Adding employee
In Xserp, you can add your employee details.
In order to generate payslip for an employee, it is important to add the employee details to your Xserp account.
There are two methods to add employee to your xserp account.
Method 1:
Go to HR >> Employees.
Employees list will be shown if you have added earlier.
In case of new start,
Click + create button on the top.
There will be four tabs, under each tab enter the fields provided.
General info
| Field | description |
| Employee Id | Company provides their employee with the unique number or ID, enter the Id here |
| First name | First name of the employee |
| Last name | Last name of the employee |
| Email ID of the employee | |
| Mobile number | Mobile number of the employee |
| Employee photo | You can upload your employee photo by choosing from your file |
Note : Fields with (*) marks are mandatory.
Work
| Field | description |
| Department | Initially create the departments available in your enterprise by clicking +Add New Department from the drop down. Choose the department that the employee belongs to. |
| Employment type | Choose the type of the employment from the list |
| Employment status | Choose the status of the employment from the list |
| Date of joining | Click the calendar icon and navigate within the calendar and choose the date of joining of the employee |
| designation | Enter the designation of the employee |
| Pay structure | Choose the pay structure that the employee subjected to. Before that create the available pay structure.
Go to HR >> Pay structure >> +create |
| Place of work | Enter the location where the employee works |
| Earned leave details | Enter the earned leave applicable for the employee |
| Casual leave details | Enter the casual leave applicable for the employee |
Note : Fields with (*) marks are mandatory.
Personal Details
| Field | description |
| Date of birth | Click the calendar icon and navigate within the calendar and choose the date of birth of the employee |
| Gender | Select the gender from the list |
| Blood group | Select the blood group from the list |
| Address | Fill out the address details in the corresponding fields like address line, city, state, postal code |
| Father’s name | Enter the Father’s name of the employee |
| Mother’s name | Enter the Mother’s name of the employee |
| Emergency contact number | Enter the emergency contact number to whom the employee is closely associated with |
| Marital status | Choose the marital status of the employee from the list |
| Spouse name | If the employee is married, enter the spouse name of the employee |
| Adhaar number | Enter the Adhaar number of the employee |
| ESI No | Enter the ESI Number of the employee if applicable |
| PF No | Enter the PF Number of the employee if applicable |
Note : Fields with (*) marks are mandatory.
Bank details
| Field | description |
| Account number | Type the bank account number of the employee |
| Account type | Choose the type of the account from the list |
| IFSC code | Enter the IFSC code of the corresponding account |
| Account name | Enter the name of the account |
| PAN number | Enter the PAN number of the employee |
Note : Fields with (*) marks are mandatory.
Fill out the above mentioned fields that are required and click the Save button.
Type 2:
You can import your employee details to your xserp account through excel document.
Go to HR >> Employees.
Click upload button on the top.
Choose employee.
Upload window will open and click Download Sample link.
An excel file will be download to your computer, prepare the sheet in the given format and save it before uploading.
Click Attachment button and choose the file from your computer.
Click the upload button, your file will get uploaded in seconds.