Create, edit or delete employees

Guide to create, edit or delete in Woba

Once you have created departments in Woba, the next step to setting up your organisation is to add employees. If you haven’t created departments yet, you’ll need to do that first.

This article outlines the different ways you can create and edit employees manually in Woba. It is also possible to make these changes by importing your organisation.

Create an employee
Edit an employee
Delete an employee
Deactivate an employee
Datapoints

Create an Employee

1. Go to Organisation → Employees.

2. Click on Add employee

3. Fill in at least the name, email, and assign a department.

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 Employee

6. The newly created employee will now appear in the employee list.

Note: You can always edit the information later—see the next section.

Watch the video below to see how you can create an employee:

Edit an Employee

1. Go to Organisation → Employees.

2. Find the relevant employee by scrolling or using the search field

3. Click on edit on the right side of the employee’s profile.

4. Make the necessary changes.

5. Click Save Employee

6. Your changes are now saved.

Watch the video below to see how you can edit an employee:

Delete an Employee

1. Go to Organisation → Employees.

2. Find the relevant employee by scrolling or using the search field

3. Click the trash can icon on the right side of the employee’s profile

4. Select Yes to confirm the deletion.

5. The employee is now deleted.

Important! If the employee might need access again, it is recommended to deactivate the user instead. Deleting removes the person from the employee list and deletes personal data, but survey results remain unaffected.

Activate/Deactivate an Employee

1. Go to Organisation → Employees.

2. Find the relevant employee by scrolling or using the search field

3. Click on the toggle button on the right side of the employee’s profile.

- If the button is green, the employee is active.

- If the button is gray, the employee is inactive.

When an employee is deactivated, they cannot be invited to surveys. All data remains intact, and the employee can be reactivated at any time.

Watch the video below to see how you can activate/deactivate an employee:

Datapoints

Information linked to an employee can be used for filtering survey data and may also affect how the platform will look when the employee logs on to Woba. Below is an explanation of the information associated with an employee:

Name	Used to address the employee in reminders, invitations, and in the platform’s corner.
Employee ID	Used for login by employees who are Kiosk Users
E-mail	The employee will receive survey invitations via this email. It is also used for login.
Phone Number	No functional significance; it’s for reference purposes only.
Title	No functional significance; it’s for reference purposes only.
Department	The department the employee belongs to; survey responses will be tied to this department. Can also be used for filtering.
Active/Inactive	Can be toggled off if the employee should not receive surveys temporarily.
Date of Birth	Can be used for age-based filtering.
Gender	Can be used for gender-based filtering.
Language	Determines the language the employee sees in Woba and surveys.
Immediate Manager	Allows questions to be directed to the employee's immediate manager.
Current Project	Used for filtering in surveys.
Employment start- and End Date	Can be used for seniority-based filtering.
Voluntary Resignation	Ja/Nej
Job Level	Used for Financial Impact
Yearly Salary	Used for Financial Impact