Member
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    Member

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    Article Summary

    The latest service changes have not yet been reflected in this content. We will update the content as soon as possible. Please refer to the Korean version for information on the latest updates.

    Available in Classic and VPC

    In the Member menu, you can add information for employees belonging to the company, as well as manage employees through actions such as through personnel appointments. Also, you can appoint and manage the department head and Reports To.

    Manage Employee

    In the Manage Employee menu, you can add employee information and arrange personnel appointments. You can also add employee information in bulk as an Excel file, as well as download the employee list as an Excel file.

    The Manage Employee page is laid out as follows.

    workplace-workplace-5-5_member

    AreaDescription
    ① Search windowSearch for an employee based on the employment status, job grade, job position, department, employment type, login ID, name, and employment date
    AddAdd employee information (See Add Individual Employee)
    UploadAdd employee information in bulk (See Add New Employees in Bulk and Add Existing Employees in Bulk)
    DownloadDownload the list of employees as an Excel file (See Download Employee List)
    ⑤ Employee listIt displays the name, department, employment type, job title, job position, and login ID of the employee
    • For the login ID, it masks the information except for the first two digits of the ID part
    • Employment Status:
      • When using Appointment, to be hired, employed, leave, retired, or transferred (when using as a corporate group)
      • When Appointment is not used, employed, or on leave
    HR CardClick the employee's name or click workplace_detail to check and manage that employee's details (See HR Card)
    ⑦ Number of displayed itemsSet the number of employees to be displayed on a single page of the list

    Add Individual Employee

    The following describes how to add an employee individually.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Manage Employee menu.
    3. Click the [Add] button.
    4. Enter the basic information.
      • Displayed fields may differ according to the basic information settings. (See Set Basic Information)
      • If you have members with the same name, it is convenient to distinguish them by using nicknames. When using with NAVER WORKS, nicknames are synced with NAVER WORKS.
      • Enter the Login ID in a mail format. However, if the company uses the NAVER WORKS Lite group name, enter it with at least 2 English letters, numbers, and special characters (.-_!).
      • You can enter the login ID and mail differently when WORKPLACE is used alone. To use the same mail as the login ID, select Save Login ID as Mail.
        • When used combined with NAVER WORKS Basic or Premium plan, Save Login ID as Email is displayed as selected while unavailable to change the option, and the same email address as the login ID is automatically entered in the email field.
      • When using with NAVER WORKS, Personal Email field is provided, and displayed when Set Basic Information.
      • When using WORKPLACE Basic or higher, a basic business place (created when applying for WORKPLACE) is selected by default. If your company has multiple business places, then select the appropriate one to change.
      • If you're not using appointment, you can only select a date before today for the date of employment.
      • If you're not using appointment, you can select the employment status from to be hired or employed based on the date of employment. See Appoint New Hires. If you're not using appointment, you can register employees on leave other than currently hired employees. To register employees on leave, see Set Leave.
      • For employment type, job position and title, displayed fields may differ depending on the settings. (See Set Employment Type, Set Job title, and Set Job position)
      • Employee Number is displayed when the usage status is set to Use. If you set the Assign Employee Number Automatically to Yes, then you can't enter it arbitrarily. (See Set Employee Number)
    5. Click [Additional Information] to fill out additional information.
      • Displayed items may differ according to the additional information settings. (See Additional Information Settings)
      • To add family information, career information, language information, certificates, and educational background information, click [Add] button.
      • If there are other information set to Use by the company, other information is displayed. Enter other information.
        • When using with NAVER WORKS, other information (workplace, task in charge, messenger or SNS) items are required items and entered information is synced with NAVER WORKS.
      • If there are additional information set to Use by the company, additional information is displayed. Enter additional information.
    6. Click the [Save] button.
      • To cancel adding an employee, click the [Cancel] button.
    7. Select the Set Password field in the Set Initial Password pop-up window, and then click the [OK] button.
      • Set by User: An instruction mail will be sent to the address entered when entering the basic information. The employee can set their password directly from the link in the instruction mail.
      • Set by Admin: The admin sets the password. The admin shall pass the initial password they set to the employee, and the employee must change the password when they log in to WORKPLACE.
      • Go to the HR Card page of the added employee.
    Note
    • To add a prospective employee, see Appoint New Hires.
    • Mail and personal email are used for the following purpose.
      • Mail
        • Receive WORKPLACE work-related notifications (approval, post, attendance, absence notifications, checklist assignment, pledge signing, administrative vacancy notification sent to the admin, etc.)
        • Retrieve company ID/password with email address
          (If the personal email is registered, the verification email is set to the personal email.)
      • Personal Email
        • Retrieve company ID/password with Email address
    • Daily charges will apply from the day of adding an employee, and be billed on a daily basis.
    • When combined with WORKPLACE and NAVER WORKS Basic or higher, the Personal Email item is displayed.
    • When using WORKPLACE Basic (including free trials), the Business Place item is managed as a required item.
    • When using Payroll service, the following [Additional Information] field is managed as a required field.
      • Nationality, Resident Registration No./Alien Registration Number
      • Family Information: When entering family information, it is required to enter the names of family members and their resident reg. no.
        • The family relationship item is reflected by being mapped with the relationship code of the Payroll service. (\ father -> income earner direct ascendant)
        • The status of a basic deductible target is used as information to determine the status of family dependents eligible for deductions from the Payroll.

    Set Leave

    If you're not using appointment, the following describes how to register employees on leave or edit leave information.

