How to Create an Employee
Create Employee Cards in CloudOffix
Begin with the App Drawer screen and click on the ‘Employees’ app, located in the HR Cloud Drawer.
Fig. 1: CloudOffix App Drawer screen, Click ‘Employees’ to begin
In the next screen, click on the ‘New’ button, on the top of the screen.
Fig. 2: The ‘New’ button on the dashboard
Enter the new employee’s name in the designated field, which is mandatory.
Fig. 3: Mandatory name field
In the Tab labelled ‘Work Information’, complete the contact and position information for the employee.
Fig. 4: Work Information Tab
The Tab labelled ‘Private Information’ consists of more personal information about the employee such as private address, work permits, etc.
Fig. 5: Private Information Tab
The ‘HR Settings’ Tab, as the name suggests, contains various HR settings and information.
Fig. 6: HR Settings Tab
The last Tab on the screen, ‘Checklists’ consists of Entry and Exit checklists, which are used to check-off items given to the employee at entry, to be used during the time of employment and returned at the end.
The items in the checklists are predefined in the settings and can be accessed by management.
Fig. 7: Checklist Tab
As we check-off the items in the checklists, we can see the completed percentage in the Entry and Exit Progress Bars.
Click ‘Save’.
Fig. 8: Entry and Exit Progress bars
Now we can see where in the Organization Hierarchy our newly created employee is situated.
Return to the dashboard, using the breadcrumbs, by clicking on ‘Employee’.
Fig. 9: Organizational Chart
The new employee is now visible on the dashboard.
Fig. 10: New Employee Card
Congratulations! You have just created a new
Employee..