Employees

Keep one record per person: personal details, job placement, documents, contracts, pay history and branch access.

Contents: Who can use it · The Employees page · Add an employee · Add with full details · Verify an email · The full edit page · The employee profile · Sensitive fields · Contracts ending · Example · FAQ

Who can use it

Staff with the employee permissions (view, create, update, delete). Pay, bank, identity and medical details have their own permissions, so a colleague may open a profile and still see "Restricted" on some fields.

Where: HR → Employees, and HRM → Contracts ending.

The Employees list.

The Employees page

The page lists all staff of your organization, with search and filters (including All worker types). Columns include employee code, name, designation and worker type. New employees are sent to the fingerprint devices automatically.

Button / control	What it does
Add Employee	Opens the new-employee panel
Row click	Opens the employee profile
Edit	Opens the full edit page
Delete	Removes the employee after you confirm
Mark email as verified (row menu)	Shown while the person's email is not verified. See Verify an email
Any email filter	Show only Email verified or Email unverified people

The Account column shows the sign-in state (Invited, Link expired, Active) and an Email unverified badge while the email is not verified.

Add an employee

1. Click Add Employee.
2. Enter First Name, Last Name, Email Address and Mobile.
3. Choose the Role (what they can do in 9bx), the Worker type and a Password.
4. Click Add Employee. You can finish the details afterwards with Edit profile.

Worker type is one of Full-time, Part-time, Contractor, Freelancer or Intern. If you do not set one, Full-time is used.

To hire from a job application instead, use Convert to employee in Hiring.

Add with full details

Click Add with full details to add everything at once in steps: basics, job, personal details, records, custom fields and documents. You can Save draft at any step and resume later from Drafts.

In the Job step, First pay record is optional:

1. Enter the Amount, Currency and how often it is Paid.
2. Choose the Salary template. It decides how a monthly pay is split into basic and allowances. Your default template is already selected.
3. For a monthly or yearly pay, a Monthly split box shows each part (for example Basic, House rent, Medical) and the Monthly gross. A yearly pay is divided by twelve.

When you click Create employee, the split becomes the person's salary structure for payroll. Hourly, daily and weekly pay is kept as pay history and has no monthly split. The Salary template field shows only when your organization has at least one salary template (see Payroll setup).

Verify an email

Everyone who signs in is asked to verify their email until it is verified. There are two ways:

Who	How
The person	A Verify your email notice shows at the top of the app. They open it, click Resend code, and enter the code from the email. Accepting a welcome invite also verifies the email
An administrator	On the Employees page, open the row menu and choose Mark email as verified, then confirm. You can also use the button under the email on the profile's contact card, or the same action on Team members and Workspace admins

Mark an email as verified only when you know the address belongs to that person. You cannot mark your own email; enter the code instead.

Once the email is verified, either way:

• No more verification emails or reminders go to it, and the notice at the top disappears.
• The profile shows Email verified with the date and who did it ("Verified by the member" or "Marked verified by" the administrator's name).

If the email address is changed later, the new address must be verified again.

The full edit page

Click Edit profile on a profile. The page is grouped into:

Group	Fields
Personal Information	Photo, First and Last Name, Father's and Mother's name, Date of Birth, Gender, Blood Group, NID number, Marital Status, Email, Present address
Work & assignment	Employee code (generated automatically once an ID format is set up, used on devices), Role, Joining date, Probation Period (Days), Department, Designation, Branch, Shift, Worker type, Reporting To and Reporting Type (Direct or Indirect)

Click Update Employee to save. Fields you may not edit show Restricted.

The employee profile

Click an employee to open the profile. Tabs along the top:

Tab	What you do there
Personal	See personal information
Contact, Family, Bank, IDs, Education and work	Contact details and addresses, family and dependants, bank accounts, identity documents and education or work history (some tabs show only with the matching permission)
Branch & access	Move the person between branches with Transfer employee (choose Move to branch, Effective date, reason). A future date is applied automatically. Under Branch access, Add grant gives a module-level scope: Own records, Branch only, Branch and sub-branches or All branches
Job history	Record change for department, designation, grade, cost center, business unit, manager, dotted-line manager or worker type. Only the fields you change are updated. A branch change is also recorded as a transfer
Employment	Employment dates, probation and grade details. See Employment changes and positions
Timeline	Every past and future-dated change in one list. See Employment changes and positions
Compensation	Record change for what the person is paid, how often and from when. The previous amount ends the day before the new one starts
Contracts	Add contract: start and end date, probation end, rate, hours per week, notice period, signed copy
Documents	The person's document vault: folders, Upload, versions, verification and expiry. See Documents and letters
History & privacy	Change history (every change, field by field) and Privacy (legal hold, processing restriction, erasure status)

At the bottom of a profile the Danger zone has:

Button	What it does
Deactivate	Suspends sign-in and removes the person from active rosters. Records are kept
Delete employee	Permanently removes the employee and their fingerprints from all devices

Prefer Deactivate. Delete cannot be undone.

Sensitive fields and privacy

Employee data is split into six groups: Identity, Compensation, Bank details, Personal contact, Medical and Special category. Each group has separate "see" and "change" permissions.

• If you cannot see a group, the page shows Restricted or Amount hidden.
• Employees always see their own data.
• By default, pay and bank details are visible to the Owner only until an administrator grants access to others.
• The Change history tab follows the same rules: someone who cannot see pay cannot see pay changes either.

If a person asks to see, correct or erase their data, use Privacy. Place hold under Privacy blocks erasure while a legal case is open.

Contracts ending

HRM → Contracts ending lists active contracts that end soon. Choose a window such as Next 30 days and filter by branch. Columns: employee, Contract, Ends, Days left, Rate (Hidden if you cannot see pay). Use it to renew contracts before they lapse.

Example scenario

Padma Net Support hires Rahim Uddin as a Network Engineer. HR adds him with the Add Employee panel, completes his profile (department NOC, designation Network Engineer, shift Morning), uploads his NID copy under Documents, and adds a 12-month contract with a 90-day probation. When Rahim moves to the Chattogram branch from 1 March, HR uses Transfer employee with that Effective date.

Tips

• Set the Employee code to match what the fingerprint device uses.
• Use Job history and Compensation for changes rather than overwriting fields. History stays accurate.
• Check Contracts ending monthly.

Troubleshooting and FAQ

I see "Restricted" or "Amount hidden". You lack the permission for that group of fields. Ask an administrator.

The new employee cannot sign in. Check the Role and password. If you used the hiring conversion, check the invite email.

I do not see "Mark email as verified". The email is already verified, or your role does not include marking emails verified. Ask an administrator.

An employee disappeared from the list after a branch change. The list shows only branches you are allowed to view. You see a message that the person "now works outside the branches you are viewing".

Related pages

HRM setup · Shifts · Payroll setup · Privacy · Hiring