2017-02-09

WorkDo_FAQ

FAQ

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

Top 10 Qs You'd want to know

FAQ-ID:1019
Not sure what to do after registration? Take it easy, now we’ll show how to get your workplace up and running in 5 simple steps!

With the correct settings and user-defined rules, a virtual workplace in WorkDo can perform real-life routine practices and operations of your workplace. Here’s how!

Start WorkDo in 5 Steps
Plan:All plans
Permission:MemberAdmin
Interface:AppWeb

 
STEP 1 │ Create a Workplace
The first thing you should do after registration is to create a virtual workplace, then you can follow the next step and bring your teammates and collaborate on board.

How to create a workplace?

Create workplace (Company email domain)

Create workplace (Free email domain)

View file:WorkDo Quick Start Settings

 
STEP 2 │ Invite Teammates to Your Workplace
In this step you could either ask your teammates to join your workplace or have the workplace admin send join invites.

  • Trial run:We recommend you invite at least 1 to 3 people assigned with different roles into the workplace to help try out all the tools and features in the trial run.
  • Adoption:Invite the rest of the your team into the workplace and deligate their roles accordingly by repearting Step 3 and 4.

How to invite people to a workplace?
Can I join the company workplace on my own?

Member invite (Company email domain)

Member invite (Free email)

View file:WorkDo Quick Start Settings

 
STEP 3 │ Set Workplace Admins
You are assigned as the workplace owner by default upon creating the workplace. The ownership can be transferred if need be, you should also assign other members, typically HR and/or IT staff, as admins to help manage the workplace and various settings.

How to add admins to workplaces or groups?

Add admin

View file:WorkDo Quick Start Settings

 
STEP 4 │ Set Tool Roles
Wanna enable payroll management, automated leave system, overtime calculation or Wi-Fi / GPS clock in / out? Whatever you need, they are in the tool box!

Just as a company has different people and managers to access different data and files, the tool roles in WorkDo ensure that members would use the tools and access the data with their permission for information compartmentalization.

How to activate / deactivate a tool?
Why do I have limited tool access?

Tool activation & tool roles

View file:WorkDo Quick Start Settings

 
STEP 5 │ Customize Tool Settings
Taking into consideration that each workplace operates differently, the tools in WorkDo are just as flexible to cater to workplaces of various industries and team cultures. In this step, you will learn how to customize the tool settings that can best represent how your workplace truly operates.

Tool settings

View file:WorkDo Quick Start Advanced Tools

 

Reminders
  • Although listed as admins only, all users are able to create workplaces, i.e. Step 1, however, from Step 2 forward, are only the admins are allowed.
  • By now, your workplace should be up and running, but if you need more detailed explanation, please use the guides below.

Download Quick Start Settings (Step 1 to 4) Download User Guides (Step 5)

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FAQ-ID:1092

When there’s an update related to the tools you use to interact with your team, you will receive a push notification on your mobile device when you are not actively using WorkDo. The Notification Center will display all the updates with a numeric value representing the number of new updates.

The notification methods include alert sound, vibration and daily reminder count. You could also opt to receive notification alerts, email alerts, event alarms and chat alerts of the selected groups and workplaces. Please follow the steps below to personalize your notification settings.

Change App Notification Settings
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:
Click the icon > App Settings > Notification Settings to change the settings.

  • Alert Sound: Recieve notification sounds for updates when the app is running.
  • Vibrate: Receive notification vibrations for updates when the app is running.
  • Daily Reminder: Receive daily notification of items on your to-do list once enabled.
 

Reminders
  • For devices that are running on Android 8.0 or above, the devices’ sound profile will be applied to chat alerts and event alrms.
  • Notifications include publishing posts, editing posts, getting likes, receiving comments and various tool actions that require interactions and attention.
Change Workplace Notification Settings
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:
Click the Workplace Settings > Personal settings > Notifications to change the settings.

  • Notification Center: Controls the Workplace’s notification sound and vibration. When turned off, you will not receive notification sounds and vibrations unless you manually check the notification center.
  • Email Alert: Receive email notifications in your email inbox. The default email is set to your email listed in the HR tool, the email you used to register the account or the email used to link your account.
  • Event Alarm: Receive event alarms in advance when you reply Going/Maybe to events. Set your reminder time, default is set to 15 minutes prior to the event.
  • Chat Alert: Receive chat notifications. The top button determines the overall chat notifications are enabled or disabled, or you could individually turn the notification on/off for selected groups.
 

Reminder
  • You will receive additional push notifications when WorkDo is not closed.
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FAQ-ID:1032
Typically, when the workplace admin has completed the Leave Pro settings, all members should have their leaves in the proper amount and start applying for leaves, but if this is not your case, you might have missed a setting or two.

Follow the instructions below to complete all the necessary settings and everything should be good to go!

You may configure the settings using the web version of WorkDo if you are the HR Staff of the Leave Pro tool.

Unable to Apply for Leaves Troubleshooting
Plan:FreePaid
Permission:MemberWorkplace adminTool admin
Role:EmployeeManagerHR Staff
Interface:AppWeb

1 │ Leave Pro is not in the toolbox.
If some of your team members can’t find Leave Pro in their toolbox and the tool has been enabled, chances are that their role is set to No Role. Please adjust their roles to Employee or higher to fix it.

How to change team members’ tool role?

2 │ Members are seeing an error message when entering Leave Pro or they are missing certain type of leaves
Remember, the system will automatically dole out leaves base on rules and eligibility. If some employees are receiving their leaves, please check whether they have been set eligible to receive the leaves.

    1. Eligibility
      In most workplaces, some leaves are given based on seniority, positions, or gender-specific, in STEP 2 of the Leave Pro tool setup FAQ, eligibility plays a big role in who gets what types of leaves. Please make sure that you have properly selected the right type of employees for each leave type for them to receive their leaves.

What are the necessary settings of Leave Pro?

    1. Employee Profiles
      As mentioned, some leaves are doled out based on different factors, and the employee profiles are where you can find these settings for each employee. When everything is properly set, then everyone should be getting the correct leaves.

What are the necessary settings for each employee?

  1. Employee Balance
    Steps 1 and 2 should handle most cases of employees who aren’t receiving their leaves. If all else fails and you have no idea why some employees are getting their leaves, you can use the Employee Balance function to grant leaves individually. But consider this as the last resort, so long the root cause is not found, you always have to manually grant leaves to these employees.

What are the necessary settings for Leave Pro?

3 │ HR Calendar
Don’t forget that the HR Calendar is connected to Leave Pro as well!

  • Setting federal holidays and workdays throughout the calendar year will determine when employees can apply for leaves and how leaves are deducted.

So if employees’ leaves are incorrectly deducted, it probably has something to do with the company’s HR Calendar.

What does the HR Calendar do?

 

Reminder
  • Wanna know more about the Leave Pro tool? Check out the Leave Pro Tool Manual!

Download Leave Pro Tool Manual

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Sign up/Log in

FAQ-ID:1019
Not sure what to do after registration? Take it easy, now we’ll show how to get your workplace up and running in 5 simple steps!

With the correct settings and user-defined rules, a virtual workplace in WorkDo can perform real-life routine practices and operations of your workplace. Here’s how!

Start WorkDo in 5 Steps
Plan:All plans
Permission:MemberAdmin
Interface:AppWeb

 
STEP 1 │ Create a Workplace
The first thing you should do after registration is to create a virtual workplace, then you can follow the next step and bring your teammates and collaborate on board.

How to create a workplace?

Create workplace (Company email domain)

Create workplace (Free email domain)

View file:WorkDo Quick Start Settings

 
STEP 2 │ Invite Teammates to Your Workplace
In this step you could either ask your teammates to join your workplace or have the workplace admin send join invites.

  • Trial run:We recommend you invite at least 1 to 3 people assigned with different roles into the workplace to help try out all the tools and features in the trial run.
  • Adoption:Invite the rest of the your team into the workplace and deligate their roles accordingly by repearting Step 3 and 4.

How to invite people to a workplace?
Can I join the company workplace on my own?

Member invite (Company email domain)

Member invite (Free email)

View file:WorkDo Quick Start Settings

 
STEP 3 │ Set Workplace Admins
You are assigned as the workplace owner by default upon creating the workplace. The ownership can be transferred if need be, you should also assign other members, typically HR and/or IT staff, as admins to help manage the workplace and various settings.