    1. Click the [Set Leave] button in the Employment Status item.
    2. Enter the start date and end date of leave in the Set Leave pop-up window, and click the [OK] button.
      • Depending on arrival of the start date of leave, leave (start date to end date) or scheduled to leave (start date to end date) is displayed.
      • On the next date of the end date of leave, reinstatement is automatically applied and the status is changed to employed.
      • Click the [Remove Leave] button to remove leave. The status is immediately changed to employed.
      • To edit the leave period, click the [Remove Leave] button and edit the leave period.
      • When using with NAVER WORKS, the leave status and the leave period are reflected in the employment status (leave) of members of NAVER WORKS and the number of members on leave. When removing leave, the leave status of NAVER WORKS is also canceled.

    Bulk Add Employees

    The following describes how to add employees in bulk.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Manage Employee menu.
    3. Click the [Upload] button.
    4. Depending on the password setting, click the [Initial Password Set by Admin] or [Initial Password Set by User] button to download the template file.
      • The downloaded template is saved as "[YYYY-MM-DD]sample members.xlsx" in the Download folder.
    5. Enter the employee information, and then save it.
    6. Click the Click to upload the file. area to upload the template you created.
    7. Click the [Save] button.
      • Go to the Bulk Add Employee page.
    8. Check the entered employee information, and then click the [Save] button.
      • If a cell has an input error in the template, then it is marked in red, and you can check the error message at the bottom.
      • Click the [Download] button to download the employee information to be uploaded as an Excel file.
        • The downloaded file is saved as "[YYYY-MM-DD]sample members.xlsx" in the Download folder.

    Bulk Edit Added Employees

    Caution
    • When changing the employment date, annual leave for the current year is newly created and the past annual leave is all deleted. So download the status of all members' annual leave before changing the date hired. (See Download Annual Leave Status)
    • If the company applies the annual leave promotion system, when changing the date hired, then all history of existing annual leave promotion is reset.

    The following describes how to edit already added employees in bulk.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.

    2. Click the Member > Manage Employee menu.

    3. Click the [Upload] button.

    4. Click the [Bulk Edit Existing Employees] tab.

    5. Click the template for information that requires editing to download it.

      • The downloaded template is saved as "[YYYY-MM-DD]sample update [edited field name]" in the Download folder.
      • Among Items in the basic information template, only items that are set in Usage Status of Appointment and the Set Basic Information menu to Use are displayed.
      • Among the templates for additional information, only items set by admin in the Additional Information Settings menu to Use, are displayed. If they are not in the template list, then change the Usage Status in Additional Information Settings menu to Use.
      • The "Other information" templates are only displayed if the admin has registered other information in Additional Information Settings menu. If there is other information to be added, then add it in the Additional Information Settings menu.
    6. Enter the details to be edited, and then save it.

      • Maintain all template forms as they are, and enter only information of employees to be edited.
      Caution

      The method reflected when uploading depending on the information is as follows.

      • Basic information/ personal information
        • Existing information is maintained, and only the changed information is reflected.
        • An empty item will not be updated. Leave blank items that require no change.
      • Family information/ career information/ language information/ educational background information/ other information
        • Clear all existing information of the employee to be edited and reflect the changed details.
    7. Select Upload Item, and then click Click to Upload the File. to upload the written template.

    8. Click the [Save] button.

    9. Check the entered information, and then click the [Save] button.

      • If a cell has an input error in the template, then it is marked in red, and you can check the error message at the bottom.
      • Click the [Download] button to download the edited information to be uploaded.
        • The downloaded file is saved as "[YYYY-MM-DD]sample members.xlsx" in the Download folder.

    Download Employee List

    The following describes how to download the employee list as an Excel file.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Manage Employee menu.
    3. If necessary, enter the employee conditions to be searched in the search window, and then click the [Search] button.
      • You can view the employee list that applies to the entered conditions.
    4. Click the [Download] button.
      • Document Open Password (Verify): Enter a password required to view a downloaded document.
      • Reason for Download: Enter the reason for the download. You can view the entered reason in the download history.
      • Click the [Download] button.
        • The employee list is downloaded as an Excel file.
        • You can check the download history in the [Download History] tab.
    Note
    • The downloaded file is saved as "[YYYY-MM-DD]members.xlsx" in the Download folder.
    • If the downloaded file contains a retiree, the last work day is also displayed.

    Download History

    The following describes how to view the download history of the employee list as an Excel file.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the [Download History] tab in the Member > Manage Employee menu.
    3. If necessary, enter the period to be searched and the employee name who downloaded the document in the search window, and then click the [Search] button.
      • You can view the download history that matches the entered conditions.

    HR Card

    Click the employee's workplace_detail in the employee list to view the employee's HR card. On the HR card page, you can edit or print the written employee information, and can arrange personnel appointment for the employee.

    Note

    Only when you set the status of Appointment in the Set > Manage Appointment Usage menu to Use, the [Appointment] tab is displayed in the HR card and you can also arrange personnel appointment in the tab. (See Manage Appointment Usage)

    The HR card consists of the following.

    AreaDescription
    Basic informationCheck and edit an employee's basic information (See Edit Employee Information)
    Additional informationCheck and edit an employee's additional information (See Edit Employee Information)
    AppointmentIt displays the personnel appointment history and apply personnel appointment by individual (See Personnel Appointment)

    Edit Employee Information

    Caution
    • If you change the employment date or change the initial employment date when using as a corporate group, annual leave for the current year is newly created and the past annual leave is all deleted, thus, download the annual leave status of all members before changing the employment date (See Download Annual Leave Status)
    • If the company applies the annual leave promotion system, when changing the date hired, then all history of existing annual leave promotion is reset.
    Note

    Retired employees can only edit the Login ID and retirement date.

