Module : Masterdata
1. Departments
Departments are sub-units within a Location. Admin creates Departments data here which later can be assigned to Location under Location Setting.
2. Employees
Admin can create new employees using the [ Add ] button.
When creating or editing an employee, the Employee Masterdata Modal will appear.
This modal contains multiple sections, each collecting specific information related to the employee’s contract, personal details, access rights, payroll settings, and other configuration options.
[ Personal Data ] - Personal info of the employee
[ User Data ] - Login configuration of the Employee
[ Location ] - Location and Department assigned to the Employee
[ Settings ]
- Sales : When enabled, the employee is part of the Sales Team and has a monthly Sales Target. Their name will appear in the Sales Employee listing.
- Multi-Billing : When enabled, the employee will be included in the multi-payroll PDF generation.
- Multi-Timesheet : When enabled, the employee will be included in the multi-timesheet PDF generation.
- Multi-New Member List : When enabled, the employee will be included in the multi-new members PDF generation.
[ Employment ] - Defines Employment Type
Upon selecting an Employment Type, the form will expand and display all fields required for that employee.
All four fields shown in this section are mandatory when "Employee" is selected.
When “Mini-Jobber” is selected, two fields must be completed:
-
Hourly Rate
-
Maximum Earnings
By default, these values are pre-filled based on the Location Settings of the employee’s Primary Location.
For example, if the Mini-Jobber’s primary location is Location A, then the default Hourly Rate and Maximum Earnings from Location A will automatically appear in these fields during creation.
The Admin may still edit these values if needed before saving.
[ Commission & Bonuses ] - Configure all bonus types and commission settings for this employee
For "Employee" :
For "Mini-Jobber" :
3. Manual Time Types