Understanding Employee

An employee is an individual who works for an employer where the employee agrees to perform certain tasks and duties in exchange for compensation. 

Employees can work full-time, part-time, or temporarily. They have rights and benefits according to the law.

Settings and Preferences for Employees 

Before adding an employee in your organization, we strongly recommend setting up the HR rules and processes.

Navigate to the Left Menu > Settings > Third Icon > HR

Make all the necessary changes in all the HR Tabs as per your organization goals.

Click on Updates.

Adding an Employee

Adding an Employee in AntMyERP is easy! You need to enter their important info into one place. Here’s what you do.

You can add Employee in two ways:

Creating Employee from the Team Page

Importing Employee

Creating Employee from the Team Page

Navigate to the Left Menu > Settings > Organization Profile > Team.

Click the + Icon button on the top right corner of the page – Create Employee

Begin my selecting the Person Name ( picked up from the People Page )

If person name does not appear, Click on + icon and add the people details (Personal information of the Employee)

Enter all mandatory fields along with all the details of your Employee

After entering all the details, click Save.

Productivity Tool: You can add Employee from the Quick Add directly

Note: Duplicate Employee entries are not permitted within AntMyERP to maintain data integrity.

Permission : Only those who have the permission to add employee can perform this task

Importing Employee 

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

On Top Right Menu navigate to Uparrow(Import) > Import Employees.

Read Instructions and Click Download Sample File ( CSV. ) for your reference by clicking sample file.

Ensure that all the fields are mapped and  filled correctly while adding your Employees.

Now go to the Top Right Menu navigate to Uparrow(Import) > Import Employees.

Click on Up Arrow in the center and select the file to be imported. 

Click on Save.

All the Employees are imported in your AntMyERP

Note: You can upload 50 Employees at a time. Only excel file is supported

Exporting Employee 

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

On the Top Right Menu navigate to Down arrow(Import) > Export Employees.

All the employees are Exported from the AntMyERP to CSV. file

View Employees

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employee in the Team list and click on the View People option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to View People.

If you want to make any changes to this Employee, click on the Edit icon.

Editing Personal Profile

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employee in the Team list and click on the Edit Personal profile option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to Edit Personal profile.

Make the necessary changes to the Employee personal profile details.

Save the updated information.

Editing Official Profile 

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employee in the Team list and click on the Edit Official profile option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to Edit Official profile.

Make the necessary changes to the Employee personal profile details.

Save the updated information.

Deleting Employees

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employees in the Team  list and click on the Delete option from the Action dropdown menu. Alternatively you can Right Click on the Employees whom you want to Delete.

Confirm the deletion in the pop-up window.

Note: If an Employee is deleted, it cannot be retrieved again

Terminate Employees

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employees in the Team  list and click on the Terminate option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to Terminate.

Fill in the necessary details of the termination.

Click on Save

Note : All the tasks assigned to that employee needs to be mapped with another employee. You can not terminate the employee without getting back all the assets issues to that employee

Issue Assets 

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employees in the Team  list and click on the Issue Assets option from the Action dropdown menu. Alternatively you can Right Click on the Employees whom you want to Issue Assets.

Fill in the necessary details of the Issue Assets

Learn more about Assets Issued to Employees

Managing Employees : Active and Inactive

After adding the Employees in Team, they need to be activated.

Navigate to the Left Menu > Settings > Users & Roles 

You will land in User & Roles page

Search for the Employee or that Employee list will be visible in the index page.

Locate the Employee > Click on Action > Edit > Status > Active

Incase of Inactive Employee 

Navigate to the Left Menu > Settings > Users & Roles 

You will land in User & Roles page

Search for the Employee or that Employee list will be visible in the index page.

Locate the Employee > Click on Action > Edit > Status > InActive

Permission: Keep in mind that this action requires permission, so users need to have the right authorization to make an Employee active or inactive.

Note: Inactive Employees does not mean that they are deleted or terminated from the system