Adding & Managing Employees

Before adding employees in Taskae, make sure your HRM System Setup is properly configured. This ensures your HR records, payroll, and leave workflows run smoothly.

🔹 Step 0: Complete HRM System Setup (Required Before Adding Employees)

1. Go to HRM > System Setup.

2. Make sure you’ve configured the following:

   • Payslip Types (e.g., Basic, Allowance, Bonus, Tax, Pension)

   • Leave Types (e.g., Annual, Sick, Casual)

   • Document Types (e.g., Passport, Certificate, Signature)

These will be needed when filling in employee profiles, documents, and payroll info.

🔹 Step 1: Add a New Employee

1. Go to **HRM > **Employee

2. Click Add Employee.

3. Fill in:

   • Name & Email

   • Branch, Department & Designation

   • Join Date

   • Contact Info

4. Assign:

   • Role and Access Level

   • Payslip Type

   • Leave Entitlements

5. Click Save.

🔹 Step 2: Manage Employees

• Click any employee’s name to:

  • View profile

  • Edit details

  • Update documents (e.g., ID, certifications)

  • Assign system roles and workspace access

• You can also:

  • Deactivate employees (if temporarily inactive)

  • Delete employees (permanently remove)

✅ Tip:
Having all the HRM settings ready helps prevent errors and ensures employees are properly linked to payroll and HR workflows.