Employee
The employee list holds your staff records. Employees can be chosen as the payee in Other Expense or the payer in Other Income when the Payee Type is Employee.
Employees don't need to be CIRMS users.
Menu: Data › Employee
How to add an employee
Required permission
Data › Employee › Create
- Open Data › Employee and click ⊕ (Add New Employee).
- Fill in the Code, Full Name and optional Chinese Name, then any of: Gender, Date of Birth, Contact, E-mail Address, Address, Department, Position, Date Hired, Date Resigned, Bank Account Name and Remarks.
- Tick Active in Status.
- Click Save.
Example. The store pays a cash advance to its driver, Pedro Cruz. Add him as an employee (Department Logistics, Position Driver); in Other Expense, choose Payee Type Employee and Pedro Cruz, so the advance is recorded against him. When he leaves, fill in Date Resigned and untick Active.
Other permissions for this module
| Permission | Allows you to |
|---|---|
| Data › Employee › Update | Change employee details |
| Data › Employee › Delete | Delete employees |
| Data › Employee › Import Excel | Import employees from Excel |