What do the status badges mean?
Draft - This is a person that has been added to Worknice, but not yet invited to the system. An admin may assign anything to a person in a draft state, such as forms, documents, reviews, certificates and surveys.
Invited - This is a person who has been invited to the platform, but has not yet accepted this invitation.
Onboarding - This is a person is completing all assignments assigned to them as part of their onboarding.
Active - Has completed the onboarding process and is an active employee. An active employee does not have a badge against their profile - this is to reduce clutter so other badges have higher visibility
Terminated - The employee has been terminated.
Archived - An employee that has been removed from your people directory. Rather than deleting a person, Worknice instead archives so you can refer to information in the future should you need it. No data is lost in the archiving process. An employee can be reinstated. Learn more about this process.
You can filter by the status' listed above in the people directory.
What do the roles mean?
Worknice has a number of different roles available
Account owner - This role allows users to see and do everything in Worknice including pay rates.
Manager - This role allows users to approve approve leave (Xero leave management excluded) that has been allocated to them, or manage an employee review that has been assigned to them. Outside of this, they can not see any additional information compared to an employee or contractor
Employee or Contractor - Personal access to Worknice only. They can access and update their own user information, and see organisation wide pages such as people directory and leave calendar.
I can’t see birthdays on my shared calendar
People listed in the people directory have the option to opt-out of displaying their birthday to the business. If they opt-out, their birthday will not appear on the shared calendar.
They do this by going to their profile, clicking edit, and ticking ‘Hide birthday’.
Where is the anniversary date pulled from in the shared calendar?
The anniversary date is taken from the start date of a persons first job record. To access this information, go to the people directory, select the person, and click on the Jobs tab. Edit the start date of the first job record.
Why can’t I see a rendered Org chart?
“Unable to render org chart: too many roots”
When you see this notification, it means there is a configuration issue in the way positions have been mapped. To resolve this, work through the following steps;
1 - Ensure there is only one position at the ‘top’ of the org chart. This single person will not report to anyone.
2 - Ensure all other positions report into another position.