SimpleAccounts
  • 👋Welcome to SimpleAccounts
  • Overview
    • 💡What we do
    • ✨Key Features
  • Getting Started
    • 🖥️Self-Hosted Service
    • 🛠️Installation Guide
      • Docker
      • Linux OS
      • Mac OS
      • Windows
      • 📝Setting permissions
      • 🧑Inviting Members
    • 🧑‍💻Managed Service
  • Product Guides
    • 💸Income
      • 📝Customer Invoices
        • 🔹Create and send invoices to a customer
        • 🔹Send invoices to a customer
        • 🔹Check the status of an invoice
        • 🔹Edit the payment details on an invoice
        • 🔹Update payment details on an invoice which is already sent (for which no payment has been recorded)
        • 🔹Manually record payment on a customer invoice
        • 🔹Change date on an invoice
        • 🔹Delete an invoice
        • 🔹Sort invoices dating oldest to newest
        • 🔹View paid invoices
      • 🧾Income Receipts
        • 🔹View invoices as receipts
      • 📃Quotations
        • 🔹Create a quotation
        • 🔹Send a quotation to a potential customer
    • 💲Expense
      • 💵Expenses
        • 🔹Manually add Expenses
        • 🔹Send an expense note to the payee
      • 📄Supplier Invoices
        • 🔹Create and send an invoice to a supplier
        • 🔹Send invoices to a supplier
        • 🔹Edit the payment details on a supplier invoice
        • 🔹Delete a supplier invoice
        • 🔹Update payment details for an already sent supplier invoice (with no recorded payment)
        • 🔹Delete paid supplier invoice
      • 🧾Purchase Receipts
        • 🔹View supplier invoices as receipts
    • 🏦Banking
      • 🏦Manage Bank Accounts
        • 🔹Add bank account to SimpleAccounts
        • 🔹Edit or update details of a bank account
        • 🔹Delete a bank account
      • 💱Manage Transactions
        • 🔹Add a transaction
        • 🔹Create new parsing template to import bank statement.
        • 🔹Import a transaction from your computer
        • 🔹Reconcile a transaction
        • 🔹Match transaction with books / Explain a transaction
        • 🔹Unmatch transaction with books /Unexplain a transaction
        • 🔹Match an Invoice with Bank Transaction
        • 🔹Create new parsing template to import bank statement
    • 👨‍💼Accountant
      • ⚖️Opening Balance
        • 🔹View opening balance of all the transactions
        • 🔹Add an opening balance manually
      • 📖Journal
        • 🔹View journals
        • 🔹Manually add a journal entry
    • 📊Reports
      • 🔹View a Financial Report
      • 🔹Export or download a report
      • 🔹Print a Report
      • 🔹View Profit and Loss Report
      • 🔹View a report during a specific date.
    • 💰Master
      • 📋Chart of Accounts
        • 🔹Categorize transactions
        • 🔹Add Chart of Accounts
        • 🔹Edit the type of transaction in chart of accounts
        • 🔹Delete an account from the chart of accounts
      • 👤Contact
        • 🔹Add a customer
        • 🔹Edit the details of a customer
        • 🔹Delete a customer
        • 🔹Add a supplier
        • 🔹Delete a supplier
      • 📦Product
        • 🔹Add a product
        • 🔹Update the VAT details of a product
        • 🔹Change the product category of a product
        • 🔹Delete a product
      • 🗃️Product Category
        • 🔹Create a product category
        • 🔹Edit product category
        • 🔹Change the Code of a Product category
        • 🔹Delete a product category
      • 💼VAT Category
        • 🔹Add a VAT category
        • 🔹Edit VAT category
        • 🔹Delete a VAT category
      • 💱Currency Rate
        • 🔹Add a currency rate conversion to UAE dirham
        • 🔹Add the currency rate from Indian rupee to UAE dirham
        • 🔹Update the exchange rate of a currency
        • 🔹Delete a currency rate
      • 👨‍💼Employee
        • 🔹Add an employee
        • 🔹View, send or download Payslip
    • 📦Inventory
      • 🔹View Inventory
      • 🔹Add product to inventory
      • 🔹View a product’s stock in hand
    • 👥Payroll
      • 📃Payroll Configuration
        • 🔹Add New Employee Designation
        • 🔹Add Company Details
        • 🔹Add an employee for Payroll
      • 🅿️Run Payroll
        • 🔹Create a payroll
        • 🔹Approve a Payroll
        • 🔹Reject a Payroll
        • 🔹Update a rejected payroll
        • 🔹View, send or download Payslip
        • 🔹Void an approved payroll
        • 🔹Get the salary information file of the employees
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  1. Product Guides
  2. Master
  3. Employee

Add an employee

To add an employee,

  • Go to Master --> Employee

  • Click on Add New Employee

  • Enter the Employee name, email, date of birth and phone number.

  • Choose the status as active or inactive.

  • Add other details if you want like, gender, Marital Status, address, education details etc.

  • Choose employee’s designation.

  • If you want to add a new designation,

  • Click on Add Designation

  • Enter the designation name.

  • Click on create.

  • Also add emergency contact details if needed.

  • Click on Next.

  • Under employment tab, Choose the date of joining of the employee.

  • Give details regarding Labour Card, Passport Number, Visa Number etc. If it’s required for the company.

  • Enter the bank details of the employee for payment processing.

  • Enter the account holder name, account number, bank name etc.

  • Click on next.

  • After clicking next we move to next tab employment.

  • Under the employment tab, create employee.

  • Fill the all mandatory details.

  • Enter the Employee Id.

  • Enter the Labour Card Id.

  • Enter the Date of Joining.

  • Click Next.

  • After clicking next

  • Financial Details Tab get open, fill all the mandatory bank details.

  • Enter the (account holder the name, account number, bank name, branch name, IBAN number, agent id).

  • Click next

  • Under the salary setup tab,

  • Enter the employee’s CTC. (Cost to Company – It is the total salary package of an employee for a year.)

  • Choose monthly or annualy

  • To customize fixed earnings, click Add fixed

  • Add variable ear

  • Also add deductions as per requirement

  • Click on save

En email automatically will be send when you create an employee, in case if its not send, send an invite by clicking resend invite.

PreviousEmployeeNextView, send or download Payslip

Last updated 1 year ago

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