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Implementing Workforce into your business (Europe)

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

Updated over a week ago

Step 1: Import your staff

This is the easiest way to bulk import all your staff details directly into Workforce using your payroll system.

Step 2: Create locations and teams

Setup Locations and Teams in your business for Rostering and Reporting

Step 3: 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. 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 4: Time Clock and Timesheets

Setup the Workforce 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 5: Rotas

An introduction to Workforce rostering system, so you’re ready to go for your rota period.

Step 6: Configure Leave

This guide details how to manage leave requests.

Step 7: Configure Settings

Configure various account settings and control components of your Workforce account.

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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