How to create People and Personal Info?

 

Capturing Employee Personal Information with AntMyERP

AntMyERP allows you to easily record and manage personal information of team members — including their skills, languages, education, dreams, and contact details — all in one place.

To begin, go to People on the left-hand menu. This section displays contact details of all employees, customers and vendors. While customer and vendor details appear automatically the employees must first be created in People before being added to a team.

Click on the plus icon to create a new employee. A form will open where all red-marked fields are mandatory. Enter the nickname, followed by first name, middle name and last name. Select the gender and enter the birth date. If birthday greetings are enabled in the system then AntMyERP will automatically send wishes on their birthday.

Next, fill in address details, including address code, landmark and pin code. Add personal mobile number, home landline and blood group. You can also link social media profiles such as Facebook, Twitter, LinkedIn or Skype. Additional fields like source of contact, contact category, status and remarks can also be filled.

You can upload both a profile picture and family picture for the employee. Once the basic information is entered, click Save to add them to the team.

To view employees later, go to People and search using the employee name or filter by type. Employees are identified by a unique People icon.

Further, you can update their profile by adding education, skills, languages, experience, references, dreams, emergency contacts, and documents.

HR policy ensures that all employees’ personal details are maintained and linked to their team. Once created, the employee record cannot be deleted.

With AntMyERP, employee data management becomes organized, complete, and secure.