To add/update employee information in the greytHR application, perform the following actions:
- Navigate to Employee > Information > Employee Profile. Employee Profile page opens.
- From the Employee Type drop-down list, select the required employee type.
- In the Search Employee search box, enter the employee number or name for whom you want to add/update the information. Select the employee from search results. You can now view the profile of the selected employee.
- To update the information under Employee Information, Personal Information, and Joining Details, click the edit icon given next to the respective menu heading. On clicking the edit icon, an edit form appears wherein you can update the relevant details. After you enter the information, click Save to save the changes.
- To add the information under Employee Identity, click Add given on the right side to the respective menu heading. On clicking Add, the Document Type drop-down list appears. Select the Document Type and fill in all other fields as applicable. Click Save to save the changes. If any identity is already added and if you want to update the identity, click the edit icon. On clicking the edit icon, an edit form appears wherein you can update the relevant details. After you enter the information, click Save to save the changes.
- To add the information under Education, click Add given on the right side to the respective menu heading. On clicking Add, an education details form appears. Select the Qualification from the drop-down list and fill in all other fields as applicable. Click Save to save the changes. If any education information is already added, and if you want to update the same information, click the edit icon. On clicking the edit icon, an edit form appears wherein you can update the relevant details. After you enter the information, click Save to save the changes.
- To update the information under Address: Present, Permanent, Contact, and Emergency, click the edit icon given next to the respective menu heading. On clicking the edit icon, an edit form appears wherein you can update the relevant details. After you enter the information, click Save to save the changes.
- To update the information under Background Check and Remarks, click the edit icon given next to the respective menu heading. On clicking the edit icon, an edit form appears wherein you can update the relevant details. After you enter the information, click Save to save the changes.
Note: You cannot add/edit Current Position information. This is non-editable information as the data will be automatically fetched from Position History (Navigation path: Employee > Information > Position History). The data for the Current Position can also be added while adding a new employee however this is restricted as a one-time activity.
Related Links:
- Documentation Page - To learn more about employee information from our documentation page, click here.
- Product Update - To read our product update, click here.
- Video - To learn more about managing employee information, click here.