Guide to creating and editing departments in Woba
Before you can start creating employees in Woba, your organisation must first be set up in the system. This means that departments need to be created to which employees can be assigned. You can also make these changes by importing your Organisation.
This article describes how your departments can be created and edited.
Table of Contents
Create department
1. Go to Organisation → Departments
2. Click on
Add department
3. Fill in at minimum the Name
4. You can then add other relevant information to the employee profile (you can see what the different datapoints are used for in the section Datapoints)
5. Click Save Department
6. The newly created department will now appear in the department list.
Note: You can always edit the information later—see section 'Edit department'
Watch the video below to see how you can create a department:
Create subdepartment
1. Go to Organisation → Departments
2. Click on
3. Fill in Name
4. In the field 'Parent department' choose the department that the newly created department should belong to
5. You can then add other relevant information (you can see what the different datapoints are used for in the section Datapoints)
5. Click Save Department
6. The newly created department will now appear in the department list
Note! A department's placement must be correct before a survey is scheduled in the calendar, as changes will not be reflected in planned, active, or completed surveys.
Watch the video below to see how you can create a subdepartment:
Edit department
1. Go to Organisation → Departments
2. Find the relevant department by scrolling or using the search field
3. Click on edit
on the right side of the department
4. Make the necessary changes
5. Click Save Department
6. Your changes are now saved.
Watch the video below to see how you can edit a department:
Move a department
1. Go to Organisation → Departments
2. Find the relevant department by scrolling or using the search field
3. Click on edit
4. In the field 'Parent department' choose which department the department that's being edited should now belong to
5. Click Save Department
6. Your changes are now saved
Note! A department's placement is not updated in planned, active, or completed surveys. Therefore, the location must be correct before the scheduled in the calendar.
Watch the video below to see how you can change a department's parent department:
Activate or deactivate a department
1. Go to Organisation → Departments
2. Find the relevant department by scrolling or using the search field
3. Click on the toggle button
on the right side of the department's
- If the button is green, the department is active.
- If the button is gray, the department is inactive.
Note: Only empty departments (i.e., departments without employees) can be deactivated. Once a department is deactivated, it cannot be invited to surveys. All data is preserved, and the department can be reactivated at any time.
Watch the video below to see how you can activate/deactivate a department:
Delete a department
1. Go to Organisation → Departments.
2. Find the relevant department by scrolling or using the search field
3. Click the trash can icon
found on the right side of the department profile
4. Select Yes to confirm the deletion
5. The department is now deleted
Note: Only departments that have never participated in a survey can be deleted. If a department has participated in a survey before but is no longer in use, you can deactivate it instead.
Data points
In this section, you can see what the different data points mean and how they are used in Woba.
| Name | |
| Location | |
| Admins | |
| Employees | |
| Manager | |
| Language | |
| Parent department | |
| Internal ID | |
| Benchmark ID | |
| Average yearly salary |