Managing Employees
This guide explains how to manage employee records in Funderr.
1. Understanding Employees
In Funderr, "Employees" typically represent loan officers or other staff members who interact with clients but do not have direct access to the Funderr system (i.e., they don't have their own user accounts).
2. Accessing the Manage Employees Screen
To access the Manage Employees screen:
2.1 Select "Admin" from the main menu.
2.2 Click on "Organization."
2.3 Click on "Manage Employees."
3. Viewing the List of Employees
The Manage Employees screen displays a list of all employees.
Name: The name of the employee.
Loan Officer: Indicates if the employee is a loan officer.
Office: The office to which the employee is assigned.
Status: The status of the employee (e.g., Active, Inactive).
4. Creating a New Employee
To create a new employee:
4.1 Click the "+ Create Employee" button.
4.2 Fill in the "Create Employee" form.
4.3 The fields on the form are:
Office: The office to which the employee is assigned.
First Name: The first name of the employee.
Last Name: The last name of the employee.
Is Loan Officer: Check if a loan officer.
Mobile Number for SMS: The mobile number to send SMS messages
Joining Date: The date
4.4 Click the "Submit" button to save the new employee.
5. Importing Employees
You can import employees in bulk using a CSV file.
5.1 From the employee listing screen, select the "Import Employee" button
5.2 On the Bulk Import Screen select the details of your Employee Template.
5.3 To get the template, download the template with the associated fields.
5.4 Select the Excel file, and then you can upload your saved data.