Getting Started
Welcome to WorkEasy Software! Here's all of the necessary info to start building your account.
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My Portal
- How to Request Time Off | Web App
- How to Clock In/Out with the Web App
- Clock In/Out with the Mobile App
Time & Attendance Configurations
- Breaks Overview
- Reporting Hours Overview
- How to Add an Overtime Rule
- How to Add a Rounding Rule
- How to Add a Punch Restriction
Timesheets
- How to Add Time as a Manager | Web App
- How to Edit Time in an Employee's Timesheet (Web App)
- How to Delete Time from Employee Timesheets | Web App
- How to Add a Schedule from the Timesheet
- How to Add Time Off from the Timesheet
Schedule Configurations
- How to Add a Schedule Criteria
- How to Add Schedule Plans
- How to Add a Shifts Swap and Drop Rule
- How to Add Shift Preferences
- Employee Scheduling Alerts Overview
Schedules
- How to Add a Shift Pattern (Basic License)
- Scheduling Overview (Advanced License)
- How to Add Shift Templates
- How to Set Recurring Shift Templates
Human Resources
- How to Add an Employee Portal User
- How to Add a System User
- How to Add a Security Group
- How to Update Password Policies
- How to Assign a Geofence to a Location Group
Time Off Configurations
- How to Add Time Off Types
- How to Add a Blackout Set
- How to Add Holidays
- How to Add FMLA Reasons
- How to Add Time Off Tags
Time Off
- EasyTimeOff Overview
- Time Off Policies Overview
- Time Off Policy Accrual Rules
- Time Off Policy: Balance is Tracked Time Off Types
- How to Manage Time Off Balances
Reports/Exports
- Reports Overview
- Timesheet Summary Report
- Timesheet Daily Summary Report
- Timesheet Detailed Report
- Exports Overview
Employee Management
- How to Add an Employee
- How to Edit Employment Groups on the Employee List Profile
- How to Assign a PIN # to an Employee
- How to Edit an Employee's Personal Information as a Manager in the Web App
- How to Edit an Employee Hire Date
Integrations
- BambooHR Integration Setup
- How to Add a Pay Schedule on BambooHR
- Clair On-Demand Pay FAQ
- QuickBooks Online Integration
Platform Configurations
- Groups Overview
- The Assignment Scope Hierarchy
- Management Levels Overview
- How to Update Time & Language
- How to Update Name Format
Time Clocks & Kiosk
- Xenio F1000 Instruction Guide
- Xenio 700 Instruction Guide
- Xenio 500 Instruction Guide
- Xenio 200 Instruction Guide
- Xenio 50 Instruction Guide
Mobile App
- Mobile App Setup
- How to Manage Employee Timesheets
- How to Add Missing Punches
- How to View Who's In as a Manager
- How to Manage Mobile Widgets
