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People & payroll

Employee records

One record per person, holding what payroll, the roster and compliance each need.

2 min read · Last reviewed 22 Oct 2026

An employee record is the single place a person exists in Servora. Payroll, the roster, attendance and training all read from it.

What a complete record holds

  • Identity — name, IC or passport, date of birth, contact details, emergency contact.
  • Employment — start date, position, department, section, outlet, employment type.
  • Pay — basic salary, pay components (allowances, deductions), bank details.
  • Statutory — EPF, SOCSO, EIS and tax numbers, and the categories that decide the rates.
  • Documents — contract, IC copy, permits, certificates, with expiry dates.
HR, Employees at Demo Bistro Main Street: Export, Import and Add employee, filters, a Documents and Training panel counting typhoid cards and food handler certificates, and the active staff list with section, outlet, contact, join date and last seen
HR → Employees.
  1. Add employee — one person. For many at once, use Import.
  2. Import — a spreadsheet of staff.
  3. Export — the list as Excel or PDF, including documents and food safety.
  4. Search and filters — by name, staff ID, outlet, section and employment status.
  5. Documents & Training — what is missing, expiring or expired, across the people shown.
  6. Each document — typhoid card, food handler, passport and permit — counted and flagged.
  7. Active — current staff. Inactive and Deleted keep the history of people who left.
  8. Edit — the full record: personal, employment, pay, statutory and documents.

Fill the statutory profile before the first payroll

Payroll cannot calculate contributions for a person whose statutory categories are blank, and a run that silently skips somebody is worse than one that refuses. Complete these before the first run rather than during it.

Documents that expire

Work permits, food-handler certificates, medical clearances. Record the expiry and Servora warns you before it lapses. An expired food-handler certificate found by an inspector is a different problem from one found by a reminder.

Leavers

Mark the leaving date rather than deleting the record. Payroll history, EA forms and audit trails all need the person to keep existing. A dated leaver drops off the roster and out of active headcount without taking their history with them.

Still stuck?

Tell us what you were trying to do — a person on our team will reply. If this guide is missing a step or out of date, say so and it gets fixed in the manual, not just in an email.

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