# Manage Employees

**Employees** are people within your organization who do not have access to the Mifos X system. They are used to distinguish between the various types of staff as well as their roles and permissions (for instance: it designates loan officers and provides the ability to assign a loan officer to a group or center). With this option, you may view, edit and/or delete your organization's employees. To configure system users, their roles and permissions, see [Users](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/users).

From the main screen, click on the [**Admin**](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration) button on the top menu bar and click on **Organization** from the drop down list. This will launch the [**Organization**](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/organization) menu.

Select **Manage Employees**

![](https://mifosforge.jira.com/wiki/download/attachments/67141732/manageemployee.png?version=1\&modificationDate=1552928019378\&cacheVersion=1\&api=v2)

A list of all employees will be displayed:

![](https://mifosforge.jira.com/wiki/download/attachments/67141732/employees_list.PNG?version=1\&modificationDate=1553978415258\&cacheVersion=1\&api=v2)

### **Add Employees**

Click the ![](https://mifosforge.jira.com/wiki/download/thumbnails/67141732/createEmployeeButton.png?version=1\&modificationDate=1552739669290\&cacheVersion=1\&api=v2\&width=120) button at the top-right of the page to create a new employee.

![](https://mifosforge.jira.com/wiki/download/attachments/67141732/createemployee.png?version=2\&modificationDate=1552739796738\&cacheVersion=1\&api=v2)

1. Fill the following **mandatory** fields (*denoted by a red asterisk "\*"*):
   * Select the appropriate office from the **Office** drop-down menu.
   * Enter the employee's **First name.**
   * Enter the employee's **Last name**.
   * Provide the **Joining Date** of the employee.<br>
2. Furthermore, fill the following **optional** fields:<br>
   * &#x20;Designate the employee as a loan officer (if required) by checking the "**Is loan officer?**" checkbox.
   * Add a **Mobile Number for SMS** to allow messages via text.

Click on **Submit** once you are done.

### **Import Employee**

You can also import employee details from your local device. Click the ![](https://mifosforge.jira.com/wiki/download/thumbnails/67141732/importEmployeesButton.png?version=1\&modificationDate=1552895754837\&cacheVersion=1\&api=v2\&width=120) button at the top-right of the page (*next to the blue Create Employee button*) on the **Manage Employees** page.

This page has three sections (*as shown below*):

* Employee Template
* Import Employees
* Documents

![](https://mifosforge.jira.com/wiki/download/attachments/67141732/import_employees.PNG?version=1\&modificationDate=1553978991489\&cacheVersion=1\&api=v2)

If you want to use an already existing template, go to the **Employee Template** section.

![](https://mifosforge.jira.com/wiki/download/attachments/67141732/searchAndDownloadTemplate.png?version=1\&modificationDate=1552896092452\&cacheVersion=1\&api=v2)

Select an office template in the **Select Office** drop-down menu. Click the **Download** button to the right of the search field. This will download a spreadsheet file in which you can add employee details. For example: let's assume we selected the **Main Head Office** template and the downloaded spreadsheet includes the following fields:&#x20;

* Office Name
* First Name
* Last Name
* Loan Officer
* Mobile Number
* Joining date
* External Id
* Status

![](https://mifosforge.jira.com/wiki/download/attachments/67141732/employeeTemplate.png?version=1\&modificationDate=1552896512189\&cacheVersion=1\&api=v2)

Once you have filled the details in the spreadsheet, save it and then import the file into Mifos X in the **Import Employees** section of the page.

![](https://mifosforge.jira.com/wiki/download/attachments/67141732/chooseAndUploadTemplate.png?version=1\&modificationDate=1552897804327\&cacheVersion=1\&api=v2)

Click the grey **Choose File** button, navigate to where you saved your file, select it and then click the blue **Upload** button to import your employee details.

![](https://mifosforge.jira.com/wiki/download/attachments/67141732/viewUploadedTemplate.png?version=1\&modificationDate=1552897990042\&cacheVersion=1\&api=v2)

In the **Documents** section at the bottom of the page, click the **Refresh** button to confirm that the file has been uploaded and can be used in Mifos X.

### **View Employees**

Once you have selected **Manage Employees,** a chart of all employees will be displayed with the following information:

* The employee's **Name**
* Whether the employee **Is a Loan Officer** or not
* The employee's **Office**
* The employee's **Status**; whether active![](https://mifosforge.jira.com/wiki/download/attachments/67141732/active.png?version=1\&modificationDate=1552740447560\&cacheVersion=1\&api=v2) or inactive ![](https://mifosforge.jira.com/wiki/download/attachments/67141732/inactive.png?version=1\&modificationDate=1552740473516\&cacheVersion=1\&api=v2)

![](https://mifosforge.jira.com/wiki/download/attachments/67141732/employeeChart.png?version=1\&modificationDate=1552740278548\&cacheVersion=1\&api=v2)

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

Clicking on an employee's name on the chart will open that employee's **Profile**:

![](https://mifosforge.jira.com/wiki/download/attachments/67141732/employeeProfile.png?version=1\&modificationDate=1552740679411\&cacheVersion=1\&api=v2)

### **Edit Employee**

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

![](https://mifosforge.jira.com/wiki/download/attachments/67141732/editemployee.png?version=2\&modificationDate=1552740755739\&cacheVersion=1\&api=v2)

Once the appropriate changes have been made, click **Submit**.

**Tip:** **An employee is not the same as a User (and is not interlinked with Users). Therefore, you may need to create users separately. Please see the** [**Users**](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/users) **section of this manual to learn more. In short, All users are the employees. But all employees may not be the users.**&#x20;

Related articles

* Page:[Manage Funds](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/organization/manage-funds)
* Page:[Bulk Loan Reassignment](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/organization/bulk-loan-reassignment)
* Page:[Manage Employees](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/organization/manage-employees)
* Page:[Manage Reports](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/system/manage-reports)
* Page:[Manage Holidays](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/organization/manage-holidays)
