> ## Documentation Index
> Fetch the complete documentation index at: https://help.omnivoo.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Omnivoo is an India-first Employer of Record (EOR) platform. EOR hiring is India only; contractors are supported in 220+ countries and territories.
> Never tell a user to log in with a password. Authentication is passwordless: email OTP, passkeys, Google, or SSO.
> Statutory figures (TDS slabs, PF, ESI, Professional Tax, gratuity) change by financial year. Always state the year the figure applies to.
> Never name a third-party payment provider as Omnivoo’s payment rail. Refer to "our payments partner".

# Managing Payroll Employees

> Add, edit, and manage employees in your payroll system.

The Payroll Employees page is where you add and edit the employees on your payroll and update their details.

## Getting There

The Payroll Employees page is at `/employer/pay/employees` and is reached from the Payroll dashboard (**Pay**). It is not a separate sidebar item.

<Tip>
  For a single, unified view of everyone you work with (both employees and contractors), use **People** > **My Team** in the sidebar. The Payroll Employees page is focused on the people included in payroll.
</Tip>

## Employee List Overview

The page shows:

### Stats Cards

At the top of the page, summary cards give you a quick snapshot:

* **Total People:** Everyone currently in the payroll system.
* **Active:** Employees currently receiving salary.
* **Employees:** Count of employees (as opposed to contractors).

### Search & Filters

Use the search bar and filters to find specific employees:

* **Search:** Search by name. Press **Enter** to apply the search.
* **All Status:** Filter by Active, Inactive, On Leave, or Terminated.
* **All Types:** The only type option is Employees.

### Employee Table

The table displays the following columns for each employee:

| Column         | Description                                                     |
| -------------- | --------------------------------------------------------------- |
| **Name**       | Full name and email address                                     |
| **Type**       | Employee or Contractor badge                                    |
| **Job Title**  | Current job title                                               |
| **Country**    | Country code (e.g., US, IN, GB)                                 |
| **Salary**     | Formatted salary with period (e.g., \$75,000/yr, INR 50,000/mo) |
| **Status**     | Active, Inactive, On Leave, or Terminated                       |
| **Start Date** | Employment start date                                           |
| **Actions**    | Edit and Delete buttons                                         |

Click on any employee row to view their full profile details.

## Viewing an Employee's Profile

Click any employee row to open their read-only profile at `/employer/pay/employees/:id`. The profile shows the employee's name, a status badge, and an **Employee** type badge, along with their email and phone and an **Edit** button.

Four overview cards summarise the **Job Title**, **Salary**, **Country**, and **Start Date**, followed by detail cards:

* **Personal Information:** Full Name, Email, Phone, Employee ID.
* **Employment Details:** Type (Employee), Status, Job Title, Department, Start Date, End Date.
* **Location:** Country, State/Province, City.
* **Compensation:** Salary, Currency, Pay Period.
* **Payment Information:** Payment Method.
* **Record Information:** Created and Last Updated timestamps.

Empty values fall back to sensible defaults. Phone shows "Not provided". Job Title, Department, State, and City show "Not set". End Date shows "N/A", and Payment Method shows "Not set". If the record cannot be loaded, the page shows **Employee not found**.

## Adding an Employee

To add a new employee to payroll:

1. Click **Add Employee** on the Employees page.
2. Complete each section of the form.

### Personal Information

| Field          | Required | Description                                              |
| -------------- | -------- | -------------------------------------------------------- |
| **First Name** | Yes      | Employee's first name                                    |
| **Last Name**  | Yes      | Employee's last name                                     |
| **Email**      | Yes      | Work email address (used for login and payslip delivery) |
| **Phone**      | No       | Contact number                                           |

### Employment Details

| Field          | Required | Description                                       |
| -------------- | -------- | ------------------------------------------------- |
| **Type**       | Yes      | Employee (currently the only supported type)      |
| **Start Date** | Yes      | First day of employment. Defaults to today.       |
| **Job Title**  | No       | Job title (e.g., Software Engineer)               |
| **Department** | No       | Team or department assignment (e.g., Engineering) |

### Location

| Field              | Required | Description                                             |
| ------------------ | -------- | ------------------------------------------------------- |
| **Country**        | Yes      | Choose the employee's country from the country selector |
| **State/Province** | No       | State or province                                       |
| **City**           | No       | City                                                    |
| **Postal Code**    | No       | Postal or ZIP code                                      |
| **Address**        | No       | Full street address                                     |

<Info>
  The employee's country determines which statutory deductions and compliance rules apply. For example, employees in India will have PF, ESI, and Professional Tax calculations applied automatically.
</Info>

