The Settings activity in the Worker Experience platform houses all of the settings that are relevant to your company's account, and your workers.

Note: some settings pages may not appear in your account, based on what products your company does & does not have access to.

Access it directly from the sidebar to view and update the following settings:

Configure and find details about your company here, including:

Be sure to click Save at the bottom after making any changes on this page.

This page is where you can give your colleagues access to your company's Worker Experience account.

To do so, click Invite in the top right corner, enter their email address in the pop-up that appears, and click the Invite button:

This will send your colleague an email with a link to specify their first & last name, and set up a password for this account. Their email will show as Pending in the team member table until they accept the invitation.

The More Actions button for each user has 1-2 options:

Worker attributes are custom values that can be assigned to your employees, and given values to help organize your employee population.

Please see this article for more details on how to set up and utilize worker attributes.
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In the workforce settings, you have the option to select deduplication keys. These keys allow you to choose specific worker details for verifying potential duplicates within your system. You may select one or combine multiple options. Once configured, any newly created or imported worker profiles that match the criteria will trigger an error indicating that the user is already present in the system.

The Security settings page currently has one feature that can be enabled: Open Signup.

This feature, which is disabled by default, allows for people with an email address in a given domain to be able to sign up for the WX platform through an open signup link.

To set this up, do the following:

In this section, you have the ability to view, edit, create, and delete location groups. Location groups consist of multiple locations and can be used to streamline the process of assigning roles and permissions be selecting a group of locations, as opposed to selecting individual locations one by one. Once a group has been established, you may add or remove locations from it as needed. Additionally, you have the option to provide a brief description for the group during its creation.

Limit access to certain parts or features of the Worker Experience platform for everyone who has access to it.

See here for more details on how to set up and utilize roles within WX.

This settings page allows for you to configure integration providers for the following features:

Currently, we support WorkBright as an integration option for I-9 and W-4; and Workato for other integrations. Setting those providers on this page is required for those features to work correctly.

The Company Attributes page allows you to view, add, edit, and delete attributes related to your company. These attributes are currently not in use anywhere, but new features will be available soon.

To add a new attribute:

To edit or delete an attribute, click the More Actions button from the attribute table.

The Email Templates page allows you to customize your brand's appearance for company communications, excluding password resets and account signups. You can use AI to automatically generate fonts, sizes, icons, and colors by entering your company URL, or opt for manual customization. Customize global branding elements such as your logo, text font, text color, and background color. A preview window on the left will show a real-time representation of your template choices.

The Locations page lists all physical locations that your employees work at.

Please see this article for information on how to set up locations, and assign them to your workers.

The Jobs page lists all roles that your employees hold.

Please see this article for information on how to add new jobs, and how to assign them to your workers.

The Tags page, also known as the Tag Manager, allows users to manage tags that can be added to worker's I-9, W-4, and Onboard flow profiles. Here, you can take the following actions:

⬅️ Other platform articles:

➡️ Articles about specific settings: