Manage Employee Information

This article explains how to edit and manage your Employee information and control which attributes employees will be able to edit.

!note! This article is only relevant to WiseStamp for Teams accounts.!/note!

There are two different ways to enter employee information. You can either send employees an invite and let them enter their own information through their personal My Signature page, or you can manually enter the information for them as an administrator.

Setting up employee editing permissions

As the administrator of your WiseStamp account, you can manually add personal details for your employees (e.g., mobile number, title, and headshot), or synchronize it with the information in your Google Workspace or Azure Active Directory. Once imported to WiseStamp, you can allow your employees to add/edit their information themselves directly from their personal My Signature page. 

For each employee attribute, you can decide whether the employees are allowed to edit it by themselves.

1. On the left panel, click Settings.
2. Go to the Employees tab.
3. Scroll down to the Employee editing permissions section. Click the dropdown list on the right and select one of the following permission options:
   • All - Employees can edit all fields.
   • Custom - Employees can edit selected fields. If you choose this option, specify which fields employees can edit by toggling the checkboxes in the Employee fields page. To open the Employee fields page, click Employee fields on the left panel.
   • None - Employees cannot edit any fields. You need to add the information manually (or leave the fields blank).
4. If you require additional fields that don't appear in the Field name column, add custom fields by clicking If you require additional fields that do not appear in the Field name column, add custom fields by clicking New field.

Invite employees to edit their information

!note! WiseStamp has implemented a Trust Policy to enhance security and control. To send invite emails you must first verify your email address from the Profile page. If you encounter any issues sending Invite emails, please contact the WiseStamp support team for assistance. !/note!

1. On the left panel, click Settings.
2. Go to the Invite email tab.
3. Go to the Email body section, verify that Ask employee to review & edit their details is selected.
4. On the left panel, click Employees.
5. Hover over the row of the relevant employee and click the Invite icon. An invitation is sent to your employee.

Manually editing employee information

1. On the left panel, click Employees.
   
2. Hover over the relevant employee row and click the Edit icon.
3. Enter the employee information and make sure to assign the employee to a Group. (You can read more about Groups in Creating Groups). On the right, you can see a preview of how the employee signature will look.
4. When you’re finished editing, click Save employee.
   
5. When you are finished entering all of the employee information, you can easily preview how the signature looks. To preview, hover over the Eye icon on the row of the relevant employee.

!note! If your employees are using the copy/paste method, make sure that every time you edit an employee’s signature you send them an invitation by clicking Invite.!/note! 

!note! If you are using Google Workspace / Office 365 domain integration, make sure to tell your employees to refresh their webmail browser (Gmail/ Outlook web).!/note!