Probiz365Help Center Open App

How to Onboard a New Employee

Set up organizational structure, add an employee record, and enable attendance and payroll.

Goal: New employee in the system with department, shift, and ready for attendance/payroll tracking.
HRM
Key conceptHRM employee records are separate from Probiz365 login users. You may create both for staff who need system access.
Phase 1 · Setup org structure (one-time)
  1. Company — HRM → Company profile.
  2. Departments — HRM → Departments.
  3. Designations — HRM → Designations (job titles).
  4. Office Shift — HRM → Office Shift (work schedules).
  5. Leave Types — HRM → Leave Request → Leave Type.
Phase 2 · Add employee record
Where: Sidebar → HRM → Employees → add employee
  1. HRM → Employees → Add Employee.
  2. Enter personal info, department, designation, shift, joining date.
  3. Add bank details and documents if needed. Save.
More detail → HRM
Phase 3 · (Optional) Create login user
  1. People → Users → Add user with email and password.
  2. Assign role (Cashier, Manager, etc.). See Users & Permissions.
Phase 4 · Ongoing: attendance & payroll
  1. Attendance — HRM → Attendance: record daily check-in/out.
  2. Leave — HRM → Leave Request: submit and approve leave.
  3. Payroll — HRM → Payroll: run pay periods based on attendance and salary.