- Licence Subscription
- User Management
- How do I Invite/Add new users on WorkForce
- How do I provide users with access to WorkForce modules?
- How do I link a user to an employee?
- How do I give access to my employees to access their user portal on WorkForce?
- What are the different levels of access in WorkForce People?
- What are the different levels of access in WorkForce Payroll?
- What are the different levels of access in WorkForce Timekeeper?
- What are the different levels of access in WorkForce Leave?
- User Activity
- Reporting
- WorkForce Basics
Payroll
26
- WorkForce Payroll Setup
- What basic Payroll settings and company information are required?
- Payroll Settings Fields Description
- How do I link an employee to the Payroll module?
- How do I launch the Payroll module?
- How do I initialize a Payroll Year?
- How do I configure what information appears on my payslips?
- How to add custom payroll fields to appear on generated payslips?
- How to set the Statutory and Weekly Bonus dates?
- Processing Payroll
- How do I process Payroll?
- How do I add manual Payroll Adjustments?
- How do I adjust National Insurance?
- How do I process Sickness and Injury Benefit Deductions?
- How do I bulk import Payrun Adjustments?
- How do I update the employee’s data and reprocess the employee?
- How do I finalise a pay run?
- How do I reopen finalised pay runs?
- How to view my Payroll history?
- How do I generate the SEPA XML file?
- WorkForce Payroll Reporting
- What Payroll-related reports can I extract?
- How do I generate and send Payslips by email to my employees?
- How do I store Payslips in my employees’ portals?
- How do I generate and send FS3s by email to my employees?
- How do I store FS3s in my employees’ portals?
- How do I generate an Electronic Lodgement?
Leave
17
- WorkForce Leave Setup
- How can I start receiving leave booking notifications?
- What is required for basic Leave settings?
- How do I link an employee to the Leave module?
- How do I give access to employees to book their own Leave?
- How do I launch the Leave module?
- The Leave Dashboard
- How to create Leave Types and assign them to all employees?
- How do I provide custom leave entitlements to my employees?
- How do I set stop leave periods throughout the year?
- How do I set team request limits?
- Processing Leave
- WorkForce Leave Reporting
TimeKeeper
22
- Timekeeper Setup
- What basic Timkeeper settings and company information are required?
- How do I link an employee to the Timekeeper module?
- How do I launch the Timekeeper module?
- How can I give employees access to punch in/out using a smartphone or a computer?
- What are Overtime Types, and how can they be set?
- What are Projects, and how can they be set?
- Device Setup and Management
- Data Inputting
- Processing Timekeeper
- How do I process and approve employees’ attendance, overtime and short hours?
- How do I manage Breaks?
- How do I manage Night Shifts?
- How does Leave taken appear in the Employee Approvals section?
- I updated the employee’s working schedule. What should I do to effect the changes in the Approvals sections?
- How do I unapprove employees’ attendance and overtime?
- How do I send approved attendance and overtime to WorkForce Payroll?
- WorkForce Timekeeper Reporting
FAQs
30
- General FAQs
- I cannot login into WorkForce. What should I do?
- What is Two-Factor Authentication (2FA), and how do I set it up?
- What is the difference between a User and an Employee?
- How do I update my own password?
- Who is the WorkForce Global Administrator?
- What is the ‘Organisation Creator’ permission, and how do I create a new company on WorkForce?
- People FAQ
- Payroll FAQs
- Why can’t I update the employee Attendance hours?
- Why SSC isn’t being deducted for a particular employee?
- Why tax isn’t being deducted for a particular employee?
- How do I create a new FS3 for an employee that gets married?
- How do I upload a digital signature for the FS3s?
- End-of-year process on Payroll and Leave
- How do I process employees with Mid-Month pay?
- How do I remove an employee from Payroll?
- How do I process payroll for employees with Director Fees?
- How can I change Employment Type for an employee?
- Leave FAQs
- Timekeeper FAQs
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