The employee details are filled partially during the initial onboarding process. The additional details can be configured by the employee or the admin later.
Using Deskera People, you can add employee’s information for creating their profile required to run the payroll.
Following are the below steps to add employees in the system
1. Click on the Employees option located on the left side of the main dashboard,
2. Then, click on the ‘+Add Employee’ button, and below employee, details form will pop up where the user/admin can add information. You need to fill in the mandatory fields before starting the payroll.
3. Under Employee Section fill in the following fields,
- Employee Detail Section (Mandatory fields):
- Employee ID- Auto-populated
- Email id
- Date of birth
- Date of Joining
- Date of confirmation
- Contact Details Section:
- Compensation Details Section
- Employment type - Select the option from the drop-down menu
- Basic Salary
- Period- Select period (Per year/Per month) from the drop-down menu
Payment Details Section
- Payment Method- Select the payment option from the drop-down menu (Cash, Cheque and Direct Deposit)
- Account Type- Select the account type(Savings/Current/none) from the drop-down menu
- Swift code/Routing
- Account Number
Once all these employee details are correctly filled, click on the Next button which will take you to the next screen of Components,
4. Next, you need to add the component details as per the components added to the system.
You can add the amount in front of each component as per applicability and also if any component is not applicable you have an option to delete it by clicking on the Bin icon.
If any component is not available, you have an option to add it, by clicking on the +Assign Component button.
After entering the component details, click on the Next button which will take you to the next screen of Compliance Details
5. Fill in the following details,
Immigration Details Section:
- Immigration status- Select the immigration status from the drop-down menu, (Permanent Resident, Singapore Citizen, Foreigner(Employment Pass, Foreigner((S Pass), Work Permit)
- Identification Number- The IC number will be selected as per the immigration status
- Employment Pass Issue date
- Employment Pass expiry date
- Country of origin
- Self-help group contribution: Select the option from the drop-down menu
- Assign CPF account:
After filling in all the details on the right side of the screen you can also view employees compensation summary information, components details, Total estimated salary
Lastly, once all the information is filled and verified click on the Save button to add the employee to the list and will be viewed on the employee module screen.
Congratulations! You have successfully learned how to add the employee details manually using Deskera People.
Now you have an option to Bulk Import Employees. You can do this by simply downloading the excel spreadsheet, fill in the details and upload this file.With this process it will help you save your time.