Overview
Creating an employee in Tazk Payroll is a 4-step wizard. Click + Create Contact from the Contacts page to start. All fields marked with * are mandatory.
Step 1: Personal Info
Personal Details
| Field | Required | Description |
|---|---|---|
| First Name | Yes | Employee's first name |
| Last Name | No | Employee's last name |
| Gender | Yes | Select from dropdown |
| Phone Number | Yes | Primary mobile number |
| Office Phone Number | No | Secondary number |
| DOB | Yes | Date of birth |
Contact Information
Email*, Address, Area, Pincode, City, State, Country (default: India), Latitude, and Longitude.
Click Next to proceed.
Step 2: Application Info
| Field | Required | Description |
|---|---|---|
| User Role | Yes | Employee, Manager, HR Manager, Front Desk, etc. |
| User Name | Yes | Login username (prefixed with company code) |
| Password | Yes | Login password |
| Location | Yes | Primary work location |
| Primary Location | Yes | GPS location for attendance restriction |
Click Next to proceed.
Step 3: Payroll Info
| Field | Required | Description |
|---|---|---|
| Employee Code | Yes | Unique identifier for the employee |
| Department | No | Select from configured departments |
| Reporting Manager | No | Select the employee's reporting manager |
| Designation | Yes | Job title/designation |
| Employee Category | Yes | Interns, Confirmed Employees, Probation, etc. |
| Date Of Joining | Yes | Official joining date |
| Relieving Date | No | Set when the employee is relieved |
| Select Template | No | Assign a salary template |
Click Next to proceed.
Step 4: Payment Details
Select the Mode of Payment from the dropdown. Click Submit to create the employee record.
Important: Ensure the Employee Code is unique. Duplicate codes will cause errors during salary processing.