Archives

How do I create new departments in the organization?

FAQ-ID：1120
Is there anything I should be aware of when creating new departments?

Before we begin, let’s not forget that all applications, approvals, and requests follow the workflow set in the HR tool’s Department Chart. As such, the department chart is crucial for your organization’s day-to-day workflow and department expansion.

Please refer to the instructions below to create new departments and restructure the department chart and hierarchy. […]

Would Role, Job Title and Job Type options limit employees’ tool usage?

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?

[…]

What to do when employees resign?

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! […]

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

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[…]

How to set employees who are on leave without pay?

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.
[…]

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

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!
[…]

How to delete an employee profile?

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.
[…]

Having problems importing employee profiles?

FAQ-ID：1138
Just as the HR procedure shown below, the settings done in the first five steps leading to importing employee profiles are crucial to every employee’s profile.

By filling in information such as emails, mobile numbers, departments, eployee types, etc, with the provided template, the Import Employee Profiles feature allows you to quickly batch invite employees into the workplace.
 

│ Download WorkDo HR Tool Manual for detailed setup instructions. │

[…]

How to sign off approvals on behalf of other managers?

FAQ-ID：1153
Generally speaking, employee applications and approvals are sent to their corresponding department managers for signing, however, in certain scenarios, this may not be possible. This is why the workplace admins should set dotted-line managers to help sign off and process the employee requests.

All employee request forms follow the organizational chart set in the HR tool for approvals. Setting dotted-line managers will make sure that the workflow will not be impeded. […]