How to add admins to workplaces or groups?

Add admin

View file:WorkDo Quick Start Settings

 
STEP 4 │ Set Tool Roles
Wanna enable payroll management, automated leave system, overtime calculation or Wi-Fi / GPS clock in / out? Whatever you need, they are in the tool box!

Just as a company has different people and managers to access different data and files, the tool roles in WorkDo ensure that members would use the tools and access the data with their permission for information compartmentalization.

How to activate / deactivate a tool?
Why do I have limited tool access?

Tool activation & tool roles

View file:WorkDo Quick Start Settings

 
STEP 5 │ Customize Tool Settings
Taking into consideration that each workplace operates differently, the tools in WorkDo are just as flexible to cater to workplaces of various industries and team cultures. In this step, you will learn how to customize the tool settings that can best represent how your workplace truly operates.

Tool settings

View file:WorkDo Quick Start Advanced Tools

 

Reminders
  • Although listed as admins only, all users are able to create workplaces, i.e. Step 1, however, from Step 2 forward, are only the admins are allowed.
  • By now, your workplace should be up and running, but if you need more detailed explanation, please use the guides below.

Download Quick Start Settings (Step 1 to 4) Download User Guides (Step 5)

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Main Settings

FAQ-ID:1064
Just like a real company, everybody all plays a different role to work and grow together, this concept is the same in WorkDo.

There are 3 key roles in a WorkDo workplace, and they are member, admin and owner, each with a different purpose and role to play to facilitate the running of the company.

Furthermore, with each tool, there are team members that are responsible for maintaining the settings and records other than using it, so each tool also has a tool role that limits team members’ permissions on what they can do with each tool.(Know more!

Now let have a closer look at each of the 3 roles in WorkDo!

1 │ Member

  1. Employees │
  2. Managers │ When members are assigned as managers with the HR tool, they hold the responsibility of signing off on various approvals and eforms and are allowed to view certain team and workplace data.

2 │ Admin

An admin is responsible for managing the settings of the workplace, group or between buddies. Each level could have more than one admins and they can do everything a member can on top of…

  1. Deleting or editing posts.
  2. Deleting comments.
  3. Managing members, including inviting, approving, removing members from workplaces and groups, whether to allow members to invite other people , block members, as well as employee termination settings.
  4. Level Management
  5. Activate or deactivate advanced tools and set tool roles

3 │ Owner

The owner of the workplace or group, the owner has the higheat authorization. The owner can also…

  1. Transfer ownership to to aother admin,
  2. Delete the workplace or group.
Who is the owner or admin?
Permission:All users
Interface:AppWeb
  1. On the workplace page.
  2. Select a workplace, group or buddy level.
    • Workplace – Click the workplace settings (Click the gear icon for the web version).
    • Group – Click the Groups tab on the workplace page and hold the desired group and swipe right, click the settings (Click the gear icon for the web version).
    • Buddy – Click the Buddies tab on the workplace page and hold the desired buddy and swipe right, click the settings (Click the gear icon for the web version).
  3. Select the Manage Admin option. The red crown is assigned to the owner, the blue crown is assigned the admin.
 

Reminders
  • The owner and admin have almost the same authority. In a way of speaking, they are both “admins”, so unless otherwise specified, in all the WorkDo documents either one can be referred to as an admin.
  • Since the buddy level only has two members, both parties are admins.
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FAQ-ID:1066
You can transfer the ownership to others if you are the workplace or group owner.

(Topic of interest – How to add admins to the workplaces or groups I own?)

Transfer ownership to another admin
Plan:All plans
Permission:MemberAdminOwner
Interface:AppWeb

Instructions:

  1. Select the workplace or group for change of ownership.
    • 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 right and click on the gear icon.
  2. Click Advanced.
  3. Click on Change Owner and select a member from the list.
    • App │ Click Change and confirm the action.
    • Web │ Click Change and confirm the action.
 

Reminder
  • The ownership concept is not applicable on the buddy level.
  • The workplace owner must transfer the ownership first before leaving the workplace.
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FAQ-ID:1063
There is a setting for admins which controls whether to go by members’ real names or the nicknames they created. By using their real names could avoids members having difficulty telling who’s who.

HR Names or Workplace Names
Plan:All plans
Permission:MembersAdmins
Interface:AppWeb

Steps:

  1. On the workplace page.
  2. Click Workplace Settings then Workplace Privacy.
  3. Scroll down to find the Member Names Display to choose whether to go by their HR names or the names they set for themselves.
 

Reminder
  • When the HR Names are selected, members can only go to the buddy settings view their nicknames.
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FAQ-ID:1062
Do you know who are allowed to invite other people to join your workplace or groups?

By default, only the workplace admins and group admins are able to invite people. However, this setting can be changed to allow any member to invite others into the workplace or groups.

And here’s how!

Who can Invite Members
Plan:All plans
Permission:MembersWorkplace / group admins
Interface:AppWeb

Steps:

  1. Enter the workplace or group.
  2. Click Workplace Settings / Group Settings, followed by Workplace Privacy / Group Privacy.
  3. Who can Invite Members option.
    • Owner and Admin
    • Everyone
 

Setting Recommendation
  • Inviting new members into the workplace could involve other settings such as their HR profiles, therefore, it is recommended that only the Workplace Admins are allowed to invite new members. Whereas, group collaboration may often bring in other members, so it is recommended that everyone is allowed to invite new members into the groups.
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FAQ-ID:1068
You may keep the workplace level for admins only. By doing so, admins could use the workplace level to post company-wide announcements and important policies.

This setting only applies to the workplace level, team members can still chat, collaborate and use the tools at the group level and buddy level.

Set Admins-Only Workplace Level
Plan:All plans
Permission:All membersWorkplace admins
Interface:AppWeb

Steps:

  1. Click the Workplace Settings.
  2. Select Workplace Privacy.
  3. Select an option in Who Can Post.
    • Owner and Admin.
    • Everyone.

 

Reminder
  • There are three levels in WorkDo design for different types of collaboration. If you intend to use the workplace level for company announcements, then the team members can still freely use the group level and buddy level to collaborate.
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FAQ-ID:1067
As a workplace admin, you can choose not to allow members to create groups, public or private. And because this limitation does not apply to workplace admins, only workplace members, so workplace admins can still create groups whenever they need to.

  • Public Groups │ Searchable by anyone in the workplace and are open to all members.
  • Private Groups │ Unsearchable by anyone in the workplace and must be invited to join the groups.

Enable or Disable Group Creation
Plan:All plans
Permission:All membersWorkplace admins
Interface:AppWeb

Steps:

  1. Click Workplace Settings.
  2. Select Workplace Privacy.
  3. Check appropriate options in the Members Can Create Groups section.
    • Public Groups │ Allow members to create public groups.
    • Private Groups │ Allow members to create private groups.
    • Both Turned On │ Members can freely create public or private groups.
    • Both Turned Off │ Members are not allowed to create groups.

 

Reminder
  • WorkDo designed workplace, group and buddy levels for different types of collaboration, so generally speaking, we do not recommend that you disallow members from creating both public and private groups. However, if you are concerned about certain sensitive information, you may opt to disable members from creating private groups.
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FAQ-ID:1000
If you are a workplace admin, you may edit the company information including company name, workplace image, description, operating hours, address, contact number, website, even the welcome message, etc.

You may use this function to keep the your workplace information up to date.

Edit Workplace Information
Plan:All plans
Permission:MemberWorkplace admin
Interface:AppWeb

Steps:

  1. Click the Workplace Settings.
  2. Scroll down to Workplace Profile.
    • App │ Select Workplace Info then click the Edit button.
    • Web │ Click the Edit button next to the company name.
  3. Fill out or update all the necessary information.
  4. Click Done / Save to finish.

 

Reminders
  • When the workplace name or image is changed, a message will be sent to the chatrooms notifying members of the change made instead of a notification, since this does not affect members’ daily workflow.
  • Workplace Address in the Workplace info does not have to be the same address listed in the billing information.
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FAQ-ID:1052
No problem, you can bind the company email domain even if you originally used a free email domain to create a workplace in WorkDo!

