Question 1

Get notifications when members join and leave.

Accepted Answer

FAQ-ID：1131 Shouldn't you give your new team members a warm welcome when they are on board? And it's important to know when team members leave so you can allocate your resources and prioritize team tasks. Did you know there is a setting that sends notifications when members join and leave your team? Well, now is a good time to take advantage of it!

Set Workplace / Group Notifications

Plan：All plans

Permission：MemberWorkplace / group admin

interface：AppWeb

Steps：

Enter the Workplace Settings.
Scroll down to the Manage Workplace / Group section and select Workplace / Group Notifications.
Turn on the notification settings.
- Alert When Members Join/Leave │ Turn this on to alert the owner and admins when members join or leave.
- Show Chat Message When Members Leave │
  Turn this on to show a chat message in the chatroom when members leave.

Reminders

Member join and leave messages do not count towards the badge count.
The member join /leave notifications is shown in the personal notification certer of the owner and admins.

Relevant Questions

What is Chat Alert? And how do I change its settings?
How do I change the notification settings?
Notification delay.
Who is allowed to invite new members into workplaces or groups?
Can I set only admins are allowed to post at the workplace level?
Can I control members from creating public or private groups?
What do different roles do in a workplace or group?

Question 2

Can I leave a workplace?

Accepted Answer

FAQ-ID：1039
"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.

Caution

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

Interface：AppWeb

STEPS │ App & Web

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

Reminders

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.

Relevant Questions

An employee left the workplace or was removed by mistake, is there a way to rectify it?

Question 3

How do I leave a group?

Accepted Answer

FAQ-ID：1053 At last, the project is finished and the group is no longer needed, you may ask "how do I leave the group?" In WorkDo, group members can leave the group whenever they wish, the group admins also have the authority to remove members from the group. The same goes for the groups in WorkDo Network. For resigning employees, instead of leaving the groups could ask the workplace admins to remove them from the workplace and all the groups they are in with a few clicks of the button.

Remove Members

Plan：All plans

Permission：Group membersGroup adminsGroup owner

Interface：AppWeb

Enter Group Settings.
Click the Member List.
Web: Click Remove. App: Click on a member then click Manage Member followed by Remove Member from the Group.
- Remove Remove members from the group and they can no longer view the group posts and files unless they rejoin the group.
- Block & Remove（Web only） Blocked members can no longer rejoin the same groups with the same account. Use Block & Remove when you don't want a member to access the group files.

Leave Groups

Plan：All plans

Permission：Group membersGroup adminsGroup owner

Device：AppWeb

Enter Group Settings.
Leave This Group.
Hit Confirm to leave the group.

Reminders

Once members are no longer in the groups, they cannot view the group data and files unless they rejoin the group.
Only the group owner is allowed to remove admins from the group; the admins cannot kick each other out.
Workplace owners and group owners must transfer their ownership to another admin before they are allowed to leave.

Relevant Questions

Can I leave a workplace?
How to Invite new members to a group?
How do I join other public groups in the workplace?
Why can’t I find groups to join?
Can I set only admins are allowed to post at the workplace level?
Get notifications when members join and leave.
How do I create groups in WorkDo Network?
How to transfer my workplace, group ownership?
How do I delete a group?
What to do when employees resign?

Question 4

Why is there's a member with two employee profiles?

Accepted Answer

FAQ-ID：1156
When a new member joins a workplace, an employee profile will be created for this person automatically, however, in special instances, a duplicated employee profile could be created of the same person.

Member leaves then rejoins the workplace again.
Error during the Import Employee Profiles process.
Member registered a new WorkDo account then rejoins the workplace.
Reemployment.

Whichever the case may be, once a person leaves the company, it is wise to mark his/her employee profile as terminated so they can no longer access the workplace's data. You may configure the settings using the web version of WorkDo if you are the HR Staff of the HR tool.

Troubleshooting Duplicate Employee Profiles

Plan：FreePaid

Permission：MemberWorkplace adminTool admin

Role：EmployeeManagerHS StaffHR Viewer

Interface：AppWeb

STEPS │ Continue using the old profile: All past records and data are inherited.

Scenarios：When a member accidentally left the workplace then rejoined using a new account, or accidentally removed by the HR Staff.

As the HR tool is interconnected to tools like Attendance, Check In, Leave Pro, Leave, Overtime, Expenses and Approvals, it is crucial that every member's profile is correctly set. Every member's Login Email or Mobile Number is used bind the person to their profile, and it cannot be occupied by other account. So you need to delete the newly created employee profile then set the old profile to Activate.

