> ## Documentation Index > Fetch the complete documentation index at: https://docs.keystn.com/llms.txt > Use this file to discover all available pages before exploring further. # Employees > The employee directory stores records for loan officers, processors, assistants, and managers, driving loan assignments and commission calculations. ## The employee directory Go to **Directories > People** in the sidebar to view the employee directory. The directory displays a searchable, filterable table with the following columns: | Column | Description | | ----------- | ---------------------------------------------------------------- | | **Name** | Full name (first + last), with custom title shown beneath if set | | **Role(s)** | One or more role badges (e.g., "Loan Officer," "Processor") | | **Branch** | The branch the employee is assigned to, or "-" if unassigned | | **Email** | Email address | | **Phone** | Mobile number | | **Status** | Active or Inactive (archived) badge | Clicking an employee's name takes you to their detail view. Employee directory ### Filtering employees The filter bar above the table provides four controls: * **Search** -- Free-text search across employee names * **Role** -- Filter by a specific role (Loan Officer, LOA, Processor, Contractor, Branch Manager) or show all * **Status** -- Show Active employees, Inactive (archived) employees, or all * **Branch** -- Filter by a specific branch (only appears if branches exist) *** ## Adding a new employee 1. Navigate to **Directories > People**. 2. Click the **Add Employee** button. 3. Complete the form (described below). 4. Click **Create Employee**. The employee form is organized into three sections. ### Basic Information | Field | Required | Description | | ----------------- | -------- | ------------------------------------------------------------------------------------- | | **First Name** | Yes | Employee's legal first name | | **Last Name** | Yes | Employee's legal last name | | **Title** | No | Custom title for display (e.g., "Senior Loan Officer"). Max 100 characters. | | **Email** | No | Email address. Used for notifications and system access if an auth account is linked. | | **Mobile Number** | No | Mobile phone number | | **NMLS ID** | No | The employee's individual NMLS number (distinct from the company NMLS) | ### Employment | Field | Required | Description | | ---------------------- | ------------------ | ------------------------------------------------------------------------------------------------------ | | **Branch** | No | The branch this employee belongs to. Select from a dropdown of existing branches. | | **Tax Classification** | No | **W-2** or **1099**. Determines how the employee is treated for payroll and tax purposes. | | **Start Date** | No | The date the employee started with the company | | **Termination Date** | No | The date the employee's employment ended. Setting this effectively marks the employee as former staff. | | **Roles** | Yes (at least one) | Check all roles that apply. An employee can hold multiple roles simultaneously. | #### Available roles | Role | Typical responsibilities | | -------------------------------- | ---------------------------------------------------------------------------------------------------------------------- | | **Loan Officer** | Originates loans, works directly with borrowers. The primary role for production tracking and commission calculations. | | **Loan Officer Assistant (LOA)** | Supports a loan officer with file preparation and borrower communication | | **Processor** | Manages the loan file through underwriting and closing | | **Contractor** | External contractor, typically paid on a 1099 basis | | **Branch Manager** | Oversees a branch and its staff. Branch managers can be assigned as the manager for one or more branches. | ### Draw and Payroll Draw settings determine whether and how much an employee receives as a guaranteed minimum payment (draw) during each pay period, before commission calculations. | Field | Required | Description | | -------------------- | -------------------------- | --------------------------------------------------------------------------------- | | **Draw Type** | No (defaults to "No Draw") | The method used to calculate the employee's draw | | **Draw Amount** | Conditional | Only shown when Draw Type is **Flat Amount**. The fixed dollar amount per period. | | **Hourly Rate** | Conditional | Only shown when Draw Type is **Hourly**. The per-hour pay rate. | | **Hours Per Period** | Conditional | Only shown when Draw Type is **Hourly**. Number of hours expected per pay period. | #### Draw calculation types | Type | How it works | | --------------- | -------------------------------------------------------------------------------------------------- | | **No Draw** | Employee receives