Please note: If you use the ADP Connector or a People API you can add and archive users directly from your HRMS tool and these changes will carry over to WorkCompass.
If you do not have ADP Connector or using API, WorkCompass users with the Admin authorization can add or archive users manually.
How to add a user
In order to add a user to WorkCompass, please follow these steps:
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Log in to WorkCompass.
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Click People at the top of the Home page.
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Click Add Person on the top right-hand side of the page.
- Fill out the new employee form and click Save at the bottom of the page.
How to invite a user
To invite the new user, click the blue Invite button in the top right-hand corner of the next page on the user's profile. The new user will receive a welcome email with a link to create a password and another link to access WorkCompass. In order to create a profile, four mandatory fields need to be filled - Name, Email section, Manager and Job title.
How to archive a user
If an Employee has left the company, you can deactivate their profile by archiving their account. Please note that if the Employee is a Manager with direct reports still assigned to them, then you will need to reassign the direct reports before archiving the Manager. Check out this article for more information on how to do this.
To archive a user follow the steps below:
- Click People at the top of the Home page.
- Search for the Employee by their name or email.
- Click on the Employee's name to access their profile.
- Click on the red Archive button in the top right-hand corner of the screen.
Please note that archived users still occupy a license as we continue to host their data in our system.