Applicable plans: ❎ The free plan, ✅ The complete plan, ✅ On-demand plan
To make Waldo's configuration easier, here are a couple of questions you may ask your HR representatives.
1 - Get details about the 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 days at the office? Same question—week, month, or year?
- Do you allow going over the limit?
- Is there a specific day when users should work from home?
- Is there a specific day when users should be at the office?
- Do you have one or multiple WFH policies?
- If many, which users should follow which policy?
- Is there a Microsoft 365 group to identify these users?
2 - Identify the exceptions
- Who is supposed to have a dedicated fixed desk?
(Still, using Waldo is useful to know when and where they are.)You can use the “can only be reserved by” feature for these users. https://customer.hellowaldo.app/hc/en-us/articles/24813116918546--Can-only-be-reserved-by-or-How-Waldo-manages-non-flex-users
- Are there some users who should be considered a priority?
Use priorities to manage them—Waldo will process their requests first. https://customer.hellowaldo.app/hc/en-us/articles/24817556345106-Set-tags-priorities-favorite-desks-and-fixed-dedicated-desks
You should also read this article about safe reservation. https://customer.hellowaldo.app/hc/en-us/articles/24813045711762-How-Waldo-prevents-safe-reservation-process-reservations-until
- Are there users with a disability?
- Do they need a specific desk or parking spot?
3 - Improve the Outlook Smart Sync feature
- Does the HR system sync with Outlook for holidays?
(Waldo can sync automatically with Outlook)
Read more - Is the event an “all-day event”?
(Waldo only syncs events that are set as all-day)
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