It is much advisable to create employee's profile so that accessing the employee information can be done easily, Editing and Updating the information for any employee can be done whenever required. 

The Employee Information on Sumo Payroll (Columns with * are compulsory)


1) Basic Information

  • First Name
  • Middle Name 
  • Last Name
  • Gender
  • Date of Birth
  • Employee ID

2) Job Information

  • Start Date
  • Work Location
  • Employee Type
  • Department
  • Reports To
  • Title
  • Job Description

3) Tax & Account Information

  • Aadhar ID
  • PAN No
  • PF A/c No. 
  • PF UAN
  • ESI A/c No.

4) Home Address Information

  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip Code
  • Notes

5) Payroll Information

  • Include in Payroll
  • Payroll Batch
  • Professional Tax Exemption
  • Include PF
  • Include ESI    

6) Bank Information

  • Bank IFSC Code
  • Bank Name
  • Branch Name
  • Name on Account
  • Account Number

Once, all the details are been filled. There will be options to either to ' Cancel' or 'Save Draft' or 'Next'.