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For Managers: Onboarding employees

Explore how you can add employees to WithYouWithMe's Potential Platform and assign them to teams and roles.

 

Use the interactive walkthrough above, or follow these steps:

  • Navigate to the employees page in the left-hand navigation pane
  • Click the big orange Plus (+) button to "Add new" 
  • Enter their First name, last name and email (phone and location are optional)
  • Make sure you assign them to a team 

Tip: If you forget to assign them a team at this stage - you might temporarily lose visibility of them. If this happens, contact your administrator to move them back into the right place.

  • Once they've been assigned to a team - the Direct manager field will be available. Check that the right manager is selected here (this is the person who will be responsible for validating this employee's skills.
  • Click Save

You've created a new user, but you still need to send them an invitation:

  • Find the employee in the Employees table (you can use the keywords to search if they arent immediately visible)
  • Click on the "Send invitation" button
  • You'll see a small green note pop up at the bottom of the screen to let you know it was sent successfully.
  • Invitations can be re-sent at any time

You can assign them an occupation now, even if they haven't activated their account yet.

  • Navigate to the Dashboard in the left-hand navigation pane
  • You can filter by team or manager
  • If your employee hasn't accepted the invitation yet, you will need to tick the "include inactive users" checkbox
  • Use the 3 dots ( ⋮ ) icon to see the next steps available
  • Click "Assign occupation"
  • In the Career section, select the Occupation dropdown and choose from a list of roles predefined by your organisation. 
  • Click "Save" and once your employee activates their account, they'll be ready to begin their skills journey!

Note: If you don't see the role you're looking for, reach out to your WYWM Account Manager.