Switch to the HR tool.
Click Employee Profiles.
Delete the newly created employee profile.
Locate the old employee profile using the filters provided.
Checkmark the employee.
Click the yellow Activate button.
Click Confirm in the pop-up window to complete.

STEPS │ Use the new employee profile.

Scenario：When a terminated employee is being rehired.

Generally, when a company rehires an old employee, everything starts from scratch, so using a new employee profile is fine in this case.

Reminders

By default, all employee profiles displayed are currently in employment. If you would like to view profiles in other statuses, please use the filter provided.
When a member rejoins the workplace all buddy-to-buddy data would recovery when they add all friends and colleagues back.

Relevant Questions

How to delete an employee profile?
What settings in HR are required for new employees?
Having problems importing employee profiles?
How to set employees who are on leave without pay?
Why do I have limited tool access?

Question 5

How to delete an employee profile?

Accepted Answer

FAQ-ID：1157 It is possible that duplicated employee profiles got created during your trial period trying to bring employees into your workplace. "So how do I delete the duplicated profiles?" you ask. Well, just change the status of the profiles to Suspend or Terminate then you can delete the profiles for good. If an employee's profile has been deleted but he/she has not left the workplace, then he/she can only use the basic tools from this point on; all other advanced tools that require an employee profile to function will be locked. However, said employee's past records and data will be kept for perusal. Under normal circumstances, every employee only has one employee profile, and the workplace HR Staff could change the profile status accordingly to reflect the employment status.

Delete Employee Profiles

Plan：FreePaid

Permission：MemberWorkplace adminTool admin

Role：EmployeeManagerHR StaffHR Viewer

Interface：AppWeb

Steps：

Use the filters to search the profiles.
Check the boxes to select the profiles.
Change the profiles to Suspend or Terminate.
Select the profiles again and click the Delete status to permanently delete the profile.

Reminder

Please refer to your local labor laws on how long you need to keep resigned employees' profiles and records for perusal purposes.

Relevant Questions

Why is there’s a member with two employee profiles? Why do I have limited tool access?

Question 6

An employee left the workplace or was removed by mistake, is there a way to rectify it?

Accepted Answer

FAQ-ID：1155 When employees left the workplace on their own or were removed by the workplace HR Staff, they can no longer access the workplace data and files. As such, when employees resign from their posts, the HR Staff must verify their last day of work then remove them from the workplace or ask them to leave the workplace. However, should you accidentally removed an employee or they left the workplace by mistake, here's how you can rectify it! Just invite the employee to rejoin the workplace and make sure the employee profile is intact, then everything is all set! These settings require the help of workplace admins and HR Staff to maintain to safeguard workplace information security.

Rectification Method

STEP 1｜Rejoin Depending on the situation, you can either ask the employee to rejoin on their own or send them an invitation to join the workplace using their existing WorkDo account. How to invite people to a workplace? Can I join the company workplace on my own? STEP 2｜Employee Profile Adjustment There is an employee profile of every workplace employee found in the HR tool. When an employee rejoins the workplace, a duplicated employee profile will be created. So please follow the below FAQs to make the necessary adjustments in the employee profile. This will allow the employee to resume using the advanced tools that are tied to the HR settings. Why is there’s a member with two employee profiles? What settings in HR are required for new employees?

Reminders

Please note that when employees leave the workplace, all their chat histories and tool posts will be erased.
If a resigned employee rejoins the workplace using their original account within a year, all their chat histories and tool posts will be recovered in the web version of WorkDo, the app version, however, will only recover the tool posts only.

Relevant Questions

How to invite people to a workplace? Can I join the company workplace on my own? What settings in HR are required for new employees? Why is there’s a member with two employee profiles?

Question 7

How does WorkDo handle the data and records of resigned employees?

Accepted Answer

FAQ-ID：1002 Does WorkDo retain the messages, posts and records of resigned employees? For a virtual workspace to operate seamlessly, it is important to know how data is being handled, especially for resigned employees. Fortunately, you came to the right place! When employees are suspended, terminated even deleted, so long they haven't left the workplace, all their chat histories, posts, files, records and data are still intact. However, when they have left the workplace, then things will be a little different. 1 │ Buddy Level

When an employee leaves the workplace, all colleagues are unbuddied, therefore, posts and chat histories between buddies are all erased. So please be sure to inform the workplace members and have them back up all necessary posts and files before their departure.
With the exception of chat histories, all posts can be restored if the resigned employee rejoins the workplace and adds their buddies back within one year.

