Workia

How do I search for an employee?

Managing employee details on a case record

Managing family/dependent details on a case record

Managing compensation details on a case record

Managing immigration details on a case record

Managing social security details on a case record

Managing organization information on a case record

Payroll tracking on a case record

Workia Employee App Overview

Accessing the Workia Employee App

Managing Employee Identifiers

How to delete employee records along with associated cases.

Deleting Employee Records (+Associated Cases)

How do I create groups?

Carlo Arazas

Employee Management

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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