Applicable plans: ❎ The free plan, ❎ The complete plan

To make Waldo’s configuration smooth and effective, here are some questions you may want to ask your HR representatives. These details will help you align Waldo with your company’s policies and practices.

📋 Work from home policies

• How many WFH days are allowed? Is that per week, per month, or per year?
• Is there a limit on the number of office days? Same question—per week, month, or year?
• Can employees go over the limit?
• Is there a specific day when users should work from home?
• Is there a specific day when users must be in the office?
• Do you have one or multiple WFH policies?
  • If several policies exist, which groups of users follow which policy?

Check out this article 👉 https://customer.hellowaldo.app/hc/en-us/articles/24815310936978-Set-Work-From-Home-policies

👥 Team days

• Is there a specific day when a team must be at the office all together?

Check out this article 👉 https://customer.hellowaldo.app/hc/en-us/articles/25943962367378-Let-Waldo-keep-teammates-seated-close-together-in-the-office-Team-day-policies

👤 User management

• Are there Microsoft 365 groups to identify these users?

Check out this feature 👉 https://customer.hellowaldo.app/hc/en-us/articles/24813666570898-How-to-update-users-in-mass-bulk-update-CSV-file

🧑‍💼 Managers

• Do you use the manager role in Microsoft 365?
  (check this article: Who is considered as manager in Waldo?)
• If not, would you consider using it?

Check out this feature 👉 https://customer.hellowaldo.app/hc/en-us/articles/30063315712658-A-new-feature-to-empower-team-managers

🗺️ Areas and who goes where?

• Should areas be considered as team departments (HR area, IT area) or as zones (Blue zone, East area, etc.)?

🗓️ Booking in advance and priorities

• How high is the pressure on office space? (In other words: is there enough desk space for everyone?)
• Who is supposed to have a dedicated fixed desk?
  (Even then, Waldo is useful to know when and where they are.)
• Are there users who should be considered a priority?
• Are there users with a disability? Do they need a specific desk or parking spot?

Check out this feature 👉 https://customer.hellowaldo.app/hc/en-us/articles/24813045711762-How-Waldo-prevents-safe-reservation-process-reservations-until

Check out this article 👉 https://customer.hellowaldo.app/hc/en-us/articles/26528940928914-What-are-priority-levels-and-how-should-I-use-them

Check out this article 👉 https://customer.hellowaldo.app/hc/en-us/articles/31397664505618-How-to-make-sure-high-priority-users-always-get-their-favorite-desk

🔐 Dedicated desk?

• Do some users need a dedicated desk, for privacy reasons or because they require specific equipment? Do they need to share it when they're away?

https://customer.hellowaldo.app/hc/en-us/articles/25942666475154-Let-users-with-dedicated-desks-share-them-when-they-re-away

🔐 Dedicated parking spot?

• Do some users need a dedicated parking spot? Do they need to share it when they're away?

https://customer.hellowaldo.app/hc/en-us/articles/26199727723282-Let-users-with-dedicated-parking-spot-share-them-when-they-re-away

✅ Data reliability and check-in for desks and parking

• Would you like to enable check-in? for desks? for parking? for meeting rooms?
  (If users don’t check-in, Waldo frees up their desk and makes it available to others.)

Check out this feature 👉 https://customer.hellowaldo.app/hc/en-us/articles/24815900195730-Activate-or-deactivate-the-check-in-for-desks-and-parking

✅ Prevent ghost meetings

• Would you like to enable check-in for some strategic meeting rooms? or all of them?
  (If users don’t check-in, Waldo frees up the meeting room)

Check out this feature 👉 https://customer.hellowaldo.app/hc/en-us/articles/30300805862034-How-to-enable-check-in-for-meeting-rooms-and-prevent-ghost-meetings

🔄 Outlook Smart Sync

• Does the HR system sync with Outlook for holidays?
  (Waldo can sync automatically with Outlook.)

Check out this feature 👉 https://customer.hellowaldo.app/hc/en-us/articles/24815779690770-Outlook-Smart-Sync

🙋 Guest management

• Who should be able to invite guests? (It can be everyone)

Check out this feature 👉 https://customer.hellowaldo.app/hc/en-us/articles/24815858747666-Reserve-a-desk-for-a-guest-or-a-teammate

⛑️ First aiders and fire wardens

• Do you have the list of first aiders and fire wardens?

Check out this feature 👉 https://customer.hellowaldo.app/hc/en-us/articles/24815889223186-Ensure-you-have-enough-first-aiders-and-fire-wardens

⚙️ Administrators

• Who should be able to manage bookings for others? And for which areas?

Check out this feature 👉 https://customer.hellowaldo.app/hc/en-us/articles/24815740762642-Set-administrators-office-owners-area-owners-or-license-owners-to-delegate-the-administration

💡 Collecting these answers upfront will save time during setup, help avoid conflicts later, and ensure Waldo reflects your organization’s way of working.