Employees

Manage employee profiles, track employment details, and maintain your workforce directory in Eranis HR.

View and manage all your employees from a centralized directory.

#Overview

The employee module is the core of Eranis HR. It stores all information about your workforce:

• Personal information (name, contact details)
• Employment details (position, department, hire date)
• Manager relationships and reporting lines
• Leave balances and history
• Documents and files

#Adding Employees

#Creating a New Employee

1. Navigate to Employees
2. Click "Create Employee"
3. Fill in the required information:

Personal Information:

• First Name
• Last Name
• Email Address
• Phone Number
• Date of Birth
• Address

Employment Details:

• Employee Number (auto-generated or custom)
• Position/Job Title
• Department
• Location
• Hire Date
• Employment Type (Full-time, Part-time, Contract)

Manager Assignment:

• Select the employee's direct manager

4. Save the employee record

#Importing Employees

For bulk onboarding, you can import employees via CSV:

1. Go to Employees > Import
2. Download the template CSV file
3. Fill in your employee data
4. Upload the completed file
5. Review and confirm the import

#Employee Profiles

Each employee has a comprehensive profile page showing:

Comprehensive employee profiles capture all essential information.

#Overview Tab

• Profile photo and basic info
• Current position and department
• Manager and direct reports
• Employment status

#Employment Tab

• Hire date and tenure
• Position history
• Salary information (if enabled)
• Employment type

#Leave Tab

• Current leave balances by type
• Leave request history
• Upcoming approved leave

#Documents Tab

• Employment contracts
• ID documents
• Certificates and qualifications
• Performance reviews

#Managing Employee Information

#Updating Employee Details

1. Open the employee profile
2. Click "Edit" on the relevant section
3. Make your changes
4. Save

All changes are logged in the audit trail.

#Changing Department

When an employee moves to a new department:

1. Open the employee profile
2. Go to Employment Details
3. Select the new department
4. Update the manager if needed
5. Save changes

#Changing Manager

1. Open the employee profile
2. Go to Employment Details
3. Select the new manager from the dropdown
4. Save changes

The previous reporting relationship is preserved in the history.

#Employee Status

Employees can have the following statuses:

#Changing Status

1. Open the employee profile
2. Click the status badge
3. Select the new status
4. Add notes if required
5. Confirm the change

#Offboarding

When an employee leaves the organization:

1. Navigate to the employee profile
2. Click "Offboard Employee"
3. Enter the last working day
4. Select the reason for leaving
5. Trigger any required workflows:
   • Equipment return
   • Access revocation
   • Exit interview scheduling
6. Confirm offboarding

The employee record is retained for compliance but marked as inactive.

#Search and Filters

Find employees quickly using:

• Quick Search - Search by name or email
• Department Filter - View by department
• Location Filter - View by office
• Status Filter - Active, inactive, etc.
• Manager Filter - View direct reports

#Org Chart

View your organization structure visually:

1. Go to Employees > Org Chart
2. Navigate through the hierarchy
3. Click on any employee to view their profile

#Permissions

Different user roles have different access: