2017-02-09 Joyce Hsu

WorkDo_FAQ

FAQ

Accounts, notifications and more answers to the most frequently asked questions!

Account

FAQ-ID：1005
WorkDo is designed for multicultural teams to communicate and collaborate, with that in mind, the user interface supports English, Traditional Chinese, and Simplified Chinese.

Users could download WorkDo from Google Play and App Store, or simply use the web version by opening up a web browser and logging in to WorkDo.

One thing to note is that the language setting in the app versions is based on the device’s language setting. The web version, however, can be changed with a few clicks of your mouse.

Language Change
Plan：All plans
Permission：All users
Interface：AppWeb

App

  1. Enter the device settings.
  2. Search for the language setting and change to your preferred language.
  3. WorkDo’s user interface will reflect the language change when it is done.

Web

  1. Enter the Accounts Screen│ Click the icon on the upper-right-hand corner > select App Settings > Accounts.
  2. Click the Edit button next to My Info.
  3. Scroll down to Language and change your preferred language.
  4. Click Save to finish.

 

Reminders
  • The user interface language change does not affect the input language.
  • Each device’s language setting may differ, please consult the device manual for detailed information.
Relevant Questions

Receive email notifications.
How do I subscribe to an external calendar?
How do I disable the split view chat windows in WorkDo web version?
What is Do-ID? How do I set one?
How to set the Daily Reminder?
What happens if my WorkDo registration account differs from my Workplace Verification Account?
What are federated accounts?
WorkDo web general navigation.

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Main Settings

FAQ-ID：1065
The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions of each level.

The “Manage Admin” option is an important setting when onboarding WorkDo, please select the persons responsible for maintaining the workplace settings.

Plan： All palns

Permission： Member    Admin    Owner

Interface： App    Web

STEPS │ Assign Workplace / Group Admins
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Add admin.
    • App │ Click the + icon.
    • Web │ Click Add Admin.
  4. Select the applicable members.
  5. Click Done.
STEPS │ Remove Admin
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Remove Admin
    • App │ Swipe left on the admin tap on the Remove button then confirm the action.
    • Web │ Click on Remove next to the admin then confirm the action.
 

Reminder
  • The buddy level consists of two people, but both are admins by default.
Relevant Questions

What are the member, admin and owner roles in workplace/group?
How to transfer my workplace/group ownership to others?
How to activate / deactivate a tool?

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Workplace

FAQ-ID：1065
The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions of each level.

The “Manage Admin” option is an important setting when onboarding WorkDo, please select the persons responsible for maintaining the workplace settings.

Plan： All palns

Permission： Member    Admin    Owner

Interface： App    Web

STEPS │ Assign Workplace / Group Admins
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Add admin.
    • App │ Click the + icon.
    • Web │ Click Add Admin.
  4. Select the applicable members.
  5. Click Done.
STEPS │ Remove Admin
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Remove Admin
    • App │ Swipe left on the admin tap on the Remove button then confirm the action.
    • Web │ Click on Remove next to the admin then confirm the action.
 

Reminder
  • The buddy level consists of two people, but both are admins by default.
Relevant Questions

What are the member, admin and owner roles in workplace/group?
How to transfer my workplace/group ownership to others?
How to activate / deactivate a tool?

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Groups

FAQ-ID：1065
The admins is present in workplaces, groups or between buddies, the function of their role is to maintain the settings and permissions of each level.

The “Manage Admin” option is an important setting when onboarding WorkDo, please select the persons responsible for maintaining the workplace settings.

Plan： All palns

Permission： Member    Admin    Owner

Interface： App    Web

STEPS │ Assign Workplace / Group Admins
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Add admin.
    • App │ Click the + icon.
    • Web │ Click Add Admin.
  4. Select the applicable members.
  5. Click Done.
STEPS │ Remove Admin
  1. Select workplace / group / buddy level.
    • Workplace │ Tap on the workplace settings (Tap on the gear icon for the Web version).
    • Group │ From the workplace page tap on the groups tab, then swipe righ and click on the gear icon.
  2. Select Manage Admin.
  3. Remove Admin
    • App │ Swipe left on the admin tap on the Remove button then confirm the action.
    • Web │ Click on Remove next to the admin then confirm the action.
 

Reminder
  • The buddy level consists of two people, but both are admins by default.
Relevant Questions

What are the member, admin and owner roles in workplace/group?
How to transfer my workplace/group ownership to others?
How to activate / deactivate a tool?

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HR

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
  1. Enter the Workplace Settings.
  2. Click Roster.
  3. Use the search bar to search and select the member.
  4. Click Manage Member then Remove Member from the Workpalce.
  5. 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
  1. Switch to the HR tool.
  2. Click Employee Profiles.
  3. Use the filter to search for the terminated employee profile.
  4. Click the Edit icon and confirm the action in the pop-up window.
  5. Scroll down and click the Enrollment/Resignation tab.
  6. Click the Edit icon in fron of the record and fill out the information.
  7. 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
  1. Switch to the HR tool.
  2. Click Employee Profiles.
  3. Select the employee with the checkbox.
  4. Click the Terminate button.
  5. Fill out the reason of resignation.
  6. 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
  1. Enter the Workplace Settings.
  2. Click Roster.
  3. 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?

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