### Compensation

| Field          | Required | Description                                                 |
| -------------- | -------- | ----------------------------------------------------------- |
| **Salary**     | Yes      | The base compensation amount (must be greater than 0)       |
| **Pay Period** | Yes      | Annual, Monthly, Hourly, or Daily                           |
| **Currency**   | Yes      | Defaults to your workspace invoice currency                 |
| **Tax ID**     | No       | Tax identification number (e.g., PAN for India, SSN for US) |

<Info>
  The **Currency** defaults to your workspace invoice currency. On aggregated-remittance (v2) workspaces, employees are always paid in INR, so the Currency field is locked to a read-only **₹ INR - Indian Rupee** and cannot be changed.
</Info>

### Payment Information

| Field                   | Required | Description                                         |
| ----------------------- | -------- | --------------------------------------------------- |
| **Payment Method**      | No       | Bank Transfer or PayPal                             |
| **Bank Name**           | No       | Employee's bank name                                |
| **Account Holder Name** | No       | Name on the bank account                            |
| **Account Number**      | No       | Bank account number                                 |
| **Routing Number**      | No       | Bank routing number (country-specific)              |
| **SWIFT/BIC Code**      | No       | International bank code (for cross-border payments) |

<Warning>
  Double-check bank details before saving. Incorrect bank information can delay salary disbursement and may incur failed transfer fees.
</Warning>

### Additional Notes

An optional text field for any additional notes about the employee (e.g., special compensation arrangements, onboarding details).

### Saving

3. Click **Add Employee** to save.
4. You will be redirected to the Employees list. The new employee will be included in the next payroll run.

## Editing an Employee

To update an existing employee's details:

<Steps>
  <Step title="Find the employee in the list">
    Use search or filters.
  </Step>

  <Step title="Open the employee for editing">
    Click the **Edit** icon (pencil) in the Actions column, or click the employee row to open their profile.
  </Step>

  <Step title="Edit the fields">
    Edit the fields you need to change.
  </Step>

  <Step title="Save">
    Click **Save**.
  </Step>
</Steps>

<Tip>
  Salary changes take effect from the next payroll run. If a raise should apply retroactively, see [Salary Changes & Raises](/payroll/salary-revisions) for how back-pay (arrears) is handled.
</Tip>

Unlike the Add form, the Edit form also exposes a **Status** dropdown (Active, Inactive, On Leave, Terminated) and an **End Date** field. Editing is also more lenient on validation: only **First Name**, **Last Name**, and **Email** are required, so a salary of zero is allowed on save (the Add form requires a salary greater than zero).

### Terminating an Employee

The Edit Employee page has a dedicated red **Terminate** button in the top-right, shown only while the employee is not already terminated. It is distinct from simply choosing **Terminated** in the **Status** dropdown.

Clicking it opens a **Terminate Employee** dialog:

<Steps>
  <Step title="Read the warning">
    "Are you sure you want to terminate \[name]? This will mark them as terminated and set an end date."
  </Step>

  <Step title="Set the End Date">
    Required, defaults to today.
  </Step>

  <Step title="Confirm">
    Click **Terminate Employee** (it shows "Terminating..." while it saves), or **Cancel** to back out.
  </Step>
</Steps>

Confirming marks the employee as terminated, sets the end date, and returns you to the employee list. Once an employee is terminated, the **Terminate** button disappears and a red **This employee has been terminated** banner (with the end date) appears at the top of the edit form.

## Deleting an Employee

To remove an employee from payroll:

<Steps>
  <Step title="Find the employee">
    Find the employee in the list.
  </Step>

  <Step title="Click the Delete icon">
    The trash can icon in the Actions column.
  </Step>

  <Step title="Confirm the deletion">
    Confirm in the dialog that appears.
  </Step>
</Steps>

<Warning>
  Deleting an employee removes them from the payroll system entirely. If the employee is leaving the company, consider using the termination workflow instead so that final salary and settlement are properly processed. See [Full & Final Settlement](/payroll/full-and-final-settlement) for details.
</Warning>

## Employee Statuses

Each employee has a status that reflects their current state:

| Status         | Meaning                                                        |
| -------------- | -------------------------------------------------------------- |
| **Active**     | Currently employed and included in payroll runs                |
| **Inactive**   | Temporarily paused from payroll (e.g., extended unpaid leave)  |
| **On Leave**   | On approved extended leave; may or may not receive partial pay |
| **Terminated** | Employment ended; included in final payroll only               |

Status changes are reflected in the stats cards at the top of the Employees page and in payroll run calculations.