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.