In Employee > Information, modify the following information of an employee:
- Bank/PF/ESI Accounts
- Family Details
- Passport & Visa
- Assets
- Position History
- Previous Employment
- Separation
- Employee Documents
Bank/PF/ESI Accounts
- Click
Enter details as follows:
You can select from Document Type only if document verification has been done in Employee Profile. If verification is not done then a suitable message displays in this section. You can also insert the bank details in a letter template before generating required letter for an employee.
Upon selection of a verified document, a message displays in this section to indicate KYC link.
When there is only one verified identity, KYC link is established automatically with that identity.
Family Details
- Click the button in Employee > Information > Family Details.
- Add family member details and click Save.
- The table of family members displays as follows in the main Family Members page.
Passport & Visa
- In the Passport & Visa sub menu, click the
- In the same page, add Visa details too when required.
Assets
In the Assets sub menu, click the
Top
Position History
Click the
Top
Previous Employment
Click the
There is no lower or upper limit to the number of entries on this page. The gross work experience reflects as Total Experience and your entry of relevant shows under Relevant Experience. If either or one is zero then no values are displayed. Only numeric values are allowed.
Separation
Select from the Separation Mode drop-down list as follows:
The corresponding section displays for you to edit as required.
Employee Documents
In Employee Documents, view policies and forms in the default Forms tab, such as for PF or travel requisition, or click on the other tabs to view mass-generated or employee-specific communication from the org.
The documents you view are uploaded from Employee > Admin.
Click
to download the file to your system.In Windows systems, the default folder for the file is Downloads.
Related Links
Related Concepts
Employees State Insurance (ESI)
Related Videos
Learn more about the process by watching the video.