2 │ Group and Workplace levels

3 │ Private Space & WorkDo Network
Employee claims the ownership of his/her WorkDo account, and the posts in their Private Space and the WorkDo Network are retained forever unless deleted by them.

Reminder

The Employees Profiles in the HR tool can be deleted, but before doing so, please make sure that you have surpassed the record keeping period mandated by your local labor regulations.

Relevant Questions

How to set employees who are on leave without pay? What to do when employees resign? What is a tool post? Sending messages. What are tools?

Question 8

What to do when employees resign?

Accepted Answer

FAQ-ID：1154 What do I do for employees who want to resign? Should I set their status as resigned? What access do they have until they leave the workplace? Find out now! The necessary settings require the help of both Workplace Admins and HR Staff to complete. Let's get started! Plan：

Free

Paid Permission：

Member

Workplace Admin

Tool Admin Role：

Employee

Manager

HR Staff

HR Viewer

Method 1｜Resigned employee can no longer access workplace data.

STEP 1｜Member removal by the Workplace Admin.

Interface：AppWeb

Enter the Workplace Settings.
Click Roster.
Use the search bar to search and select the member.
Click Manage Member then Remove Member from the Workpalce.
Enter the confirmation code and click Remove to complete the process.
- Remove This step will remove the member from the workplace and mark him/her as terminated in the employee profile, making the workplace contents inaccessible. Reinstating and inviting the member back into the workplace will lift this restriction.
- Block & Remove (Web Only) This action puts the member on a permanent blacklist, and this account is never to be used to rejoin the workplace.

STEP 2｜Enter the reason of resignation by the HR Staff.

Interface：AppWeb

Switch to the HR tool.
Click Employee Profiles.
Use the filter to search for the terminated employee profile.
Click the Edit icon and confirm the action in the pop-up window.
Scroll down and click the Enrollment/Resignation tab.
Click the Edit icon in fron of the record and fill out the information.
Click Save to finish.

STEP 3｜If you don't need to keep the employee profile, the HR Staff can delete it permanenetly.

Method 2｜Allow the employee to stay in the workplace until the handover is completed.

STEP 1｜Enter the reason of resignation by the HR Staff.

Interface：AppWeb

Switch to the HR tool.
Click Employee Profiles.
Select the employee with the checkbox.
Click the Terminate button.
Fill out the reason of resignation.
Click the Terminate button below to complete.
- The basic tools are available to the employee.
- All the records of the advanced tools can still be viewed by the employee, but he/she can no longer use them.

STEP 2｜Remove the employee by the Workplace Admin.

Interface：AppWeb

Enter the Workplace Settings.
Click Roster.
Use the search bar to search and select the member.
- Click Manage Member then Remove Member from the Workpalce.
- Enter the confirmation code and click Remove to complete the process. This step will remove the member from the workplace and mark him/her as terminated in the employee profile, making the workplace contents inaccessible. Reinstating and inviting the member back into the workplace will lift this restriction.
- Block & Remove (Web Only) This action puts the member on a permanent blacklist, and this account is never to be used to rejoin the workplace.

STEP 3｜If you don't need to keep the employee profile, the HR Staff can delete it permanenetly.

Reminders

The option is available in the Workplace Settings for members to leave the workplace on their own.
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.
The paid plans of WorkDo charge by the workplace member count, so the subscription fee may be affected when members join and leave the workplace depending on the time of the month.

Relevant Questions

How does WorkDo handle the data and records of resigned employees?
How to delete an employee profile?
How to set employees who are on leave without pay?
Get notifications when members join and leave.
What settings in HR are required for new employees?
Can I leave a workplace?
Why do I have limited tool access?

Question 9

Get notifications when members join and leave.

Accepted Answer

FAQ-ID：1131 Shouldn't you give your new team members a warm welcome when they are on board? And it's important to know when team members leave so you can allocate your resources and prioritize team tasks. Did you know there is a setting that sends notifications when members join and leave your team? Well, now is a good time to take advantage of it!

