How to find Employees
Log in to Woba Suite
Select Organization and Employees from the menu on the left
Select Organization
Go to Employees
Here, you get a complete overview of the employees in the organization.
You can see information such as the employees’ department, direct manager, administrator type, segments, and status.
Create a new employee
Click Add Employee at the top of the page.
Enter the employee’s basic information and assign the employee to the relevant department.
You can also add additional information under different sections, including:
Personal
Contact
Work
Employment
Settings
Administrator Type
It is not necessary to complete all information to create the employee. Fill in the relevant fields based on the information you want to manage in Woba.
Once the required information has been entered, click Create Employee.
The employee will then be added to your organization.
💡 Tip: Make sure to assign the employee to the correct department so that your employee data follows the organizational structure you have created in Woba.
Edit an existing employee
If you want to change the information for an existing employee:
Find the employee under Employees
Open the menu next to the employee you want to edit
Select the option to edit the employee
Make the desired changes
Save the changes
For example, you can update the employee’s personal information, contact information, work and employment information, department, settings, and administrator permissions.
Activate or deactivate an employee
Under Status, you can view and manage whether an employee is active in the organization.
If an employee should no longer be active in Woba, the employee’s status can be changed without removing the employee from the organization.
Do you need to create many employees?
If you need to create or maintain multiple employees, we recommend using import and export via Excel instead of creating each employee manually.
Under Employees, you can select Import Employees to work with multiple employees at once. You can also use Export Employees to download existing employee data from Woba.
This makes it easier to manage employee data in larger organizations and make changes across multiple employees.
💡 Best practice: Read [Tips for creating and managing employees in Woba Suite] to see how you can use Excel to import and export your employee data.