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Adding employees manually to OfficePortal is a straightforward process. To get started, navigate to the Employees directory on the left sidebar of the OfficePortal. Then, simply click on the “Add New” button at the top of the page.
You’ll be presented with an employee form that includes the following sections:
Primary Information: #
- Enter the employee’s basic details like Employee ID, first name, last name, date of birth, date of Joining, blood group, department, work location, gender, job title, marital status, dependant details, address, visa details, social media information, etc.
- Status: OfficePortal provides the privilege of maintaining the data for the present and past employees. The employees who are presently working for the organisation can be added under Active employees. Those who were a part of the organisation can be termed, Inactive employees.
- Choose from one of the predefined roles (admin, employee, manager or payroll admin) or select a custom role you created with different field-level permissions.
Once you’ve entered all the mandatory information, the “Save” button will become enabled. Before saving, make sure that all the required fields contain valid data. Then, simply click the “Save” button to create the employee profile.
After the employee is created, you can add further details including a Profile picture for the employee, Work information, Education & experience, Emergency contacts, Documents, Compensation, etc.
