Add Resource

Managing resources effectively is an essential yet complex task for companies, particularly when this process is conducted manually. Fortunately, the Finovers platform provides a streamlined solution that significantly simplifies this management process.

To get started with Finovers, you’ll first need to create an account on the platform. After successfully creating your account, log in to access the system. Once you are logged in, follow these detailed steps to add your resources or employees:

  • Begin by locating the "Resources" option in the left sidebar of the dashboard. Clicking on this option will take you to the resource management page. This page serves as the central hub for overseeing all resources, providing an organized interface to manage employee data effectively.
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  • On the resource management page, look for the "Add" button situated in the top right corner. By clicking this button, you will be redirected to a dedicated form that is designed for inputting new resource information.
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  • The form you are redirected to contains six distinct sections. The first section focuses on personal details, where you will need to enter important information about the resource, including Full Name, Date of Birth (DOB), Residential Address, and Joining Date. Ensure that this information is accurate, as it is vital for identification and record-keeping.
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  • The second section of the form is reserved for documentation. Here, you will need to input details regarding the resources’ identification and verification documents. Acceptable documents include PAN Card, Aadhaar Card, and Passport. This information is crucial for compliance with various regulations and secure identity verification.
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  • In the third section, you need to provide the resource's contact details: email, phone number, and alternatives. Additionally, include one emergency contact person's name and their contact number for any emergencies.
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  • In the fourth section, you will need to provide bank details that are necessary for processing salaries. This includes Bank Name, Branch Name, Account Number, and IFSC Code. All of these details are crucial for ensuring that salary payments are processed accurately and efficiently.
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  • The fifth section focuses on the educational qualifications of the resource. Here, you should include Degrees obtained, Institutions attended, Years of study, Grades or scores achieved. Although providing educational details is not mandatory, it is highly recommended for future reference. To add multiple educational entries, simply click on the "Add More" button to include additional degrees or certifications.
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  • The sixth section pertains to the resource’s work experience. Input the following details Previous companies worked for, Job titles held, Duration of employment (start and end dates). Like the educational section, this information is not required for the form but is suggested for comprehensive record-keeping. To accommodate multiple work experiences, click on the "Add More" option to enter additional positions.
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By meticulously completing each of these sections, you will not only ensure that your resources are recorded accurately but also help streamline future management and tracking processes within the Finovers platform. This structured approach facilitates better organization and enhances the overall efficiency of resource management in your company.