After logging in, you will be presented with the main pages for WorkForce and the software modules. Items that appear on the Dashboard and within the software modules will vary depending on the access roles provided to your user account by your WorkForce Administrator.
Any user account that is linked with an employee entry will have access to the WorkForce Employee Portal. Learn more about the Employee Portal.
Working Schedule (Settings)
This tab within the Settings section shows the Working Schedule. This can be set and used in order for WorkForce to know how whether the employee works flexible hours and public holiday, as well as how many daily hours your employees should be working per week. There is an option to set Bulk Schedule Updates on the top right. Within WorkForce administrator may set a Working Schedule per employee from the Manage Employees section.
The Manage Employees section provides a bird’s eye view of all of your active and terminated employees together with:
- The modules that employees are linked to
- The Team that they are part of
- Their employee number
- Whether their employee entry is linked to a user.
Furthermore, Administrators can search for, update, invite or add employees from this section.
Editing Employee Data
When adding a new employee, administrators can start by unlinking employees from any software modules which are irrelevant to them. Based on the selection made, the tabs on the left-hand side will change dynamically. Next, the system requires any fields highlighted in yellow to be filled in on all tabs, and the final step would be to click ‘Save’ button. After that poiint, WorkForce will validate all of the data inserted and in the case that there are any issues, the fields in question will be highlighted in red and an error will be displayed with each field. The fields highlighted in red will need to be adjusted and then saved. Once an employee is successfully saved, a notice will appear at the top of the page.
Departments and teams can be inserted into the system from this page, both employees and supervisors can be set within each team.
This page provides a view of all licences owned by a company using WorkForce. There is also the functionality to purchase licences through the system by clicking on any of the titles for each month or the white space beneath. Clicking on any licences will allow for administers to edit and update software licences.
Adding New Licences
Clicking on the white space available within a box for any month will display this popup where a date selection can be made and a number of licences can be added into the fields for each software module. After clicking ‘Create Licence’, administrators will be presented with the price of the licences, they can be purchased by clicking ‘checkout’.
A reporting section is included within WorkForce and allows for reports to be generated from any module that a user has access to. Reporting is also available within each software module.
WorkForce records any updates made by any user within the system or the modules, this allows for full accountability for any user.
WorkForce Trial and Quotation
We offer a 60-day trial of WorkForce which will allow you to try all of software modules including Payroll, Leave Management, Time & Attendance, HR Management, Visitor Management and Task Tracking. Register today and see the features and benefits for yourself. We can also provide quotations based on the software modules you are interested in, fill in our quotation form here.