Employee Settings

The Employees feature in InFlo streamlines staff management by centralizing contact information, assigning bookable services, tracking commissions, and controlling branch access. It also offers role-based permissions to regulate what employees can view or perform within the system, ensuring smooth operations and accountability across teams.

To access this feature, use the search bar in the top banner and look for “Employees”

Create a New Employee

1. Click Create
2. Input Basic Employee Details 

Option	Description
* First Name	The employee’s first name.
* Last Name	The employee’s last name
Identification Number	Regional ID, if applicable.
* Email	The employee’s email address.
* Phone Number	The employee’s phone number.
* Country	The employee’s country of residence.
* State	The employee’s state of residence.

* Denotes required input. 

3. Click Save

Employee Details

After saving, you’ll be directed to the employee management screen where you can enter additional details in the Details tab.

4. Input Additional Employee Details 

Option	Description
Hourly Pay	Set the employee’s hourly wage.
Image	Upload an employee photo; this will be visible to customers during online booking.
Bio	Add a brief bio to introduce the employee to customers when booking.
Federal Tax ID	Enter the employee’s federal tax ID, if required by your region.
SSN	Provide the employee’s Social Security Number, if applicable.
Notes	Add internal notes visible only on this page for personal reminders or other purposes.
Bookable Online	Toggle this option to allow customers to book the employee online.
Address	Enter the employee’s street address.
Zip Code	Provide your employee’s zip code.

Creating / Assigning Employee Users

Assigning a user profile enables employees to access the system and utilize its features. In this tab, you can manage the employee’s user type, as well as their username, password, and permissions. This ensures that employees have the appropriate access level and functionality tailored to their role within the organization.

Create New User

1. Click Add to begin setting up a user profile.
2. Select the User Type. This choice pre-configures permissions based on the role. 
3. Choose Language – Sets the employee’s default system language.
4. Enter Username and Password for login credentials.
5. Click Save.

Editing User Permissions

Adjust permissions beyond those pre-set by the user type to tailor individual access.

1. Click the three dots next to the user and select Permissions.
2. Customize permissions by selecting or deselecting checkboxes next to the permission in the pop-up. Changes are saved automatically.
3. Exit by clicking “X.”

Assigning User Branch Access

Define which branches an employee can access within the system.

1. Click the three dots next to the user and select Branches.
2. In the pop-up, select or de-select the Checkboxes to customize branch access. Changes are saved automatically.
3. Exit by clicking “X.”

Employee Settings: More Options

Here you can find additional employee configurations.

Adding Services to Employees

This is where you define what services an employee is capable of doing.

1. Click the Add Service button to open service options.
2. In the pop-up, Select Services by category, using “Select All” for efficiency if needed. Changes are saved automatically.

Exit by clicking “X.”