Access the User Creation Page:
Navigate to the Users Management section from the sidebar.
Click on the option to add a new user, which brings you to the form seen in the image.
2. Fill in User Details (Top Section)
The form is divided into multiple sections. Start with the User section at the top.
Basic Information:
First Name: Enter the user’s first name.
Last Name: Enter the user’s last name.
Role: Select the user’s role from the dropdown (e.g., admin, employee).
Email/Username: Enter a unique username or email for the user.
Password: Set a secure password for the user.
User Authorization:
Toggle the User Active switch to enable the user to log in.
Assign necessary permissions by clicking the appropriate toggle.
Profile Image:
Upload a profile picture for the user by clicking Choose File.
3. Fill in Employee Details (Middle Section)
This section captures detailed employee information.
Personal Details:
Date of Birth: Enter the user’s date of birth.
Father’s/Mother’s Name: Add their parent’s names for records.
Phone Number: Input the user’s contact number.
Address & Experience:
Address: Provide the user’s residential address.
Total Experience: Enter the years and months of prior work experience.
Job Details:
Designation: Select the job title from the dropdown.
Department: Assign the department.
Reporting Manager: Choose the user’s manager.
Bank Details:
Bank Name and Account Number: Provide details for payroll.
IFSC Code: Add the bank’s IFSC code.
Tax Information:
PAN Card/Aadhaar Card: Input government-issued ID numbers.
TDS Details: Specify tax-deduction details.
Joining & Salary:
Date of Joining: Enter the user’s start date.
Salary Amount: Set their monthly salary.
4. Emergency Contact Details (Bottom Section)
- Add up to two emergency contact persons:
- Name: Enter the contact name.
- Relation: Specify their relationship with the user.
- Phone Number: Provide their contact number.
5. Finalize the User Creation
- Add Notes: Use the Notes field at the bottom to include any extra information about the user.
- Upload Documents: Use the Choose Files option to attach necessary documents (e.g., ID proofs, offer letter).
6. Save the Information
- Once all fields are completed, click Save (green button in the top-right corner).
- If you need to cancel, click Close (red button).
Tips for a Smooth Process
- Fields marked with a red asterisk (*) are mandatory. Ensure these are filled out before saving.
- Double-check the information, especially email, role, and bank details.
Use consistent naming conventions for easy searchability in the system.