    The following describes how to edit employee information entered in the HR card.

    1. Click workplace_detail of the employee who information will be edited in the employee list.

    2. Make the necessary changes in the [Basic Information] tab.

      • Displayed fields may differ according to the basic information settings. (See Set Basic Information)

      • For a corporate group concurrent position, the Email item of the corporate group is also displayed.

      • To edit the deactivated item, click workplace_edit.

      • You can change the login ID.

        • The login ID (ID@company mail domain) before changing is added to the alternative email list.
          Note

          Alternate Email:

          • The alternative email feature is only provided when using NAVER WORKS Basic or higher combined with WORKPLACE.
            • You can view the alternate email by clicking the [Alternate Email] button on the right side of the email item, and you can add alternate emails up to 10.
            • The registered alternate emails are synced with NAVER WORKS.
            • An email is sent to the alternate email. If you do not need to receive an email, delete the alternate email.
          • If you want to use the alternative mail address as your login ID, click [Alternative Mail] button to delete the alternative mail, and then use it as your login ID.
          • For prospective employees and retirees, the [Alternate Email] button is not displayed. The alternate email of an retiree is deleted and is not recovered even if the retirement appointment is canceled.
          • An employee can view the alternate email in My Information.
      • If you set the usage status of appointment in the Set > Manage Appointment Usage menu to Use, see Personnel Appointment to edit the department, concurrent department, employment status, employment type, job title, and job position.

      • If you set the Assign Employee Number Automatically in Setting > Basic Setting to Yes, then you can't change the employee number. For more information, see Set Employee Number.

      • Activate Hide from Search Member to hide a specific employee so that users can't search them. If an employee set to be hidden in Search Member retires, they remain hidden and it can't be changed in the HR card of the retiree.

      Note

      When hiding employees:

      • When searching for the employee in Search Member pop-up window, the employee is not displayed in the autocomplete item and the search result.
        • If the hidden employee searches for their own information in "Search Employees," the search result will not be viewed, then so they have to view information in My Information menu.
      • When searching for the employee in Document Box as creator, approver, or shared recipient, the employee doesn't show up as autocomplete item, and can't be selected.
      • When searching for the employee in Post (All Bulletin Boards, Must-read Bulletin Boards) as creator, the employee doesn't show up as autocomplete item, and can't be selected.
      • For Expense Plan Request/Expense Settlement Request, the employee doesn't show up as autocomplete item, so can't be added as an attendee (insider).
      • For Corporate Card History Delegate Settlement, the employee doesn't show up as autocomplete item, so can't be added as a delegator.
      • When a Search Employee component is added to a form created by the company, the employee doesn't show up as autocomplete item, and can't be selected. (For creating a form, see Create Form)
      • When clicking a link of a hidden employee's name in the user page, the information is not displayed in the Search Employee window.
      • If you are using NAVER WORKS and WORKPLACE combined bundle, then Hide Employee is also synced in NAVER WORKS, which takes up to 10 minutes.
    3. Click [Additional Information] tab to fill out details to be edited.

      • Displayed items may differ according to the additional information settings. (See Additional Information Settings)
      • To add family information, career information, language information, certificates, and educational background information, click [Add] button.
        • Click workplace_delete to delete the added information.
    4. Click [Appointment] tab to apply appointment details by individuals.

      • When you appoint or cancel appointment for a specific employee, you can use individual appointment. For the appointment method, see Personnel Appointment.
      • You can execute Reset Appointment that resets all appointment history and registers only the basic appointment history based on the employment date. For more information, see Reset Appointment.
    5. Click the [Save] button.

      • The edited content is saved.
      • To cancel editing, click the [Cancel] button.
        • Go to the employee list.

    Delete Employee/Retirement

    If you're not using appointment, click the [Delete] button at the bottom of the HR Card to delete the employee.

    • The WORKPLACE representative admin can't be deleted. To delete the representative admin account, delete it after granting the representative permissions to another account having the WORKPLACE admin permissions. (See Grant Permissions)
    • When deleting the employee, they won't be able to use WORKPLACE immediately after deletion and you are not charged for them on the day of deletion.
    • If you delete an employee, data can't be recovered. When using in combination with NAVER WORKS, NAVER WORKS data of the deleted employee is not be stored and is immediately deleted.
    Note

    If you're using appointment, click the [Retirement] button to go to Personnel Appointment and appoint retirement. (See Appoint Retirement)

    • For prospective employees, the [Delete] button is displayed and you can delete prospective employees by clicking the button.
    • If you're using appointment, you can cancel retirement appointment from the personnel appointment list. (See Cancel Personnel Appointment) Click the [Delete] button to permanently delete the retired employee. If you permanently delete the employee, the employee information can't be restored.

    Reset Appointment

    If basic appointment is not properly registered to the appointment history of the member or if you want to delete all appointment history, you can reset appointment.

    Note

    When resetting appointment, download appointment history in the Personnel Appointment page before resetting because all existing appointment history is deleted.

    The following describes how to reset appointment history.

