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Managing Employees in Kolo Business

Managing employee access in Kolo Business helps you keep employee details in one place and manage who can be assigned to a business card. This article explains how to add, edit, and delete employees in Kolo Business.

Updated over a week ago

What the Employees section is used for

In Kolo Business, the Employees tab stores employee details that can later be used for business card issuance, payroll and employee management.

Here, you can:

  • add a new employee

  • view employee details

  • edit employee information

  • delete an employee if they are no longer needed

๐Ÿ’ก This section helps keep employee information organised in one place, before or after card issuance.


How to add an employee

To add a new employee:

  1. Open Kolo Business

  2. Go to Employees

  3. Click Add Employee


What information can be added

When creating a new employee, Kolo Business asks for basic employee details.

Required fields

You must fill in:

  • First name

  • Last name

  • Work email

  • Phone

Optional additional information

You can also expand the form and add extra details such as:

  • personal email

  • address

  • job title

  • department

These fields are optional and help create a more complete employee profile.

โš ๏ธ Work email and phone number must be unique within a single company. You cannot add two employees with the same email or the same phone number in the same company. However, the same email or phone number can be used for employees in different companies.

โš ๏ธ Enter the work email carefully, since it may be used in employee-related business flows.


What happens after you add an employee

After you save the employee:

  • the employee appears in the Employees list

  • these details can be used when sharing a wallet or card


How to edit an employee

To update employee details:

  1. Open the employee from the Employees list

  2. Click Edit

  3. Update the necessary fields

  4. Click Save


How to delete an employee

To delete an employee:

  1. Open the employee record

  2. Choose the delete option

An employee cannot be deleted if a card has already been issued to them. To delete the employee, you must first terminate the card connected to them.


FAQ

Can I add an employee without issuing a card?

Yes. An employee can be added to the Employees section even before any card is issued.

Does deleting an employee also terminate their card?

No. Card termination must be done separately before the employee can be deleted.

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