To add a new employee, follow the steps below:
First, if the payroll feature has not been activated, you must activate it first and only for the first time, then add employees according to the following steps:
-
Access the Employees section:
- From the Accounting dropdown menu, select Payroll > Employees.
- Several tabs will appear at the top of the page such as: New Employee, Terminated Employees, Archive, Employee Documents, Employee Vouchers, Work Schedule, Social Insurance.
-
Add a new employee:
- Click on New Employee and start filling in the information in the following tabs:
First Tab: Employee Definition
- Enter employee data: First name, Last name in both Arabic and English.
- Select the employee’s gender, date of birth, and place of residence.
Second Tab: Employment Information
- Fill in information such as:
- Employee Number.
- Date of Joining.
- Cost Type:
- Direct: for production line workers.
- Indirect: for administrative and accounting staff.
- Job Title, Department, Direct Manager.
- Education Level.
Third Tab: Salary Definition
- Define salary components:
- First salary start date and last salary date.
- Salary cycle: Daily, Weekly, Monthly.
- Basic salary type: Hourly wage or monthly salary.
- Allowances: Fixed or percentage-based.
- Periodic Deductions.
- Social Insurance: Select the appropriate insurance.
Fourth Tab: Employee Documents
- Upload necessary documents such as employment contracts, IDs, and others.
Other sections on the Employees page:
- Terminated Employees: Displays employees whose services have ended.
- Archive: Contains archived employee data.
- Employee Documents: Shows all uploaded documents.
- Employee Vouchers: Displays the employee’s financial vouchers.
- Work Schedule: Displays approved work schedules and allows customization.
- Social Insurance: A new social insurance can be customized and linked to the employee.
Additional Notes:
- All fields in the Salary Definition tab must be filled to ensure the employee can be saved and included in payroll reports.
- Data can be edited later through the Employees page.
