Recruiting an employee

To create a recruitment record, please follow the steps below

  1. In HRM container, go to Recruitment Folder

  2. In Employees Folder, click on “Actions” and select on “New Recruitment”.

  3. A New Recruitment’s Details window will pop up on the screen.

  4. Fill in all the details. Please note that fields with “*” are mandatory Fields.

  5. Click on Save

While creating an employee you are requested to fill in all the fields according to the information below:

Mandatory Fields for creating a recruitment record

The following fields are mandatory and you’re requested to fill at least the following in order to successfully create a designation/product.

  • Name: Please fill in the name of the applicant.

  • Employment Details

    • Designation: Please select the designation for which the applicant has applied for. The available options are created using the product folder in the ‘HRM’_ container.

    • Applicant’s Name: The name of the applicant in certificates.

  • Personal Details

    • Father’s Name/ Husband’s Name: Fill in the name of applicant’s father/husband.

    • Birth Date: Kindly fill in the applicant’s birthdate using the calendar view.

    • Gender: Please select the applicant’s gender from the dropdown menu.

    • Martial Status: Please select applicant’s martial status from the drop down menu.

    • Nationality: It refers to the country the applicant belongs to, kindly select the country from the drop down menu.

    • Relationship with member: Relationship of the applicant with the person whose name has been filled in Father/Husband’s name section.

  • Contact Details

    • Mobile: Fill in the applicant’s mobile number. This mobile number may be used for communications done through Saralweb.

    • Address: Fill in the current address of applicant.

    • City: Kindly fill in the city of applicant’s residence.

    • State/Union Territory: Select the state of applicant’s residence using the drop down menu.

  • Bank Details

    • Nominee Name: Name of the nominee who would get the dues in case of a mis-happening.

  • Academic Details

    • Qualification: Please select the applicant’s highest qualification using the drop down menu.

Approving Recruitment records

A recruitment record needs to be approved for it to be used as an employee. To approve the recruitment records, please follow the steps below

  1. Go to Recruitment Folder, in HRM container.

  2. All the recruitment records will be listed on your screen.

  3. Select the recruitment record, you want to approve and click on it.

  4. A Recruitment Edit window will pop up.

  5. Click on “Actions” and select “Approve Applicant”.

  6. You will notice that the options under “Action” will change to “Delete” and “Print”, conforming approval of the record.

  7. Click on Save.

Bulk Upload of Recruitment data

You can bulk upload recruitment data for mass recruitment. In order to bulk upload, please follow the steps below

  1. Go to Recruitment Folder, in HRM container.

  2. Click on Actions, select “Download Template”.

  3. Fill in the recruitment data according to the column headings. Please note that the fields with “*” mark are mandatory.

  4. Save the file in .xlsx format on your system.

  5. In Recruitment folder, click on Actions and select “Upload Data”.

  6. Upload Data details window will pop up on your screen. Click on “Upload Spreadsheet”.

  7. Select the .xlsx file that you had saved earlier.

  8. Click on Upload

Go Back