📜Employee List

This page contains navigation FAQs for the employee profile tabs, followed by FAQs for actions on the 'Employee List' page.

• Profile

• Payroll

• Income Tax

• Leave

• Attendance

FAQs for Employee List page

1. How to assign auto-shift while adding a new employee?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.

Step 2: Click on the ‘Employee Wizard’ on the top bar to add a single employee.

Step 3: Fill in employee details till you reach the ‘Shift Details’ section.

Note: Once you fill in the details, use the ‘Next’ button to move to the next section in the employee wizard.

Step 4: On reaching the ‘Shift Details’ section, you can add ‘Auto Shift’ details such as ‘Shift Name’ and the ‘Effective Date’ along with other details and click on the ‘Next’ button.

Step 5: Continue filling in the details. When you reach the last section i.e. the ‘Self Service Details’ section, click on the ‘Finish’ button and auto shift will be added along with other details for the employee.

For any queries, contact [e-mail]

2. How to download contact numbers of all the employees?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and select ‘Employee List’ sub-menu.

Step 2: Click on the ‘Employee Export’ option from the top bar.

Step 3: From the master fields select the ‘Phone’ option, click on the ‘Download’ button and contact numbers of all your employees will be downloaded.

For any queries, contact [e-mail]

3. How to Export the ‘Self-service Role’ of Employees?

Step 1: Log into the cloud portal, click on the ‘Employee' menu and select the ‘Employee List’ sub-menu.

Step 2: Select the ‘Employee Export’ menu.

Step 3: Select the ‘Self-service Role’ checkbox and click on the ‘Download’ button.

4. How to Modify Employee Data?

Step 1: Log in to the Cloud portal and select the ‘Employee’ tab and the ‘Employee List’ subtab.

Step 2: Click on the three dots opposite to the employee name and select ‘Edit Profile’ from the drop-down.

Step 3: Now you can make the necessary changes in the ‘Employee Master’.

5. How to add individual employees manually?

Step 1: Log into the cloud portal and click on the ‘Employee’ tab and select the ‘Employee List’ subtab.

Step 2: Click on the ‘Employee Wizard’ at the top of the employee list.

Step 3: Fill in the ‘Basic Details’ and click on the ‘Next’ button to fill in additional details. A new employee gets created once you fill in basic details.

Note: It’s essential to fill in all the mandatory fields to proceed further.

For any queries, contact [e-mail]

6. How to download tenure report for employees?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.

Step 2: Click on the ‘Employee Export’ at the top of the employee list and a pop-up will open.

Step 3: Click on the ‘Employment History’ from the left-hand side menu. Select the ‘Previous Experience’, ‘Current Experience’ and the ‘Total Experience’ options. Click on the ‘Download’ button and the employee experience report or the tenure report will be downloaded.

You can also select other fields such as ‘Position Held’ for your report.

For any queries, contact [e-mail]

7. How to extract the employee list?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.

Step 2: Click on the ‘Employee Export’ from the top of the screen and a pop-up will open.

Sep 3: Click on the ‘Master Fields’ option from the upper left-hand corner of the pop-up and select the ‘Employee Code’ and the ‘Employee Name’ options. Click on the ‘Download’ button and the employee list will be downloaded.

For any queries, connect with us at [e-mail]

8. How to download tenure report for employees?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.

Step 2: Click on the ‘Employee Export’ at the top of the employee list and a pop-up will open.

Step 3: Click on the ‘Employment History’ from the left-hand side menu. Select the ‘Previous Experience’, ‘Current Experience’ and the ‘Total Experience’ options. Click on the ‘Download’ button and the employee experience report or the tenure report will be downloaded.

You can also select other fields such as ‘Position Held’ for your report.

For any queries, contact [e-mail]

9. How to assign a new role or change the role for an employee?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.

Step 2: Select the employee for whom you want to assign a new role or change the role or and it will take you to their profile.

Step 3: Under the ‘Profile’ tab click on the ‘Self Service Role’ subtab. From the ‘Role’ drop-down select the desired role and click on the ‘Save’ button. New role will be assigned to the employee.

For any queries, contact [e-mail]