Within Officevibe, employees can cycle through four different statuses. You'll find the descriptions and differences between each of them below. This will provide you with a better understanding of what is going on within your account, but also allow you to better understand what others can see.
You can access the Members list via the Settings section. Click on More FIlters to cycle through each status and/or role:
Created Status (for manual invitations, bulk provisioning, BambooHR and Custom API integrations)
For manual invitations, bulk provisioning, BambooHR and Custom API integrations, you can create your members without inviting them yet into the platform if you toggle the option in your Settings > Organizational details section:
This will allow you to confirm everything before notifying the employee.
When you are ready to invite them into your account, you'll want to filter for all the members with this status, check the boxes next to their name, and hit the Invite button.
Employees listed as Invited or invite pending have received an invitation to join Officevibe but have yet to accept.
You can contact these employees to remind them to accept your invitation. By checking off the name of an employee, Administrators have the ability to contact them using the ''Send Reminder''.
Employees listed as 'Active' have accepted the invitation and are answering their Pulse Surveys on an ongoing basis. As long as a Member has answered at least 1 survey question in the last 30 days, they will be considered Active. You can be sure that Surveys are being successfully sent and completed by checking that members are in the Active status.
Inactive Status & Sending Reminders
When an employee has not answered at least 1 Survey question within the last 30 days, they will move to "Inactive" status. An Inactive employee will continue to get prompted with Surveys, as they are included in your billing.
Under the inactive status; Administrators, Executive Managers, and Team Managers have the ability to send Inactive employees a "Reminder" Email to participate.
By checking off the name of an employee, you'll have the ability to contact them using the ''Send Reminder'' button. To avoid sending too many reminders, a reminder will not be sent if one was already sent in the past 14 days.
If you are an Executive Manager or a Team Manager you will be able to send the Reminder Email to all of the Inactive members of your team(s).
You will see the total number of Active and Inactive members in your teams (In-app).
You will not see who is active or inactive, to protect anonymity.
You will need to select the concerned Team from the drop-down menu - More filters - Inactive and press the "Send Reminder" button to trigger the reminder email to your Inactive team members.
An additional way for Team Managers to send reminders is through the participation report. If the participation percentage is within a certain threshold, you can choose to send reminders to your inactive members by clicking on the "Send reminders" button below the graph.
You have the option to Customize your reminder message if you prefer; Otherwise, a generic participation reminder will be sent to the inactive users.
Deactivating a member can be reversed easily and is not permanent. This is a suitable status for those who are on leave and do not need access to their Officevibe account or to be prompted surveys currently (ex. Those on parental leave, leave of absence, etc.).
Deactivated employees are Members whose historical data is still in the account (ex. Left the company, maternity leave, leave of absence, but no longer need to be part of Officevibe). Deactivated Members no longer count as active or inactive members of the platform, which means you are no longer being billed for them and they do not impact your participation score.
Restore a Member
When someone who has been deactivated returns to work, they can be easily restored and added to your billing again. This will automatically place them back into the Teams that they were in before they were removed and trigger their Officevibe surveys again.
You can restore a Deactivated Member by selecting the employee from the Deactivated list, checking the box to the left of the employee's name, and clicking on the blue Restore button.
Delete a member
Deleting a member has no impact on your historical scores when you choose to hard delete a member. This is the best option if you know the employee is not coming back or if the email needs to be associated with another Officevibe account.