Create Employee

In Devize, an Employee refers to an individual working for your business, either full-time or part-time, who is compensated with a salary or wages. You can manage employee details, including personal information, job roles, payroll, and attendance. Efficient employee management ensures smooth payroll processing.

Create an Employee

Creating an employee profile is essential for managing workforce data, ensuring compliance with statutory regulations, and streamlining payroll processing.

Go to the Employee Page: In the left sidebar, navigate to Master Data > Employees .
Click the Add button: This will redirect you to employee creation page.
Fill these: Basic , Salary Details , Personal Details , Payment Details

Basic Details

Enter the employee’s basic details like Name, Employee ID, Date of Joining, Work Email Address, and so on.

Employees' Provident Fund (EPF): If selected, the employee and employer will contribute towards the retirement fund as per EPF rules. The employee needs to provide a PF Account Number and UAN (Universal Account Number).
Eligible for ABRY Scheme: If selected, the employee is eligible for the Atmanirbhar Bharat Rojgar Yojana (ABRY), where the government provides financial support for EPF contributions.
Contribute to Employee Pension Scheme (EPS): If selected, a portion of the employer’s EPF contribution will be directed towards the Employee Pension Scheme, ensuring pension benefits post-retirement.
Contribute EPS at actual PF Wages: If selected, the employer's contribution to EPS will be based on the actual Provident Fund wages instead of the standard capped amount.
Employees' State Insurance (ESI): If selected, the employee will be covered under the ESI scheme, providing medical and cash benefits in case of sickness, maternity, or employment injury. The employee needs to provide an ESI Insurance Number.
ESI Deduction Note: ESI deductions will be made only if the employee’s monthly salary is less than or equal to ₹21,000.
Professional Tax: If selected, professional tax will be deducted from the employee’s salary as per state laws.
Labour Welfare Fund (LWF): If selected, a small contribution will be deducted from the employee’s salary towards employee welfare programs.
Statutory Bonus: Select the employee’s category to determine statutory bonus eligibility based on labor laws.
Employment Category: Choose from the available categories such as Skilled Worker, Unskilled Worker, or Managerial Staff to determine eligibility for statutory benefits.
Director/Person with Substantial Interest: If selected, the employee is identified as a director or person with substantial interest in the company, which may have implications for tax and statutory deductions.

Name	Description
Employee ID	A unique identifier assigned to the employee within the organization.
First Name	The employee’s given name as per official records.
Last Name	The employee’s surname as per official records.
Gender	The gender of the employee, selectable from predefined options.
Date of Joining	The official date when the employee started working in the company.
Work Email	The official email address assigned to the employee for communication.
Designation	The employee’s job title or role within the organization.
Work Location	The location where the employee is assigned to work.
Department	The department in which the employee works, such as Engineering or HR.
PF Account Number	The Provident Fund account number associated with the employee for retirement savings.
UAN	The Universal Account Number linked to the employee’s PF account.
ESI Insurance Number	The Employee State Insurance (ESI) number for medical and other benefits.
Employment Category	The employee’s category for statutory bonus eligibility, such as Skilled Worker.

Salary Details

Enter the employee’s salary detail such as Annual Ctc, Basic Pay and so on.

Salary Template: A predefined salary structure used to standardize pay components across employees.
Annual CTC: The total cost incurred by the company annually for the employee, including salary, benefits, and deductions.
Earnings: Fixed salary components such as Basic Pay, House Rent Allowance (HRA), and Special Allowance.
Reimbursement: Expenses reimbursed by the employer, such as travel, medical, and internet bills.
Deductions: Salary deductions including Provident Fund (PF), Employee State Insurance (ESI), and Professional Tax (PT).
FBP (Flexible Benefit Plan) Components: Optional salary components that employees can choose, such as Meal Coupons, Fuel Allowance, or Telephone Reimbursement.
Statutory Bonus: The statutory bonus is calculated as per labor laws and can be enabled or disabled based on a checkbox selection.
Note on Earnings & FBP Components: Earnings and FBP cannot have duplicate components. If a component exists in Earnings, it should not be repeated in FBP.
Clearing Monthly Amounts: If a component appears in both Earnings and FBP, clear the monthly amount from one to proceed.

Personal Details

Enter the employee’s personal details like Father Name, Date of Birth and so on

Name	Description
Personal Email	The employee’s personal email address for communication.
Mobile	The employee’s personal mobile number.
Date of Birth	The employee’s birth date in DD-MM-YYYY format.
Age	The employee’s age, auto-calculated from the Date of Birth.
Father's Name	The full name of the employee’s father.
PAN	The Permanent Account Number (PAN) of the employee for tax purposes.
Address Line 1	The first line of the employee’s residential address.
Address Line 2	The second line of the employee’s residential address.
City	The city where the employee resides.
State	The state where the employee resides.
Country	The country of residence.
PIN	The postal PIN code of the employee’s address.

Payment Details

Enter the required payment details based on the selected payment method such as Bank Transfer or Cheque.

Payment Method: Select the preferred payment method for salary disbursement. Options include Bank Transfer or Cheque.
Bank Transfer Details: If Bank Transfer is selected, provide the required bank details including Account Holder Name, Account Number, IFSC Code, and Account Type.

Name	Description
Payment Method	The selected payment method for salary disbursement (Bank Transfer or Cheque).
Account Holder Name	The name of the account holder as per bank records.
Bank Name	The name of the bank where the salary will be credited.
Account Number	The bank account number to which the salary will be credited.
Re-enter Account Number	Re-enter the account number for verification purposes.
IFSC Code	The unique IFSC code of the bank branch for identifying transactions.
Account Type	The type of bank account (Savings or Current).
Cheque Holder Name	The name printed on the cheque (applicable for cheque payments).