Whether you use Google’s Gmail, Apple’s iCould Mail, Yahoo! Mail, AOL Mail or whatever free email service to create a workplace, whenever you decide to bring your team on board, you can bind the company email domain to quick have everyone joined to your workplace.

If you are a workplace admin, you can follow to instrunctions below to bind your company email domain.

Company Email Domain Binding
Plan:All plans
Permission:MemberWorkplace admin
Interface:AppWeb

Steps:

  1. Enter the Workplace Settings.
  2. Scroll down and click Workplace Binding.
  3. Click Add Binding email.
  4. Input your company email address.
  5. Click Submit and verify the correctness of the email address.
    • Press Cancel to go back.
    • Press Confirm to proceed email verification process.
  6. Check your company email inbox for the verification code and input it back to the screen.
  7. Click Submit to complete the company email domain binding process.
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FAQ-ID:1030
If you want to keep the workplace-level chatroom free from employee chatters and use it only for company-wide announcements only, there is an option for that!

When the setting is turned on, only workplace admins are allowed to freely use the workplace-level chatroom. But please note that, although employees are not allowed to send texts, photos, videos, locations, and stickers in the workplace-level chatroom, they are still free to create group chatrooms to communicate and collaborate as normal.

Set Admins-Only Workplace-Level Chatroom
Plan:All plans
Permission:MemberWorkplace admin
Interface:AppWeb

Steps:

  1. Enter the Workplace Settings.
  2. Click Workplace Privacy.
  3. Set the Who Can Chat option.
    • Owner and Admin │ Only workplace owner and admins are allowed to freely send chat messages in the workplace-level chatroom.
    • Everyone │ All members are allowed to send chat messages in the workplace-level chatroom.

 

Reminder
  • WorkDo has design three levels (workplace, group & buddy) for different kinds of workplace communication and collaboration. It is intentional that settings that control communication and collaboration are separated. As such, Who Can Chat controls who are allowed to chat in the workplace-level chatroom and Who Can Post controls who are allowed to create tool posts at the workplace level.
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FAQ-ID:1073
Can WorkDo connect to our existing software?

Well, as an all-in-one team communication and collaboration platform, WorkDo is designed to replace and eliminate the use of unintegrated software and platforms to improve team productivity. But still, we do offer the integration of software robots.

Here’s a look at some of the frequently asked questions on system integration.

1 │ Time clock software, fingerprint access control systems
WorkDo’s Attendance tool allows employees to clock in/out using designated Wi-fi hotspots and GPS via their mobile devices. And a comprehensive attendance report and logs are available for perusal. The Attendance tool is sure to replace any time clock system you are using (Attendance tool features).

2 │ Google and Outlook calendars
The notifications from the 8 basic tools in WorkDo will remind you of any upcoming work-related events, meetings and due tasks. But you can also subscribe to an external calendar and keep using your favorite calendar.

3 │ Other HRS, attendance and payroll management system
Each system’s logics and settings are different, so WorkDo does not offer integration to these systems. However, WorkDo does have corresponding tools that can get the job done just as well, if not better! We recommend that you keep using your existing systems and WorkDo in unison, then gradually shift to WorkDo when you are certain that WorkDo can completely replace them.

Here’s a look at the kind of reports and data import functions WorkDo offers!

  • Import │ The HR tool and the Leave Pro tool both allow batch importing employee profiles and leaves. This is the quickest way to bring everyone into the workplace and begin working and collaborating.
  • Report │ Attendance, Check In, Leave, Leave Pro, Overtime, Expenses, Payroll and We Buy tools all offer their corresponding Excel, CVS and PDF reports for download.
  • Payroll Calculation │ You may use Payroll to input the variables and equations into the system to calculate employees’ pays. For companies with complex pay calculation methods, you take advantage of the system to help you calculate partially and then take over manually.

Manual Download

4 │ Robot APIs
WorkDo offers robot APIs that you can program and use to notify service statuses of WorkDo via chats (/chat) or notes (/note). If your workplace has engineers who can make use of the APIs, please set them as workplace admins to access the robot APIs.

Robot APIs
Plan:All plans
Permission:MemberWorkplace admin, Group admin
Interface:AppWeb

Steps:

  1. Enter Workplace Settings or Group Settings.
  2. Click Robot.
  3. Follow the instructions to complete the settings.

 :

Set Up Notes
  • Robot APIs are a workplace level setting, however, once set, it can be assigned to any groups.
  • The robot still complies with the Who Can Chat or Post options in the Privacy section of the workplace or group, if it is set to only owner and admins are allowed to chat or post, the robot must be assigned as an admin.
  • Use the feedback function to contact us for further assistance if required.
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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:

  1. Enter the Workplace Settings.
  2. Scroll down to the Manage Workplace / Group section and select Workplace / Group Notifications.
  3. 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.
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Workplace

FAQ-ID:1035
A workplace is a place for you, your company and all your coworkers to communicate and collaborate together. The workplace is designed to be secure and safe for your company with multiple levels of privacy settings. You can also create groups within the company for different departments, projects, or topics.

Within a workplace, you can chat, create tasks, view events, upload files and even make a poll with your colleagues. Also, you can use the HR, Leave, Expense, Conf. Rm. and CRM tools to better manage your company.
 
The 7 benefits of having a workplace in WorkDo

  • All-in-One

    WorkDo is a true all-in-one collaboration platform that integrates all to tools you need to communicate, collaborate and operate. WorkDo effectively reduces your company’s costs of having to maintain multiple servers and IT equipment on your own.

  • Secure Access Control

    WorkDo only allows your colleagues to join your secure workplace. There are various ways that you could use to invite the right people to join your workplace, leave it to us to block out the unwanted individuals.

  • The Perfect Virtual Workplace

    WorkDo is excellent if your workplace requires multiple discussion groups for different tasks, teams, purposes, etc. The abundant amount of tools guarantee that there’s always the right tool for the job!

  • Flexible Permissions

    Each employee could have different permissions in WorkDo, and different tool permissions allow different employees to use the tools in different ways. Changing permissions is as easy as a few clicks by the workplace admins.

  • Report Export

    WorkDo keeps track of all the data and records for you, may it be attendance, vacations, approvals and employee information. Download the report you need and customize it the way you want it, it’s all here!

  • Swiftly Remove Former Employees

    When an employee part ways with the company, that person could no longer access the workplace data, and everything will be kept for reference, including files and chats.

  • Reduce IT Costs

    No servers, no IT staff, no maintenance fees. We’ll handle the security, upgrade and maintenance, so you can focus reaching your goals, together!

 
Create Your Workplace
 

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FAQ-ID:1036
Creating a workplace in WorkDo is easy! All it requires is a valid email address for account verification purposes.

When creating a workplace, you are given the choice of either using a company email address or a free email address. The differences are explained below.

Plan: All plans

Permission: All users

Interface: App      Web

Company Email Address

Applicable: For teams that use company email addresses.
Pro: Employees that have the same company email addresses will be automatically invited to join the workplace instead of manually inviting, saving precious time.
Features

  • A single company email domain can only be used to create one workplace and only members with the same company email domain will auto-join the workplace.
  • Any company email address is unique and for one individual. Avoid mistaken identity!
  • By following the steps in creating a workplace, the first person to use the company email address and complete the account verification will be assigned as the owner of the workplace (The ownership can be transferred to other members later on).
  • The rest of the team members can auto-join the workplace using the company email.

 
Steps

  1. On the Join/Create Workplace page.
    • Complete the workplace registration.
    • Click the Menu button ( ) and select Join/Create Workplace.
  2. Click Create New Workplace.
  3. Enter your company email address.
  4. Click Submit.
  5. Verification process
    • If you used the company email for your personal account registration, please go to step 6.
    • If you used an email address that is different from your company email address, please retrieve the verification code from your company email inbox and input it on the screen.
  6. Enter the company information On the workplace home screen to complete.
Free Email Address

Applicable: For teams that use free email addresses(@gmail, @yahoo…etc.)
Pro: Everyone has to be manually invited and verified first before joinning the workplace.
Features

  • Unique email address, no mistake of identity!
  • By following the steps in creating a workplace,you will be assigned as the owner of the workplace (The ownership can be transferred to other members later on).
  • Target invite members to join the workplace, verification process is no longer required.

