Add a New Employee

This guide walks you through the steps to add a new employee in the Spothire dashboard. Follow these steps to ensure that all necessary information is correctly entered.

Steps to Add a New Employee

1. Navigate to the Employees Dashboard

   • Log in to the Spothire dashboard.
   • Go to Masters.
   • Under Masters, select Employees

2. Open the Add Employee Form

   • Click on the + Add Employee button to open the form to fill the employee details.

1. Steps to Add Employee Details and Photo

1. Fill in Employee Details

   Note: Once created, email ID cannot be edited

   • Employee's Name: Enter the name of the employee (required field).
   • Phone Number: Enter the customer’s primary phone number.
   • Alternate Phone Number: Add an alternate phone number.
   • Email: Enter the email of the employee (required field).
   • Designation: Enter the designation of the employee.
   • Date of Joining: Select the joining date of the employee.
   • Gender: Enter the gender of the employee.

2. Select a Photo for the Employee

   • Click on the box that says 'Drop your avatar here, or browse'.
   • This will open up a box allowing you to browse and select a photo from your computer's local storage.

2. Fill in Personal Details

• Date of Birth: Select the employee's birth date.
• Blood Group: Enter the employee's blood group.
• Aadhar Card: Enter the Aadhar number.
• Pan Card: Enter the PAN number.
• PF Number: Enter the PF number.
• UAN Number: Enter the UAN number.
• ESI Number: Enter the ESI number.
• ESI Dispensary Code: Enter the ESI Dispensary code.
• UL Number: Enter the UL Number.
• DL Expiry Date: Select the expiry date of the DL.
• Badge Number: Enter the badge number.
• Badge Expiry Date: Select the expiry date of the badge.
• Current Address: Enter the employee's current address.
• Permanent Address: Enter the employee's permanent address.

3. Fill in Family Details

• Father's Name: Enter the name of the employee's father.
• Father's Date of Birth: Select the birth date of the employee's father.
• Mother's Name: Enter the name of the employee's mother.
• Mother's Date of Birth: Select the birth date of the employee's mother.
• Marriage Date: Select the date of marriage of the employee's mother and father.

4. Fill in License and Police Details

• Issued By - Enter the name of the authority that the license was issued by.
• City - Select the city where the license was created, from the dropdown.
• State - Select the state where the license was created, from the dropdown.
• Expiry Date - Select the expiry date of the license.
• Display Card Number - Enter the display card number.
• Display Card Expiry Date - Select the expiry date of the display card.
• Verification Number - Enter the verification number.
• Verification Expiry Date - Select the expiry date of the verification.

5. Fill in Bank Account Details

• Account Name: Enter the name of the account holder.
• Bank Name: Enter the name of the bank.
• IFSC Code: Enter the IFSC code of the account.
• Branch: Enter the name of the branch of the bank.
• Associate To Sister Company: Select the associate to sister company from the dropdown.

6. Steps to Add Files

1. Click the + Add File Button

2. Select a File

   • Click on the box that says 'Drop your avatar here, or browse'. This will open up a box allowing you to browse and select a supported file from your computer's local storage.

7. Steps to Add list of IP address to whitelist for this employee/user

Note: If left empty, access will be allowed from everywhere.

1. Click the + Another IP Address Button

2. Fill in IP Address

   • IP Address: Enter the IP address that is to be whitelisted.

8. Save the Employee

• After entering all details, click on the Save button to finalize the employee entry.

This completes the process of adding a new employee. Make sure all mandatory fields are filled and correct before saving the information.