MY 2.1: How to create and set up a new Employee Profile? – HerdHR

User Profile Set up - Employee Profile

*Important: To configure existing Employees’ Profiles after the Employee profile has already been created, simply Click Employee on the left sidebar menu > Click Profile > Select desired Employee > Click on the Personal tab at the top.

Creating New Employee Profile

Step 1: Adding New Employee Profile

Step 2: Adding Basic and Account Information

Step 3: Adding Payroll Information

Step 4: Adding Home Address

Adding New Employee Profile

On the left sidebar menu, Click Employees > Profile
On the top right corner, Click on the icon.
Click Add Profile

Adding Basic Information

Key in Employee’s Full Name
Select IC / Passport from the drop-down menu
Key in IC / Passport number
Select Socso Contribution Category from the drop-down menu
Key in EPF No.
Select EPF Calculation Method from the drop-down menu (*Note: Users can opt for the new Fixed Contribution Rate(%) of 9% implemented on 1st January 2021, or choose to remain at the Fixed Employee Contribution Rate 11%. If Fixed Contribute Rate(%) is selected, Employee and Employer EPF Contribution Rates will need to be keyed in manually)
Key in Income Tax No.
Click “” to select Date of Hire
Key in Employee Code
Select Cost Center from the drop-down menu
Select Reporting Officer from the drop-down menu
Select Pay Period from the drop-down menu
Under Notes, Key in comments (Optional)
Key in Email Address
Key in Mobile Number
Click View More to display additional required information fields

*Note: Username and password to access the HERD apps will be sent to the email address entered.

Adding Payroll Information

Select Gender from the drop-down menu
Select Marital Status from the drop-down menu
Click “” to select Date of Birth
Select Nationality from the drop-down menu
Select Resident Status from the drop-down menu
Click to attach ID Photo
Click "X" to remove ID Photo, if required
Select Race from the drop-down menu
Select Religion from the drop-down menu
Click + to add bank
Select Bank Type from the from the drop-down menu and key in the required details