Employee Creation Process in POMS Application

Employee Creation Process in POMS Application

Idea
 Purpose:

This SOP outlines the step-by-step process for creating a new employee record in the POMS application, ensuring that all relevant employee details are accurately entered.

Step 1: Initiating the Employee Creation Process

  1. Log in to the POMS Application:

    • Use your assigned username and password to access the POMS Application.

  2. Navigate to the Customer Management Section:

                  Administration → Management → Foundation → Employees

  1. Click on the New Button:

    • Click on the New button to initiate the creation of a new employee record.



Step 2: Entering Employee Details

A. Basic Information

  • Code:-  The employee code is auto-generated by the system. This field is non-editable and should not be altered.

  • Full Name:-  Enter the full legal name of the employee in the provided field. Ensure the name is accurate as it appears on official documents.

  • Company:-  Ensure that the correct company is tagged to the employee profile. Verify and select the company from the dropdown list.

B. Address Line

  • Address Details:-  Enter the complete address of the employee, including street, city, state, zip code, and country. Ensure that all fields are filled correctly for accurate communication and legal purposes.

C. Configuration

  • Active:-  Ensure the employee is marked as "Active" unless there is a specific reason not to activate the record.

  • Tax Exempt:-  If the employee is exempt from tax deductions, select the appropriate tax-exempt status. If no exemption applies, leave this field blank.

D. Personal Details

  • Gender:-  Select the gender of the employee.

  • Date of Birth:-  Enter the employee's date of birth in the correct format (DD/MM/YYYY). Ensure the date is accurate, as this is important for records and benefits calculations.

  • Marital Status:-  Select the marital status of the employee from the available options (e.g., Single, Married, etc.).

E. Save the Document.
  1. Save the Document After Verifying All Information


Step 3: Entering Employee Details
​
In Additional Details tab select employee type. For example – Sale person, Tele Caller , etc



Warning
Validation Check 

Code Validation:
  • The Code field is auto-generated by the system. This code cannot be manually entered or edited since the Code Type is set to Auto and not Manual for this entity type. Please ensure no changes are made to this field.



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