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A guide to setting up your organization in Woba
You can set up your organization in Woba with 3 simple steps - create departments, add employees, and set up administrators. If you are part of a larger company, you can also import your organization and handle all 3 steps at once.
Step 1 - Create departments
The first step to setting up your organization in Woba is to create your company's departmental structure. Departments are used in Woba to divide employees and results into smaller groups, so you can easily see where improvements are needed and where things are going well.
Step 2 - Add Employees
Once you've created departments, it's time to add employees. You can choose how much information you want to fill in about each employee, however, it is a requirement that you fill in information about name, email, and department as a minimum so that Woba knows who should receive surveys.
We recommend departments be no smaller than 4 employees, as the score from departments with less than 3 responses will be hidden.
The departments scores will still be included in the company's overall score.
Step 3 - Set up administrators
The last step to setting up your organization in Woba is to set up administrators. In Woba, there are two types of administrators - department administrators and company administrators. These two determine which rights an employee has on the platform, as well as which results and data the person can access.
Optional step - Import your organization and API
If you are part of a larger company, you can also import your organization and complete the 3 steps above at once. You import your organization by filling in a template you can download in Woba Analytics.
Another option is to purchase an API solution. This will enable automatic import of employee data from a third-party system by providing a simple HTTP API for external systems to call.
Click on the video below to see how to set up your organization: