Welcome to the Sanka Help Center! This guide will walk you through the process of registering an employee in Sanka’s Employee Management system.
By following these detailed instructions, you will be able to create and manage employee profiles efficiently.
What You Will Learn in This Article
- Step-by-step guide to registering a new employee in Sanka
- Key information you need to input for each employee
- Way for archiving and activating the employee records
Process to Registering an Employee
1: Login to Sanka. Go to Employee Management Module, select the "Employee" object, then click the "New" button in the top-right corner of the screen.
2: The “Employee” detailed page will appear. Enter the required information. For first, enter the name of the employee.
3: Select the user registered in Sanka. You can only manage employee such as assign tasks, manages leaves, or check attendances if the employee has Sanka user and invited to the same Workspace.
4: To invite new users, go to Workspace setting and click User Manager. Enter the email you want to invite and you select role that needed.
5: Back to registering employee, the next steps is enter the address of the company.
6: Select the manager for the employee. The lists are coming from the registered employee record. If you don’t have any, leave it blank.
7: Enter the email of the employee.
8: Select Start Work Date of the employee. Simply click the field and calendar will appear. Select the date and click apply.
9: Do the same thing for End Work Date. Simply click the field and calendar will appear. Select the date and click apply.
10: Select the status of the employee. You can always update it later based on the current status.
11: Upload the contract file for secure documentation by clicking upload button.
12: Review the information to ensure accuracy, then click Create Employee.
13: The registered employee will be displayed at record table.
14: You can always update an employee’s profile by navigating to the Employee Management module, click the employee ID, and editing their information.
15: If you need new field/property for your employee record, you can add new property. Go to Workspace setting, click Object Manager, and select Employees. The properties settings page will appear, click create new button on the right side of the page and enter your additional properties.
How to Archive Employee Information
With the archive feature, you can hide registered employee information from the table.
16: Click the box of the employee record you want to archive, and select "Archive."
17: Archived employee record will be grayed out.
18: If you want to unarchive it, click the box of the relevant employee record and select "Activate."
19: Activated employee record will no longer be grayed out and will return to their normal display.
Next Steps
Now that you’ve registered your employees, here are some next steps you may want to explore:
- How to Assign Tasks to Employees
- How to Track Employee Attendance
- How to Manage Employee Leave Requests
For additional help or questions, visit our Help Center or contact us directly.
