Adding Employees

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Financio allows you to maintain a list of employees in Financio, the employee record you are adding to the system can be either a manual record or any existing Financio user.

You are able to create Withdrawal transaction and issue Payment Voucher to any employee.

Manual Record

Add New Employee

1. Click on Employees on the left menu

   

2. Click on + button on the bottom right

   

3. Provide employee details

   

   1. First Name *
   2. Last Name *
   3. Display Name *
   4. Email Address
   5. Mobile No.
4. Provide other details

   

   1. Note: Internal note on the employee.
5. Click on Save

Update Employee

1. Click on Employees on the left menu
2. Click on View button on any employee record
3. Update employee details 

   

   1. First Name *
   2. Last Name *
   3. Display Name *
   4. Email Address
   5. Mobile No.
4. Update other details

   

   1. Note: Internal note on the employee
5. Click on Save

Deactivate / Activate Employee

1. Go to Employees
2. View the employee by Clicking View beside it 

   

3. Click on the deactivate / activate icon on the top right 

   

4. Click on Save to confirm

Financio User

You can add any existing Financio user as Employee in the system, the user doesn’t have to be an existing user in your business, they can be anyone with a user account on Financio.

Add New Employee

1. Click on Employees on the left menu
2. Click on + button on the bottom right 

   

3. Start providing keywords under the Search label
   Note: You can search by the name or full email address of the user.

   

4. Locate the right user on the list by clicking on the item

   

5. Provide other details
   1. Note: Internal note on the employee.
6. Click on Save
7. An employee request will be sent to the user; you will be notified once the user has accepted the request 

   

Incoming Employee Request

Beside sending out employee request, as a Financio user, you might be getting incoming employee request.

1. Click on the notification icon on top 

   

2. Locate the employee request notification and click on it 

   

3. To accept, click on Accept; To reject, click on Reject