• After clicking on Active Staff, Popup Message is given that Please upload the document as shown below image
• Select "View Staff Info" and then Upload Document from File.
  
  
  
• Upload the document as shown in the below image for the activation staff.
  
  
  
• Then upload the document as shown in the below image.
  
  
  

  4.1.1 New Staffs:

  Steps:
• Go to the Menu List.
• Click on HR Module
• Then Go to the Staffs tab.
• Click on New tab → Click on Add Staff.
• New tab will be shown as below image:-
  
  
  
  
  
• Click on info tab form will be open as below image:-
  
  
  
  
  
• Enter all required details.
  1.Employee Name: Enter Employee name.
  2.Type: We Can Choose the type of contractual,Employee,and Intern. Select Type using dropdown.
  3.Branch:we Can Choose the branch name i.e smartinfologiks,Mumbai and Delhi.Select Branch using dropdown.
  4.Grade: We Can Choose Employee Level i.e L1 and L2 .Select Grade using dropdown
  5.Department:We Can Choose Department i.e Account,HR,IT,Marketing,Nurse,SEO and Media and Tech Sales. Select Department using dropdown.
  6.Designation: We Can Choose Designation For ex.Software Tester,Software Developer,Project Manager and HR Executive. Select Designation using dropdown.
  7.Team /Group: Enter the team/group name.
  5.User ID: Enter the valid User id.
  6.Email: Enter the valid Email id.
  7.Mobile: Enter the valid Mobile no.
  8.Gender: We Can Choose the Gender i.e Female and Male.Select Gender using dropdown.
  9.Employee Code: Enter the Employee code.
  10.Alternate Email: Enter the Alternate Email.
  11.Phone: Enter the Phone no.
  12.DOB: Enter the Date of birth date.
  13.Aadhar No: Enter the valid Aadhar number.
  14.PAN No: Enter the valid PAN number.
  15.UAN No: Enter the valid UAN number.
  16.PF No: Enter the valid PF number.
  17.ESIC No: Enter the valid ESIC Number.
  18.Tags: Enter the Tags.
  19.Remarks: Enter the Remarks.
• After filling all the mandatory fields click on the Submit button. On click of submit, the Project will be added successfully.
  
  
• Click onHR tab form will be open as below image:-
  
  
  
  
  
• Enter all required details.
  1.Job Description: Select job description using searching dropdown
  2.Opening: Select Opening using searching dropdown.
  3.Resume: Select Resume using searching dropdown.
  4.Interview Name: Select Interview Name using searching dropdown.
  5.Joining Date: Select the joining date using calender.
  6.Probation End Date: Select the probation End Date using calender.
• After filling all the mandatory fields click on the Submit button. On click of submit, the Project will be added successfully.
  
  
• Click onAvatar tab form will be open as below image:-
  
  
  
  
  
• Enter all required details.
  1.Avatar: Upload the Avatar.
• After filling all the mandatory fields click on the Submit button. On click of submit, reports will be added successfully.
  
  
• Added staff is displayed in Reports as shown in the below image.
  
  
  
  
  
• On click of the View Active Staff icon, users can view the staff.
• On click of the Edit Active Staff icon, users can edit staff.
• On click of the Activate Staff icon,user can view activate staff in active tab.
  
  

  4.1.2 Bank Details :

• Bank details We can get information from staff, and we can also get information from staff bank details.
  
  
• Click on New tab → Click on Add Bank Details.
• New tab will be shown as below image:-
  
  
  
  
  
• Click on info tab form will be open as below image:-
  
  
  
  
  
• Enter all required details.
  1.Staff: Select the staff name using searching dropdown.
  2.Branch: Enter the Branch Name
  3.Bank Name: Enter the Bank Name
  4.Account No: Enter the Account number
  5.Account Holder Name: Enter the Account Holder Name
  6.IFSC Code: Enter the IFSC Code
  7.SWIFT Code: Enter the SWIFT Code
• After filling all the mandatory fields click on the Submit button. On click of submit, the Project will be added successfully.
  
