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Top 10 Qs You'd want to know

The HR tool serves as the most integral part of WorkDo! Its settings are connected to employees’ daily clock-ins/outs, leave applications, overtime applications, and various eForm approval flows.

There are 6 important steps that you need to follow, so please follow the instructions below to properly set up HR.

│ HR is key to improving yor team’s workflow │

Please make sure that you have first followed basic setup done in Start WorkDo in 5 Steps to find the settings of the picrure below.

│ Read HR Tool Manual

If you have the HR Staff tool role, then you may follow the steps below and use the web version of WorkDo to set up HR!

6 Important Settings in HR
Plan:Free planPaid plans
Permission:MemberWorkplace AdminTool Admin
Tool Role:EmployeeManagerHR StaffHR Viewer

STEP 1 │ Work Hours
Your workplace’s work hours directly influence the team’s workdays, clock in/out times, flexible work times, etc. You can use the default work hours or you can create multiple work hours for different teams. Your call!

If you need to use the Attendance tool for employee clock in/out, please activate it first to for the related clock time settings to be available here.

STEP 2 │ Departments
Departments settings dictate how eForms are passed and signed. Properly set up your organization’s hierarchy and the employee requests will follow the set flow and get to the right person to be signed.

  • Trial Period: We recommend you invite 1 to 3 people to help you test out the request flow, each with a different role and title.
  • Adoption: Invite the rest of the teammates to join the workplace and assign them with the right roles and titles.

STEP 3 │ Employment Type
By default, WorkDo has 3 employment types, you can create, deactivate, or change them as you see fit. The employment type will affect certain tool privileges, ie, who are allowed to apply for overtime and how many leave days they are entitled to have each month/year. So don’t forget!

STEP 4 │ HR Calendar Management
Non-working days such as the federal holidays, special company events are set with the HR Calendar. A workplace’s HR calendar will determine whether employees are able to apply for leaves, overtime, or clock in/out normally.
A workplace is allowed to use multiple HR calendars for different teams, so you don’t worry about managing remote teams in different countries!

STEP 5 │ System Settings
The most important setting in the System Settings is that you don’t have to manually set each new employee is required to clock in/out. However, this function is not retroactive, meaning it only applies to new employees after the setting has changed.

You can always go to the Attendance tool and individually change this setting if you want, but if your workplace doesn’t require employees to clock in/out, you can bypass this step.

STEP 6 │ Import Employee Profiles
The aforementioned 5 steps are for the HR personnel to manage each employee, and each employee’s profile can be updated anytime. But to make life simpler, you can also batch import employee profiles by using WorkDo’s template file. This can drastically reduce the amount of time spent on profile setting and it’s the quickest way to get your workplace up and running!


  • Only members with the HR Staff tool role are allowed manage the workplace and employee settings instead of the workplace admins. This is an added layer of security, and in most cases, company HRs are not always in charge of maintaining the entire workplace.
  • These 6 important settings are crucial to connecting to advanced tools like Attendacen, Leave, Leave pro and Overtime, so be sure to complete them before using these tools.
  • Wanna know more HR details, say no more! The most comprehensive HR Tool Manual is here!

HR Tool Manual

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How do I know who is in the group or workplace? Is there a way to know team members’ contact information?

You can view the participants of the groups and workplaces you are in, and if the workplace HR Staff had filled out all the employee contact information fields, then team members are able to view one another’s contact information, such as emails and extension numbers.

View Workplace, Group Members and Their Contact Information.
Plan:All plans
Permission:All members

STEP 1 │ View Workplace, Group Members
The methods described below show how to view the workplace and group members you are in, you may also view their contact information in the workplace level.

    1. Click Roster in the workplace or click Member List in the group. 
    2. Click Workplace Settings then Roster or click Group settings then Member List. 

STEP 2 │ View Members’ Contact Information

  1. The quickest way to get a hold of a member is to add them as your buddy and use the audio, video call.
  2. View Member Contact Information in the HR tool
    You can also view members’ contact information using the HR tool as described below.

    • App │ Click the Do button to select the HR tool then Company then select Colleagues to view their contact information, tap the mobile number to make a call directly. The search function is avilable to quickly find the person you are looking for.
    • Web │ Click the Do button to select the HR tool, click Colleagues to view their contact information. The search function is avilablet to quickly find the person you are looking for.


  • The cost of phone calls is determined by your plan with your cell phone company.
  • The HR Staff has the authority to hide employee emails and phone numbers in the HR tool’s System Settings.

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“Can I leave the demo workplace if I had tried out all the features?”
“I joined the wrong workplace by mistake, how do I leave?”

Of course, you came to the right place!

However, if you are resigning, be sure to work out all the details with your managers and the HR Staff as mentioned here.

  • When you leave a workplace, you are not allowed to join it again without permission.
  • When employees leave the workplace, all buddy-level contents, including chat histories and posts are erased as well, so be sure to ask other members to backup necessary contents before then.
  • If the member rejoins the workplace using the same account within one year, all buddy-level contents will be restored when you befriend your colleagues again.
Leave the Workplace
Plan:All plans
Permission:All users

STEPS │ App & Web

  1. Enter the Workplace Settings.
  2. Scroll down to the buttom and click Leave This Workplace.
  3. Confirm and follow the on screen procedure to leave the workplace and you will be moved to the WorkDo Network.


  • If you are the only member in the workplace, your workplace will be deleted once you leave.
  • If you are the workplace owner, you will be asked to transfer the ownership before leaving the workplace.

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