Manage Employees

Easily manage employee details, department, roles, and invitations.

Workbase provides a simple and efficient way to manage your organization’s employees. Whether you’re adding new team members, editing existing employee details, or removing employees, the process is straightforward.

Adding an Employee

  1. Click “Add”
    In the bottom left corner, click on "Add" and select "Add Employee."

  2. Enter Email(s)
    Add one or more email addresses for the new employees you want to invite.

  3. Assign Roles
    Select the appropriate roles for the new employees.

  4. Send Invitation
    Click "Invite." Each employee will receive an invitation email with instructions to complete their account setup.

Deleting an Employee

  1. Go to the Employees Page
    Click on the Team Icon in the navigation bar to access the Employees Page.

  2. Select the Employee
    Choose the employee you want to delete.

  3. Delete
    Click the three-dots icon in the top-right corner of the employee’s details page, then click "Delete." A warning prompt will appear to confirm the deletion.

Editing an Employee

  1. Find the Employee
    Use the search bar on the Team Page to locate the employee you wish to edit by name, email, or department.

  2. Open Employee Details
    Click on the employee’s name to access their details and begin editing.

  3. Edit Information
    You can update the following information:

    • Personal Details: Name, contact info, etc.

    • Roles: Adjust roles to change their access and permissions.

  4. Save Changes
    After making updates, click “Save” to confirm the changes.

  5. Verify Changes
    Double-check the employee’s profile to ensure the updates have been applied correctly.

Frequent Questions

Do I need special permissions to add, delete, or edit employee information?

Yes, you need the "Manage Employees" permission to add, delete, or modify employee details. If you don’t have this permission, contact your Workbase Administrator.

Do I need special permissions to add, delete, or edit employee information?

Yes, you need the "Manage Employees" permission to add, delete, or modify employee details. If you don’t have this permission, contact your Workbase Administrator.

Do I need special permissions to add, delete, or edit employee information?

Yes, you need the "Manage Employees" permission to add, delete, or modify employee details. If you don’t have this permission, contact your Workbase Administrator.

Do I need special permissions to add, delete, or edit employee information?

Yes, you need the "Manage Employees" permission to add, delete, or modify employee details. If you don’t have this permission, contact your Workbase Administrator.

What should I do if an employee didn’t receive the invitation email?

If an employee doesn’t receive their invitation or if it has expired, you can resend the invitation from their Employee Details page by clicking "Resend Invite."

What should I do if an employee didn’t receive the invitation email?

If an employee doesn’t receive their invitation or if it has expired, you can resend the invitation from their Employee Details page by clicking "Resend Invite."

What should I do if an employee didn’t receive the invitation email?

If an employee doesn’t receive their invitation or if it has expired, you can resend the invitation from their Employee Details page by clicking "Resend Invite."

What should I do if an employee didn’t receive the invitation email?

If an employee doesn’t receive their invitation or if it has expired, you can resend the invitation from their Employee Details page by clicking "Resend Invite."

Can I change an employee’s role after they’ve been assigned one?

Absolutely. Navigate to the Employee Details Page, select the “Roles” tab, and assign the appropriate role. Don’t forget to save your changes.

Can I change an employee’s role after they’ve been assigned one?

Absolutely. Navigate to the Employee Details Page, select the “Roles” tab, and assign the appropriate role. Don’t forget to save your changes.

Can I change an employee’s role after they’ve been assigned one?

Absolutely. Navigate to the Employee Details Page, select the “Roles” tab, and assign the appropriate role. Don’t forget to save your changes.

Can I change an employee’s role after they’ve been assigned one?

Absolutely. Navigate to the Employee Details Page, select the “Roles” tab, and assign the appropriate role. Don’t forget to save your changes.

How can I check if an employee has completed their account setup?

On the Employee Details page, the account status will display as either "Invitation Pending," "Active," or "Inactive." This status shows the employee’s progress in setting up their account.

How can I check if an employee has completed their account setup?

On the Employee Details page, the account status will display as either "Invitation Pending," "Active," or "Inactive." This status shows the employee’s progress in setting up their account.

How can I check if an employee has completed their account setup?

On the Employee Details page, the account status will display as either "Invitation Pending," "Active," or "Inactive." This status shows the employee’s progress in setting up their account.

How can I check if an employee has completed their account setup?

On the Employee Details page, the account status will display as either "Invitation Pending," "Active," or "Inactive." This status shows the employee’s progress in setting up their account.

Can I update an employee's email address?

Yes, you can update the employee’s email address through the Employee Management Panel. Locate the email field, enter a new address, and save the changes.

Can I update an employee's email address?

Yes, you can update the employee’s email address through the Employee Management Panel. Locate the email field, enter a new address, and save the changes.

Can I update an employee's email address?

Yes, you can update the employee’s email address through the Employee Management Panel. Locate the email field, enter a new address, and save the changes.

Can I update an employee's email address?

Yes, you can update the employee’s email address through the Employee Management Panel. Locate the email field, enter a new address, and save the changes.

Can I add multiple employees at once?

Yes, the "Add Employee" popup allows you to invite multiple employees by entering their email addresses. There is no limit to the number of employees you can invite at once.

Can I add multiple employees at once?

Yes, the "Add Employee" popup allows you to invite multiple employees by entering their email addresses. There is no limit to the number of employees you can invite at once.

Can I add multiple employees at once?

Yes, the "Add Employee" popup allows you to invite multiple employees by entering their email addresses. There is no limit to the number of employees you can invite at once.

Can I add multiple employees at once?

Yes, the "Add Employee" popup allows you to invite multiple employees by entering their email addresses. There is no limit to the number of employees you can invite at once.

Last updated: August 29, 2024