 
Steps

  1. On the Join/Create Workplace page.
    • Complete the workplace registration and you will be led to the workplace home screen.
    • Click the Menu button ( ) and select Join/Create Workplace.
  2. Click Create New Workplace
  3. Click Create with free email
  4. Fill out the necessary information
  5. Click Done
  6. The workplace home screen will be shown indicating the registration completion.
 

Reminders
  • A company email domain is recognized by the company name followed by the @ sign in the email address (ex. johndoe@company.com). Most company email domains are paid services, however, there are exceptions that even Google’s @gmail.com is used as a company email domain. So please check with your IT staff before registration.
  • If your company is a multinational conglomerate or has branch offices, you could simply use the same account and create a new workplace and manage multiple workplaces with the same account.
  • If a former employee created a workplace using the company email that is no longer needed, please ask them to delete the workplace or contact us for assistance.
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FAQ-ID:1064
Just like a real company, everybody all plays a different role to work and grow together, this concept is the same in WorkDo.

There are 3 key roles in a WorkDo workplace, and they are member, admin and owner, each with a different purpose and role to play to facilitate the running of the company.

Furthermore, with each tool, there are team members that are responsible for maintaining the settings and records other than using it, so each tool also has a tool role that limits team members’ permissions on what they can do with each tool.(Know more!

Now let have a closer look at each of the 3 roles in WorkDo!

1 │ Member

  1. Employees │
  2. Managers │ When members are assigned as managers with the HR tool, they hold the responsibility of signing off on various approvals and eforms and are allowed to view certain team and workplace data.

2 │ Admin

An admin is responsible for managing the settings of the workplace, group or between buddies. Each level could have more than one admins and they can do everything a member can on top of…

  1. Deleting or editing posts.
  2. Deleting comments.
  3. Managing members, including inviting, approving, removing members from workplaces and groups, whether to allow members to invite other people , block members, as well as employee termination settings.
  4. Level Management
  5. Activate or deactivate advanced tools and set tool roles

3 │ Owner

The owner of the workplace or group, the owner has the higheat authorization. The owner can also…

  1. Transfer ownership to to aother admin,
  2. Delete the workplace or group.
Who is the owner or admin?
Permission:All users
Interface:AppWeb
  1. On the workplace page.
  2. Select a workplace, group or buddy level.
    • Workplace – Click the workplace settings (Click the gear icon for the web version).
    • Group – Click the Groups tab on the workplace page and hold the desired group and swipe right, click the settings (Click the gear icon for the web version).
    • Buddy – Click the Buddies tab on the workplace page and hold the desired buddy and swipe right, click the settings (Click the gear icon for the web version).
  3. Select the Manage Admin option. The red crown is assigned to the owner, the blue crown is assigned the admin.
 

Reminders
  • The owner and admin have almost the same authority. In a way of speaking, they are both “admins”, so unless otherwise specified, in all the WorkDo documents either one can be referred to as an admin.
  • Since the buddy level only has two members, both parties are admins.
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FAQ-ID:1066
You can transfer the ownership to others if you are the workplace or group owner.

(Topic of interest – How to add admins to the workplaces or groups I own?)

Transfer ownership to another admin
Plan:All plans
Permission:MemberAdminOwner
Interface:AppWeb

Instructions:

  1. Select the workplace or group for change of ownership.
    • 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 right and click on the gear icon.
  2. Click Advanced.
  3. Click on Change Owner and select a member from the list.
    • App │ Click Change and confirm the action.
    • Web │ Click Change and confirm the action.
 

Reminder
  • The ownership concept is not applicable on the buddy level.
  • The workplace owner must transfer the ownership first before leaving the workplace.
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Groups

FAQ-ID:1064
Just like a real company, everybody all plays a different role to work and grow together, this concept is the same in WorkDo.

There are 3 key roles in a WorkDo workplace, and they are member, admin and owner, each with a different purpose and role to play to facilitate the running of the company.

Furthermore, with each tool, there are team members that are responsible for maintaining the settings and records other than using it, so each tool also has a tool role that limits team members’ permissions on what they can do with each tool.(Know more!

Now let have a closer look at each of the 3 roles in WorkDo!

1 │ Member

  1. Employees │
  2. Managers │ When members are assigned as managers with the HR tool, they hold the responsibility of signing off on various approvals and eforms and are allowed to view certain team and workplace data.

2 │ Admin

An admin is responsible for managing the settings of the workplace, group or between buddies. Each level could have more than one admins and they can do everything a member can on top of…

  1. Deleting or editing posts.
  2. Deleting comments.
  3. Managing members, including inviting, approving, removing members from workplaces and groups, whether to allow members to invite other people , block members, as well as employee termination settings.
  4. Level Management
  5. Activate or deactivate advanced tools and set tool roles

3 │ Owner

The owner of the workplace or group, the owner has the higheat authorization. The owner can also…

  1. Transfer ownership to to aother admin,
  2. Delete the workplace or group.
Who is the owner or admin?
Permission:All users
Interface:AppWeb
  1. On the workplace page.
  2. Select a workplace, group or buddy level.
    • Workplace – Click the workplace settings (Click the gear icon for the web version).
    • Group – Click the Groups tab on the workplace page and hold the desired group and swipe right, click the settings (Click the gear icon for the web version).
    • Buddy – Click the Buddies tab on the workplace page and hold the desired buddy and swipe right, click the settings (Click the gear icon for the web version).
  3. Select the Manage Admin option. The red crown is assigned to the owner, the blue crown is assigned the admin.
 

Reminders
  • The owner and admin have almost the same authority. In a way of speaking, they are both “admins”, so unless otherwise specified, in all the WorkDo documents either one can be referred to as an admin.
  • Since the buddy level only has two members, both parties are admins.
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FAQ-ID:1066
You can transfer the ownership to others if you are the workplace or group owner.

(Topic of interest – How to add admins to the workplaces or groups I own?)

Transfer ownership to another admin
Plan:All plans
Permission:MemberAdminOwner
Interface:AppWeb

Instructions:

  1. Select the workplace or group for change of ownership.
    • 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 right and click on the gear icon.
  2. Click Advanced.
  3. Click on Change Owner and select a member from the list.
    • App │ Click Change and confirm the action.
    • Web │ Click Change and confirm the action.
 

Reminder
  • The ownership concept is not applicable on the buddy level.
  • The workplace owner must transfer the ownership first before leaving the workplace.
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Buddies

FAQ-ID:1056
Of course, when you befriend a buddy you could change his/her name! Use their middle name or nickname, and the name change is only reflected in your account.

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

Steps:

  1. Enter member’s Buddy Setting.
  2. Click Edit Buddy Info and fill out the Buddy Alias.
  3. Click Done when finish.
 

Reminder
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FAQ-ID:1057
Due to personal privacy reasons, every user can select the different methods of how they would like to be found, including Do-ID, email or mobile number.

  • Do-ID
    Every Do-ID is unique, so using the Do-ID is the surefire way to search out and add buddies.
  • Email / Mobile Number
    If your coworkers are using federated accounts, meaning that they have bound an email or mobile number to their accounts, you can use either information to search them out and add them as buddies.

So how come I still can’t find coworkers even when I have entered their information correctly?

This is probably due to they do not permit others to search them out using their Do-ID, email or mobile number in Methods of Finding Me settings. Once they have allowed being searched out by other users, you may try to add them as buddies again.

Methods of Finding Me
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:

  1. Methods of Finding Me
    • App │ Click the icon on the main function screen > Click App Settings > Click Methods of Finding Me.
    • Web │ Click the icon > Click App Settings > Click Methods of Finding Me on the side menu.
  2. Verify settings
    • Do-ID, Email, Mobile Number and Display Name.
    • Public Email and Mobile Number to allow others to view the information.
  3. Change Settings
    • Toggle the button to allow or deny each option.
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WorkDo Network

FAQ-ID:1057
Due to personal privacy reasons, every user can select the different methods of how they would like to be found, including Do-ID, email or mobile number.

  • Do-ID
    Every Do-ID is unique, so using the Do-ID is the surefire way to search out and add buddies.
  • Email / Mobile Number
    If your coworkers are using federated accounts, meaning that they have bound an email or mobile number to their accounts, you can use either information to search them out and add them as buddies.

