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Add New Employee Records Efficiently

This tutorial guides you through adding a new employee record in Ninerole. You will learn how to enter all necessary employee details and complete the creation process.

Before you start, go to ninerole.com.

About this task

Purpose
Create a complete employee record — work details, personal details, qualifications, banking and salary — so the person exists across every module.
Who can do this
HR or an administrator with access to the employee directory — not self-service
Before you start
  • The company, business units and roles you will assign already exist.
  • A salary template exists if you want to apply one at the salary step.
You will need
Work details (designation, department, joining date), personal and contact details, qualifications, bank account details, and the salary structure.
Result
An employee record is created and the person appears in the employee directory.
This unlocks
Attendance and leave for that person, payroll and payslips, project staffing, and their own self-service profile.

This guide answers

  • How do I add a new employee?
  • What information do I need before I can create an employee?
  • How do I set an employee's salary when creating them?
  • How do I add bank details for payroll?
  • What happens after the employee record is created?
  • Can the employee fill in their own details afterwards?

If something goes wrong

The department, designation or role isn't in the list.
Those come from the organisation setup. Create the missing item in Administration first, then return here.
You can't apply a salary template.
The template has to exist before it can be applied. Set up components and templates first.
Payroll later reports missing salary data for this employee.
The salary step was skipped or left incomplete. Open the employee's salary details and complete the structure.

Related:  Components & templates · Salary details · Profile settings · Business unitsAlso called: create an employee, onboard an employee, add a staff record.Last verified: 7 September 2026

1. Introduction

You will learn how to enter all necessary employee details and complete the creation process.

Introduction

Open the employee directory

2. Access the work area switcher

Click Switch work area to open the workspace options.

Access Work Area Switcher

3. Open the Administration section

Click Administration to access administrative settings.

Open Administration Section

4. View the All Employees list

Click All Employees to see the complete employee directory.

View All Employees List

5. Initiate adding an employee

Click Add Employee to start creating a new employee profile.

Initiate Adding Employee

Enter work details

6. Select the First Name field

Enter First Name * to enter the employee's first name.

Select First Name Field

7. Select the Last Name field

Enter Last Name to input the employee's last name.

Select Last Name Field

8. Select the Work Email field

Click Work Email to provide the employee's work email address.

Select Work Email Field

9. Enter the work email address

Enter the employee's work email address.

Enter Work Email Address

10. Open the Department dropdown

Click the Department dropdown to choose the employee's department.

Open Department Dropdown

11. Open the Business Unit dropdown

Click the Business Unit dropdown to assign the employee's business unit.

Open Business Unit Dropdown

12. Open the Role dropdown

Click the Role dropdown to specify the employee's role.

Open Role Dropdown

13. Select the employee role

Choose the employee role from the list.

Select Employee Role

14. Open the Designation dropdown

Click the Designation dropdown to set the employee's designation.

Open Designation Dropdown

15. Open the HR Reporting Manager field

Click the HR Reporting Manager dropdown to assign a manager.

Open HR Reporting Manager Field

16. Select the HR reporting manager

Choose the HR reporting manager for the employee.

Select HR Reporting Manager

17. Open the office location dropdown

Click the Primary Office Location dropdown to select the office location.

Open Office Location Dropdown

18. Open the Track Location field

Click Track Location to enable location tracking.

Open Track Location Field

19. Select the Field Employee option

Click Field Employee to specify the employee type.

Select Field Employee Option

20. Open the overtime eligibility field

Click Overtime Eligible to set eligibility.

Open Overtime Eligibility Field

21. Proceed to the next step

Click Next to continue to the next section.

Proceed to Next Step

Enter personal details

22. Select the Personal Email field

Enter the employee's personal email address.

Select Personal Email Field

23. Select the Phone Number field

Enter the employee's phone number.

Select Phone Number Field

24. Select the Date of Birth field

Select the Date of Birth to specify the birth date, month, and year.

Select Date of Birth Field

25. Open the gender selection

Choose the employee's gender from the options.

Open Gender Selection

26. Select the PAN card field

Enter the employee's PAN card number.

Select PAN Card Field

27. Select the joining date

Select the employee's joining date.

Reopen Joining Date Field

28. Select the Left On field

Click Left On to specify the end date if applicable.

Select Left On Field

29. Open the residential address field

Enter the complete residential address of the employee.

Open Residential Address Field

30. Proceed to the next section

Click Next to continue to qualifications.

Proceed to Next Section

Add qualifications and interests

31. Add a qualification entry

Click Add Qualification to input educational details.

Add Qualification Entry

32. Add an interest entry

Click Add Interest to include personal interests.

Add Interest Entry

33. Select the Interest field

Enter the employee's interests, such as sports.

Select Interest Field

34. Proceed to the next step

Click Next to continue to banking details.

Proceed to Next Step

Add banking details

35. Select the Account Number field

Enter the employee's bank account number.

Select Account Number Field

36. Select the IFSC Code field

Enter the IFSC code for the bank branch.

Select IFSC Code Field

37. Select the Bank Name field

Enter Bank Name to specify the bank.

Select Bank Name Field

38. Enter the bank name

Enter the name of the bank, such as State Bank of India.

Select Branch Name Field

39. Select the Branch Name field

Click Branch Name to enter the branch location.

Select Branch Name Field

40. Proceed to the next section

Click Next to continue to salary details.

Proceed to Next Section

Set salary and create the record

41. Select the Gross Salary field

Enter the employee's yearly gross salary amount.

Select Gross Salary Field

42. Open the salary template dropdown

Choose the appropriate salary template with components.

Open Salary Template Dropdown

43. Apply the salary template

Click Apply Template to assign the selected salary structure.

Apply Salary Template

44. Complete employee creation

Click Create Employee to finalize adding the new employee.

Complete Employee Creation


You have successfully added a new employee record in Ninerole by entering all required personal, professional, and banking details.

Back to People · all modules · Ninerole HRMS overview

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