    1. Click workplace_detail of the employee whose appointment history will be reset in the employee list.
    2. Click the [Appointment] tab.
    3. Click the [Reset Appointment] button.
      • If the employment date is not registered, you can't reset. Register the employment date.
    4. Click the [OK] button in the notification window.
    5. Click the [Save] button.
      • Appointment history of the member is reset and basic appointment history is registered again.
        • Appointment history on recruitment, department transfer, change of employment type, and changes of job grade and job position with the employment date as the appointment date is created.
        • Appointment of employment type change is created when the company uses as the basic information item.
        • Job grade and job position items set by the company exist for appointments of job grade and job position changes and in case of an employee with the appointment history, basic appointment history is created. (See the job grade and job position items in the Member > Settings > Basic Information Settings menu)
          • In case of a company that does not use the job grade and job position, appointments for job grade and job position are not registered.
      • Basic appointment is registered with information on the affiliated department, employment type, job grade, and job position of the member at the time of resetting the appointment.
      • You can't cancel appointment history after resetting the appointment.

    Print Employee Information

    The following describes how to print the employee information.

    1. Click workplace_detail of the employee whose information will be printed in the employee list.
    2. Click the [Print] button.
      • It is displayed at the bottom of each content tab.
    3. Select the item to be printed, and then click the [OK] button.
    4. When the Print pop-up window appears, check the item to be printed and click the [Print] button.

    Manage Department Head

    You can appoint, edit, or delete a department head in the Manage Department Head menu.

    Note
    • The Manage Department Head menu is only displayed if the usage status of appointment is set to Not Use in the Set > Manage Appointment Usage menu. (See Manage Appointment Usage)
    • If you've requested the WORKPLACE HR services and set to use the Payroll service, you can't set the usage status of appointment to Not Use. (See Manage Service Usage)

    Appoint Department Head

    The following describes how to appoint the department head.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Manage Department Head menu.
    3. Select a department head from the drop-down list of the department to which you want to appoint the department head.
    4. Click the [Save] button.
      • The name of appointed department head is displayed next to the drop-down list.
    Note

    It is useful to set a head of higher department at each level by setting the Approval Line in the Manage Approval > Manage Approval Line menu of the Approval service after designating the department's leader as the department head. (See Specify Approval Line)

    Change Department Head

    Note

    If you set the usage status of appointment in the Set > Manage Appointment Usage menu to Use, see Appoint Department Head Change to change the department head.

    The following describes how to change the department head.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Manage Department Head menu.
    3. Select a department head from the drop-down list of the department to which you want to change the department head.
    4. Click the [Save] button.
      • The name of changed department head is displayed next to the drop-down list.

    Delete Department Head

    Note

    If you set the usage status of appointment in the Set > Manage Appointment Usage menu to Use, see Appoint Department Head Change to delete the department head.

    The following describes how to delete the department head.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Manage Department Head menu.
    3. Click workplace_delete of the department head to be deleted.
    4. Click the [Save] button.
      • The department head is deleted.

    Manage Reports To

    You can view the Reports To, to which each employee reports work, in the Manage Reports To menu. To set Reports To, see Manage Approval Line or Appoint Reports To.

    Note
    • The Manage Reports To menu is only displayed if the usage status of appointment is set to Not Use in the Set > Manage Appointment Usage menu. (See Manage Appointment Usage)
      • If you've requested the WORKPLACE HR services and set to use the Payroll service, you can't set the usage status of appointment to Not Use. (See Manage Service Usage)
    • You can only view Reports To when setting to use Reports To in the Set > Basic Information Settings menu. (See Set Basic Information)
    • If you set an approval line at each level as Reports To in the Approval > Manage Approval Line menu, then Reports To for each requester is automatically designated.

    Personnel Appointment

    In the Personnel Appointment menu, you can handle personnel appointment and view the personnel appointment history. You can also search and view the personnel appointment history by condition and download the personnel appointment list as an Excel file.

    Note
    • The Personnel Appointment menu is only displayed if the usage status of appointment is set to Use in the Set > Manage Appointment Usage menu. (See Manage Appointment Usage)
    • You can edit the date of personnel appointment in [Appointment] tab. (See Edit Appointment Date)
    • Reports To, title/position, change of employment type, leave, reinstatement/retirement appointment can be appointed retroactively to the past date.

    The Personnel Appointment page is laid out as follows.

    workplace-workplace-5-5_personnel

    AreaDescription
    ① Search windowSearch the personnel appointment history by the date appointed, appointment type and the employee name
    Add AppointmentAdd new personnel appointment (See Add Personnel Appointment)
    DownloadDownload the list of personnel appointments as an Excel file (See Download Personnel Appointment List)
    ④ List of personnel appointmentsView the personnel appointment history
    Include Canceled HistoryWhen selected, include and display canceled personnel appointment history in the list

    Add Personnel Appointment

    For more details about the personnel appointment, see Appoint New Hires, Appoint Reports To, Appoint Title/Position Change, Appoint Department Head Change, Appoint Employment Type Change, Appoint Department Movement, Appoint Concurrent Position, Appoint Leave, Appoint Reinstatement/Retirement, Appoint Concurrent Position in Corporate Group, and Appoint Corporate Group Transfer.

    Note
    • The added appointment can't be edited. Please cancel it and appoint again. (See Cancel Personnel Appointment)
    • You can view Appointment Type only when setting the usage status of Reports To, title and position to Use in Settings > Basic Information Settings menu. (See Set Basic Information)

    Appoint New Hire

    You can appoint a prospective employee as a new hire.

    You can add employees in the office and prospective employees by dividing them according to the employment status and date to be hired as follows. Please appoint new hires by referring to Add Individual Employee.