So how come I still can’t find coworkers even when I have entered their information correctly?

This is probably due to they do not permit others to search them out using their Do-ID, email or mobile number in Methods of Finding Me settings. Once they have allowed being searched out by other users, you may try to add them as buddies again.

Methods of Finding Me
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:

  1. Methods of Finding Me
    • App │ Click the icon on the main function screen > Click App Settings > Click Methods of Finding Me.
    • Web │ Click the icon > Click App Settings > Click Methods of Finding Me on the side menu.
  2. Verify settings
    • Do-ID, Email, Mobile Number and Display Name.
    • Public Email and Mobile Number to allow others to view the information.
  3. Change Settings
    • Toggle the button to allow or deny each option.
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Chats

FAQ-ID:1030
If you want to keep the workplace-level chatroom free from employee chatters and use it only for company-wide announcements only, there is an option for that!

When the setting is turned on, only workplace admins are allowed to freely use the workplace-level chatroom. But please note that, although employees are not allowed to send texts, photos, videos, locations, and stickers in the workplace-level chatroom, they are still free to create group chatrooms to communicate and collaborate as normal.

Set Admins-Only Workplace-Level Chatroom
Plan:All plans
Permission:MemberWorkplace admin
Interface:AppWeb

Steps:

  1. Enter the Workplace Settings.
  2. Click Workplace Privacy.
  3. Set the Who Can Chat option.
    • Owner and Admin │ Only workplace owner and admins are allowed to freely send chat messages in the workplace-level chatroom.
    • Everyone │ All members are allowed to send chat messages in the workplace-level chatroom.

 

Reminder
  • WorkDo has design three levels (workplace, group & buddy) for different kinds of workplace communication and collaboration. It is intentional that settings that control communication and collaboration are separated. As such, Who Can Chat controls who are allowed to chat in the workplace-level chatroom and Who Can Post controls who are allowed to create tool posts at the workplace level.
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Notifications

FAQ-ID:1097
Aside from the notification center, if you like to receive notifications through emails or customize your notification settings, this is the FAQ for you!

By default, email notifications are turned on and your login email address is used to receive the notifications. If you feel like turning on or off certain types of notifications, you may do so by following the steps below. 

01|Turn On / Off Notification Emails
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:

  1. Enter Workplace Settings.
  2. Click Notifications.
  3. Toggle the Email Alert button to turn it on and off.
02|Set or Reset an Email Address
Plan:FreePaid
Permission:MembersWorkplace AdminsTool Admins
Interface:AppWeb

Steps:

  1. Select the HR tool.
  2. Click Employees Profiles or Employees using the app .
  3. Select an employee.
  4. Update employee email address.
    • App │ Click the icon then Edit to update the Business Email.
    • Web │ Click the Edit icon and update the Business Email field.
  5. Click Save to finish.
 

Reminders
  • If the HR tool is not enabled in your workplace or you used a mobile number upon account sign up and didn’t set an email address then you have to manually bind an email address.
  • Email notifications can only be turned on or off, users can’t select the types of notifications they would like to receive.
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FAQ-ID:1098
We understand a busy workday can easily overwhelm even the most organized person, which is why in WorkDo, you can set a daily reminder to notify you of unfinished tasks and upcoming events so that you need to attend to.

The Daily Reminder will tell you how many things that require your attention, this number includes the Tasks, Events and Polls from all workplacesWorkDo Network and Private Space levels, you can click on it and view all the items in the All Upcoming section.

Set Daily Reminder
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:

  1. On the main function screen.
  2. Click the icon on the upper-right-hand corner.
  3. Click App Settings.
  4. Click Notification Settings.
  5. Enable Daily Reminder.
  6. Set the reminder time.
 

Reminder
  • The Daily Reminder is a device-based setting. If you use WorkDo on multiple devices, you need to set the Daily Reminder on each device individually.
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FAQ-ID:1092

When there’s an update related to the tools you use to interact with your team, you will receive a push notification on your mobile device when you are not actively using WorkDo. The Notification Center will display all the updates with a numeric value representing the number of new updates.

The notification methods include alert sound, vibration and daily reminder count. You could also opt to receive notification alerts, email alerts, event alarms and chat alerts of the selected groups and workplaces. Please follow the steps below to personalize your notification settings.

Change App Notification Settings
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:
Click the icon > App Settings > Notification Settings to change the settings.

  • Alert Sound: Recieve notification sounds for updates when the app is running.
  • Vibrate: Receive notification vibrations for updates when the app is running.
  • Daily Reminder: Receive daily notification of items on your to-do list once enabled.
 

Reminders
  • For devices that are running on Android 8.0 or above, the devices’ sound profile will be applied to chat alerts and event alrms.
  • Notifications include publishing posts, editing posts, getting likes, receiving comments and various tool actions that require interactions and attention.
Change Workplace Notification Settings
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:
Click the Workplace Settings > Personal settings > Notifications to change the settings.

  • Notification Center: Controls the Workplace’s notification sound and vibration. When turned off, you will not receive notification sounds and vibrations unless you manually check the notification center.
  • Email Alert: Receive email notifications in your email inbox. The default email is set to your email listed in the HR tool, the email you used to register the account or the email used to link your account.
  • Event Alarm: Receive event alarms in advance when you reply Going/Maybe to events. Set your reminder time, default is set to 15 minutes prior to the event.
  • Chat Alert: Receive chat notifications. The top button determines the overall chat notifications are enabled or disabled, or you could individually turn the notification on/off for selected groups.
 

Reminder
  • You will receive additional push notifications when WorkDo is not closed.
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FAQ-ID:1095
Don’t want to miss out on important discussions in the workplace? Don’t want to be left out of the loop? Well, WorkDo’s customizable notification settings will make sure that you always stay on top of things!

WorkDo’s notifications settings can be personalized to users’ preferences, including chat notifications, event notifications, and even the daily to-do list notifications, etc.

In rare circumstances, notifications may be delayed due to a number of reasons. Should this occurs, please follow the instructions below to troubleshoot the problem.

Troubleshoot Notification Delay
Plan:All plans
Permission:All users
Interface:AppWeb

Troubleshoot:

  1. Relaunch the app or web browser.
    • App │ Exit the app and update WorkDo to the latest version and log in again.
    • Web │ Close the web browser and open a new browser and log in to your WorkDo account again.
  2. Make sure the device notification permission is grant to WorkDo.
    • Device │ Check the WorkDo is allowed to send notifications by your device’s notification settings.
    • PC │ Click the lock icon in front of the URL in your web browser to change the notification settings.
  3. Check your WorkDo notifications are turned on.
  4. Maintain a stable connection. 
    If you are on traveling at a high speed, ie., on a high-speed train or on the freeway, a stable connection may not be maintained on your device, resulting in the dealy. Please make sure your device has a stable connection and relaunch the app.
  5. Check the cellphone signal reception.
    If you are in areas where signal coverage is weak, you may experience a delay, please check with your service provider. It will be fixed when you have returned to areas with a stable connection.
  6. About dealy on iOS 13.
    We have identified that some users may experience notification delay using iPhones running on iOS 13. If you are experienceing a delay please log out of WorkDo and then log in again to resolve this issue.
 

Reminders
  • WorkDo supports multi-device operation, all posts, messages and actions are synced across all devices with the exception of notifications that are based on each device’s notification settings.
  • Please ask someone to send you a message to verify whether the delay has been resolved once the troubleshooting has been performed. Should the problem persists, please use the feedback for assistance.
  • Different PCs, devices and operating systems may name the notification settings differently, please consult each hardware, software provider.
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FAQ-ID:1096
Your notification bell will be sure to pop up when you engage in a collaborative effort with your team. When it does, a number next to the notification bell tells you how many notifications there are and what you need to focus on.

Notifications include posts, comments, likes, chat messages, etc. With the help of the notification center, you are sure to stay on top of things!

1 │ WorkDo Notification Center

The notifications are all things that are important and pertaining to you, such as published posts, edits, likes received, comments left, or approved leaves, expenses, overtime applications and other requests. So keep checking back to WorkDo and make sure you don’t miss out on important stuff.

