Add Employee

This section allows you to add and manage employee details in the system. You can store important information such as employee name, designation, contact details, RFID tag, and address. These details help in identifying employees and linking them with system operations when required.

The Employee RFID will be used to identify the company bus or vehicle that the driver has used for transportation.

To Get Started

• Log in to your account.
• Go to Settings > General > Driver.

To Add Employee Individually

• Click on the ➕ button on the taskbar.

  

Navigate to Profile

• From the drop-down menus, select the Company, and Branch under which you want to add the employee.
• Select Employee Designation as Employee from the drop-down list.
• Please input the employee's First Name, Last Name, and, if applicable, the Employee Number into the designated fields provided.
• Upload the Photo of the Employee.
  

• In RFID Tag: Enter the RFID Tag No, associated to this employee.
• Provide the Country, State, City, Zip - Code of the employee
• Add the address in Street1 & Street2.
• Provide the Contact number1 & Contact number2 of the employee.
• Provide the Email Id of the employee.

Navigate to Additional Info

The user can add the additional details of the employee in the mentioned fields.

• Enter the Date of Birth of the employee.
• The Age will be calculated based on date of birth.
• You can enter the Date of Joining and Date of Leaving the organization for the employee.
• In Driving Experience Since enter the year from which the employee started driving to record their driving experience.
• In License Available select Yes if employee has driving license, Select NO if employee dosen't have the driving license.
  • If you have selected Yes you will get the additional option.
    • In License Number, Enter the employee's driving license number.
    • In License to Drive, select what type of vehicle the employee is allowed to drive as per the license.
    • In License Issued Date & License Expiry Date, enter the issue & expiry date for the driving license.
• In Life Insurance Number, enter the isurance policy number if provided to employee.
• In Life Insurance Expiry Date, enter the insurance policy expiry date.
• In Mediclaim Number, enter the mediclaim policy number if provided to employee.
• In Mediclaim Expiry Date, enter the mediclaim policy expiry date.
• From Active checkbox, you can keep the check if employee is still working with the organization, you can uncheck the box if employee is not working with the organization.

Navigate to Leave

The company has the capability to establish and manage the employee's leave policies.

• Click on Leave ➕.
• Select the Leave Type.
• Specify the Number of Leave days.
• Select the start date and end date in Valid From and Valid To to define the duration for which the leave is valid.
• Click on the Bin Icon to delete the entry.

Navigate to Document

The documents of the employee can be managed in one place.

• Click on Document ➕.
• Select the appropriate Document Type for the document you intend to upload from the dropdown list.
  • If your document is not listed, select the Custom option in the Document Type field. Then, enter the name of the document you want to add in the Document Name field.
• Enter Document Name.
  
  
• Upload the Document from your system.
• Choose the appropriate Issue Date by utilizing the date picker provided.
• Choose the Expiry Date using the date picker provided.
• You can download the document by clicking on the Download  icon.
• To set a reminder for your document's expiry date, simply click on the Add Reminder  icon, which will help you ensure timely renewal.
  
  • Add Reminder Name for your reference. 
  • Select the Reminder Type from the dropdown.
  • Notify Before (X) Days: Indicate the number of days in advance you wish to receive the reminder.
  • Choose your preferred method of receiving reminders from the Remind Using field.
    
    • Notification: Choose the appropriate users from the dropdown list under the "Notify To" section to receive notifications.
    • SMS: Add the mobile number in the provided text box on which you want to send the reminder. Use a comma (,) as a separator if you are adding multiple mobile numbers.
    • Email: Add the email address to which you want to send the reminder. Use comma (,) as a separator if you are adding multiple email addresses.

• • You can also Delete the document by clicking on the delete  icon.

• Click on Save 💾 button.