Add employee

Add employee

Add employees to your payroll with their personal details, bank information, and statutory registrations.

Table of contents

• Before you start
• Adding an employee
• Basic info tab
• Bank details tab
• Statutory tab
• Recording an employee exit
• After adding
• Related articles

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Before you start

You need the payroll.manage permission to add employees. If you do not see the Add Employee button, ask your company admin to grant you access.

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Adding an employee

1. Go to Payroll > Employees.
2. Click Add Employee.
3. Fill in the form across three tabs — basic info, bank details, and statutory.
4. Click Add Employee to save.

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Basic info tab

Field	Required	Description
Full Name	Yes	Employee's legal name
Employee ID	No	Optional internal identifier (e.g., "EMP-001")
Email	No	Used for sending payslips
Phone	No	Contact number
Date of Joining	Yes	The employee's start date
Designation	No	Job title or role
Department	No	Department or team
Employment Type	Yes	Full-time Employee, Contractor, Hourly Worker, or Daily Worker
Pay Type	Yes	Monthly Salary, Hourly Rate, or Daily Rate
Work Location	Yes	On-site, Remote, or Hybrid
Salary Day	Yes	Day of the month the employee is paid (1st through 28th)

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Bank details tab

All fields on this tab are optional. Fill them in to enable salary disbursement:

Field	Description
Bank Name	Name of the employee's bank
Account Number	Bank account number
IFSC Code	Indian Financial System Code for the branch

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Statutory tab

Statutory fields are optional but recommended for compliance:

Field	Format	Used for
PAN	10-character uppercase (e.g., ABCDE1234F)	TDS deduction and reporting
UAN	12 digits	Provident Fund contributions
ESI Number	ESI registration number	Employee State Insurance (if applicable)

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Recording an employee exit

To mark an employee as having left the company:

1. Uncheck the Active Employee toggle on the basic info tab.
2. Fill in the fields that appear:

Field	Description
Date of Leaving	Last working date
Exit Reason	Select one: resignation, termination, layoff, retirement, absconding, contract end, mutual separation, death
Exit Notes	Optional notes about the exit

3. Click Save to update the employee record.

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After adding

When you save a new employee:

• The system generates a unique employee code automatically.
• You are redirected to the employee detail page.
• A prompt appears to set up the employee's salary structure.

Note: Employees without a salary structure cannot be included in payroll runs. Set up salary details before running payroll.

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Related articles

• Employee detail — View the employee's full profile, salary, and activity history
• Employee list — View and manage all employees from a single page
• Salary structure — Configure salary components, deductions, and net pay
• Run payroll — Process monthly salaries for your employees