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

Step 1: Open HRMS from the left panel, then click View Employee.

Step 2: Click the + icon and select Add New Employee.

Fill the following mandatory fields to create an employee record:

Part A: Fill mandatory employee details (Name, Mobile No. 1, Email ID, Manager, Designation).

Additional employment information you can provide:

Field	Description
Employment Type	Employee / Freelancer
Employee Code	Unique code for the employee
Mobile No. 2	Secondary contact number
Department	Department or team
Date of Birth	Employee’s DOB
Joining Date	Date of joining
Probation Period	e.g. 30 days
Branch	Dropdown
Office	Dropdown
Shift	Dropdown
Team	Dropdown
Gender	Dropdown
Current Address	Current residential address
Permanent Address	Permanent address
Status	Dropdown
Attendance & Access Controls
Allow Mobile Attendance	Yes / No
Allow Desktop Attendance	Yes / No
Allow Outside Radius	Yes / No
Allow Face Recognition	Yes / No

Part B: Add employment details and configure attendance/access controls (optional).

Assign additional permissions if required.