Configure Employee Master
Last updated
Last updated
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Prior to use, the Employee Master requires the configuration of master data, which is a means of fine-tuning product behaviour. Sandbox configures master data with default values as soon as you finish signing up. This means that the employee master is ready for use immediately.
Below is the list of masters required by the Employee Management module:
Master Name | Purpose |
---|---|
Department | List of departments that an employee can be assigned to. |
Designation | List of designations that an employee can have |
Gender Type | List of genders |
Specialization | List of educational streams |
Employment Type | Lists the various employment relationships that an employee can have. For example, full-time or contract. |
Employment Status | Lists the possible statuses that can be assigned to an employee |
Employment Department | Categorization of employees |
Deactivate Reason | List of reasons that can be provided when deactivating an employee |
Navigate to Employee Management >> Configure option in the left side panel.
Click on Edit Master.
Click on the edit icon specific to the master record that you want to edit.
Browse through the master data records. Click on the Add Master Data button to append to the master data record.
Enter the master data details and click on Add Data to add the record to the database. Click on the Bulk Upload button to upload records in bulk from a CSV or XLS file.
The master data is appended to the Employee Master database.