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.