Employee Management in CRM LEAF: Adding, Inviting, and Importing Employees
In CRM LEAF, an employee refers to an individual registered in the organization’s HRMS system. Each employee has a unique profile containing personal, professional, and employment-related information, enabling efficient workforce tracking and HR management.
How to Add an Employee
Navigate to: HRMS > Employees > Add Employee
Fill in the required details:
- Basic Info: Employee ID, Name, Email, DOB, Designation, Department
- Contact Info: Country, Mobile, Gender, Address
- Employment Details: Joining Date, Reporting To, Role, Language, Hourly Rate
- Account Settings: Login Access, Email Notifications, Bio
- Click Save to complete the profile creation.
How to Invite an Employee
Two methods to invite employees:
1. Invite by Email
- Enter employee’s email.
- Add an optional message.
A link is emailed to the employee for login and profile completion.
2. Invite by Link
- Generate a registration link.
- Share manually.
- Path: HRMS > Employees > Invite Member
Import Employees (Bulk Upload)
- Go to: HRMS > Employees > Import Employee
- Upload .xls, .xlsx, or .csv file.
- Ensure date fields follow format: YYYY-MM-DD
- Review and confirm field mappings.
Export Employees
- Path: HRMS > Employees > Export
- Download a full Excel list of employee records.
Employee List Overview
Displays Email, Role, Reporting Manager, PAN, Status
Use search bar and filters by:
- Name
- Role
- Department
- Employment Status
- Actions: View, Edit, Delete
Quick Actions – Employees Module
| Action | How To |
| Add Employee |
Go to HRMS > Employees > Add Employee, complete form, click Save
|
| Invite Employee | Use Invite by Email or Invite by Link under Invite Member |
| Import Employees | Click Import Employee, upload file, map fields |
| Export Employees | Go to HRMS > Employees > Export |
| Edit Employee Details | Search employee → Click Edit under Actions |
| View Employee Profile | Click View in Employee List |
| Delete Employee Record | Use Delete under Actions (admin only) |
| Search & Filter | Use top filters or search bar for quick access |
FAQ – Employee Module
Q: Can I edit an employee’s details after creating the profile?
A: Yes, navigate to HRMS > Employees, find the employee, click Edit.
Q: What file types are supported for importing employees?
A: .xls, .xlsx, .csv. Ensure all required fields and correct date formats.
Q: Who can invite new employees?
A: Only users with Admin or HR permissions.
Q: Can employees update their own profiles?
A: Yes, if Login Allowed? is enabled and permissions are granted.
Q: What happens after inviting an employee by email?
A: They receive a login link to access CRM LEAF and complete their profile.
Q: Can I re-invite an employee?
A: Yes, re-enter their email in Invite Member and send the invite again.