Manage Employees

Employees are people within you organization who do not have access to the Finflux system. They are used to distinguish staff (i.e. a loan officer and the ability to assign a loan officer to a group or center). From this screen you may view, edit and or delete your organization's employees. To configure system users, and their roles and permissions, see Users.

From the main screen, click on Admin then Organization from the drop down list. This will launch the Organization menu.

Select Manage Employees.

Add Employees

Click the blue Create Employee button at the top-right of the page to create a new employee.

1. Complete the required fields:
   1. Select the appropriate office from the drop-down menu
   2. First name
   3. Last name
   4. Designate the employee as a loan officer if that is the case
2. Optional - Add a Mobile Number for SMS messaging.
3. Provide the Joining Date of the employee.
4. Click Submit.

View Employees

Once you have selected Manage Employees a chart of all employees will be displayed. The following information will be displayed:

• Name
• Whether the employee is a loan officer or not
• The employee's office
  

Tip: Use the Filter by Name field to locate the employee you are searching for. Begin typing the employee's name and Finflux will filter the results.

Clicking on the employee's name on the chart will launch that employee's profile:

Edit Employee

Click the blue Edit button at the top-right of the employee's profile to edit that employee's information. This will launch a new page where you may change an employees information:

Once the appropriate changes haves been made click Submit.

Tip: An employee is not the same as a User nor it is interlinked with Users. You may need to create users separately - please see the Users section of this manual to learn more

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