Applicable plans:


The free planThe complete planOn-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.

  1. How many WFH days are allowed? is that per week, per month, per year?

  2. Is there a limit of number of days at the office? is that per week, per month, per year?

  3. Do you allow the overage or not?

  4. Is there a specific day where users should work from home?

  5. Is there a specific day where users should work at the office?

  6. Do you have one or multiple WFH policies?

  7. If many, which users should have wich policy?

  8. Is there a Microsoft 365 group to identify these users?

2 - Identify the exceptions.

  1. Who is supposed to have a dedicated fixed desk?
    (still, using Waldo is important to know when/where this user is at the office)

    You can use the can only be reserved by feature for these users.
    https://customer.hellowaldo.app/en/support/solutions/articles/8000097331--can-only-be-reserved-by-or-how-waldo-manages-non-flex-users

  2. Are there some users who should be considered in priority?

    You can use the priorities to manage these users, so Waldo will compute their request firsts.
    https://customer.hellowaldo.app/en/support/solutions/articles/8000098007-set-tags-priorities-and-favorite-desks

    You should also read this article about safe reservation
    		
    https://customer.hellowaldo.app/en/support/solutions/articles/8000097844-how-waldo-prevents-safe-reservation

  3. Are there users with a disability?

  4. Do they need a specific desk or a specific parking spot?


3 - Improve the Outlook Smart Sync feature.

  1. Does the HR system sync with Outlook for holidays?
    (Waldo can sync automatically with Outlook: https://customer.hellowaldo.app/en/support/solutions/articles/8000102797-outlook-smart-sync)

  2. Is the event an "all-day event"?
    (Waldo only sync "all-day" events)