  
• Click on Address tab form will be open as below image:-
  
  
  
  
  
• Enter all required details.
  1.State: Enter the state.
  2.Country: Enter the Country.
  3. Zipcode: Enter the Zipcode.
  4. Address: Enter the Address.
• After filling all the mandatory fields click on the Submit button. On click of submit, the Project will be added successfully.
  
  
• Click on Xtras tab form will be open as below image:-
  
  
  
  
  
• Enter all required details.
  1.Xtras: Mention the bank related information. Enter the xtras.
• After filling all the mandatory fields click on the Submit button. On click of submit, the Project will be added successfully.
  
  
• Click on Notes tab form will be open as below image:-
  
  
  
  
  
• Enter all required details.
  1.Note: Enter the Notes.The bank can describe the rest of the information in the details.
• After filling all the mandatory fields click on the Submit button. On click of submit, the Project will be added successfully.
  
  

  4.2.Active tab:

• After clicking on active staff icon in new tab, as probation status appears in active tab.
  Steps:
• Click on HR Module
• Then Go to the Staffs tab.
• Click on the Active Tab
• In Active tab will be shown as below image:-
  
  
  
  
  
• The active status then changes immediately as you click the promotion button in the active tab.
  
  
  
  
  
• Enter the all reqiured field:-
  1.Designation: Select the Designation using dropdown.
  2.Department: Select the Department using dropdown.
  3.Payroll Model: Select the Payroll Model using Dropdown.
  4.Leave Rules: Select the Leave Rules using dropdown.
  5.Grade : Select the Grade using dropdown
  6.From Date: Select the From Date using calender
  7.To Date: Select the To Date using Calender
• After filling all the mandatory fields click on the Submit button. On click of submit, the Project will be added successfully.
  
  
• When you click the Resign Employee button in the Active tab, the status in the More tab moves to the All Resigned Staff tab.
  
  
  
  
  
• When you click the Blacklist Staff button in the Active tab, the status in the More tab goes to Blacklist Staff.
  
  
  
  
  
• On click of the Three dot like icon, users can Status wise View Promotion staff,Resign staff and Blacklist staff details.
  
  
  
  
  
• On click of the View Active Staffs icon, users can View Active staffs details.
  
  
  
  
  
• On click of the Edit Active Staffs icon, users can Edit Active staffs details.
  
  
  
  
  
• On click of the View Staff Summary icon,users to view staff performance details for projects, HR, and PMS.
  
  
  
  
  
  

  4.3.All Resigned Staff Tab:

• All Resigned tab shows status under notice staff.
• All resigned employees can access their data by clicking the "inactive staff" icon, which takes them to the "history" tab.
  Steps:
• Click on HR Module
• Then Go to the Staffs tab.
• Click on the All Resigned Staff Tab
• In All Resigned Staff tab will be shown as below image:-
  
  
  
  
  
• On click of the View Active Staffs icon, users can View Active staffs details.
• On click of the View Staff Summary icon,users to view staff performance details for projects, HR, and PMS.
• On click of the Inactive Staff icon, user can view in report under notice status wise staff.

  4.4. More Tab:

• If the employee does not have Aadhaar or the above document, the information about that employee is displayed in the More tab.
• Using the Side bar filter, you can easily Designation wise find information about a specific position.
  Steps:
• Click on HR Module
• Then Go to the Staffs tab.
• Click on the More Tab
• In More tab will be shown as below image:-
  
  
  
  
  
• If you don't have a PAN or Aadhaar number, click the More tab to view the data about that employee.
  
  
  
  
  
• If the document is not uploaded in the view, then the staff data is visible
• If you don't have second Mandatory documents ,click the More tab to view the data about that employee.
  
  
  
  
  
  
  
  
• More tabs show the data of contractual employees.
  
  
  
  
  
• The data about the employee who has resigned or is on notice is shown under the More tab.
  
  
  
  
  

  4.5.History Tab:

• History tab gives the view Employee type status wise Records that are already existing.
• In History tab, Reports are displayed by employee category via the sidebar filter.
• In History tab, Employee type is displayed via a smartfilter together with employee status.
  Steps
• Go to the HR Module then Click on HR Staff
• Then go to the History Tab
  
  
  
  
  
• On click of the View icon, users can view all status wise staffs.