Employee Edit Tab Overview

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

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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.