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New Employee Settings
Once a new employee is added to the system (either automatically through synchronizing with Google Workspace or Outlook Directory, or manually via bulk or individual upload), an email signature is automatically generated for them by default. This article explains how to manage the settings for new employees.
!note!This article is applicable to WiseStamp for Teams plan users only.!/note!
WiseStamp provides management features for new employees, including:
Alternatively, these actions can be performed manually if preferred.
New employee automatic activation
The Automatic Activation feature ensures that all newly created employees in the WiseStamp system are automatically set to an active status upon creation.
To set the default status for new employees to Active:
- On the left panel, click Settings and then click Sync & Automations.
- From the Automations section, click the New employee initial status dropdown list and select Active.
- Click Save changes on the bottom of the page.
!note!Automatically activated employees consume seat allocations in your WiseStamp account and gain access to all employee features.!/note!
Automatic group assignment
The Automatic group assignment feature ensures that any newly created employees who have not been assigned to a specific group are automatically added to a designated default group by the WiseStamp system.
To define the automatic group assignment:
- On the left panel, click Settings and then click Sync & Automations.
- From the Automations section, click the Default group assignment dropdown list and select the default group for all new employees.
- Click Save changes on the bottom of the page.
Employee activation notification
When employees are activated, notification (invite) emails can be automatically sent to inform them about their active signature. These emails include a link to their employee portal, allowing them to review and/or edit their signature.
To automatically send notification (invite) emails:
- On the left panel, click Settings and then click Sync & Automations.
- From the Automations section, click the Send invite email on activation dropdown list and select Notify employee.
- Click Save changes on the bottom of the page.
!note! WiseStamp has implemented a Trust Policy to enhance security and control. Before sending notification (invite) emails, you must verify your email address via the Profile page. If you encounter any issues, please contact WiseStamp support for assistance. !/note!
Auto-inject signature
WiseStamp's New employees settings allow you to select how to handle the implementation of Auto Inject for people who are added to your account through Directory synchronization. Since the Auto Inject feature can be used for Active employees only, you need to first define that new employees are Active.
!note!This feature only applies to Google Workspace users.!/note!
To automatically deploy the company signature to new employee emails:
- On the navigation panel, click Settings and then click Sync & Automations.
- From the Automations section, click the New employee initial status dropdown list and select Active.
- If you want employees to review and update their signature details, go to the Send invite email on activation dropdown list and select Notify employee. (Auto Inject is activated when the employee clicks Save & Publish).
- If you want Auto Inject to take effect immediately for all Active employees, click the Inject to Gmail on activation dropdown list and select On.(You can select this option whether or not you send employees an invite email).
- Click Save changes on the bottom of the page.