Core HR

Team

36 min read Official Workflow Click any image to enlarge

Add New Employee In PayPeople

PayPeople HR and Payroll software enable you to manage all of your employees. You can also create a new employee, export employees using excels. You can edit your employees’ information directly from this section.

The appropriate tabs are used to organize the information. For instance, the “Team” tab will give information about the employee, but will also reveal personal information about the individual, such as contact details. All documents that are uploaded to employees profile will be visible on “Documents” page.

Adding employee data in PayPeople is a simple process that can be done in just a few steps. Here’s how:

  • Login to your PayPeople account and navigate to the “Team” tab.
  • Click on the “Create A New” button.

Team: Add New Employee In PayPeople (screen 1)

  • You create an employee profile by fill out all seven sections, starting from personal details to attendance information. Please ensure that all required fields are completed.
  • Once you have filled in all the necessary information, click on the “Save” button to add the employee to your PayPeople account.

Team: Add New Employee In PayPeople (screen 2)

How to Upload Employees through Excel

Uploading your employees data using Excel files in PayPeople is a simple process. Follow these steps to get started:

  • Navigate to the “Team” section.
  • Click on drop down arrow located beside create a new button and click “Import Employees” button.

Team: How to Upload Employees through Excel (screen 3)

  • Click Download format, fill employees data in excel file, click Upload File and then Import button.

Team: How to Upload Employees through Excel (screen 4)

Edit Employee Profile

Editing your employee data in PayPeople is a simple  process. Here are the steps to follow:

  • Navigate to the “Team” section.
  • Select the employee whose data you want to edit.

Team: Edit Employee Profile (screen 5)

  • Click on the “Edit Profile” button located at top right corner.

Team: Edit Employee Profile (screen 6)

  • Employee personal data such as employee profile picture, name, email address, gender, and date of birth can be edited in the personal, employee section.

Team: Edit Employee Profile (screen 7)

  • Here you can make changes to employee profile in terms of personal information.
  • Click on the Save button.

Team: Edit Employee Profile (screen 8)

  • You can edit an employee’s hiring date, joining date, office location, department, and designations in the official section of their profile.

Team: Edit Employee Profile (screen 9)

  • Here you can edit an employee’s official information.
  • Click on the Save button.

Team: Edit Employee Profile (screen 10)

  • In PayPeople we can view or edit an employee’s salary in the section of Salary.

Team: Edit Employee Profile (screen 11)

  • Here you can edit or select the type of salary, pay period (payroll), basic salary, salary template, allowance, contributions, and deductions.
  • Click on the Save button.

Team: Edit Employee Profile (screen 12)

  • You can edit leaves or time off in the employee profile’s leave section.

Team: Edit Employee Profile (screen 13)

  • You have the option to modify or choose the Time Off Policy, which specifies the type and number of leave that an employee may be eligible for.
  • Click on the Save button.

Team: Edit Employee Profile (screen 14)

  • In the Attendance Section, you can effectively manage employee time rules, attendance, and employee self-service attendance access.

Team: Edit Employee Profile (screen 15)

  • Here you can give different access like user can clockin through web or mobile app, login access and much more others things.
  • Click on the Save button.

Team: Edit Employee Profile (screen 16)

  • You can also edit employee dependent information in depended section.

Team: Edit Employee Profile (screen 17)

Team: Edit Employee Profile (screen 18)

  • You can upload documents in the employee profile document section and Add them to the list.

Team: Edit Employee Profile (screen 19)

  • After add them to list click Save.

Team: Edit Employee Profile (screen 20)

  • You can view your timeline history like promotion, increments, bonus etc.

Team: Edit Employee Profile (screen 21)

Team: Edit Employee Profile (screen 22)

View Employee Last Login History

As an HR manager and administrator, you can examine employees’ login Time and relevant information, including the date and time of their most recent login and their status, as well as manually add new users.

Procedure:

  • Go to Setup >> Security >> Manage Users.

Team: View Employee Last Login History (screen 23)

How to Edit Employee Login Data?

If you need to edit an employee’s login data in PayPeople, it’s a simple process that can be done in just a few steps. Here’s how:​

  • Navigate to Menu Path:SetupSecurityManage Users.
  • Find the employee whose login data you want to edit and click on their name to open.

Team: How to Edit Employee Login Data? (screen 24)

  • You can make any necessary changes to the employee’s password or role.
  • Click “Save” to save your changes.

Team: How to Edit Employee Login Data? (screen 25)

View Organization Tree

The organization tree in PayPeople is a useful feature that allows you to visualize the hierarchy of your organization. It provides a clear and concise overview of the different departments, teams, and individuals within your company. 

Note:

” To setup company ORG chart add line manager of employees in their Profile Official section“

Here’s how you can view the organization tree in PayPeople:

  • Navigate to Menu Path:TeamOrg ChartTeam Org Chart.
  • You will see a visual representation of your organization’s hierarchy, with the CEO or top-level executive at the top of the tree.

Team: View Organization Tree (screen 26)

  • You can expand or collapse different branches of the tree to view more or less detail by hover to any branch and click arrow which is located at left, right, top and bottom of the node.
  • Over each node in the tree will display additional information about that individual or team, such as their profile picture, name, designation.

Team: View Organization Tree (screen 27)

  • To access the employee’s profile, click the three dots in the top right corner.

Team: View Organization Tree (screen 28)

  • You can also view employees salary details by Navigating to Team > Org Chart >  Salary Org Chart.

Team: View Organization Tree (screen 29)

View Employee Directory

PayPeople offers a simple and easy-to-use employee directory feature that allows you to quickly find and view information about your colleagues that is separated by department, location and job title.

There are two ways to view the employee directory, follow these simple steps:​

  • Go to Team section.
  • First view is a Grid view.

Team: View Employee Directory (screen 30)

  • The second is a Detailed View. In the detail view, you can see your employee-related basic details like the total number of active and deactivated employees in the system, work locations, can print employee QR codes, and many other basic details.

Team: View Employee Directory (screen 31)

Access Employee Reports

As a business owner or manager, it is important to have access to employee reports to track productivity and performance. PayPeople offers an easy and efficient way to access employee reports. Here’s how:

  • Navigate to the Reports section: Once you are logged in, navigate to the Other section > Reports on the PayPeople dashboard. Here, you will find a list of different types of reports that you can generate.

Team: Access Employee Reports (screen 32)

  • Choose the type of report you want to generate: Depending on your needs, you can choose to generate different types of employee reports such as attendance reports, performance reports, or payroll reports.

Team: Access Employee Reports (screen 33)

  • Report Filters: Once you have selected the type of report you want to generate, you can customize it by selecting the date range, employee names, and other relevant parameters.

Team: Access Employee Reports (screen 34)

  • Generate the report: After customizing the report, click on the View Report button to generate the report. The report will be generated in a few seconds, and you can view it on your screen or download it in different formats such as PDF or Excel.

Team: Access Employee Reports (screen 35)

Subscribed Client Operational Run Assistance

Executing this payroll run or configuring your biometric machines? Connect with our dedicated Client Operations Desk on WhatsApp (please have your Organization ID ready).

Client Desk
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Based on verified PayPeople system workflow. View original help center article

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