Manage employees (Staff Directory)
1 min read
Updated 04 Oct 2026
4 views
AI summary
Keep a full record of each employee or salesperson: identity, contact, joining, department, bank and ID details.
4 sections Alt+MAlt+EAlt+U
Open it
Press Alt+M on the Gateway or go to Admin & Security → Employees.
The roster
The Employee Roster lists each person with EMP ID, Employee Name, Contact Details, Designation / Dept and Status. Use the search box to find someone.
Add an employee
Click Add Employee (or press Alt+E on this screen) to open the New Employee / Sales Person Master form. Fill what you have; only the fields marked * are required.
| Section | Fields |
|---|---|
| Identity | Emp ID, First / Middle / Last Name, Date of Birth, Gender, Blood Group, Marital Status, Father's and Mother's Name |
| Contact | Email Address, Primary Phone, Alternate Phone, Family / Emergency Mobile, Present and Permanent Address |
| Employment | Date of Joining, Date of Resignation, Department ID, Designation ID, Qualifications, Experience, City, Country and Mode of Operations |
| IDs | PAN, Aadhaar, Voter ID, Passport, Driving Licence |
| Bank | Bank Name, Account Holder Name, Account Number, IFSC |
| Other | Medical History, Hobbies, Social Link, Internal Notes, Active Profile |
Click Save Record when done.
Good practice
- Record the Date of Resignation and untick Active Profile when someone leaves, rather than deleting the record.
- Keep ID numbers and bank details current; payroll and reimbursements use them.
- Personal data here is confidential. Give access to the Employees screen only to HR or the owner.
An employee does not get a login. If a staff member must enter vouchers, also create a user for them under Users (Alt+U).
Was this guide helpful?