    Prospective employee

    • Select To Be Hired for the employment status.
    • Select a date later than today when the employee is hired for the date to be hired.
      • The employee will be automatically appointed as recruited on the date to be hired.

    Employee in office

    • Select In Office for the employment status.
    • Select today or a date when the employee was actually recruited for the date of hiring.
      • The employee in office is considered to be recruited immediately after being added.
    Note
    • You can delete a prospective employee before the date to be hired. Click the [Delete] button in the HR Card to cancel employment.
    • Prospective employees can use WORKPLACE from the date of employment.

    Appoint Reports To

    The following describes how to appoint Reports To.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. Click the [Add Appointment] button.
    4. Select the Reports To for the Appointment Type, and then click the [OK] button.
      • Reports To pop-up window is displayed.
    5. Select the date of appointment.
    6. Click the [Search] button to the target you want to appoint as Reports To.
      • Detailed Search pop-up window is displayed.
      • Click to select an employee you want to appoint as Reports To, and then click the [OK] button.
        • You can search and view an employee in the search window.
        • Can be selected only when the employment status is In Office.
      • When clicking View Only Employees without Reports To to select, only employees without Reports To are displayed in the list.
    7. To release Reports To, click workplace_delete of Reports To to be released in the Reports To item of the target.
    8. Click the [Appointment] button.
      • They will be added to the list of personnel appointments.
    Note
    • You can set 2 or more Reports To according to work roles by employees.
    • You can't designate the employee, who is designated as Direct Report, as Reports To.

    Appoint Title/Position Change

    The following describes how to change job title or position.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. Click the [Add Appointment] button.
    4. Select Change Job Title or Change Job Position for the appointment type, and then click the [OK] button.
      • Selecting Change Job Title will display the Change Job Title pop-up window, and selecting Change Job Position will display the Change Job Position pop-up window.
    5. Select the appointment type (appointment/cancellation.)
    6. Select the date of appointment.
      • If there are multiple targets to change the job title or job position and the date of appointment is the same, you can appoint them in bulk.
      • If there are multiple targets to change the job title or job position but the date of appointment is different, you need to handle appointments on each date of appointment.
    7. Select the job title or job position to appoint, and then select the target through searching.
      • When you handle appointment, you can add a desired job title or job position and then appoint by clicking the [Add Job Title] or [Add Job Position] button in the Job Title and Job Position items.
      • For appointment cancellation, the Job Title or Job Position item is not displayed.
      • Clicking the [Search Details by Condition] button will display Search Details pop-up window. You can search and select an employee by department, job title, job position, employment type, employment status and employee name.
      • Repeat the procedure to add more targets.
      • Once selected, they are added to the target list.
      • To delete the target, click workplace_delete of the target to be deleted.
    8. Click the [Appointment] button.
      • They will be added to the list of personnel appointments.
    Note

    You can set job title/position in Settings > Basic Information Settings menu. (See Set Job Title and Set Job Position)

    Appoint Department Head

    Note

    The following describes how to handle or remove appointment of the department head in the Personnel Appointment menu.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. Click the [Add Appointment] button.
    4. Select the Change Department Head for the Appointment Type, and then click the [OK] button.
      • Change Department Head pop-up window is displayed.
    5. Select the appointment type, and then select the date of appointment.
      • If the appointment type and the date of appointment is the same, then you can appoint them in bulk.
    6. Select the target department for appointment.
      • If you select Appointment for the appointment type, then select the department head.
        • You can select a department head only for a department without a department head. To change the existing department head, first cancel the department head appointment, and then appoint again.
        • You can select and appoint a department head from employees who belong to the department.
      • If you select the appointment type to Cancel, you can select a department that already has a department head and cancel.
    7. Click the [Appointment] button.
      • They will be added to the list of personnel appointments.

    Appoint Employment Type Change

    The following describes how to change the employment type.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. Click the [Add Appointment] button.
    4. Select the Change Employment Type for the Appointment Type, and then click the [OK] button.
      • Change Employment Type pop-up window is displayed.
    5. Select the date of appointment.
      • If there are multiply employment type-changing targets and the date of appointment is the same, then you can appoint them in bulk.
      • If there are multiple employment type-changing targets but the date of appointment is different, then you should handle appointments on each date of appointment.
    6. Select the employment type, and then search and select the target.
      • Clicking the [Search Details by Condition] button will display Search Details pop-up window. You can search and select an employee by department, job title, job position, employment type, employment status and employee name.
        • The search will find targets valid for the employment type you want to change.
      • Repeat the procedure to add more targets.
      • Once selected, they are added to the target list.
      • To delete the target, click workplace_delete of the target to be deleted.
    7. Click the [Appointment] button.
      • They will be added to the list of personnel appointments.
    Note

    You can set employment type in Settings > Basic Information Settings menu. (See Set Employment Type)

    When you change and appoint the employment type, you can add a desired employment type and then change by clicking the [Add Employment Type] button in the Employment Type item.

