Infloww's Agency CRM streamlines the process of managing employees through the Employee's page.
How to manage employees on Infloww
From the Manage Employees page, you can add and manage existing employees.
To add an employee:
Click on + Add employee
Enter their name and email address
Assign them to a Parent group and designate their role (ex. Chatter, Team Leader)
Next, under the Assigned Creators column, click to assign one or multiple Creators to the employee
Once you've added an employee, they'll receive an email with a one-time link to verify their account and create a password. Once verified, you can assign a Creator to the employee.
Note: Employees can only monitor the data and performance of the Creators assigned to them.
Editing groups and roles for multiple employees
We've made it easy for you to assign multiple employees to new groups or roles at the same time.
To batch-edit employee groups
Click the checkbox for each employee that you want to assign to a new group
Click Batch actions and select Batch edit group
You'll be prompted to select the group that you want to assign them to
Once finished, click Assign to confirm
To batch-edit employee roles
Click the checkbox for each employee that you want to assign to a new group
Click Batch actions and select Batch edit roles
You'll be prompted to select the roles that you want to assign them to
Once finished, click Assign to confirm
Managing your teams with a parent group
On the left-hand side of the Manage Employees page is your organization chart. It's a handy tool that helps you compartmentalize your organization.
To create a group:
Go to the Manage Employees page
Under the left sidebar, click on the three dots next to your agency or subgroup name
Click Add sub-group
From Add Group Settings
Enter the group name of your choosing
Assign it under a parent group
To finalize, click Submit
By creating groups (Group A, Group B, etc.), you can put leads into different groups and place their team members in matching subgroups below them (Subgroup A, Subgroup B, etc.). This clear structure helps with better team management and improved work efficiency.
Think of each group as a team.
For example, a team lead that has access to data about self and subordinates via role permissions will be able to see all the information about the employees and Creators assigned to their group and subgroup (e.g. Group A).
As a way to protect the flow of information, team leads can only monitor the performance of the branch they're assigned to, while employees under that team can only view information about themselves.
To make sure that team leads are only able to monitor data from their assigned groups, assign them to their corresponding group via the Employee Management page.
Note: To ensure the security of your agency, any terminated employee immediately loses access to the client and all information related to the agency.
Parent groups create a simple structure that makes it clear who does what and who reports to whom. This way, everyone knows their roles and responsibilities.
It also helps team leaders keep track of their team members' work and see how well they're doing. This way, they can make better decisions and help their team succeed.
Learn more about employee roles and role permissions.
How to schedule shifts for employees
In the Shift Schedule, you can assign shifts to employees. It's essential for your team to assign these shifts, as Infloww calculates employee revenue based on the shifts worked.
To schedule an employee:
On the Shift Schedule table, choose the Creator by hovering over their respective row and select the day and time you want to assign to an employee
Click on the schedule block to assign an employee
From the modal that appears, select the employee you want to schedule
Click OK to confirm
For more information, see this guide to learn how to create and edit shifts.
Assigning multiple employes to a Creator:
If you want to schedule multiple employees to a single shift, you can configure this setting on the Sales Settings page.
Here's how:
Go to Settings and click on Sales Settings
From Sales Settings, toggle the switch to enable multiple employees to work on the same shift for the assigned Creator
Once enabled, you can assign multiple employees to the same shift from the Shift Schedule page
Note: Once an employee is scheduled, any PPV sales earned during that shift will be attributed to the employee. If a shift has already started, assigned shifts cannot be adjusted.
How to view employee shift history
Through the Shift Schedule page, you can see the working history of all registered employees linked to the Infloww Agency CRM.
To better understand your team's earnings and work schedule, you can customize the results displayed by adjusting the date range and custom metrics.
Doing this lets you see important information such as an employee's Total Earnings, Scheduled Shifts, Shifts Worked, and the number of hours worked during a specific period. You can also export their shift history into an editable Excel spreadsheet.
Note: The total number of hours is calculated by adding all the hours in a shift and is not tracked by activity time (coming soon).