Configuring access WorkZone features in Swag via HR and payroll accounts

If you are a dual HR and payroll user, this feature will allow you to setup your business so that you can provide your employees access to HR features such as HR documents, Certifications, Policies and many more, while also having access to features that you were familiar with on WorkZone such as Clocking In/Out with Timesheets, Rostering, Unavailability, Claims and Leave.

Important

Please note that claims are referred to as expenses in Swag.

First, configure your HR settings

  1. Open your HR software
  2. Click on the Settings submenu.
  3. Click on Menu under the Customisation subheading. 
  4. Untick the following:
    • Leave requests
    • Rostering
    • Timesheets
    • Expenses
  5. Click Save. 
  6. Now you will need to log into your payroll platform to complete the second half of configuration. 

Secondly, configure your payroll settings

  1. Open your payroll platform. 
  2. Click on Payroll Settings.
    Screenshot of where to click on payroll settings on your dashboard in your payroll software
  3. Click on Employee Portal Settings.
    Screenshot of where to click on employee portal settings on your dashboard in your payroll software
  4. Select whether you want your employees to be able to:
    • Apply for leave
    • Apply for claim reimbursement (via expenses)
    • Set their own availability
    • Access and manage timesheets
    • Clock in/out using WorkZone
    • Capture a photo when clocking in/out
  5. Click Save.
    Screenshot of where to click on choose your employee portal settings in your payroll software
  6. Click on the Access tab.
    Screenshot of where to click on the access tab in your payroll software
  7. Under the Access column, ensure that your employees have Access Enabled
  8. If your employees do not have Access Enabled, tick the check box to the left of the employee names. 
  9. Click Grant Access.
    Screenshot of where to click on grant access tab in your payroll software
  10. Now the configuration is complete.
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