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Getting Started – Company Administrators (HR/HSE) (en)

Purpose: Provide an overview of all technical tasks that need to be completed, from organization setup to the first survey and reporting, so that Woba functions optimally for you.

The first step is to get a clear structure and manage your employees. We need to get your company into Woba. Whether you receive help from Woba or set it up yourself, this is the foundation for using the platform.

1.Importér organisation og medarbejder

1. Import Organization and Employees

  • Upload the organization (departments, sub-departments, parent-child relationships).

  • Upload employees with correct department and manager assignments.

  • Activate employees and verify that all data is correct. 

  • Link to guide: IMPORTER YOUR ORG

2. Admin Setup

  • Identify organizational roles. Which accesses need to be set up, and which departments should managers be able to see? It is important to consider the different access levels:

    • Company Admins

    • Department Admins

  • Map departments, teams, and hierarchy. Take an EXTRA look at your setup. Will it produce the desired results, and is it possible to grant the necessary access rights? 

3. Access, Security, and SSO

  • Set up SSO if relevant, and test login for one or more users.

  • Check all roles and access rights. They may have access to sensitive data! 

4. Setting Up Surveys

  • Plan the first survey:

    • Choose the survey framework (APV, employee satisfaction survey, pulse survey).
    • Define the scope (entire organization or selected departments).
    • Set the anonymity level (minimum responses per group).
  • Determine the start and end dates for the survey.
  • Send the survey to the relevant groups and departments.
  • Link to guide: Survey Setup

5. Reporting and Analysis

  • Follow Riskmap and overview while your survey is active.

  • Plan how reports should be shared with managers and employees.

  • Set up follow-up on action plans based on survey results.

  • Use AI Executive Summary to identify strengths and focus areas.

6. Ongoing Maintenance

  • Keep the organization and employee lists up to date (e.g., new hires, department changes).

  • Update administrator roles when changes occur in the organization.

  • Conduct new surveys regularly and evaluate results.

  • Link to guide: Organization Maintenance


🔑 Checklist for Company Admins – Technical

  • Organization created and validated

  • Employees imported and correctly assigned

  • Administrators created with correct permissions

  • Access and security checked

  • First survey planned and set up

  • Reporting tested and follow-up plan defined

  • Ongoing maintenance plan established


📅 Last updated: August 25, 2025
📞 Need help? Contact us via support@woba.io or use the live chat in the bottom right corner.