  • Unread │ Blue background
  • Read │ Grayed out

2 │ Dashboard Notifications

When you receive different types of tool notifications, the dashboard will also show numbers next to the corresponding tools, this helps you quickly identify what needs your attention.

  • Unread │ A read dot or a number next to the tools
  • Read │ No indicators
Reminder
  • Please refer to this FAQ to change your notification settings.
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Dashboard

FAQ-ID:1100
What is the Dashboard for? What are the benefits of using the Dashboard? Well, in a way, you can think of the Dashboard as your personal assistant or secretary; it always shows you items that await your decisions and replies, so in case you forget a thing or two in your hectic schedule, it will help you focus on things that require your attention!

Dasboard
The main design focus of the Dashboard is to save users’ time by organizing a to-do list for everyone, so users can quickly grasp what is happening in the workplace, and get an outlook on the things they need to do to manage their time and resources accordingly.

There is a Dashboard for each workplace, as well as the WorkDo Network and your Private Space, it reminds you of things that you need to pay attention to, making it the perfect assistant for users!

The Benefits of Dashboard

  • An automated to-do list that help you keep track of things.
    May it be the Dashboard Wall, Calendar, 8 basic tools, Workflow or Leave Overview, the Dashboard tells you all in a neatly and organized fashion, so you can immediately assess the priorities and resources.
  • All things that pertain to you.
    When things get hectic, you may be bombarded with notifications, some may be important to you, some may not be as important, but the Dashboard will help filter items that do not require your actions, so you can put your energy and focus where they matter.
  • Customizable Dashboard display.
    You may customize your Dashboard to your likings. Simply, long-press on an icon to initiate the customization process. Select tools and items you’d like to see on the Dashboard and hide the ones you don’t, then drag and drop to change their order.
Enter the Dashboard Screen
Plan:All plans
Permission:All users
Interface:AppWeb

Steps:

App

  1. Switch to workplace, WorkDo Network or Private Space.
  2. Click the Dashboard button on the bottom of the screen.

 
Web

  1. Switch to workplace, WorkDo Network or Private Space.
  2. Click the  icon to enter the Dashboard Wall then click on the tools or items to view its details.

 

Reminder
  • The Dashboard automatically gathers items, posts and request forms that pertain to the user, as such, it is normal that everyone’s Dashboard differs from one another.
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FAQ-ID:1101
There are tools I rarely use, can I set the tools I want to use in the Dashboard?

Of course! Users can customize the Dashboard to their liking and choose the tools and shortcuts they want in the Dashboard.

May it be the Dashboard Wall, Calendar, 8 basic tools, Workflow or Leave Overview, the Dashboard tells you all in a neatly and organized fashion, so you can quickly assess the priorities and available resources.

By default, the Dashboard Wall, Announcements, Notes, Files, Albums and Links are locked because they are frequently used, but the reset of the tools and shortcuts are completely customizable. Now, you may follow the steps below to customize your own dashboard.

Dashboard Customization
Plan:All plans
Permission:All users
Interface:AppWeb

 
STEPS | App

  1. Switch to workplace, WorkDo Network or Private Space Dashboard.
  2. Long-press a tool icon enter into the setting screen.
  3. Select the tools you want to use and hide the ones you don’t.
  4. In the setting screen, press and hold a tool icon then drag and drop to change the order.
  5. Click Done on the upper-right-hand corner to finish.

 
STEPS | Web

  1. Switch to workplace, WorkDo Network or Private Space Dashboard.
  2. Scroll down to the bottom of the tool list and click Custom Dashboard.
  3. Select the tools you want to use and hide the ones you don’t.
  4. In the setting screen, press and hold a tool icon then drag and drop to change the order.
  5. Click Save to finish.

 

Reminder
  • Every user could customize their Dashboard to their own preference and it does not affect other users.
  • The Dashboard automatically gathers items that pertain to the user, as such, it is normal that everyone’s Dashboard differs from one another.
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Tool Box

FAQ-ID:1110

boxAll the tools you need in one place, just Do it!

Communication, collaboration, resource management, WorkDo knows what you need! WorkDo amassed all the tools you need to collaborate seamlessly, allowing employees to be more flexible, responsive and productive.

Tap the Do button to switch instantly tools or enter the toolbox!

fingerA dedicated toolbox for workplace, group and buddy level collaboration.

A toolbox for each level offers a clear line of authorization. Admins are able to set permissions for all employees and everyone can check their permission in the workplace, group and buddy toolbox for details.

basic Use the basic tools to collaborate with high efficiency!

The basic tools allow for more streamlined workflow and focused communication. Post company announcements, assign tasks, share files, send event notifications, make calls and send messages, there is a tool for it! Use them wisely and watch your team’s productivity soar!

  • Basic Tool
  • Workplace
  • Groups
  • Buddies
  • Announcement
  • Notes
  • Tasks
  • Events
  • Albums
  • Files
  • Links
  • Polls
  • Dashboard
  • Wall
  • Calendar
  • Workflow
  • Chats
  • Audio Call
  • Video Call
  • Group Call

View All Basic Tools Features
Download Basic Tools Quick Start Guide

advanced Advanced tools for improved resource management!

The advanced tools are flexible to meet all team’s work style and company policies and they are interconnected to provide a marvelous team collaboration experience!

  • Advanced Tool
  • Workplace
  • Groups
  • Buddies

HR tool must be enabled.

  • HR
  • Payroll
  • Attendance
  • Check In
  • Leave
  • Leave Pro
  • Shift
  • Overtime
  • Timesheet
  • Expenses
  • Approvals
  • Conf. Rm
  • CRM
  • Cashbook
  • Phonebook
  • We Buy
  • IOU

Download Advanced Tools Quick Start Guide

guideline User guides available for detailed step-by-step walkthrough.

For every tool there is a detailed user guide showing users the set up process with examples, perfect for any newcomer! You can download them in the Resource Center or in the toolbox.。

Reminder
  • Click the buttons below for detailed initial setup!

Download Quick Start Guide Settings

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FAQ-ID:1112
Can’t find the tools you are looking for? Are there tools that your team doesn’t need? Want a cleaner UI?

Tools like Attendance, HR, and Approvals that help improve your workflow and operations are what we categorize as advanced tools, and you can choose to activate and deactivate these tools if you so desire. This is solely dependent on whether your team needs them for its daily routine or not.

Some of the advanced tools are automatically enabled upon workplace creation, but you can deactivate the tools that you don’t need and activate those you need.

Tool Activation / Deactivation
Plan:FreePaid plans
Permission:MemberWorkplace adminsTool admins
Interface:AppWeb

Steps

  1. Select the level (workplace, group, buddy) of the tools you wish to activate or deactivate.
    • Workplace – Click the name of the workplace for the workplace settings (Click the gear icon for the web version).
    • Group – Click the Groups tab on the workplace page then swipe right for Settings.
    • Buddy – Click the Buddies tab on the workplace page then swipe right for Settings.
  2. Click Tool Box
  3. Select the tool
  4. Activate or deactivate
    • Activate – Click Activate to enable the tool.
    • Deactivate – Click Manage then tap the switch to deactivate the tool.
 

Reminders
  • The advanced tools are available to the customers of the paid plans. However, all users have a 30-day trial period to try out all the advanced tools and features. After 30 days, all users will be switch to the Free Plan, at which point you will not be able to access the advanced tools unless you subscribe to one of the paid plans.
  • Only the admins of their respective levels (workplace, group, buddy) are able to activate and deactivate advanced tools.
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FAQ-ID:1114
Here’s a few possibilities if there are tools that are not available for use.

  • Unable to use Notes, Tasks, Events or other basic tools.
    This is due to the option Who Can Post is set to owner and admins in the the Workplace Privacy.
  • Unable to use Attendance, Leave Pro, CRM or other advanced tools.
    Only the workplace admins and group admins have the authority to decide what advanced tools to make available to team members. If you are unable to use any of the advanced tools, please check whether the tools have been activated or your permission to use the tools, aka, your tool roles.

Check Your Tool Roles
Plan:FreePaid
Permission:MemberAdmin
Interface:AppWeb

Steps:

  1. Choose the workplace, group or buddy level.
  2. Click Tool Box in the settings.
  3. Check tool activation status or tool role.
    • Permission (Tool Role)
      On the Activated tool tab, the role below each tool will display your authorization.
    • Request
      Click Request on the tool tab to send a notification to the workplace admins asking to enable a tool for use.
 