Set Workplace / Group Notifications

Plan：All plans

Permission：MemberWorkplace / group admin

interface：AppWeb

Steps：

Enter the Workplace Settings.
Scroll down to the Manage Workplace / Group section and select Workplace / Group Notifications.
Turn on the notification settings.
- Alert When Members Join/Leave │ Turn this on to alert the owner and admins when members join or leave.
- Show Chat Message When Members Leave │
  Turn this on to show a chat message in the chatroom when members leave.

Reminders

Member join and leave messages do not count towards the badge count.
The member join /leave notifications is shown in the personal notification certer of the owner and admins.

Relevant Questions

What is Chat Alert? And how do I change its settings?
How do I change the notification settings?
Notification delay.
Who is allowed to invite new members into workplaces or groups?
Can I set only admins are allowed to post at the workplace level?
Can I control members from creating public or private groups?
What do different roles do in a workplace or group?

Question 10

Can I leave a workplace?

Accepted Answer

FAQ-ID：1039
"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.

Caution

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

Interface：AppWeb

STEPS │ App & Web

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

Reminders

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.

Relevant Questions

An employee left the workplace or was removed by mistake, is there a way to rectify it?

Question 11

How do I leave a group?

Accepted Answer

FAQ-ID：1053 At last, the project is finished and the group is no longer needed, you may ask "how do I leave the group?" In WorkDo, group members can leave the group whenever they wish, the group admins also have the authority to remove members from the group. The same goes for the groups in WorkDo Network. For resigning employees, instead of leaving the groups could ask the workplace admins to remove them from the workplace and all the groups they are in with a few clicks of the button.

Remove Members

Plan：All plans

Permission：Group membersGroup adminsGroup owner

Interface：AppWeb

Enter Group Settings.
Click the Member List.
Web: Click Remove. App: Click on a member then click Manage Member followed by Remove Member from the Group.
- Remove Remove members from the group and they can no longer view the group posts and files unless they rejoin the group.
- Block & Remove（Web only） Blocked members can no longer rejoin the same groups with the same account. Use Block & Remove when you don't want a member to access the group files.

Leave Groups

Plan：All plans

Permission：Group membersGroup adminsGroup owner

Device：AppWeb

Enter Group Settings.
Leave This Group.
Hit Confirm to leave the group.

Reminders

Once members are no longer in the groups, they cannot view the group data and files unless they rejoin the group.
Only the group owner is allowed to remove admins from the group; the admins cannot kick each other out.
Workplace owners and group owners must transfer their ownership to another admin before they are allowed to leave.

Relevant Questions

Can I leave a workplace?
How to Invite new members to a group?
How do I join other public groups in the workplace?
Why can’t I find groups to join?
Can I set only admins are allowed to post at the workplace level?
Get notifications when members join and leave.
How do I create groups in WorkDo Network?
How to transfer my workplace, group ownership?
How do I delete a group?
What to do when employees resign?

Question 12

Why is there's a member with two employee profiles?

Accepted Answer

FAQ-ID：1156
When a new member joins a workplace, an employee profile will be created for this person automatically, however, in special instances, a duplicated employee profile could be created of the same person.

Member leaves then rejoins the workplace again.
Error during the Import Employee Profiles process.
Member registered a new WorkDo account then rejoins the workplace.
Reemployment.

Whichever the case may be, once a person leaves the company, it is wise to mark his/her employee profile as terminated so they can no longer access the workplace's data. You may configure the settings using the web version of WorkDo if you are the HR Staff of the HR tool.

Troubleshooting Duplicate Employee Profiles

Plan：FreePaid

Permission：MemberWorkplace adminTool admin

Role：EmployeeManagerHS StaffHR Viewer

Interface：AppWeb

STEPS │ Continue using the old profile: All past records and data are inherited.

Scenarios：When a member accidentally left the workplace then rejoined using a new account, or accidentally removed by the HR Staff.

As the HR tool is interconnected to tools like Attendance, Check In, Leave Pro, Leave, Overtime, Expenses and Approvals, it is crucial that every member's profile is correctly set. Every member's Login Email or Mobile Number is used bind the person to their profile, and it cannot be occupied by other account. So you need to delete the newly created employee profile then set the old profile to Activate.

Switch to the HR tool.
Click Employee Profiles.
Delete the newly created employee profile.
Locate the old employee profile using the filters provided.
Checkmark the employee.
Click the yellow Activate button.
Click Confirm in the pop-up window to complete.

STEPS │ Use the new employee profile.

Scenario：When a terminated employee is being rehired.

