This guide takes you through the steps to set up your business on Workforce.com.
Step 1: Connect your payroll to Workforce.com
This is the easiest way to bulk import all your staff details directly into Workforce.com by following this video.
Step 2: Assign Staff to relevant Earnings Rules
This is the first step to ensure that your staff are being paid correctly under an earnings rule.
Step 3: Create locations and teams
Setup Locations and Teams in your business for Scheduling and Reporting
Step 4: Configure Employee Profiles
Configure your employee profiles to ensure they function correctly in the software.
Assign employee permissions: Permissions levels specify what different staff members can and cannot do in Workforce.com. Click the link below for the step-by-step guide:
Upload Qualifications, Licenses and Certifications: Receive expiry date reminders, store documents and maintain compliance. Click the link below for the step-by-step guide:
Step 5: Configure Settings
Configure various account settings and control components of your Workforce.com account.
Step 6: Schedule
An introduction to Workforce.com’s scheduling system, so you’re ready to go for your schedule period.
Step 7: Time Clock and Timesheets
Setup the Workforce.com time clock so employees can begin clocking in/out, then learn how to view and approve timesheets
Timesheets: Learn how to view and edit your timesheets, before or after employees have clocked in/out
Step 8: Map timesheets to payroll by configuring your payroll integration
Integrate employee onboarding information, leave balances and timesheets.
Step 9: Employee Onboarding
Collect personal, bank details & send digital forms to new employees and automate the collection of personal, bank, tax details as well as send digital forms to new employees.