Employees Advanced HRM

Central directory of employee records covering onboarding, background verification, reporting structure, probation and appointment status.

The Employees list is the master directory for the business, with columns including Emp Code, Employee Name, Employee Email, Employee Mobile No, Department, Designation, Position, Probation/Permanent status, Reporting Manager, HR Manager, addresses, emergency contact, Aadhar No, PAN No and Status. New employees enter the list either by converting an existing system user (individually or in bulk, via Import Users) or after a selected interview candidate fills in their personal details through a secure emailed link.

Row actions cover the full onboarding-to-exit lifecycle: Release Offer sends an offer letter, Add BGV records background-verification results, Assign Manager sets the reporting manager, Reject Offer declines a candidate, Extend Probation pushes out the confirmation date, and Generate Appointment issues the appointment/confirmation letter once probation is cleared. Update NOC and Request Resubmission handle exit no-objection certificates and requests for the employee to correct submitted details.

Opening a row shows the employee's full profile (personal, contact and employment details); the list itself is scoped by the signed-in user's admin status and permissions.

Step-by-step Workflow

1. Bring an employee onboardConvert a system user to an employee, or wait for a selected candidate to submit details through their onboarding link.
2. Release the offerUse Release Offer on the row, or Reject Offer if the candidacy does not proceed.
3. Record verificationAdd BGV results once background verification is complete.
4. Set reporting linesUse Assign Manager to set the employee's reporting manager.
5. Manage probationExtend Probation if more time is needed, then Generate Appointment to confirm the employee.
6. Handle exit paperworkUpdate NOC and review resubmission requests as employees move through later lifecycle events.