Generally, when a company rehires an old employee, everything starts from scratch, so using a new employee profile is fine in this case.

Reminders

By default, all employee profiles displayed are currently in employment. If you would like to view profiles in other statuses, please use the filter provided.
When a member rejoins the workplace all buddy-to-buddy data would recovery when they add all friends and colleagues back.

Relevant Questions

How to delete an employee profile?
What settings in HR are required for new employees?
Having problems importing employee profiles?
How to set employees who are on leave without pay?
Why do I have limited tool access?

Question 13

How to delete an employee profile?

Accepted Answer

FAQ-ID：1157 It is possible that duplicated employee profiles got created during your trial period trying to bring employees into your workplace. "So how do I delete the duplicated profiles?" you ask. Well, just change the status of the profiles to Suspend or Terminate then you can delete the profiles for good. If an employee's profile has been deleted but he/she has not left the workplace, then he/she can only use the basic tools from this point on; all other advanced tools that require an employee profile to function will be locked. However, said employee's past records and data will be kept for perusal. Under normal circumstances, every employee only has one employee profile, and the workplace HR Staff could change the profile status accordingly to reflect the employment status.

Delete Employee Profiles

Plan：FreePaid

Permission：MemberWorkplace adminTool admin

Role：EmployeeManagerHR StaffHR Viewer

Interface：AppWeb

Steps：

Use the filters to search the profiles.
Check the boxes to select the profiles.
Change the profiles to Suspend or Terminate.
Select the profiles again and click the Delete status to permanently delete the profile.

Reminder

Please refer to your local labor laws on how long you need to keep resigned employees' profiles and records for perusal purposes.

Relevant Questions

Why is there’s a member with two employee profiles? Why do I have limited tool access?

Question 14

An employee left the workplace or was removed by mistake, is there a way to rectify it?

Accepted Answer

FAQ-ID：1155 When employees left the workplace on their own or were removed by the workplace HR Staff, they can no longer access the workplace data and files. As such, when employees resign from their posts, the HR Staff must verify their last day of work then remove them from the workplace or ask them to leave the workplace. However, should you accidentally removed an employee or they left the workplace by mistake, here's how you can rectify it! Just invite the employee to rejoin the workplace and make sure the employee profile is intact, then everything is all set! These settings require the help of workplace admins and HR Staff to maintain to safeguard workplace information security.

Rectification Method

STEP 1｜Rejoin Depending on the situation, you can either ask the employee to rejoin on their own or send them an invitation to join the workplace using their existing WorkDo account. How to invite people to a workplace? Can I join the company workplace on my own? STEP 2｜Employee Profile Adjustment There is an employee profile of every workplace employee found in the HR tool. When an employee rejoins the workplace, a duplicated employee profile will be created. So please follow the below FAQs to make the necessary adjustments in the employee profile. This will allow the employee to resume using the advanced tools that are tied to the HR settings. Why is there’s a member with two employee profiles? What settings in HR are required for new employees?

Reminders

Please note that when employees leave the workplace, all their chat histories and tool posts will be erased.
If a resigned employee rejoins the workplace using their original account within a year, all their chat histories and tool posts will be recovered in the web version of WorkDo, the app version, however, will only recover the tool posts only.

Relevant Questions

How to invite people to a workplace? Can I join the company workplace on my own? What settings in HR are required for new employees? Why is there’s a member with two employee profiles?

Question 15

How does WorkDo handle the data and records of resigned employees?

Accepted Answer

FAQ-ID：1002 Does WorkDo retain the messages, posts and records of resigned employees? For a virtual workspace to operate seamlessly, it is important to know how data is being handled, especially for resigned employees. Fortunately, you came to the right place! When employees are suspended, terminated even deleted, so long they haven't left the workplace, all their chat histories, posts, files, records and data are still intact. However, when they have left the workplace, then things will be a little different. 1 │ Buddy Level

When an employee leaves the workplace, all colleagues are unbuddied, therefore, posts and chat histories between buddies are all erased. So please be sure to inform the workplace members and have them back up all necessary posts and files before their departure.
With the exception of chat histories, all posts can be restored if the resigned employee rejoins the workplace and adds their buddies back within one year.

2 │ Group and Workplace levels

3 │ Private Space & WorkDo Network
Employee claims the ownership of his/her WorkDo account, and the posts in their Private Space and the WorkDo Network are retained forever unless deleted by them.

