STEP 01
Verify joining information
Create the employee record using the actual employee code, identity, work contact, employment type and joining date. Check necessary statutory and banking details through your authorized HR process.
STEP 02
Connect the workplace
Assign branch, department, designation, reporting manager and shift where appropriate. Upload only documents required for the lawful joining process and review their visibility.
STEP 03
Review account and permissions
Use the supported employee/user setup workflow to provide access. Verify enabled modules and any employee-specific HR permissions with the new user; do not share administrator credentials.
Before you finish
- Employee identity and company ownership are correct.
- Organization assignments and shift are intentional.
- Employee access has been reviewed with least necessary responsibility.
