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🌟 Managing Employees in flowit

Updated over 2 months ago

Welcome to the guide on managing employee profiles in flowit! This article provides an overview of the key features, when to use them, and why they’re helpful. These functions are available to all users with admin rights.

🔍 Overview: Admin Area – Employees

In the section

ADMIN > EMPLOYEES

you will find a central overview of all employees.

You can:

• Add employees manually or import them via CSV

• Search existing users by first or last name

• Filter by status or system role

• Directly view:

– Team affiliation

– Roles

– Member since

– Last login

Available actions:

✏️ Edit profiles

🗑️ Delete profiles (if required)

👤 Add New Employees Manually

This function allows you to create individual employees directly in the system.

Steps:

  1. Click on ADMIN.
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  2. Open the Employees section.
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  3. Select + Create New User.
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  4. Complete all required fields (marked with *):
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    • Email address or username
    • Password (minimum 12 characters, including one uppercase letter, one number, and one special character)
    • First name
    • Last name
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Important settings:

• Status: Leave set to “Active”.

• Roles: Assign only if admin or view permissions are required (see article “Roles & Permissions”).

• Set the language preference.

• Specify gender – this improves the quality of AI analyses.

Complete employment details:

• Start date

• End date (if known)

• End of probation period

These details are essential for automated review processes.
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Custom profile fields:

Custom profile fields allow you to capture additional information, such as:

• Office day

• Years of service

• Certifications

These fields improve:

• The structure of employee data

• The quality of AI analyses through additional context

Important: Custom profile fields must first be created in the Admin area under Settings.

Principle:

The more complete the data maintenance, the more accurate automations and AI analyses will function.

5. Click Create User.
A green confirmation message will appear.
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📥 Import Employees via CSV Template

To onboard multiple people at once, use the CSV upload.

Steps:

  1. Download the CSV template in the top right corner.
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  2. Complete the template according to the instructions.
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  3. Upload the completed file:
    – Click Upload CSV File.
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  4. Review the entries:
    – Valid records are marked with a green checkmark.
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  5. Click Import Users.
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✏️ Edit Employee Profiles

Existing profiles can be updated at any time.

Steps:

  1. Open ADMIN > EMPLOYEES.
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  2. Search for the desired person.
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  3. Click the orange ✏️ icon.
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  4. Edit the data.
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  5. Save changes.
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📄 Employee Profile – Detailed View

For a complete profile overview:

  1. Open ADMIN > EMPLOYEES.
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  2. Select the desired person.
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  3. Click on the name.
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You will gain insight into:
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• Activity

• Employment details

• Evaluation pair

• Active and archived cards

• Meetings

• Feedback

Note on feedback:

You can only see feedback in which you are personally involved. There is no access to feedback exchanged between other individuals.

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