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Prerequisites
  • At least one Employee record has been created under HR > Employee > Employee List.
  • The record you need to view is already submitted (not in draft).
  • Know the employee’s Employee Code, Name, or Department so you can locate them using search or filters.

Step 1: Locate the Employee Record

  1. Navigate to Employee List
    • In the CGIC App sidebar, click HR > Employee > Employee List.
  2. Search or Filter
    • Search Bar: Type the employee’s Name, Employee Code, or Email (e.g., “EMP-1023” or “jane.doe@cgic.com”).
    • Filters: Click the filter icon and set criteria such as:
      • Department = Production
      • Branch = Lagos Plant
      • Status = Active
  3. Select the Employee
    • Once the employee appears in the list, click their Name or Employee Code.
    • The system opens the Employee profile in View mode.

Step 2: Review Biodata (Personal Information)

  1. Header Information
    • At the top, you’ll see the Employee Name, Employee Code, and Current Status (Active, On Leave, Resigned).
    • A small Profile Photo may display if uploaded.
  2. Personal Details Section
    • Date of Birth
    • Gender
    • Nationality
    • Marital Status
    • Permanent Address and Current Address
  3. Emergency Contact Details
    • Emergency Contact Name, Relation, and Phone Number are visible for quick reference.
  4. Other Optional Fields
    • Depending on configuration, you may also see Blood Group, Place of Birth, or Religion.

Step 3: View Contact Information

  1. Contact Details Section
    • Personal Email ID and Mobile Phone Number (with country code).
    • Work Email (e.g., “jane.doe@cgic.com”) and Company Phone (if assigned).
    • Alternate Contact (if any).
  2. Social Profiles
    • LinkedIn, Twitter, or other networking URLs (if captured).
    • Clicking a link opens the profile in a new tab.
  3. Address Map (If GIS Enabled)
    • If your CGIC App instance is configured with a map service, a small map pin may show the Current Address location.

Step 4: Inspect ID Details and Attachments

  1. Employee ID Details Table
    • A list of ID Document Types (National ID, Passport, Driver’s License).
    • For each row, you’ll see ID Number, Issue Date, and Expiry Date (if entered).
  2. Attachments Section
    • Uploaded files (scans of IDs, Offer Letter, Certificates).
    • Click on any file name (e.g., “Jane_Doe_Passport.pdf”) to download or preview.
  3. Document Validity Indicators
    • If an Expiry Date is near, you may see a red or yellow warning icon indicating upcoming renewals.
    • Hover over the icon for details (e.g., “Passport expires in 20 days”).

Step 5: Check Organizational Assignments

  1. Company, Branch, Department, and Designation
    • Displays the employee’s current Company (e.g., “CGIC Nigeria Ltd”), Branch (e.g., “Kaduna Plant”), Department (e.g., “Maintenance”), and Designation (e.g., “Technician II”).
  2. Reporting Manager
    • The Reports To field shows their direct supervisor.
    • Click the manager’s name to view their profile.
  3. Role and User Mapping
    • If the employee has a system user account, you’ll see:
      • User Name (e.g., “jane.doe”)
      • User Roles (e.g., “Employee Self-Service,” “Maintenance User”)
    • Hover over each role to see a brief description.
  4. Date Fields
    • Date of Joining shows when they started.
    • Date of Confirmation (if probation applies).
    • Last Promotion Date or Last Designation Change may be visible if tracked.

Step 6: View Salary and Payroll Details

  1. Salary Structure
    • Displays the assigned Salary Structure template (e.g., “Engineer Grade 2 Structure”).
    • Click View Structure to see breakdown:
      • Basic Pay
      • House Rent Allowance (HRA)
      • Transport Allowance
      • Any Special Allowances.
  2. Salary Components and Amounts
    • A table lists each component and the Amount or Percentage.
    • The Gross Salary and (if calculations exist) Net Salary are displayed at the bottom.
  3. Bank and Tax Information
    • Bank Name, Account Number, and IFSC (if relevant).
    • Pension / Provident Fund Number and Tax ID (if stored).
  4. Last Salary Revision
    • Shows the Effective Date of the most recent salary change.
    • Details of the previous structure (if tracked) may be available via a “View History” link.

Step 7: Explore Additional Tabs and Features

  1. Leave and Attendance
    • If your CGIC App instance tracks leave entitlements, a Leave tab shows:
      • Leave Balance (e.g., “12 Casual Days,” “8 Sick Days”).
      • Leave Applications (approved, pending).
    • The Attendance tab (if enabled) may display check-in/out records or shift logs.
  2. Performance and Training
    • Performance Reviews: Any appraisal scores or feedback cycles linked to this employee.
    • Training Records: List of completed courses or certifications, with dates and scores.
  3. Asset Allocation
    • If you assign company assets (e.g., laptops, tools), the Assets tab lists items currently allocated to the employee.
    • Includes Asset Code, Issue Date, and Return Status.
  4. Notes and To-Do
    • Any HR Notes (e.g., disciplinary warnings, commendations).
    • To-Do items assigned to HR or managers (e.g., “Renew Work Permit”).