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Employee Lifecycle
📄 Employee information overview
📄 Analytics hub
📄 Add, view, and export employee details
📄 Add new employee
📄 View your organization’s employee structure
📄 View employee's reporting structure
📄 Add, edit or update employee details
📄 Add/edit employee's Bank/PF/ESI details
📄 Add and edit employee's family details
📄 Add/edit employee's passport and visa details
📄 View employee's assets
📄 Add employee's asset details
📄 Add and edit employee's position history details
📄 Add and edit employee's previous employment detai
📄 Add employee's separation details
📄 Add, edit, and delete employee's access card deta
📄 Add, edit, and delete employee's insurance detail
📄 Add and edit employee nomination details
📄 Add, download, and upload employee documents
📄 Add, edit, and delete bonus details of an employe
📄 Assign contracts to employees
📄 Revise employee’s salary
📄 Manage employee rejoin cases in the greytHR
📄 Convert contract employee into a regular employee
📄 Generate and publish letters
📄 Import data using Excel Import
📄 Upload employees' photos in bulk
📄 Upload employee documents in bulk
📄 Post a bulletin for employees
📄 Send mass communication
📄 View the employees assigned to policies
📄 View verification status of employees’ ID proofs
📄 View and add the organization’s contract details
📄 Initiate data drive
📄 Launch data drive for employees
📄 Control employees' off-boarding process
📄 Create a letter template
📄 Configure company policies & forms
📄 Add, edit, and delete policy FAQs
📄 Create employee segments
📄 Assign roles to an employee
📄 Create an employee filter
📄 Record employee's fines and damages
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greytHR Admin portal→
Employee Lifecycle

Add, edit or update employee details

The Employee Profile page in the greytHR Admin portal allows you to add/edit the profile details of an employee. The page helps you to keep the employee information up to date.

You can add/edit the following information on the Employee Profile page:

  • Employee Information

  • Personal Information

  • Joining Details

  • Employee Identity

  • Education

  • Address

  • Background Check

  • Remarks

You can perform the following actions on the Employee Profile:

  1. View an employee's profile.

  2. Add/edit an employee's profile.

To view the Employee Profile page, click Employee > Information > Employee Profile.

View an employee's profile

To view an employee's profile, perform the following actions:

  1. On the Employee Profile page, from the Employee Type dropdown list, select the required employee type.

  2. In the Search Employee search box, search for the employee whose information you want to add/edit. The employee's details appear.

Add/edit an employee's profile

Employee information

Under the Employee Information section, you can view the information such as Name, Gender, Mobile, and Email. To add/edit the employee information, perform the following actions:

  1. On the Employee Profile page, click the Edit icon on the Employee Information card. A form appears.

  2. Add/edit the relevant details.

  3. Click Save to add/edit the employee information.

Personal information

Under the Personal Information section, you can view the information such as DOB, Blood Group, Father's Name, Marital Status, and Nationality. To add/edit the personal information, perform the following actions:

  1. On the Employee Profile page, click the Edit icon on the Personal Information card. A form appears.

  2.  Add/edit the relevant details.

  3. Click Save to add/edit the personal information.

Joining details

Under the Joining Details section, you can view the information such as First Hired Date, Joined on, Confirmation Date, Status, Probation Period, and Notice Period. To add/edit the joining details, perform the following actions:

  1. On the Employee Profile page, click the Edit icon on the Joining Details card. A form appears.

  2. Add/edit the relevant details.

  3. Click Save to add/edit the joining details.

Current position

Under the Current Position section, you can view the information such as Designation, Grade, Department, Location, and Attendance Scheme.

Note: You cannot add/edit Current Position information, the information auto-populates. The data is automatically fetched from Position History. To edit an employee’s position history, navigate to Position History, click Employee > Information > Position History.

Employee Identity

You can view the details such as Adhaar, Permanent Account Number, Bank Account Number,  and Election Card under the Employee Identity section.

To add the employee identity information, perform the following actions:

  1. On the Employee Profile page, click Add button on the Employee Identity card. The Document Type dropdown list appears.

  2. Select the Document Type and enter all other fields as applicable.

  3. Click Save to add the employee identity information.

If any identity is already added and if you want to edit the identity, perform the following actions:

  1. On the Employee Profile page, click the Edit icon next to the Employee Identity menu heading. A form appears.

  2. Update the relevant details.

  3. Click Save to modify the employee identity information.

Note: You can also delete an identity record by clicking the Delete button.

Education

You can view the information such as Qualification, Institute, Grade, Qualification Area, and Remarks under the Education section.

To add Education information, perform the following actions:

  1. On the Employee Profile page, click the Add button on the Education card.

  2. An education details form appears. Select the Qualification from the dropdown list and enter all other fields as applicable.

  3. Click Save to add the education details.

If any education information is already added, and if you want to edit the same information, perform the following actions:

  1. On the Employee Profile page, click the Edit icon next to the Education menu heading. A form appears.

  2. Update the relevant details.

  3. Click Save to modify the education details.

Note: You can also delete an identity record by clicking the Delete button.

Address

You can view the details such as Present, Permanent, and Contact under the Address section. To add/edit the address information, perform the following actions:

  1. On the Employee Profile page, click the Edit icon on the Address card. A form appears.

  2. Add/edit the relevant details.

  3. Click Save to add/edit the address details.

Background check

You can view the details such as Verification Status, Verification Completed on, and Agency Name under the Background check section.

To add/edit the background check information, perform the following actions:

  1. On the Employee Profile page, click the Edit icon on the Background Check card. A form appears.

  2. Add/edit the relevant details.

  3. Click Save to add/edit the background check information.

Remarks

You can add the remarks under the Remarks section if required. To add the remarks, perform the following actions:

  1. On the Employee Profile page, click the Edit icon on the Remarks card. A Remarks description box appears.

  2. Enter the valid remark in the description box if required.

  3. Click Save to add the remarks.

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