Employee Management in CRMLeaf

In CRM Leaf, an Employee is a registered member of the organization’s workforce, maintained through the HRMS (Human Resource Management System) module. Each employee has a dedicated profile that stores key information such as identity, job details, contact data, access roles, and compensation structure.

This module simplifies HR operations, tracks employee activity, and integrates with project and time management tools across the system.

How to Add an Employee

To create and register a new employee profile in the system:

1. Navigate to:
   HRMS > Employees > Add Employee
2. Fill in the required sections:

Section	Field	Description
Basic Info	Employee ID	Unique ID for internal tracking
	Name	Full legal name of the employee
	Email	Used for communication and login
	DOB	Date of birth
	Designation	Job title or position
	Department	Department to which the employee belongs
Contact Info	Country	Country of residence/work
	Mobile	Mobile contact number
	Gender	Gender identity
	Address	Residential or work address
Employment Details	Joining Date	Official start date of employment
	Reporting To	Supervisor or manager the employee reports to
	Role	Assigned system role (e.g., Admin, Manager, Employee)
	Language	Preferred language for the interface
	Hourly Rate	(Optional) Hourly compensation for billing or payroll
Account Settings	Login Access	Enable or disable CRM Leaf login access
	Email Notifications	Enable to receive system notifications
	Bio	(Optional) Brief employee bio or notes

3.Click Save to finalize employee creation.

How to Invite an Employee

CRM Leaf provides two convenient methods to invite employees to join the platform:

Method 1: Invite by Email

• Navigate to HRMS > Employees > Invite Member
• Enter the employee’s email address
• (Optional) Add a custom message
• Click Send Invite

An email will be sent with a login invitation link, allowing the employee to access the system and complete their profile.

Method 2: Invite by Link

• Navigate to HRMS > Employees > Invite Member
• Click Generate Invitation Link
• Copy and share the link manually (via chat, email, etc.)

This is useful when inviting multiple users at once or using external communication platforms.