Reminder

The Employees Profiles in the HR tool can be deleted, but before doing so, please make sure that you have surpassed the record keeping period mandated by your local labor regulations.

Relevant Questions

How to set employees who are on leave without pay? What to do when employees resign? What is a tool post? Sending messages. What are tools?

Question 16

What to do when employees resign?

Accepted Answer

FAQ-ID：1154 What do I do for employees who want to resign? Should I set their status as resigned? What access do they have until they leave the workplace? Find out now! The necessary settings require the help of both Workplace Admins and HR Staff to complete. Let's get started! Plan：

Free

Paid Permission：

Member

Workplace Admin

Tool Admin Role：

Employee

Manager

HR Staff

HR Viewer

Method 1｜Resigned employee can no longer access workplace data.

STEP 1｜Member removal by the Workplace Admin.

Interface：AppWeb

Enter the Workplace Settings.
Click Roster.
Use the search bar to search and select the member.
Click Manage Member then Remove Member from the Workpalce.
Enter the confirmation code and click Remove to complete the process.
- Remove This step will remove the member from the workplace and mark him/her as terminated in the employee profile, making the workplace contents inaccessible. Reinstating and inviting the member back into the workplace will lift this restriction.
- Block & Remove (Web Only) This action puts the member on a permanent blacklist, and this account is never to be used to rejoin the workplace.

STEP 2｜Enter the reason of resignation by the HR Staff.

Interface：AppWeb

Switch to the HR tool.
Click Employee Profiles.
Use the filter to search for the terminated employee profile.
Click the Edit icon and confirm the action in the pop-up window.
Scroll down and click the Enrollment/Resignation tab.
Click the Edit icon in fron of the record and fill out the information.
Click Save to finish.

STEP 3｜If you don't need to keep the employee profile, the HR Staff can delete it permanenetly.

Method 2｜Allow the employee to stay in the workplace until the handover is completed.

STEP 1｜Enter the reason of resignation by the HR Staff.

Interface：AppWeb

Switch to the HR tool.
Click Employee Profiles.
Select the employee with the checkbox.
Click the Terminate button.
Fill out the reason of resignation.
Click the Terminate button below to complete.
- The basic tools are available to the employee.
- All the records of the advanced tools can still be viewed by the employee, but he/she can no longer use them.

STEP 2｜Remove the employee by the Workplace Admin.

Interface：AppWeb

Enter the Workplace Settings.
Click Roster.
Use the search bar to search and select the member.
- Click Manage Member then Remove Member from the Workpalce.
- Enter the confirmation code and click Remove to complete the process. This step will remove the member from the workplace and mark him/her as terminated in the employee profile, making the workplace contents inaccessible. Reinstating and inviting the member back into the workplace will lift this restriction.
- Block & Remove (Web Only) This action puts the member on a permanent blacklist, and this account is never to be used to rejoin the workplace.

STEP 3｜If you don't need to keep the employee profile, the HR Staff can delete it permanenetly.

Reminders

The option is available in the Workplace Settings for members to leave the workplace on their own.
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.
The paid plans of WorkDo charge by the workplace member count, so the subscription fee may be affected when members join and leave the workplace depending on the time of the month.

Relevant Questions

How does WorkDo handle the data and records of resigned employees?
How to delete an employee profile?
How to set employees who are on leave without pay?
Get notifications when members join and leave.
What settings in HR are required for new employees?
Can I leave a workplace?
Why do I have limited tool access?

WorkDo_FAQ

FAQ

Main Settings

Get notifications when members join and leave.

Set Workplace / Group Notifications

Reminders

Relevant Questions

Workplace

Can I leave a workplace?

Caution

Leave the Workplace

Reminders

Relevant Questions

Groups

How do I leave a group?

Remove Members

Leave Groups

Reminders

Relevant Questions

HR

Why is there’s a member with two employee profiles?

Troubleshooting Duplicate Employee Profiles

Reminders

Relevant Questions

How to delete an employee profile?

Delete Employee Profiles

Reminder

Relevant Questions

An employee left the workplace or was removed by mistake, is there a way to rectify it?

Rectification Method

Reminders

Relevant Questions

How does WorkDo handle the data and records of resigned employees?

Reminder

Relevant Questions

What to do when employees resign?

Method 1｜Resigned employee can no longer access workplace data.

Method 2｜Allow the employee to stay in the workplace until the handover is completed.

Reminders

Relevant Questions