Employee setup mistakes

Personal emails, deleted employees, wrong branches and roles: small slips that cause bigger trouble later.

1. Using a personal email that someone else already has

What you see: "This email address is already used by another account."

Fix: use the person's work email. If they don't have one, ask which email they actually use, as their personal one may already be in Orgwise from another company.

2. Deleting an employee who left

Why it's a problem: their attendance, payslips and Form 16 are needed later.

Fix: never delete. Set the employment status to Terminated or Inactive: they can't sign in, but their records stay. Use the resignation or termination screens so the exit clearance and full & final are done properly.

3. Wrong branch

What you see: the person gets another office's holidays, or is left out of a branch report.

Fix: set the right branch in their profile. Holidays, the shift roster and reports all use it.

4. Giving everyone the HR role

Why it's a problem: HR can see everyone's salaries and personal details.

Fix: give the Employee role by default, Manager to team leads, and HR only to the HR team. See Roles and permissions.

5. Sharing passwords over WhatsApp

Fix: leave the password empty when adding someone. They get an email to set their own. Or they can always sign in with a code sent to their email.

Frequently asked questions