Employees
How to add a profile picture for an employee in the OfficePortal
For a visual walkthrough, watch our tutorial video below. https://youtu.be/RXoz94_FwQU To upload an employee s profile picture or avatar, follow these simple steps: How to add a picture/avatar of the employee in the OfficePortal? Click on the image icon in the employee s profile to open the Edit Photo dialog box. Click on the Add Photo button [ ]
Easy steps Import Employees to OfficePortal
For a visual walkthrough, watch our tutorial video below. https://youtu.be/WPfYRw6q8CE Go to the employees section and select the import option by clicking on the three dots at the top of the employees section. Please follow the instructions accurately to import the employee data. You can follow the below steps to quickly import the employee details. [ ]
Employee role based authentication
OfficePortal is an HRMS with complete Role-based authentication . You can assign any predefined role to an employee as provided in the OfficePortal, or you can create more roles as per your organisation s needs. How to create a role in OfficePortal? You could clone a predefined role or create additional roles with different field-level permissions and assign them [ ]
Add employees manually to the OfficePortal
Adding employees manually to OfficePortal is a straightforward process. To get started, navigate to the Employees directory on the left sidebar of the OfficePortal. Then, simply click on the Add New button at the top of the page. You ll be presented with an employee form that includes the following sections: Primary Information: Enter the employee s [ ]
Employees directory in OfficePortal HRMS
The employees directory within OfficePortal simplifies the process of managing your employees information by centralizing it all in one place on the cloud. This feature is commonly referred to as the Employees Directory. With the ability to add and manage your employees personal and other details, you can easily access and view your employees through [ ]
How to Easily Invite Employees to Access OfficePortal and Update Work Information
You need not spend much time updating all the data. Enter the official email address in the work email addresses field on the work information. Now, you can view the Save Send Invite button on the top. Just tap on that button and send the invite to the employees to access the OfficePortal . The employee will [ ]
How to Update Employee Education and Experience Details in OfficePortal
Go to the Employees section Click on the more option of any employee (to whomever you need to add or modify the details), tap on the edit of that particular employee and click on the education experience tab. Now add the Educational and experience details for the employee. Click on the ADD EDUCATION DETAILS button [ ]
How to Add Emergency Contacts in OfficePortal
Even though the employee can enter their emergency contacts, you can also enter the emergency contact person s name, relationship, phone number, and other details on behalf of your employees. You can update several emergency contacts, but ensure that at least one contact must be chosen as the primary contact by selecting the check box for [ ]
How to Upload and Save Essential Documents in OfficePortal s Cloud System
All the essential documents like the Aadhar card, Pan card, offer letters and others can be uploaded and saved in the Office Portal s cloud azure system. The HR need not maintain the hard copies of any documents. Click on the New button and click on the File upload option to upload the file directly. Click on Choose files and select the [ ]
How to Add Bank and Compensation Details in OfficePortal
You can provide the bank account details compensation details of the employee. The compensation details can be referred by the admins and HR anytime. You are allowed to add, edit, or delete the compensation details anytime. Bank account details: Under bank account, you can enter the bank name, branch name, IFSC code and account [ ]
Statutory options
To update employee s statutory options Navigate to Employees Click on the edit of any employee. Click on the Statutory options. Click on EDIT. Enter the employee s PAN number. If you wish to include the employee in the Provident Fund, enable the “Do you want to enable Employee s Provident Fund?” option.If you enable the “Do you want to enable [ ]
Loans and salary advances
To view employee s loan(s) Navigate to Employees Click on the edit of any employee. Click on loans Employees can view their loan details on this page. If you have an ongoing loan(s), closed loan(s), or a new loan sanctioned by your employer, you will be able to view them under the “Loans” menu in the list view. Loan details [ ]
Expenses and reimbursements
The expense reimbursement section allows you to keep track of all the official expenditures incurred by your employees. Maintaining a record of reimbursements also aids in budgeting. The list view gives you a quick summary of all the expense reimbursement details, including reimbursement type, approver information, status, claimed amount, and approved reimbursement amount. [ ]
Income tax
Income Tax (TDS) applies to the salary earnings of employees based on their annual income slab. Based on the CTC structure, the tax is calculated every month and deducted as TDS and paid to the PAN account of that employee. At the beginning of every financial year, we will calculate the entire year s income tax [ ]
Vehicle details
Employers provide company-owned or hired cars to their employees, and employees may have a car used for official and personal use. Here you can update vehicle details to calculate the value of the perquisites, which will be added to the employee s salary when arriving at the taxable income. To add vehicle details To enter the [ ]
Salary details
Salary details refer to the employee’s entire salary components and the amount by each. As per the employee CTC, you can structure select the components. Cost To the Company (CTC) refers to the gross salary before income tax and other deductions in a financial year. The CTC is divided into each component as per [ ]
Payslips and forms
Payslip is the detailed monthly statement of an employee s salary. Every month after the pay run completion, the employees will be able to view download their payslip. Payslip will have the employee s details such as name, designation, date of joining, pay period, payment date, numbers of PF, ESI, UAN and PAN. Payslip statement will [ ]
Exit Details
In the Exit Details section of an employee’s profile, OfficePortal admins can easily update key information. Simply click the Edit button to modify details such as the notice period start and end dates, last working day, approximate final settlement date, and portal access disabled date. You can also add the reason for exit, personal email [ ]
Salary Revision
OfficePortal allows you to revise employee salaries quickly and easily, either for individual employees or in bulk. This guide walks you through each step of the salary revision process from initiating a revision to approval and payout. Please note: At least one pay run must be completed using the employee s current fixed salary before the [ ]