Add/Edit Employee

• The Employee Module in DaaI Suite is designed mainly for viewing and editing employee records.
• All employee creation and deletion tasks are handled exclusively in the User Management Module.
• This means:
  • You can view and edit existing employee details from here.
  • You cannot add new employees or delete employees from the Employee Module.

✅ What You Can & Can Not Do?

🔄 What exactly can you do in Employee Module?

1. Create Employee ❌ Not Allowed from Employee Module
2. Edit Employee ✅ Allowed from Employee Module
3. Create/Edit External Users ❌ Not Allowed from Employee Module (Only from User Management)

📌 How to Add an Employee (From User Management)

Adding a new employee is done through the User Management Module, not from the Employee Module.

For creating a new employee or any external user (Consultant, Advisor, Chartered Accountant etc.), please refer to: 👉 Create/Edit/Delete User Guide

Steps:

1. Go to User Management from the main menu.
2. Click on Add New User.
3. Fill in the personal, contact, and job-related details of the employee.
4. Assign them an Employee Role and set login permissions (if applicable).
5. Click Save to create the employee record.

Once saved, the employee will automatically appear in the Employee Module for viewing and editing.

✏️ How to Edit an Employee Record (From HRM Module)

Follow the steps below to edit any employee’s data:

1. Go to HRM > Employee Menu from the main sidebar.
2. Locate the employee you want to edit in the list.
3. Click on the Edit Button (Cyan color) on the right side of the record.
4. A detailed form will open with all the employee data.
5. Make the necessary changes in any of the sections:
   • Personal Information
   • Contact Details
   • Bank & Payroll Information
   • Department, Manager, Designation
   • Emergency Contacts
   • Exit Details, etc.
6. Click the Update button on the top right corner of the form.

📌 Salary & TDS Data Entry

• Always ensure that the current applicable salary record is added for each employee.
  If a revised salary is not added, the system will calculate salary using the last available record.
  Salary processing uses the latest valid salary data entered.
  For accurate calculation, you must fill: CTC, Basic, HRA, Conveyance, Variable Pay, Total CTC, Emp PF, Empr PF, Emp ESIC, Empr ESIC, Month, Year. 🔗 Learn how to add Salary Data
• If TDS is applicable, the admin must enable it by editing the employee either from:
  Employee → Edit or User Management → Edit. 🔗 Learn how to enter TDS Data

🧠 Notes

• You cannot add a new employee from this screen. Use User Management Module to create a new user and mark them as “Is Employee?” to make them available in the HRM > Employee list.
• All edits done from the Employee Module are reflected system-wide.
• Only records marked as “Is Employee?” are visible in the HRM > Employee section.
• For full details of fields and form sections, refer to: 👉 How to Create a User (with Employee Details)