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Configure Ask Worknice

Updated by Alycia

Choose who in your organisation can use Ask Worknice: only account owners, or everyone who logs in to Worknice.


Before you get started

Account owners can change who uses Ask Worknice. The setting appears in Settings once Ask Worknice for employees is switched on for your organisation. If you can't see an Ask Worknice card in Settings, it isn't available for your organisation yet.


Choose who can use Ask Worknice

  1. Go to Settings.

  2. Under Organisation, select Ask Worknice.

  3. Under Access, choose who can use it.

  4. Select Save.

Option

Who can use Ask Worknice

Account owners only

Account owners, who can ask about everyone in the organisation. This is the default.

Everyone

Account owners as before, plus employees, contractors and managers, who can ask about their own record.

Whichever you choose, people only get answers about what they can already see in Worknice.


What employees, contractors and managers can ask

With Everyone selected, Ask Worknice appears in their sidebar and on their Home page. They can ask about:

  • Their own profile: their start date, position, location and manager

  • Their own paperwork: what's been assigned to them and where it's up to

  • Your organisation: its details and locations

Managers get the same as employees for now. They can't ask about their team.

People who are still onboarding don't get Ask Worknice until they're active.

Their questions are handled the same way as yours. See How Ask Worknice handles your data.


When a change takes effect

A change applies from each person's next question.

  • Switching to Everyone: Ask Worknice appears in someone's sidebar and on Home the next time they load a page.

  • Switching back to Account owners only: anyone who still has the panel open is told they don't have permission when they next ask, and Ask Worknice disappears the next time they load a page.


Common questions

Can I give it to managers only?
Not at the moment. The choice is account owners only, or everyone.

Can I add our policies so Ask Worknice answers from them?
Not yet. Ask Worknice answers from your Worknice records only, not from documents you upload.

Does this change what I can ask?
No. Account owners can ask about everyone in the organisation, whichever option you choose.



You're All Done!

You've chosen who in your organisation can use Ask Worknice, and you know what they can ask about.

If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.