Employee — entity reference

The payroll record for a person: it links an existing Resource to the company that pays them and records their HR terms, dates and salary-tax election. The Resource stays the person's identity, so payroll postings, payslips, open items, loans, expense claims, leave and attendance are all keyed on the Resource, and bank account, IFSC, PAN and date of birth are held there. A payroll run includes every Employee that is not deleted, has a Resource, has a Payroll Company or Partner Account equal to the run's company, and whose Employment Status is not Exited; joining and exit dates, branch and pay type are not used to filter or prorate. One record per Resource is expected but not enforced, and a duplicate is calculated twice. Found in the Payroll app under Settings, People.

Fields

Field	Label	Type	Required	What it does
`BranchId`	Branch	Lookup → Branch	Yes	The employer's branch, limited to the Partner Account's branches. Required. Payroll runs do not filter by it; the TDS work sheet shows it.
`BusinessUnitId`	Business Unit	Lookup → BusinessUnit		Finance division. Recorded only; payroll does not read it.
`ConfirmationDate`	Confirmation Date	Date		Date the person was confirmed. A validation refuses a date before Date Of Joining.
`CostCenterId`	Cost Center	Lookup		Has no related list in the standard setup, so the lookup offers no values. Nothing reads it.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`DateOfExit`	Date Of Exit	Date		Last day of employment. Posting a full and final settlement fills it from the Last Working Day when empty. Payroll does not read it; only Employment Status Exited stops pay. The shipped Date Of Exist validation has its condition reversed and refuses any exit date after the joining date, which also makes full and final posting fail, until an administrator corrects the condition to DateOfExit < DateOfJoining or deactivates the rule.
`DateOfJoining`	Date Of Joining	Date	Yes	First day of employment. Required. Payroll does not prorate on it; a mid-month joiner is paid the full month unless approved unpaid leave or an adjustment reduces it.
`DepartmentId`	Department	Lookup		Has no related list in the standard setup, so the lookup offers no values. Nothing reads it.
`EmployeeCode`	Employee Code	Text	Yes	The organisation's staff number for the person. Required but not checked for uniqueness. Shown on the TDS work sheet. Separate from the Employee ID text field on the Resource, which the mobile app shows; nothing keeps the two in step.
`EmploymentStatus`	Employment Status	PickList		Active, On Notice or Exited (stored as Active, OnNotice, Exited); new records default to Active. Exited removes the person from every later payroll run and salary-TDS projection; On Notice is recorded only. Set to Exited by full and final posting. On the standard create form it is a free-text box, so the stored value must be typed exactly. Values: Active, On Notice, Exited.
`EmploymentType`	Employment Type	PickList	Yes	Full Time, Contract, Consultant, Intern or Permanent. Required. Recorded only; payroll treats every type the same. A free-text box on the standard create form. Values: Full Time, Contract, Consultant, Intern, Permanent.
`EsiApplicable`	Esi Applicable	Boolean		Recorded only. ESI is deducted when the salary structure has an ESI component, whatever this box says.
`ExpenseAdvanceId`	Expense Advance	Lookup → ExpenseAdvance		Not stored. Expense advances are keyed on the Resource.
`ExpenseClaimId`	Expense Claim	Lookup → ExpenseClaim		Not stored. Expense claims are keyed on the Resource.
`ExpenseVoucherId`	Expense Voucher	Lookup → ExpenseVoucher		Not stored. An expense voucher carries its own Employee link.
`GradeId`	Grade	Lookup → Grade		Grade master. Recorded only: expense-policy grade limits use the grade on the Resource.
`Id`	Id	Guid	Yes
`KYCDocumentId`	KYC Document	Lookup → KYCDocument		Not used. Look up a person's KYC documents directly.
`Label`	Label	Text
`LwfApplicable`	Lwf Applicable	Boolean		Recorded only. LWF comes from the salary structure's components, whatever this box says.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Name	Text, unique	Yes	The record's name, typed by the user. Required and unique across the tenant. The Employee document naming setting (series EMP) is inactive by default, so no name is generated.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account	Yes	The legal employer, limited to the tenant's own companies. Required. A payroll run includes the person when this or Payroll Company equals the run's company.
`PartnerResourceId`	Partner Resource	Lookup → PartnerResource		Not used by payroll.
`PaymentSalaryDisbursementId`	Payment (Salary Disbursement)	Lookup → PaymentSalaryDisbursement		Not stored. Salary payments are made through the salary payment batch, keyed on the Resource.
`PayrollCompanyId`	Payroll Company	Lookup → Account		The company whose payroll runs include the person, when payroll runs under a different company from the Partner Account. A run matches either field, so a person whose two fields name different companies appears in both companies' runs.
`PayslipId`	Payslip	Lookup → Payslip		Not used. Payslips are found through the payroll run details for the Resource.
`PayType`	Pay Type	PickList		Monthly, Hourly, Daily or Piece Rate; defaults to Monthly. Recorded only: everyone is paid from their monthly structure, prorated by payable days. Values: Monthly, Hourly, Daily, Piece Rate.
`PfApplicable`	Pf Applicable	Boolean		Recorded only. PF is deducted when the salary structure has a component with statutory type PF, whatever this box says.
`PfWageCapOverride`	Pf Wage Cap Overre	Currency		A personal PF wage ceiling. Recorded only; a ceiling is applied through the structure line's Max Amount.
`ProbationEndDate`	Probation End Date	Date		End of probation. A validation refuses a date before Confirmation Date.
`PtApplicable`	Pt Applicable	Boolean		Recorded only. Professional tax comes from a PT component on the salary structure, whatever this box says.
`RecordTypeId`	Record Type	Guid, hidden
`ResourceAvailabilityId`	Resource Availability	Lookup → ResourceAvailability		Not used. Attendance and leave are kept per day on the Resource.
`ResourceCompensationId`	Resource Compensation	Lookup → ResourceCompensation		Not used. Payroll takes the Resource's compensation record with the latest Effective From.
`ResourceId`	Resource	Lookup → Resource	Yes	The person this record puts on payroll. Required. Payroll calculation, postings, payslips, open items and the TDS work sheet all work from this Resource.
`SalaryComponentId`	Salary Component	Lookup → SalaryComponent		Not stored. Salary component lines belong to a salary structure.
`SalaryPaymentMode`	Salary Payment Mode	PickList		Bank Transfer, Cash or Cheque; defaults to Bank Transfer. Recorded only: the salary payment batch always takes bank details from the Resource. Values: Bank Transfer, Cash, Cheque.
`SalaryStructureId`	Salary Structure	Lookup → SalaryStructure		Not stored. The structure a person is paid from is named on their Resource Compensation record.
`SettlementStatus`	Settlement Status	PickList		Active, Exit In Process or Settled; defaults to Active and is set to Settled by full and final posting. Recorded only. Values: Active, Exit In Process, Settled.
`TaxRegime`	Tax Regime	PickList		Old Regime or New Regime; defaults to New Regime. The salary-TDS projection applies the old regime only when this is Old; blank or New applies the new regime. Values: Old Regime, New Regime.
`TdsApplicable`	Tds Applicable	Boolean		Whether salary TDS is projected and deducted. Left untouched (empty) counts as applicable; explicitly unticked removes the person from Project TDS, so no TDS is deducted.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete	Delete	Delete the selected records.
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete this Employee.
`DeleteRecord`	Delete	Delete	Delete
`Edit`	Edit	Edit	Edit this Employee.
`EditInLine`	Edit	EditInline	Edit
`EditRecord`	Edit	Edit	Edit
`New`	New	New	Create a Employee.
`View`	View	View, inactive	View this Employee.

