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There are quite a few of tabs you are allowed to view and modify in the employee details window:

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The Employee Edit Tab contains several sections critical to managing employee information. For the e-Claim module, the following tabs are most relevant:

Main Tab

  • Contains employee details such as position, email, joined date, etc.Login: Set and employment status.

  • Example Use: Update an employee's role or email address if they are promoted or change departments.

Login Tab

  • Allows the setup of On-Behalf logins for other employees.

  • Example Use: If a manager needs to submit claims on behalf of a team member, configure the On-Behalf login for different claimants/employeeshere.

Payment Config

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Tab

  • Stores the employee’s bank account details for claim reimbursements.

  • Example Use: Update an employee's bank account when their payment information changes.

Company Linking

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Tab

  • Links employees to the entities they are associated with.

  • Report To: Store data of who this Example Use: Assign an employee to a new entity when they transfer between company branches.

Report To Tab

  • Stores data on who the employee directly reports to.

  • Example Use: Update the reporting manager for an employee when organizational structures change.

Engagement Company Access

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Tab

  • Lists the engagements an employee is associated with.

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  • Example Use: Add or remove engagements to ensure accurate access and role assignment.