🧾 USER MANUAL – EMPLOYEE MASTER (CRM)

1. Purpose

The Employee Master module is used to maintain and manage all employee details in the CRM system.
It stores basic information, work details, and login roles for each user.
This ensures proper task assignment, reporting, and access control within the CRM.

2. Module Location

Path: CRM → HRMS →TRANSACTION → EMPLOYEE MASTER

3. Key Functions

4. Steps to Create a New Employee

1. Go to Transaction → Employee Master.

2. Click on ➕ Create New.
   
   
   

3. Fill in the following fields carefully:

A. Basic Information

Field Name	Description
Employee Name	Enter full name of the employee
Date of Birth (DOB)	Select employee’s date of birth
Gender	Choose Male / Female / Other
Contact Number	Enter mobile or phone number
Personal Email ID	Enter personal email address
Designation	Enter employee’s job title (e.g., Sales Executive, Manager)
Department	Select department (e.g., Sales, Marketing, Accounts)
Reporting To	Select the immediate reporting manager
Date of Joining	Select the employee’s joining date
Company	Choose the company name from the list
Role	Assign system role (Admin, Sales User, Manager, etc.)

B. Other Details

C. Submit

4. After completing all the required fields, click ✅ Submit.

5. The system will display a message — “Employee created successfully.”
   
   
   

6. The new employee record will now be visible in the Employee Master list.

5. Editing or Deactivating an Employee

• To Edit/Double tap:

  1. Select the employee record → Click Edit/Double tap.
     
     
     

  2. Update necessary details → Click Submit

• To Deactivate:

  1. Select the employee record → Change Status = Inactive

  2. Click Save

  3. The employee will no longer have CRM access.
     
     
     
     

6. Best Practices

✅ Keep all employee details accurate and up to date.
✅ Always assign the correct reporting manager and role.
✅ Deactivate users immediately when they leave the company.
✅ Regularly verify employee contact details and login access.