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, 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 here.
Payment Config 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 Tab
Links employees to the entities they are associated with.
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 Tab
Lists the engagements an employee is associated with.
Example Use: Add or remove engagements to ensure accurate access and role assignment.
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