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CA Cloud Desk

How to Add an Employee in CA Cloud Desk

A structured employee onboarding process with controlled access, secure credentials, and HRMS compliance—designed for modern CA firms.

Path

Left Panel → HRMS → View Employee → "+" (Add Icon) → Add Employee

Part A: Basic Details Mandatory

Fill the following mandatory fields to create an employee record:

  • Name
  • Mobile No. 1
  • Email ID (used as Login ID)
  • Manager
  • Designation
Screenshot placeholder (Part A: Basic Details)

Part B: Employment Details Optional

Additional employment information you can provide:

FieldDescription
Employment TypeEmployee / Freelancer
Employee CodeUnique code for the employee
Mobile No. 2Secondary contact number
DepartmentDepartment or team
Date of BirthEmployee’s DOB
Joining DateDate of joining
Probation Periode.g. 30 days
BranchDropdown
OfficeDropdown
ShiftDropdown
TeamDropdown
GenderDropdown
Current AddressCurrent residential address
Permanent AddressPermanent address
StatusDropdown
Attendance & Access Controls
Allow Mobile AttendanceYes / No
Allow Desktop AttendanceYes / No
Allow Outside RadiusYes / No
Allow Face RecognitionYes / No
Screenshot placeholder (Part B: Employment Details)

Part C: Permissions Optional

Assign additional permissions if required.

Note

Primary access is driven by the employee’s designation. Use this section only for extra permissions beyond the designation.

Screenshot placeholder (Part C: Permissions)

Part D: Additional Details Optional

Document and identity details for HR and compliance:

  • EPF No.
  • ESIC No.
  • Aadhaar No.
  • EID No.
  • PAN No.
  • Driving Licence No.
  • Passport No.
  • Blood Group
  • Instagram URL
  • Facebook URL
  • Other Social Media URL
Screenshot placeholder (Part D: Additional Details)

Part E: Bank Details Optional

Bank account information for payroll and reimbursements:

  • Bank Name
  • Branch Name
  • Account Holder Name
  • Bank Account Number
  • IFSC Code
  • IBAN No.
  • SWIFT Code
  • MICR Code
Screenshot placeholder (Part E: Bank Details)

Part F: Emergency Contact Optional

Contact details to be used in case of emergency:

  • Name
  • Mobile No. 1
  • Mobile No. 2
  • Relationship
  • Address

Part G: Upload Documents Optional

Upload employee-related documents for secure record-keeping (e.g. offer letter, ID proof, certificates).

Final Step: Submit

Click Submit to save the employee details.

Login Credentials

Login ID

  • Employee’s Email ID (as entered in Part A)

Password

  • System-generated password sent automatically via email
  • Password can be changed on first login

Video Tutorial

Description: This video walks through adding an employee from HRMS → View Employee → “+”, and explains each part (Basic Details, Employment Details, Permissions, Documents) and how login credentials are generated.

Tutorial: How to Add an Employee in CA Cloud Desk (add embed link when available)

Outcome

A structured employee onboarding process with controlled access, secure credentials, and HRMS compliance—designed for modern CA firms.

Employee Guide PDF

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