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
- Navigate to Employee List
- In the CGIC App sidebar, click
HR > Employee > Employee List.
- In the CGIC App sidebar, click
- Search or Filter
- Search Bar: Type the employee’s Name, Employee Code, or Email (e.g., “EMP-1023” or “[email protected]”).
- Filters: Click the filter icon and set criteria such as:
- Department = Production
- Branch = Lagos Plant
- Status = Active
- 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)
- 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.
- Personal Details Section
- Date of Birth
- Gender
- Nationality
- Marital Status
- Permanent Address and Current Address
- Emergency Contact Details
- Emergency Contact Name, Relation, and Phone Number are visible for quick reference.
- Other Optional Fields
- Depending on configuration, you may also see Blood Group, Place of Birth, or Religion.
Step 3: View Contact Information
- Contact Details Section
- Personal Email ID and Mobile Phone Number (with country code).
- Work Email (e.g., “[email protected]”) and Company Phone (if assigned).
- Alternate Contact (if any).
- Social Profiles
- LinkedIn, Twitter, or other networking URLs (if captured).
- Clicking a link opens the profile in a new tab.
- 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
- 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).
- 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.
- 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
- 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”).
- Reporting Manager
- The Reports To field shows their direct supervisor.
- Click the manager’s name to view their profile.
- 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.
- If the employee has a system user account, you’ll see:
- 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
- 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.
- 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.
- Bank and Tax Information
- Bank Name, Account Number, and IFSC (if relevant).
- Pension / Provident Fund Number and Tax ID (if stored).
- 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
- 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.
- If your CGIC App instance tracks leave entitlements, a Leave tab shows:
- 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.
- 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.
- 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”).