AadhaarNumber | Aadhaar Number | Text | | The person's Aadhaar number. |
BankAccountNumber | Bank Account Number | Text | | The bank account salary and reimbursements are paid to. Salary payment batches read it from the resource when they are generated. |
BusinessHoursId | Business Hours | Lookup → BusinessHours | | The person's own working hours. Where consulted, for example to find the person's time zone for attendance, they take precedence over the default branch's hours. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DefaultBranchId | Default Branch | Lookup → Branch | | The branch this person normally works from. Only branches of the Default Partner Account are offered, and it must be set together with Default Partner Account - saving one without the other is refused. |
DefaultPartnerAccountId | Default Partner Account | Lookup → Account | | The company this person normally works for. Only partner accounts are offered. It must be set together with Default Branch - saving one without the other is refused. When both are set, a new document this person creates with no company and no branch gets this pair. Otherwise the person's first current Partner Resource assignment is used, and failing that whichever default is set. |
Department | Department | PickList | | The person's department. Shipped values are IT, HR, Sales and Finance; the list can be extended. Values: IT, HR, Sales, Finance. |
Designation | Designation | PickList | | The person's job title. Shipped values are Software Engineer, HR Executive, Sales Executive and Sales Executive Financial Analyst; the list can be extended. Values: Software Engineer, HR Executive, Sales Executive, Sales Executive Financial Analyst. |
EffectiveFromDate | Effective From Date | Date | | The start of the person's validity window for automatic assignment rules: before this date the person is skipped as not effective yet. Nothing else reads it, and it is not on the shipped form. |
EffectiveTillDate | Effective Till Date | Date | | The end of the person's validity window for automatic assignment rules: after this date the person is skipped as no longer effective. It must be later than Effective From Date. It does not switch the resource off - clear Active for that. |
EmployeeId | Code | Text, unique | Yes | The person's staff or employee number, labelled Code and shown as Resource Id in the lists. Required and unique. It is a plain code: the payroll Employee record links to the resource itself, not to this code. |
EmploymentType | Employment Type | PickList | | Permanent or Contractual. Payroll uses the employment type on the Employee record instead. Values: Permanent, Contractual. |
ExternalId | External | Text, unique | | An identifier for this person in another system, used by integrations. Unique when set. |
Id | Id | Guid | Yes | |
IFSCCode | IFSC Code | Text | | The bank branch code of the person's bank account, read with the account number when salary payments are generated. |
IncentiveResourceGroupId | IncentiveResourceGroup | Lookup → ResourceGroup | | Places the person in a resource group for incentive purposes. |
IsActive | Active | Boolean | | Whether the resource is in use. New resources start inactive. Only an active resource acts as its user's own resource, can check in on the mobile app or is picked by automatic assignment, and documents naming an inactive resource that has partner-resource assignments are refused. Switch it off when someone leaves; their history is kept. |
IsEligibleForPT | Is Eligible for PT | Boolean | | Marks the person as liable for professional tax so payroll configuration can distinguish them. |
IsRelatedParty | Related Party | Boolean | | Marks the person as a related party of the organization, such as a director, key manager or their relative. Related parties are included as persons in the related-party disclosure and statutory annual reports. Switch it on before choosing a Related Party Type. |
JoiningDate | Joining Date | Date | | The date the person joined. Recorded for HR purposes; calculations do not read it. |
Label | Resource Label | Text | | A secondary display text, separate from Name. Usually left empty. |
LabourCostRatePerHour | Labour Cost Rate Per Hour | Decimal | | What one hour of this person's time costs, used to cost their working hours in profitability analysis. |
ManagerResourceId | Manager | Lookup → Resource | | The person's direct manager, as another resource. Requests that go to the manager, such as outlet transfer requests, use it, and on the mobile app a manager's team roster lists the active resources that name them here. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | The person's name as it appears in pickers and on documents. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PANNumber | PAN Number | Text | | The person's PAN, used for tax deducted from salary, TDS returns and PAN verification. |
PanVerificationSource | PAN Verification Source | Text | | Where the PAN verification result came from; the bulk verification import records its own source value. |
PanVerificationStatus | PAN Verification | PickList | | The result of verifying this person's PAN with the tax department: Verified, Invalid or Name Mismatch; empty means never verified. Filled when a bulk PAN verification result file is imported on a TDS return. Values: Verified, Invalid, Name Mismatch. |
PanVerifiedOn | PAN Verified On | DateAndTime | | When the PAN verification result was recorded. |
ParentResourceId | Parent Resource | Lookup → Resource | | A parent in a resource structure, kept separate from the reporting line held in Manager. |
PFAccount | PF Account | Text | | The person's provident fund account number. |
Phone | Phone | Text | | The person's contact phone number. |
RecordTypeId | Record Type | Guid, hidden | | |
RelatedPartyEffectiveFrom | Related Party From | Date | | The date the related-party relationship began. |
RelatedPartyEffectiveTo | Related Party To | Date | | The date the related-party relationship ended. It cannot be before Related Party From. |
RelatedPartyRelationship | Relationship | Text | | A short description of the related-party relationship. |
RelatedPartyType | Related Party Type | PickList | | The nature of the related-party relationship. Required when Related Party is on, and refused when it is off. Values: Director, Key Management Personnel, Relative of Director / KMP, Holding Company, Subsidiary Company, Fellow Subsidiary (Sister Concern), Associate / Joint Venture, Entity Controlled by Director / KMP, Promoter, Other. |
ResourceType | ResourceType | LongMultiLineText | | A free-text classification beside Resource Type, with no fixed list of values. Organizations use it in their own filters and rules to select a group of people. |
SalaryStructureId | Salary Structure | Lookup → SalaryStructure | | A salary structure kept for reference. Payroll does not use it: pay is calculated from the salary structure on the person's latest active Resource Compensation record. |
SkipManagerResourceId | Skip Manager | Lookup → Resource | | The manager one level above the direct manager, for skip-level approvals and escalation. |
Type | Resource Type | PickList | Yes | The person's role: Service Advisor, Manager, Salesperson or Labour. Required. The All Managers and All Service Advisors list views filter on it; the shipped All Salespersons view filters on the value Sales Persons, which the shipped value Salesperson does not match. Values: Service Advisor, Manager, Salesperson, Labour. |
UAN | UAN | Text | | The person's provident fund universal account number. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
UserId | User | Lookup → UserAccount | | The sign-in account of this person. The active resource whose User is the signed-in account is that user's own resource: it is stamped into empty person fields on new records and supplies their company and branch. Leave it empty for people who never sign in, and link each user to one resource only - with two, either may be picked. |