no guaranteed draw. They are paid purely on commission. | | **Flat Amount** | Employee receives a fixed dollar amount as a draw each pay period (e.g., \$2,000/period). | | **Hourly** | Employee's draw is calculated as `hourlyRate x hoursPerPeriod` (e.g., \$25/hr x 80 hrs = \$2,000). | Company-wide draw defaults are configured in [Company Settings](/company-setup/company-settings). Individual employee settings override the company defaults. *** ## Additional employee fields The following fields are available on the employee detail page: | Field | Description | | ---------------------------- | -------------------------------------------------------------------------------------------------------------------------------- | | **Draw Balance** | The current running balance of draws paid vs. commissions earned. Managed automatically by the commission system. | | **Draw Carry-Over Disabled** | When checked, the employee's draw balance resets to zero each period instead of carrying over. | | **Profile Image** | A URL to the employee's profile photo | | **Analytics-Only** | When enabled, the employee appears in analytics and reports but is excluded from commission processing | | **Setup Complete** | Flag indicating whether the employee's profile has been fully configured | | **Archived** | Marks the employee as inactive. Archived employees are hidden from most views by default but their historical data is preserved. | | **Hidden** | Hides the employee from the directory without archiving them | | **Hide From Directory** | Similar to Hidden; prevents the employee from appearing in the public-facing directory | | **Preferred Name** | A nickname or preferred name | | **Introduction** | A brief bio or introduction text | | **Birthday** | The employee's date of birth | | **Town** | The employee's home city or town | | **Payroll Provider ID** | An external ID linking to a third-party payroll system | *** ## State licensing Loan officers and other NMLS-licensed employees need state-level licenses to originate loans. Keystone tracks these per employee. Each state license record includes: | Field | Description | | ------------------- | ------------------------------------------------------------------------------------------- | | **State** | The US state the license is issued in (all 50 states plus DC and territories are supported) | | **License Number** | The license number issued by that state | | **Expiration Date** | When the license expires | State licenses are displayed in the **Licenses** tab on the employee detail page. *** ## Editing an employee Open the employee's detail page, click **Edit**, update any fields, and click **Save Changes**. *** ## Employee detail view The employee detail page shows a tabbed interface with four sections: ### Info tab Displays the employee's contact information (email, mobile, NMLS, branch) and employment details (tax classification, start date, termination date, draw type and amounts). ### Loans tab Lists all loans where the employee is assigned as the loan officer, including: * Broker loan number (links to the loan detail page) * Borrower name * Loan amount * Current status ### Commissions tab Shows all active commission rules assigned to the employee, grouped by commission template. Each rule displays: * Amount type (percentage, basis points, or flat dollar) * Amount value * Recipient (if the commission flows to another employee) * Rule state (e.g., state-specific rules) ### Licenses tab Displays the employee's state licenses with state abbreviation, license number, and expiration date. *** ## How employees connect to other data ### Loans Employees can be associated with loans in three capacities: * **Loan Officer** -- the originator of the loan; the primary employee tied to production * **Loan Officer Assistant (LOA)** -- assigned to assist on specific loans * **Processor** -- assigned to process specific loans ### Commissions Commission rules reference employees as the originating loan officer or as an alternative recipient (e.g., a branch manager override). ### Expenses Employees can have both one-time and recurring expenses associated with them (e.g., desk fees, technology charges). These are deducted during commission processing. ### Branches Each employee belongs to zero or one branch. The employee's branch assignment affects reporting roll-ups, commission rule scoping, and management hierarchy. *** ## Related pages * [Branches](/company-setup/branches) -- employees are assigned to branches * [Company Settings](/company-setup/company-settings) -- company-wide draw and payroll defaults * [Lenders](/company-setup/lenders) -- lenders are associated with loans, which are in turn tied to employees * [Lead Sources](/company-setup/lead-sources) -- lead sources can be used in commission rules that reference employees