Adding employees
Add people one at a time or import them, set their login, and fix the usual errors.
Go to User Management → Employees and click Add Employee. Only a few fields are required: name, email, joining date, branch, department, designation, employment type and status. Everything else can be filled in later.
Employee ID
Leave it blank and Orgwise gives the next number in your series automatically (you'll see it greyed out in the box). If you type your own, it must be unique within your company.
Password: you don't have to set one
If you leave the password empty, the employee gets an email with a link to set their own password. This is the safest option, because you never need to share a password over WhatsApp.
If you do type a password, it needs at least 8 characters, and the employee can change it later from My Profile.
Importing many people at once
Employees → Import lets you download a template, fill it in Excel and upload it. Orgwise checks every row before saving and tells you exactly which rows have problems, so fix those and upload again.
Employment status
- Active and Probation: can sign in and mark attendance.
- Inactive and Terminated: cannot sign in. If they are signed in somewhere, they are signed out on their next click.
Not working?
"This email address is already used by another account." Someone in Orgwise (maybe at another company, or a test account) already uses that email. Use the person's work email, or ask them which email they signed up with.
"This Employee ID is already used by another employee in your company." Pick another ID, or leave the box empty to get the next free one. The check runs as soon as you leave the field, so you'll see it before saving.
"You have used all your employee seats." Your plan has a fixed number of seats. Add seats from Subscription, or make someone who has left inactive.
The employee didn't get the set-password email. Ask them to check spam first. If it still isn't there, check Settings → Email (see Sending email from your own mailbox), or simply set a password for them from the employee's page.
Frequently asked questions
Can two companies have the same employee ID?
Yes. Employee IDs only need to be unique inside your own company.
Does making someone inactive delete their data?
No. Their attendance, payslips and documents stay. They just can't sign in. You can make them active again any time.
Do documents I upload for an employee need approval?
No. Documents that HR adds are marked verified straight away. Only documents an employee uploads for themselves wait for HR to check them.