Users & Employee Data

How to add, edit and remove employees, plus different user types

12 articles in this collection
Written by Lauren Rolfe and Rachel Fulton

Your People Table

Quick 4 minute run through of the features available on your People table

Written by Lauren Rolfe
Updated over a week ago

Roles - what are the 4 user types?

There are 4 different roles that you can assign to people in WeThrive - find out what each one can do

Written by Lauren Rolfe
Updated over a week ago

Add your people data

How to add your employee data to WeThrive OR update your existing employee data

Written by Lauren Rolfe
Updated over a week ago

The people data spreadsheet explained

How to upload your employee details using our spreadsheet template

Written by Lauren Rolfe
Updated over a week ago

Update your people data

How to update your people data ahead of your next survey

Written by Lauren Rolfe
Updated over a week ago

Deactivate an employee or user

How to deactivate people who have left the organisation

Written by Lauren Rolfe
Updated over a week ago

Adding and assigning people to new teams, locations, etc

How to add a new team, location, department, unit or manager grouping - plus assign employees to the new group

Written by Lauren Rolfe
Updated over a week ago

Update employee details in a past survey

Update Team, Location, Department etc details in a survey

Written by Lauren Rolfe
Updated over a week ago

Giving manager's access

Set up managers with Manager Logins

Add managers to your account with restricted access

Written by Lauren Rolfe
Updated over a week ago

Assign employees to Managers

Assign your people to your Managers to give them access to the right set of survey results

Written by Lauren Rolfe
Updated over a week ago

User Activity

User Activity Page

This help file explains what type of email nudges you can send to your employees and how to do this via the 'User Activity' screen.

Written by Rachel Fulton
Updated over a week ago

Organisation Statistics

Overview of your employees activity

Written by Rachel Fulton
Updated over a week ago