    Appoint Department Movement

    The following describes how to appoint the department movement.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. Click the [Add Appointment] button.
    4. Select the Department Movement for the Appointment Type, and then click the [OK] button.
      • Department Movement pop-up window is displayed.
    5. Select the date of appointment.
      • If there are multiply department movement targets and the date of appointment is the same, then you can appoint them in bulk.
      • If there are multiple department movement targets but the date of appointment is different, then you should handle appointments on each date of appointment.
      • You can't select the date of department transfer appointment before today.
    6. Select a department.
      • If reorganization is scheduled on the date of department transfer appointment, you can view based on the organization chart of the day.
      • You can't appoint to the concurrent department.
    7. Search and select the target.
      • Clicking the [Search Details by Condition] button will display Search Details pop-up window. You can search and select an employee by department, job title, job position, employment type, employment status and employee name.
      • Repeat the procedure to add more targets.
      • To appoint as a department head of the department to be transferred, click Department Head Status to select. Department transfer and department head appointment are simultaneously processed.
        • If there is a department head in the selected department, Department Head Status checkbox is disabled on the page.
        • If an employee who is a department head of the department before transfer is appointed to be transferred and be a department head of the department at the same time, the department head of the former department is canceled.
      • Once selected, they are added to the target list.
      • To delete the target, click workplace_delete of the target to be deleted.
    8. Click the [Appointment] button.
      • They will be added to the list of personnel appointments.
    Note
    • If the appointment target for department transfer is a department head, department transfer and department head cancellation appointment are simultaneously processed and added to the appointment history.

    • If reorganization (department deletion) is scheduled before the date of department transfer appointment, the department transfer appointment is canceled when the date of reorganization arrives.

    Appoint Concurrent Position

    The following describes how to appoint the concurrent position.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. Click the [Add Appointment] button.
    4. Select the Concurrent position for the Appointment Type, and then click the [OK] button.
      • Concurrent position pop-up window is displayed.
    5. Select the date of appointment.
      • If there are multiply concurrent position-appointing targets and the date of appointment is the same, then you can appoint them in bulk.
      • If there are multiple concurrent position-appointing targets but the date of appointment is different, then you should handle appointments on each date of appointment.
      • You can't select the date of concurrent appointment before today.
    6. Select the appointment type, department, and target, and then search and select the target.
      • Selecting Remove for the appointment type will not display the department selection item, target item, and [Search Details by Condition] button. Click [Search Employee with Concurrent Position] button to search and select an employee to disable the concurrent position appointment.
      • Clicking the [Search Details by Condition] button will display Search Details pop-up window. You can search and select an employee by department, job title, job position, employment type, employment status and employee name.
      • Repeat the procedure to add more targets.
      • Once selected, they are added to the target list.
      • To delete the target, click workplace_delete of the target to be deleted.
    7. Click the [Appointment] button.
      • They will be added to the list of personnel appointments.
    Note
    • When appointing a concurrent position, up to 20 corporate group concurrent positions, including the original position of the employee can be appointed.
    • If a target for concurrent cancellation appointment is a department head of the concurrent department, department head cancellation appointment is processed and added to the appointment history.
    • To appoint corporate group concurrent position, see Appoint Concurrent Position in Corporate Group.

    Appoint Leave

    The following describes how to appoint the leave.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. Click the [Add Appointment] button.
    4. Select the Leave for the Appointment Type, and then click the [OK] button.
      • Leave pop-up window is displayed.
    5. Select the leave classification.
    6. Select the leave date.
      • If there are multiply leave-appointing targets and the leave days are the same, then you can appoint them in bulk.
      • If there are multiple leave-appointing targets but the leave days are different, then you should handle appointments on each leave day.
    7. Select the date of reinstatement, and then search and select the target.
      • Clicking the [Search Details by Condition] button will display Search Details pop-up window. You can search and select an employee by department, job title, job position, employment type, employment status and employee name.
      • You can select employees for the targets on leave.
      • Repeat the procedure to add more targets.
      • Once selected, they are added to the target list.
      • To delete the target, click workplace_delete of the target to be deleted.
      • A reinstatement notification mail is sent to the member admin 7 days before the scheduled date of reinstatement.
      • The scheduled date of instatement is displayed in the absence information of the employee on leave until the scheduled date of instatement.
    8. Click the [Appointment] button.
      • They will be added to the list of personnel appointments.
    Note
    • You can set the leave classification in the Set > Set Leave Classification menu. (See Set Leave Classification)
    • The leave appointment history is used as information to pay less than the existing monthly payroll for paid leave. (See Manage Target, Close Basic Data)
    • When using with NAVER WORKS, the leave status and the leave period are reflected in the employment status (leave) of members of NAVER WORKS and the number of members on leave. When appointing an employee on leave to reinstate, the leave status of NAVER WORKS is also canceled.
    Caution
    • If you've appointed the leave, then make sure to appoint reinstatement on the scheduled reinstatement date. Not appointing the reinstatement, the employment status will be maintained as leave even after the scheduled reinstatement date. (See Appoint Reinstatement/Retirement)
    • The annual leave requested by the date during the actual leave period (the date of leave to the date of reinstatement) needs to cancel the absence schedule and is not automatically canceled.

