How to Add or Create an Employee

Introduction #

Managing employee details is crucial for any organization. This guide will provide step-by-step instructions on how to add or create an employee in the Cosmic HRM system, ensuring you can efficiently manage employee information.

Prerequisites #

• Branch
• Department
• Designation

Steps to Add or Create an Employee #

1. Login to Cosmic ERP
   • Enter your username and password to access the Cosmic ERP dashboard.
2. Navigate to HRM System
   • In the main menu, click on ‘HRM System’.
3. Access Employee Setup
   • Within the HRM module, click on ‘Employee Setup’.
4. Create a New Employee
   • Click on the ‘create’ (‘+’) icon to add a new employee.
5. Enter Employee Details
   • Employee Name: Enter the full name of the employee.
   • Phone Number: Enter the employee’s contact number.
   • Date of Birth (DOB): Select the date of birth.
   • Gender: Choose the gender.
   • Email: Enter the employee’s email address.
   • Password: Set a password for the employee’s account.
   • Address: Enter the residential address.
6. Assign Organizational Details
   • Branch: Select the branch where the employee will be stationed.
   • Department: Choose the department the employee will belong to.
   • Designation: Select the employee’s designation.
   • Employee Code: Enter a unique code for the employee.
   • Company Date of Joining (DOJ): Select the joining date.
7. Enter Bank Details
   • Account Holder Name: Enter the name on the bank account.
   • Account Number: Enter the bank account number.
   • Bank Name: Enter the name of the bank.
   • Bank Identifier Code: Enter the BIC/SWIFT code.
   • Branch Location: Enter the branch location of the bank.
8. Tax and Identification Details
   • Taxpayer ID: Enter the taxpayer identification number.
   • National ID: Upload a file containing the national ID.
   • Passport: Upload a file containing the passport.
9. Finalize and Create
   • Review all entered details and click on ‘create’ to add the employee to the system.

Conclusion #

Adding or creating an employee in the Cosmic HRM system is straightforward with this guide. By following these steps, you can ensure that all necessary employee information is accurately entered and managed.