Validations

Validation	Applies to	Error message	Notes
Date of Confirmation	`ConfirmationDate`, Error	Confirmation date cannot be less than Joining Date	Confirmation date cannot be less than Joining Date
Date Of Exist	`DateOfExit`, Error	Date of exist cannot be less than Date of confirmation	Probation End Date cannot be less than Confirmation Date
Probation End date	`ProbationEndDate`, Error	Probation End Date cannot be less than Confirmation Date	date

Lookup filters

Filter	Lookup field	Notes
BranchFilter	`BranchId`
PartnerAccountFilter	`PartnerAccountId`

PartnerResource — looks up via PartnerResourceId
PaymentSalaryDisbursement — looks up via PaymentSalaryDisbursementId
ResourceAvailability — looks up via ResourceAvailabilityId
Payslip — looks up via PayslipId
BusinessUnit — looks up via BusinessUnitId
ExpenseClaim — looks up via ExpenseClaimId
ExpenseVoucher — looks up via ExpenseVoucherId
SalaryStructure — looks up via SalaryStructureId
SalaryComponent — looks up via SalaryComponentId
Account — looks up via PartnerAccountId
Grade — looks up via GradeId
Account — looks up via PayrollCompanyId
UserAccount — looks up via CreatedById
Resource — looks up via ResourceId
ExpenseAdvance — looks up via ExpenseAdvanceId
Branch — looks up via BranchId
UserAccount — looks up via ModifiedById
UserAccount — looks up via OwnerId
ResourceCompensation — looks up via ResourceCompensationId
KYCDocument — looks up via KYCDocumentId
ExpenseVoucher — referenced by via EmployeeId
ExpenseAdvance — referenced by via EmployeeId
SalaryComponent — referenced by via EmployeeId
ResourceAvailability — referenced by via EmployeeId
PaymentSalaryDisbursement — referenced by via EmployeeId
Payslip — referenced by via EmployeeId
ExpenseClaim — referenced by via EmployeeId
SalaryStructure — referenced by via EmployeeId
PartnerResource — referenced by via EmployeeId
KYCDocument — referenced by via EmployeeId
ResourceCompensation — referenced by via EmployeeId

Employee — entity reference

Fields

Actions

Validations

Lookup filters

Related entities

Related topics