People, Roles, and Teams
Adding employees to Atomicwork
Terminology
-
Employees. This is hopefully self-explanatory.
-
Service team. All the teams that use Atomicwork to provide employee support like HR, IT, Legal, Finance, etc.
-
Agents. These are all the employees who belong to service teams - IT managers, Onboarding Specialists, and FinOps managers. Agents work on managing requests as well.
People attributes
People attributes provide essential details about each employee, such as their role, department, reporting manager, and contact information. Atomicwork has 21 People attributes, by default, of many different types.
Admins can use standard and custom people attributes in Profile Preview to control what appears when hovering over a user’s name across the platform. Configure this org-level setting in Settings > Directory > People > Profile Preview.
-
Choose up to 7 user attributes (standard or custom fields) to display on hover
-
Reorder fields via drag-and-drop to prioritize key information
-
Preview changes in real time before publishing
Work email is a mandatory attribute in Atomicwork and is the primary key for our records. This means that no two users can have the same work email. Without work email, we’ll use personal email as the primary key.
The default attributes in Atomicwork are:
| Attribute name | Attribute type |
|---|---|
| Employee ID | Short text |
| First name | Short text |
| Middle name | Short text |
| Last name | Short text |
| Date of birth | Date |
| Gender | Dropdown |
| Personal email | |
| Work email | |
| Phone number | Phone number |
| Employment status | Dropdown |
| Hire date | Date |
| Start date | Date |
| Exit date | Date |
| Job title | Dropdown |
| Level | Dropdown |
| Team | Dropdown |
| Department | Dropdown |
| Reporting manager name | Dropdown |
| HRBP | Dropdown |
| Language | Dropdown |
| Timezone | Dropdown |
Creating a custom people attribute
You can customize people attributes to work for your team and processes.
-
Navigate to Settings > Employee dataunder Organizationand click on the Attributes tab.
-
The default attributes are listed first, followed by your custom attributes.
-
To edit an existing attribute, click on the pencil icon against the attribute.
-
To create a new custom attribute, click on the Add button at the top right and choose the attribute type. You can create custom attributes from the following supported types:
-
Short text
-
Long text
-
Dropdown
-
Multi-select
-
Phone number
-
Email
-
Number
-
Date
-
Checkbox
-
-
Custom attributes created here can also be used in Profile Preview. Admins can choose and reorder up to 7 attributes inSettings > People > Profile Preview to control what appears when hovering over a user’s name.
-
Enter the display name.
-
Choose whether this attribute should be a mandatory attribute. We’d recommend you share a list of mandatory attributes with all employees who are in charge of data maintenance and updates.
-
Enter an API field ID. The API field ID is the name that will be visible as a placeholder and for API purposes.
-
Click on Add and you're done!
Assigning roles and workspace access
Assign users to workspaces and manage their access to enable them to work on requests, view and create journeys, and add knowledge for Atom.
-
Navigate to Settings > Users underOrganization and click on theUsers tab.
-
You can add users to your Atomicwork account by clicking on Invite usersat the top right. Type out their email addresses and assign permissions to them.
-
Click on **...**for any employee in the list to update their roles and workspace access.
-
You can add them to specific workspaces and choose their workspace role.
-
Click on Updateto save the changes.
-
You can also manage users directly in the respective workspace.