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Employee Directory
Manage employee profiles, employment terms, emergency contacts, identity documents, and linked WordPress accounts.
1. Adding a New Employee
- Navigate to HR Press > Employees.
- Click Add New Employee.
- Complete the employee profile sections:
Personal Information
- First Name & Last Name: Full legal name.
- Email Address: Work email (used for notifications and login credentials).
- Phone Number: Primary contact number.
- Date of Birth & Gender: Standard demographic records.
- Current & Permanent Address: Residential contact info.
- Profile Photo: Upload avatar image.
Employment Details
- Employee ID: e.g.,
EMP-001,EMP-042(custom identifier sequence). - Department: Select from your configured departments.
- Designation: Select from designations within the chosen department.
- Date of Joining: Official contract start date.
- Employment Type:
Full-Time,Part-Time,Contractor,Intern. - Shift: Assign the default work schedule.
- Status:
Active,Inactive,Terminated,On Leave.
WordPress User Account Linking
- Link Existing User: Select an existing WordPress user from the dropdown.
- Create New User: Automatically creates a WordPress login with the
Employeerole and sends welcome credentials via email.
Emergency Contacts & Documents
- Emergency Contact: Name, relationship, and emergency phone number.
- Document Attachments: Upload employment contract, tax forms (W-4, Form 16), government ID proof, and academic certificates.
- Click Save Employee.
2. Managing Employee Profiles
In HR Press > Employees, the master table displays all staff with search, department filters, and status tags:
- View Profile: View complete employee dossier including personal info, attendance history, leave balances, and salary slips.
- Edit: Update contact details, promote to a new designation, or change department.
- Deactivate / Terminate: Sets status to
InactiveorTerminated. Inactive employees can no longer clock in or submit leave requests.
3. Bulk CSV Import / Export
- Go to HR Press > Employees > Import/Export.
- Export: Download full staff directory as CSV for payroll or tax reporting.
- Import: Upload a formatted CSV file to onboard multiple employees at once.
Next Steps
Set up work hours and attendance rules in Shifts & Work Schedules.