4.0 Employee Records Management

4.1 View and Edit Employee

The latest employee created will be created on the top of the Employee Listing. In order to view and edit the employee, users can click on the respective employee’s row.

Under Employee Edit, there are 12 tabs which are:

1. Main

2. Category

3. Login

4. Payment Config

5. Tax

6. Address

7. Contact

8. Branch

9. Company Linking

10. Remark

11. Spending Limit

Users can edit and add in more detailed information of the employee under each tab.

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4.1.1 Main

There are some additional fields in the Main tab when editing the employee. Users can fill up the employee’s phone number and email here. There are also the Creation By, Modified By, Creation Date, and Modified Date fields. If users want to delete this employee, simply click on the “Remove” button.

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4.1.2 Category

Under the Category tab, users can select a category which the employee belongs to. To add a Category for the employee, users can click on the ‘+’ button and select from a list of categories. Users can select multiple categories for an employee.

4.1.3 Login

Under the Login tab, users can create logins for the employee. Users need to enter a valid email address and click on the “Verify Email” button for the employee to verify the email. The rank will be default to ‘MEMBER’ however users can select other ranks (OWNER, ADMIN, MANAGER, GUEST, VISITOR and ANONYMOUS). The status of the employee is default to ‘ACTIVE’ but users can switch it to ‘INACTIVE’ in future.

4.1.4 Payment Config

Under the Payment Config tab, users can create payment configurations for the employee.

There are 9 fields for the user to fill up:

1. Payee Residential Status [Resident, Non-Resident] [Compulsory]

2. Payment Type (A list of payment methods to select from) [Compulsory]

3. Country (A list of countries to select from) [Compulsory]

4. Bank (A list of banks to select from)

5. Bank Identifier Code (A list of bank identifiers to select from)

6. Bank Acc No.

7. Bank Acc Holder Name

8. IBN Number

9. Account Expiry

4.1.6 Tax

For employee’s tax, users can go to the Tax tab. Firstly, users will have to select the “Country” the employee is in. The “Tax Type” will follow the country selected. After selecting the country and tax type, users should select a “Tax Code” and “Tax Rate”. Lastly, at the “Tax Option” field, users have the option to select either to ‘INCLUDE TAX’ or ‘EXCLUDE TAX’.

4.1.7 Address

To add an address for the employee, users can go to the Address tab to create a new address for the employee. After filling up all the address fields, if the user wants to set the address as the default address for the employee, he/she can click on the “Set as default” checkbox at the bottom.

4.1.8 Contact

Under the Contact tab, users can fill in more contact details for the employee. Here, users can create the employee’s Contact Name, Contact ID, Designation/Position, Office No, Extension No, Mobile No, Fax No, Phone Number, Email, and Other No. The fields which are compulsory are Contact Name, Contact ID, Designation/Position, and Mobile No.

4.1.9 Branch

To select which branch the employee is working under, users can go to the Branch tab. There will be a list of branches displayed, and users can select multiple branches for the employee if the employee is working at more than one branch. Upon selecting the branch(es), click on the “Add” button to add the branch to the employee.

4.1.10 Company Linking

Under the Company Linking tab, users can link the employee to more than one company. Users can select the companies from a list of companies and click on the “Add” button upon completion.

4.1.11 Remark

Under the Remark tab, users can add in any remarks for the employee. There are also functionalities for the user to format the text of the remarks.

4.1.12 Account Manager

Under the Account Manager tab, users can select entities to be the account managers of the employee. Upon clicking the ‘+’ button, there will be a list of entities for the users to select as the account managers.

4.1.13 Spending Limit

Users can set spending limits for employees under the Spending Limit tab. Here, users can set the Quantity Quota, Amount Quota, Rolling Duration (days), and select the Company for the employee. There is also an “Enable” checkbox for users to select whether or not to enable the spending limit.