Organizations can invite staff to use Workforce and collect important banking, tax, and personal details through Employee Onboarding. This guide details how staff can enter these details and access the Workforce mobile app for the first time.
Receiving your welcome email
You will receive your invitation to use Workforce through the email you supplied to your employer.
This email will:
Be sent from 'Workforce for (employer's business name)'
Have the subject line 'You've been invited to use Workforce'
Contain the steps to create your password and download the Workforce app
You'll only receive this email once your employer has sent the invitation on their end. If the email doesn't appear in your inbox:
Check your junk/spam folders
Confirm with your employer that they have sent the invitation to the correct email
Set your password
The first step of the email you received will be to set your password.
Click the Set Password button on the email to do so.
Once you click the link, you'll be prompted to:
Create a password (minimum 9 characters)
Confirm your password
Read, acknowledge, and agree to Workforce's terms of service (use the + Expand button to view the full terms)
Take note of the email that appears under Your email login - this will be the email you'll use to access the Tanda app.
Once complete, click the Set Password & Agree Button.
Download the mobile app
After setting your password, go back to your welcome email for a link to download the Workforce app.
Alternatively, you can also search for the Workforce app directly in the App Store or Google Play Store. Ensure you download the blue Workforce app.
Log in for the first time
Once you've downloaded the blue Workforce app, you'll be prompted to login.
Use the Email and Password that you set as part of the first step, then click the Log In button.
📝 Note: Some organisations require staff to log in using Single Sign On. Your organization should advise you of the best method of accessing your account if they require Single Sign On.
Enter your onboarding details
Once logged in, you'll be welcomed to the app and prompted to complete your onboarding details. Click the Go to Onboarding button to start entering details.
On this page, you'll see the different sections to be completed, and a summary of your progress.
Under the Person Details section, confirm or enter your:
Secondary email for payslips (if different)
Date of birth
Emergency contact details
To make changes, click the Pencil Icon in the corner of each box.
The additional details section will include any custom questions your employer may want answered. Use the Save button to record your answer.
Your employer may have included a contract for you to read and sign during the onboarding process. Access and sign these through the Contracts tab.
Use the space at the bottom of the contract to sign, and use the Confirm & Submit button to save.
Your employer may also include documents or policies for you to read and acknowledge during the onboarding process. Access and acknowledge these through the Documents tab.
Use the checkbox at the bottom of the document to acknowledge, and click the Submit button to save.
Bank Account & Payroll
On the Bank Acct & Payroll tab, enter the details of the bank account you want your wages to be paid to. It's important to confirm these details are correct, as entering wrong details could impact your access to wages.
To add your details, click the + Add Bank Account button, and enter your:
Once complete, click the Add button to save details.
In order to make sure your payslip is taxed correctly. Workforce needs some additional information to fill out a W-4 form. For more information on that form please navigate to our help guide: The W-4 Form
In order to fill it out go to the Tax Forms tab and click +Add in the top right of the screen.
Once entered, the information will stay housed on your user profile where you can change/update any of the details.
Depending on the state you are located in, there may also be additional forms in this section that you will need to fill out.
Additionally, in the I-9 section right underneath Tax Forms, Workforce needs some extra pieces of information in order to verify that you are eligible for employment. If you want to inspect the I-9 further, there will be a link at the top of the page where you can view your I-9 Form.
Once you enter the information, you will be brought to a PDF that has an option for you to sign. Click on the blue box and fill out your signature and today's date, Hit 'Continue' and then select 'I agree' in order to complete this step.
Your organization may ask you to enter the details of any relevant qualifications for your role, such as an student visa or a drivers license. You will only be able to add Qualifications if your employer has configured these in the Tanda account.
Under the Qualifications tab, click the + Add button and:
Select the relevant Qualification Type from those configured in the account
Enter your license or qualification reference Number
Enter the expiry date
Upload any relevant files
Once details have been entered, click the Add button to save your details.
After all required fields have been completed (as shown through the progress at the top of the onboarding form), click the Confirm and Finish button at the bottom of the page.
Your employer will be notified that you've completed onboarding.