Reminders
  • The advanced tools are for paid plans only. During the trial period, users will have 30 days to try out all the tools upon creating a workplace. After the trial period expires, users will no longer be able to use the advanced tools.
  • Instead of the Request button for most users, the admins will have the tool activation button in its place.
  • In the buddy level, both parties are admins by default, unless otherwise changed.
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HR

FAQ-ID:1152
What do I do when new employees are on board?
What settings are tied to new employees?

Well, if all the tools your workplace needs to use are all activated, all you really have to do at this point is to edit their profile information and a few settings in the HR tool to get them hit the ground running!

Before we begin, please make sure that you have the authority to update employee profiles, meaning that your tool role is HR Staff in the HR tool.

HR Settings for New Employees
Plan:Free planPaid plans
Permission:MembersWorkplace AdminTool Admin
Tool Role:EmployeeManagerHR StaffHR Viewer
Interface:AppWeb

Steps:

  1. Switch to the HR tool.
  2. Click Employee Profiles on the side menu.
  3. Click the edit icon next to the employee to begin editing.
  4. Update the information below.
    • Emloyee ID
      The Payroll tool requires the Employee IDs to send payslips to corresponding employees. So if your team is using Payroll, you need to assign an employee ID to everyone.
    • Login Email or Mobile Number
      Employee’s login email or mobile number will be displayed upon joining the workplace, please take the time to make sure the information is correct. If some employees are using Apple ID to log in to WorkDo, please refer to this FAQ to bind another email address to their account.
    • 1st & 2nd Deputy
      Set a deputy when an employee is on leave. In Leave Pro, there is an option to check whether the deputy is on leave before you are allowed to apply for leave. Skip if this is mandatory in your workplace.
    • Work Hour
      If your workplace has multiple hours or flexible work hours, assign one to the employee, if not, the default will be used.
    • On Board Date
      In Leave Pro, the system will automatically dole out leave days based on employee tenure or other user-specified conditions, so the on-board date will directly affect this. And employees cannot clock in/out before this date.
    • Dotted-Line Manager
      Can be used in the employee has to report to a second manager.
    • Process Signing Requests by Dotted-Line Manager
      If Yes, then the employee request signing flow will be changed to assigned dotted-line manager, by passing the original department flow.
    • Designated Approver
      If Yes, then this employee can be selected by others to process the requests without being assigned as a manager.
    • Department
      If the dotted-line manager is void, the signing requests will follow the department flow.
    • Employment Type
      This option controls employee’s ability to apply for overtime and leave, so don’t forget!
    • Gender
      Some leaves may be gender specific.
  5. Click Save and you should see all the changes refelcted and the employee can begin collaborating with the team now!

 

Reminders
  • Before updating the employee profiles, please be sure that you have completed Start WorkDo in 5 Steps and other settings in HR.
  • In most instances, when employees are not able to apply for leaves, overtimes or post-clocks are caused by omitted settings in the HR, so please double-check every employees’ HR settings.
  • Note that even if the HR Staff has imported employees to the workplace, all the aforementioned information is still required for the employees to use all the advanced tools smoothly.
  • Wanna know the HR tool in detail? Check out the HR tool Manual!

Download HR Tool Manual

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FAQ-ID:1031
In order to satisfy and cater to a wide range of companies’ human resource management, the HR tool offers quite a few fields in the employee profiles to fill in, mostly optional, of course!

Simply put, these three options are purely for annotation purposes in the HR tool and can be used to filter different types of employees in advanced searches. So if the rest of the information is not required, filling in the Job Title will suffice.

In this FAQ, we’ll discuss

  1. The Employee Profiles information in the HR tool.
  2. Does the information in the employee profiles affect certain functions?
  3. Do Role, Job Title and Job Type limit certain tool access?

1 │ Employee Profiles Information

  • Personal Information │ Phone Number, Home Address, Date of Birth, Education, Emergency Contact, etc.
  • Work Information │ Department, Job Title, Job Type, Role, Work Hours, Dotted-Line Manager,  Designated Approver, Deputies, Contract information, etc.

2 │ Does the information in the employee profiles affect certain functions?

Most of the information fields are purely for annotation and documentation purposes and don’t affect any functions and features. Just be sure to fill out the necessary fields marked with a red star sign (*).

Please be sure to read this employee HR settings FAQ to determine whether the information fields listed are important to your company and need to be filled out to facilitate the workflow.

3 │ 『Do Role, Job Title and Job Type limit certain tool access?

They don’t! WorkDo’s access control is managed by both the level admins and tool admins. So the information fields are for documentation purposes only. If they are not required to be filled out, you may leave them blank.

Role, Job Title and Job Type Examples

The Role options are built-in presets and can’t be customized, while Job Title and Job Type are completely customizable.

  • Scenario 1 │ John is a Front Desk Representative intern.
    His employee profile may describe him as an intern for Role, administrator for Job Title, and part-time personnel for Job Type.
  • Scenario 2 │ Natalie is a Senior Android Developer
    Her employee profile may describe her as an Engineer for Role, Android Software Engineer for Job Title, and Senior Engineer for Job Type.
  • Scenario 3 │ Nora the Executive Secretary
    Her employee profile may describe her as an Admin for Role or leave it blank, Executive Secretary for Job Title, and Senior Secretary for Job Type.

 

Reminder
  • You may use the Company information field to assign employees to a brand or entity if your company is a conglomerate.
  • You may use the Branch information field to assign employees to a branch office or a store location.
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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.

  1. Member leaves then rejoins the workplace again.
  2. Error during the Import Employee Profiles process.
  3. Member registered a new WorkDo account then rejoins the workplace.
  4. 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.

  1. Switch to the HR tool.
  2. Click Employee Profiles.
  3. Delete the newly created employee profile.
  4. Locate the old employee profile using the filters provided.
  5. Checkmark the employee.
  6. Click the yellow Activate button.
  7. 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.

  1. You do not need to do anything to the old profile.
  2. Simply edit all the require information in the new employee profile as needed.

 

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.
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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:

  1. Use the filters to search the profiles.
  2. Check the boxes to select the profiles.
  3. Change the profiles to Suspend or Terminate.
  4. 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.
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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.
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FAQ-ID:1034
Typically, the company benefits are paused for employees who are on leave without pay (LWOP). So how to process employees who are on leave without pay in WorkDo?

Employee tenure will be paused for those who are on leave without pay. And, for workplaces that have enabled Leave Pro, it will stop delving out leaves for them. So this is a necessary and important setting that the workplace HR staff must know!

If you have a leave type for leave without pay for your team to select, or the employee has formally filed a request for taking leave without pay, it is still strongly recommended that you set the employee status to suspend through the HR tool to accurately reflect this change.

Set LWOP Employee Status to Suspend
  • Leave without Pay │ It is recommended that the employee sends a request for taking leave without pay for the workplace HR staff as a reference, then follow the steps below and set the employee status to suspend.
  •  

  • Parental Leave | For employees who would like to apply for parental leave, we recommend that they use Leave or Leave Pro to apply for parental leave first, then have the HR Staff set their employee status to suspend.

 
If your role is HR Staff in the HR tool, you may use the web version of WorkDo and follow the steps below to set LWOP employees to suspend status.

Suspend / Resume
Plan:FreePaid
Permission:MemberWorkplace adminTool admin
Role:EmployeeManagerHR StaffHR Viewer
Interface:AppWeb

1 │ Suspend

  1. Switch to the HR tool.
  2. Click Employee Profiles.
  3. Use the filter to select applicable employees.
  4. Click the Suspend button.
  5. Fill in the reason and return date information.
  6. Click Suspend and confirm the action. This suspension record can be viewed in the Suspension option.

 
2 │ Resume

  1. Switch to the HR tool.
  2. Click Employee Profiles.
  3. Use the filter to select applicable employees.
  4. Click the Resume button and confirm the action.

 

Reminders
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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

  • Chat histories are retained for 5 year.All messages sent in the group or workplace chatrooms are retained for up to 5 years, including texts, photos, videos, locations, stickers and audio messages. We recommend that users save important project and task information using other tool posts.
  • Posts and RecordsAll tool posts and records, unless otherwise deleted by the tool admins, are kept forever.