    Appoint Reinstatement/Retirement

    Caution
    • When a retirement target uses WORKPLACE (including the NAVER WORKS chief admin when combining with NAVER WORKS), appoint the retirement after delegating the management permissions.
    • If you set the usage status of Appointment to Not Use, you can process retirement of an employee by deleting the account of the employee in the Manage Account menu (see Manage Account) or delete the employee in the HR Card thereof. (See Delete Employee/Retirement)

    The following describes how to appoint the reinstatement or retirement.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. Click the [Add Appointment] button.
    4. Select the Reinstatement or Retirement for the appointment type, and then click the [OK] button.
      • Selecting Reinstatement will display the Reinstatement pop-up window, and selecting Retirement will display the Retirement pop-up window.
    5. Select the date of reinstatement or retirement appointment.
      • If there are multiply reinstatement/retirement-appointing targets and the date of reinstatement/retirement is the same, then you can appoint them in bulk.
      • If there are multiple reinstatement/retirement-appointing targets but the date of reinstatement/retirement is different, then you should handle appointments on each reinstatement/retirement day.
      • A reinstatement notification mail is sent to the member admin 7 days before the date of reinstatement.
    6. Search and select the target.
      • Clicking the [Search Details by Condition] button will display Search Details pop-up window. You can search and select an employee by department, job title, job position, employment type, employment status and employee name.
      • You can select employees on leave for the reinstatement target.
      • You can select employees for the retirement targets.
      • Repeat the procedure to add more targets.
      • Once selected, they are added to the target list.
      • To delete the target, click workplace_delete of the target to be deleted.
    7. Click the [Appointment] button.
      • They will be added to the list of personnel appointments.
    Note
    • A retired employee can use WORKPLACE until midnight of the date of retirement appointment.
    • For the retired employee, the date of retirement is displayed in the Employment Status item of the HR card.
      • The retirement date is the appointment date entered when appointing retirement and the employment status is recorded as having worked until the date. (<example> Retirement date of personnel appointment: September 30, Employment date reflected in HR card: until September 30)
      • Record as having worked until the retirement date in the employment period item of the career certificate of the retired employee.
    • The retired employee's information is used as information to pay retirement benefits in the Payroll service. (See Manage Target and Close Basic Data)
    • When combining WORKPLACE and NAVER WORKS for use, if an employee is appointed to retirement, NAVER WORKS information (mailbox, etc.) is saved for 7 days after the retirement appointment. If the appointment is canceled within 7 days, then NAVER WORKS information can be restored. (See Cancel Personnel Appointment)
    • You can edit the date of retirement appointment, but if there is a personnel appointment before the existing date of retirement, the date of retirement can't be changed before that. (See Edit Appointment Date)
    • If you want to assign the retired employee's login ID to another employee, change the retiree's ID, and then assign the login ID to another employee. (See Edit Employee Basic Information)
    • When combining WORKPLACE and NAVER WORKS for use, the login ID is also used as a mail account in NAVER WORKS, which can't be reused for 7 days from the date of retirement.

    Retirement Process

    Retired employees will not be searched in Search Employees. However, even after the retirement, settings prior to the occurrence of retirement may survive, which are displayed as follows:

    • From the date of retirement, [Consent], [Decline], and [Delegate] buttons are disabled on the document approval notification email page of the retired employee.
    • For an employee designated as an approver of a document in workflow and a recipient before retirement, "[Retirement]" is displayed before the name in Manage Approval > Manage Document Permissions > Manage Invalid Approval, and the admin can change the approval line and recipient by clicking the [Change] button.

    Appoint Concurrent Position in Corporate Group

    Note
    • Appoint Concurrent Position in Corporate Group is displayed in the appointment type when using WORKPLACE as a corporate group type.
    • If you set the status of appointment to Not Use, then handle appointment in the [Basic Information] tab on the HR card of the employee to be appointed to a concurrent position in the corporate group.
    • For the employee appointed concurrently to the corporate group, mail item of the concurrently appointed company is displayed in the HR card, and the mail domain section of the concurrently appointed company is automatically indicated.
      • ID of the Email address can be edited, and duplicated IDs within corporate groups can't be used. (See Edit Employee Information)
      • If an Email address of the concurrently appointed company is registered, then the employee can view the Email address of that company in My Information menu. In this case, the company's Email address is indicated in the concurrent company information area of the organization chart.
    • In case of concurrent position appointment of the corporate group, information of the primary company and concurrent company is displayed together on the user page, and HR and work-related information is operated based on the primary company, and accounting and expense-related information is operated by each company. For more information of use environment change, see the corporate group concurrent position content of WORKPLACE Use Environment Change When Using Corporate Group.

    The following describes how to appoint the concurrent position in the corporate group.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. Click the [Add Appointment] button.
    4. Select the Corporate Group Concurrent Position for the Appointment Type, and then click the [OK] button.
      • Corporate Group Concurrent Position pop-up window is displayed.
    5. Select the appointment type.
    6. Select the date of appointment, and then select the target company.
      • All companies in use in your corporate group are displayed in the target company.
      • You can't select the date of concurrent position appointment of the corporate group before today.
    7. Enter the name of concurrent target, and then select the target information.
      • To appoint as a department head of the selected department, click Department Head Status to select.
        • If there is a department head in the selected department, then Department Head Status checkbox is disabled on the page.
      • Once selected, they are added to the target list.
      • If the appointment type is selected as Remove, then the target information input item is not displayed, and the target list is displayed. Select the target whose concurrent position will be removed.
    8. Click the [Appointment] button.
      • They will be added to the list of personnel appointments.
    Note
    • There may be no job title and position items according to the basic information settings of the target company. (See Set Basic Information)
    • If the employee already has a concurrent position in a corporate group, when selecting a target, the business place, job title and position items are disabled on the page and only the department item can be selected.
    • When the corporate group where the target is concurrently appointed to, has changed its HR system such as not using a job title and deletion of department, the primary company should remove the concurrent position in the corporate group and then handle appointment again. For concurrent position in the corporate group, HR admins of the two companies should communicate with each other before appointment.
    • When the corporate group changed job title or position, remove appointment of concurrent position to the corporate group, and then register it again.
    • In case of concurrent position appointment of the corporate group with department head appointment, appointments are processed as one appointment and you can't appoint cancellation of the department head in the concurrent company.

