Implementing Workforce into your business

Getting started, implementing, setting up.

Updated over a week ago

This guide takes you through the steps to set up your business on

Step 1: Connect your payroll to

This is the easiest way to bulk import all your staff details directly into 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 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 account.

Step 6: Schedule

An introduction to’s scheduling system, so you’re ready to go for your schedule period.

Step 7: Time Clock and Timesheets

Setup the 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.

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