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
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Leave Pro

FAQ-ID:1045

If you approve a leave request and it still got escalated, it’s most likely that it has met the criteria of auto-escalate rules.

There are auto-escalation rules in Leave Pro that will escalate the requests to the upper management when the rules are met.

The auto-escalation rules are set to ensure that the workplace management is aware when employees are taking long leaves, so the company can better allocate its resources. If you are a workplace manager, you may ask the HR Staff of Leave Pro to verify or change the rules of auto-escalation.

Long Leave Auto-Escalation Rules
Plan:FreePaid
Permission:MemberWorkplace AdminTool Admin
Role:EmployeeManagerHR StaffHR Viewer
Interface:AppWeb

Steps:

  1. Switch to the Leave Pro tool.
  2. Click General Settings.
  3. Click the Edit button under the Schedule tab.
  4. Set the long leave rules.
    • Long Leave Threshold
      When a leave request meets this number, it is considered as a long leave and will automatically got escalated.
    • Advance Notice (Long Leave)
      Fill in the number of days that is required for advance notice when employees take long leaves.
      When employees request for long leaves at a short notice, the leave requests will be marked as “urgent”.
      Example:When 5 is entered, employees who apply for long leaves under a 5-day notice will be marked as “urgent”.
    • Auto Escalate for Long Leave
      Yes │ Long leaves will be automatically escalated when the first-line managers approve them.
      No │ Automatic escalation is not required. When first-line managers approve them, the process is completed.
  5. Click the Save button the complete.

 

Reminder
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FAQ-ID:1032
Typically, when the workplace admin has completed the Leave Pro settings, all members should have their leaves in the proper amount and start applying for leaves, but if this is not your case, you might have missed a setting or two.

Follow the instructions below to complete all the necessary settings and everything should be good to go!

You may configure the settings using the web version of WorkDo if you are the HR Staff of the Leave Pro tool.

Unable to Apply for Leaves Troubleshooting
Plan:FreePaid
Permission:MemberWorkplace adminTool admin
Role:EmployeeManagerHR Staff
Interface:AppWeb

1 │ Leave Pro is not in the toolbox.
If some of your team members can’t find Leave Pro in their toolbox and the tool has been enabled, chances are that their role is set to No Role. Please adjust their roles to Employee or higher to fix it.

How to change team members’ tool role?

2 │ Members are seeing an error message when entering Leave Pro or they are missing certain type of leaves
Remember, the system will automatically dole out leaves base on rules and eligibility. If some employees are receiving their leaves, please check whether they have been set eligible to receive the leaves.

    1. Eligibility
      In most workplaces, some leaves are given based on seniority, positions, or gender-specific, in STEP 2 of the Leave Pro tool setup FAQ, eligibility plays a big role in who gets what types of leaves. Please make sure that you have properly selected the right type of employees for each leave type for them to receive their leaves.

What are the necessary settings of Leave Pro?

    1. Employee Profiles
      As mentioned, some leaves are doled out based on different factors, and the employee profiles are where you can find these settings for each employee. When everything is properly set, then everyone should be getting the correct leaves.

What are the necessary settings for each employee?

  1. Employee Balance
    Steps 1 and 2 should handle most cases of employees who aren’t receiving their leaves. If all else fails and you have no idea why some employees are getting their leaves, you can use the Employee Balance function to grant leaves individually. But consider this as the last resort, so long the root cause is not found, you always have to manually grant leaves to these employees.

What are the necessary settings for Leave Pro?

3 │ HR Calendar
Don’t forget that the HR Calendar is connected to Leave Pro as well!

  • Setting federal holidays and workdays throughout the calendar year will determine when employees can apply for leaves and how leaves are deducted.

So if employees’ leaves are incorrectly deducted, it probably has something to do with the company’s HR Calendar.

What does the HR Calendar do?

 

Reminder
  • Wanna know more about the Leave Pro tool? Check out the Leave Pro Tool Manual!

Download Leave Pro Tool Manual

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We Buy

FAQ-ID:1127
Whether you want to add new items to your deal or item prices and descriptions for your ongoing deals, here’s how to do it!

If there’s anything wrong with your ongoing deals, fret not! First, suspend the deal, then you can start editing it.

On ongoing deals must be suspended first before performing any edits to avoid discrepancies and disputes. So when the necessary edits are done, you can resume the deals for people to place their orders.

Only the deal creator is allowed to edit the deal. In other words, even the level admins or tool admins aren’t allowed to change it!

Edit a Deal
Plan:FreePaid
Permission:Deal Creator
Interface:AppWeb

 ,
1 │ App

  1. Switch to the We Buy tool.
  2. Click the More tab and select Deals by Me.
  3. Select a deal to edit.
  4. Suspend the deal.
    • Click the icon and change the deal status to Suspend.
  5. Edit the deal.
    • Click the icon again and the Update button is now available.
    • Make the necessary updates.
    • Click Save when finished.
  6. Resume the Deal.
    • Click the icon for the third time and select Resume this time to reopen the deal.

2 │ Web

  1. Switch to the We Buy tool.
  2. Click Deals by Me.
  3. Select a deal to edit.
  4. Suspend the deal.
    • Ue the checkbox to select a deal.
    • Click the Suspend button.
    • Provide a suspension reason and click Suspend.
  5. Edit the deal.
    • Click the edit icon.
    • Make necessary updates.
    • Click Finish to end.
  6. Resume the deal.
    • Select the suspended deal.
    • Click the Resume button to reopen the deal.

 

Reminders
  • Those who have placed an order will receive the deal suspension or reopen email notifications regarding their deals.
  • The reason for the deal suspension is only available to the web version, and it is used to provide a clear reason for the suspension in the notification email.
Tags: buy, settings, tool
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FAQ-ID:1128
We Buy is the perfect group buy tool! It automatically calculates the quantity and subtotal of each item ordered by every member, then it generates a comprehensive purchase report that makes it easy to organize group purchases.

Here are some tips on We Buy that will make it easier to organize group purchases!

1 │ Public or Private?

There is an option to make the deal public or non-public. Non-public deals will not appear in the list of ongoing deals, and anyone who wishes to make a purchase will need to obtain the deal link first.

This option is only available in the web version. Deals created using the app version will always be public and can’t be changed.

2 │ Share Order Status?

The Share Order Status option will display all items’ quantity ordered to everyone. 

This option is checked off by default for all deals, and you will need to use the web version to change it if you don’t want to share the order status information.

3 │ Allow Deal Duplication?

Wanna open up past popular deals?

If this option is checked off in the advanced settings, then other members can duplicate this deal and use it as a template to create a new deal. Convenient, right?

This option is checked off by default for all deals, and you will need to use the web version to change it.

4 │ Currency Type

You may change the currency for your deal if needed in the advanced settings. Please refer to this FAQ if you want to set a default currency.

  • Option
  • App
  • Web
  • Setting Change
  • Public / Private Deal
  • Web
  • Share order status
  • Web
  • Deal duplication
  • Web
  • Currency
  • USD
  • USD
  • FAQ

 
│ Default is marked with  │
 

Organize a Private Deal
Plan:FreePaid
Permission:Deal Creator
Interface:AppWeb

Steps:

  1. Switch to the We Buy tool.
  2. Click Deals by Me.
  3. Click + Create.
  4. Deal information.
    • Deal │ Topic, time, public or non-public, etc.
    • Items │ Click + Add to add items, descriptions and set order limits, etc.
    • Advanced Settings │ Group purchase description, category, minimum and maximum purchase quantity, view order status, deal duplication and currency, etc.
  5. Click Finish and your deal has been created. At this point, you can still make changes before you publish the deal.
  6. Publish
    • Use the checkbox to select a deal.
    • Click the Publish button and your deal is ready to take orders.

 

Reminders
  • Note that some default settings will be different when creating deals using the app and web version. Please use the web version to change these settings.
  • A deal is immediately published when created using the app.
    1. Click the + button on the bottom right-hand corner in the Ongoing Deals page.
    2. Or click the More tab, select Deals by Me then click the + button on the bottom right-hand corner.
  • Please contact the tool admin for adding new categories if the existing ones don’t fit category of your deal.
Tags: buy, settings, tool
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