    Appoint Corporate Group Transfer

    Note
    • When using WORKPLACE as a corporate group, the appointment of transfer to corporation group is displayed in the appointment type, which is used to retire an employee of a primary company and then to appoint joining to another company within the corporate group.
    • You can use the transfer appointment only for employees of the primary company.
    • If you set the status of appointment to Not Use, then handle appointment in the [Basic Information] tab on the HR card of the employee to be transferred to a corporate group.
    • When an employee is transferred to a corporate group, the employee is retired from the existing (before transfer) company and is hired to the company after transfer. For more information, see the corporate group transfer content of WORKPLACE Use Environment Change When Using Corporate Group.

    The following describes how to appoint the transfer to a corporate group.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. Click the [Add Appointment] button.
    4. Select the Transfer to Corporate Group for the Appointment Type, and then click the [OK] button.
      • Corporate Group Transfer pop-up window is displayed.
    5. Select the date of appointment.
      • The date of appointment is the date of employment at the transfer company.
      • You can't select the date of transfer appointment of the corporate group before today.
      • If you select the appointment date to today, then the employee is immediately appointed and retired from the primary company.
      • If appointed immediately, then the date of retirement from the current company is yesterday, and the date of employment to the transfer company is today.
      • You can reserve the date of appointment to a future date.
    6. Select the target company, and then search and select the target.
      • All companies in use in your corporate group are displayed.
      • Only primary company employees can be selected for the transfer target.
      • Login ID of the target is displayed in Login ID item.
      • The employee can still use their login ID after being transferred.
        • If the company uses both WORKPLACE and NAVER WORKS, the employee's email address ID remains the same in login ID, while the domain is automatically be set to the transfer company's domain. (<Example> aaa@A.com ->aaa@B.com)
        • If the ID is already in use, then a notification will appear and the ID must be changed.
    7. Click the [Appointment] button.
      • The employee is retired from the existing company and all personnel appointments are removed on the date of appointment, and if there are documents in workflow where the employee is included in the approval line or the employee is set to be a recipient, they are displayed in the Manage Approval > Manage Document Permissions > Manage Invalid Approval menu. (See Manage Invalid Approval)
      • Upon appointment, the employee's personnel information is sent to the transfer company, and an email is sent to the member admin. The member admin can edit the transfer employee's personnel information by clicking the [HR Management] in the received mail.
        • Initial Employment Date: For an employee transferred to another company in the corporate group, the initial employment date of the corporate group item is displayed in the employee information card and is editable. You can calculate the number of annual leaves based on the date.
        • Date of Employment: the date of transfer appointment of the corporate group is the date of employment of the transfer company. Grant annual leave by reflecting leave use/balance information of the existing company as of the date of appointment. For how to adjust annual leave, see Adjust Annual Leave.
        • After completing to edit personnel information, click [Save] button to set the initial password.
      • Joining the transfer company (recruitment) is completed on the date of appointment, an invitation email is sent, and the employment status is changed to Employed.
    Note
    • Both the existing company and the transfer company can cancel the transfer appointment. To cancel the transfer appointment, cancel the appointment before the date of appointment by referring to Cancel Personnel Appointment. Can't be canceled after the date of appointment.
    • After reserving a corporation group transfer appointment, the current company can edit the personnel information of the employee or handle personnel appointment. However, changes to personnel information sent to the company won't be accepted if the company already received that information. If there is anything that needs to be changed, then change it before the transfer appointment.

    Edit Appointment Date

    The following describes how to edit the personnel appointment date.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Manage Employee menu.
    3. If necessary, enter the employee conditions to be searched in the search window, and then click the [Search] button.
      • You can view the employee list that applies to the entered conditions.
    4. Click workplace_detail of the employee whose appointment date needs to be edited.
    5. Click the [Appointment] tab.
    6. In the personnel appointment list, click workplace_edit of the personnel appointment date item to be changed.
    7. Edit the appointment date.
    8. Click the [Save] button displayed next to the date of appointment.
      • The edited appointment date will be reflected.
    Note
    • If the retirement date is changed to a date before the existing retirement date, then charges will apply based on the retirement appointment date.
    • If the retirement date is changed, then the existing retirement appointment date on the personnel appointment page is also changed.

    Cancel Personnel Appointment

    The following describes how to cancel the personnel appointment.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. Click workplace_delete of the item to be canceled.
      • Personnel appointment is canceled.
      • Only workplace_delete of appointments that can be canceled, are enabled, and appointments can't be canceled in the following.
        • After an appointment is added, new appointment is added before the date of appointment
        • The department to move to is invalid
    Note

    You can cancel the personnel appointment in [Appointment] of the HR Card.
    Click workplace_detail of an employee whose personnel appointment you want to cancel in Member > Manage Employee menu, and then click [Appointment] tab. Clicking workplace_delete of personnel appointment to be canceled in the displayed appointment history will cancel the personnel appointment.

    Download Personnel Appointment List

    The following describes how to download the list of personnel appointment as an Excel file.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Member > Personnel Appointment menu.
    3. If necessary, enter the personnel appointment conditions to be searched in the search window, and then click the [Search] button.
      • You can view the details of personnel appointment that apply to the entered conditions.
    4. Click the [Download] button.
      • The list of personnel appointment is downloaded as an Excel file.
    Note

    The downloaded file is saved as "[YYYY-MM-DD]appointment_list_YYYY-MM-DD" in the Download folder.


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