Employees
An employee record is a single, tidy page for one person on your team. Instead of a phone number here and a bank detail on a stray slip there, everything about that person lives in one place — and you update it as things change.
This page explains what each record holds. The step-by-step guides for adding and managing records are linked at the bottom.
Availability depends on your plan and your role.
What a record holds
Each employee record is organised into a few simple groups. You only fill in what you have — the basics are enough to get started, and the rest can be added later.
Basic details
The essentials — who the person is and how to reach them.
- Employee ID — a reference number that's created for you automatically, so every person has a unique tag without you having to invent one.
- First and last name
- Email and mobile number
- Date of birth and gender
- Date of joining — the day they started (and a date of exit if they've since left)
- Department — the team they belong to, such as Sales or Accounts
Emergency contact
A name and number to call if something happens to the person at work. It's just one contact, kept handy for peace of mind.
Bank details
Kept on file for reference — the bank name, account number, IFSC code, branch, and the account-holder name. This is a record you keep, not a payment being made.
Statutory details (India)
The compliance numbers you're required to keep on file — PAN, Aadhaar, UAN, and the ESIC and PF account numbers. Having them stored against the person means they're ready when you need them.
Getting started
| Task | Guide |
|---|---|
| Add a new person to your team | How to add an employee |
| Find, open, edit or update a record | Viewing and editing employees |
Related guides
- How to add an employee — create a record, step by step
- Viewing and editing employees — find a record, update it, or mark someone who has left
- Attendance — track daily attendance, working hours, shifts and rosters
- People overview — the two parts of the People module
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