Workforce.com

Staff, Teams, Contracts, Etc.

Automate the collection of personal, bank, tax file number details for new employees.

Send an Employee Onboarding Invitation

Ways to add new and existing employees to your Workforce.com account

Add or Import Staff

Learn how you can send Right to Work checks to prospective employees and track their statuses through our integration with TrustID

Send "Right To Work" Checks

Learn how to deactivate, view, export, and reactivate staff profiles while keeping access to historical employee records.

Deactivate a Staff Profile

Learn how to use the Terminations feature to manage the full employee offboarding process.

Terminating Employees

A guide on how to onboard users that are returning to your business

Onboarding Returning Employees

Use Workforce to schedule and manage agency staff who may work at your organisation.

'Agency Staff' for an Organisation

Learn how to reactivate a terminated employee and update their details before they return to work.

Reactivate an employee

Learn how to add new staff to your organisation

Add or Remove Employees to/from Workforce.com

Setup Locations and Teams in your business for Scheduling and Reporting

Adding Locations & Teams

In this guide, you will learn how to manage and change the team your employees are assigned to.

Change an Employee's Team

A quick-start guide for configuring Workforce's new Organisation Charts feature.

Getting Started: Organisation Charts

Use the Communications feature to keep employees engaged through announcement posts, direct 1-on-1 chats, and group chats.

Workforce Communications

Learn how to set up teams and locations and then apply them to staff

Manage Teams and Locations

Assign the appropriate pay conditions to employees using either the UK Minimum and Living Wage template or a Custom Payroll Setup.

Assign Payroll Classifications to Staff (UK)

Store documents, track expiry dates, and prevent employees being scheduled for roles they are not qualified for

Upload Qualifications, Licenses and Certifications

Use Regular Hours to store employees contracted hours of work.

Configure employee contract hours (regular hours of work)

In this guide, you will learn how employees can update their own email address, how managers can update an employee’s email address, and how admins can update their own email…

Email Address Change

How to set up using workforce.com if you have multiple employers on our system

Use Workforce with multiple employers

Template common roles in your business and quickly onboard new staff.

Positions - Getting Started

Learn how to complete Workforce's employee onboarding

Completing Employee Onboarding (UK/EMEA)

Set which documents (qualifications) staff are required to provide during onboarding.

Request Documentation from Employees During Onboarding

Learn how to change pay conditions in staff profiles including tags, hourly rate, and salary.

Update Employee Pay Conditions

Schedule Changes to Employees' Pay Conditions in Bulk

Change an employee's pay conditions, including award, tags, hourly rate, salary and regular hours of work.

Employee Pay Conditions (New Profile)

Enable pro-rated auto-payments for salaried employees who start or end their employment part-way through an active pay cycle. This ensures accurate payroll calculations based on actual worked hours.

Pro-Rated Salary Auto-Payments

This guide explains when the new rates should apply and how to schedule a pay rate update using Pay Conditions.

Update National Minimum Wage

Pay employees different hourly rates depending on which team they work in.

Setting up Alternate Rates for Team-Based Pay

The Draft Employment Conditions feature allows managers to prepare changes to employee pay or contract details without immediately applying them. Drafts must be reviewed and approved before becoming active.

Manage Draft Employment Conditions and Contracts

Update an employee’s first, middle, last or preferred name, remove the name shown in brackets, and see where legal and preferred names are used.

Manage Your Staff Profiles

Configure user profiles e.g. qualifications, pay rules, tags

Access all documents and contracts in one central part of Workforce.com

Contracts and Documents Hub

Learn how to access and create contract templates for onboarding or changes to pay conditions

Create a Contract Template

Use dynamic fields to automatically populate text in your contracts

Dynamic Fields

Send documents or document bundles to staff, record their acknowledgment, and have them accessible in Workforce.

Documents and Document Bundles

Send templates, track the progress of sent contracts, and store contracts in Workforce.com.

Send Contracts

Learn about sending contracts to employees in Workforce

Contracts and Documents

Broadcast an important message or let staff start a 1-to-1 chat with each other right within the Workforce app.

Send announcements to your team or allow 1-to-1 chats via 'Communications'

Send messages to your Organisation or to certain teams/locations

Other

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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