On Boarding

The data that needs to be prepared for system initialization and the initialization settings of each module.

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72 articles in this collection
Written by Karl, Josephine, and Workstem CS
Employee

How to Bulk Import Employees' Information ?

When you start using Workstem, you need to bulk import employees' information. Workstem provides a template for convenient bulk importation.
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Written by Workstem CS
Updated over a week ago

What if the system does not provide the corresponding field when inputting employee information?

Workstem provides Customize user field, employers can set the required field information through it.
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Written by Workstem CS
Updated over a week ago

How to Edit the Employee's Terminated Date?

Editing Employee's Termination date
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Written by Workstem CS
Updated over a week ago

How to view the records of terminated employees in the system?

Make good use of the [Filter] function to customize the content you need to view.
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Written by Workstem CS
Updated over a week ago

How to Delete Employee Profile?

Delete Employee Profile
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Written by Workstem CS
Updated over a week ago

Usage of Tag

Make good use of "Tag" for marking employee specialty
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Written by Workstem CS
Updated over a week ago

How to Terminate an Employee?

Dismiss in just one click and update the employee status timely.
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Written by Workstem CS
Updated over a week ago

How to Bulk Update Existing Staff Information Using Excel

Bulk Update Existing Staff Information
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Written by Workstem CS
Updated over a week ago

Edit Employee Personal Information

In the "People", you can add new employees, edit employees' personal information, change employment & payroll information and add notes.
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Written by Josephine
Updated over a week ago

How to do the settings in the system if the staff leave the company?

Employee Termination Process
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Written by Workstem CS
Updated over a week ago

How to let employees fill in their personal information by themselves?

Try the "Share" feature! Employees can help you enter some of the information.
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Written by Workstem CS
Updated over a week ago

How to manually Input Employee Personal Data?

Manually Input Employee Personal Data
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Written by Workstem CS
Updated over a week ago

Import Staff Information Through Excel

Enter your employee information through excel template and upload it. It's helping you to make all the information entry at once.
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Written by Josephine
Updated over a week ago

Staff File Maintenance

Managing Staff File Information
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Written by Workstem CS
Updated over a week ago
Schedule & Attendance

Create Shift for an Employee

4 Easy Steps to Create an Employee Shift
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Written by Workstem CS
Updated over a week ago

How to Bulk Import Timesheet?

Workstem provides Timesheet template, which can help you quickly bulk import employees' timesheets.
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Written by Workstem CS
Updated over a week ago

Bulk Create Multiple Shifts for Many Employees

You can bulk create shifts for many employees all at once.
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Written by Workstem CS
Updated over a week ago

How to Bulk Import Attendance Data?

Workstem provides attendance template for bulk import attendance data, which can help you quickly bulk import attendance data.
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Written by Workstem CS
Updated over a week ago

How to Bulk Import Employees' Shift Templates?

Workstem provides shift import templates, which can help you quickly create shifts.
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Written by Workstem CS
Updated over a week ago

Workstem Mobile Clock In/Out 101

4 Time-Tracking Options – For all your attendance needs!
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Written by Workstem CS
Updated over a week ago

GPS Settings for Clock-in Locations

If you have multiple working locations that need clock in, you should first set the clock-in working locations in system.
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Written by Workstem CS
Updated over a week ago

Attendance Rules Settings in Clock-in Locations

Workstem supports a user-friendly attendance strategy, which can be set for your needs.
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Written by Workstem CS
Updated over a week ago

Field Clocking Calculation Formula Settings.

How to calculate working hours for field clocking, which can be set by the system with one click.
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Written by Workstem CS
Updated over a week ago

Automatic Shift Arrangement in Work Location

Workstem provides a powerful scheduling function, which can adapt to different shift modes, come and try.
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Written by Workstem CS
Updated over a week ago

How to Quickly Schedule Shift for Employees Who are on Shift Work?

Workstem provides the function of copying shifts by time
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Written by Workstem CS
Updated over a week ago
Payroll

How to Import Historical Salary Data?

Workstem provides the [Import] function to help you quickly import the past salary data into the system.
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Written by Workstem CS
Updated over a week ago

What Are Fixed Pay Items and Variable Pay Items?

You can add up to 100 customized pay items such as bonus, allowance, commission, etc.
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Written by Josephine
Updated over a week ago

How to do final pay for employees?

The purpose of this article is to explain how to use the Workstem to do final payroll calculation for the terminated employee?
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Written by Workstem CS
Updated over a week ago

How to Set Up the Pay Items Display in Pay Slip?

Payslip items and its orders visible to employee can be modified in the system.
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Written by Workstem CS
Updated over a week ago

How to Bulk Import Variable Pay Items?

Workstem provides variable pay items template, which can help you quickly set variable pay items.
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Written by Workstem CS
Updated over a week ago

How to Set Up OT Allowance

Statistics on OT hours Setting OT rate Setting OT Allowance formula Run pay items
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Written by Workstem CS
Updated over a week ago

Monthly Salary - How to do Pay Run?

This article uses monthly salary with once-a-month payment as an example to illustrate how the system performs salary calculation.
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Written by Workstem CS
Updated over a week ago

How to Adjust S/L4/5

Help you to adjust S/L4/5 step by step
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Written by Workstem CS
Updated over a week ago

How to Check the Wrong Formula

Two common errors (formula alias changed, process orders do not calculated)
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Written by Workstem CS
Updated over a week ago

How to Set Up ADW?

This article describes in detail how to set up ADW (Average Daily Wage) in the Workstem
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Written by Workstem CS
Updated over a week ago
App

How to swop shifts among colleagues?

If an employee has temporary issues and another colleague would like to swop shift with him/her, how to realize it in Workstem One?
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Written by Workstem CS
Updated over a week ago

[Supervisor] Workstem One App Scheduling

Manage shifts even without your computer!
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Written by Workstem CS
Updated over a week ago

How do a Supervisor Approve Expense Claims Application through Workstem One App?

A supervisor can click on the mobile app to approve expense claims application, and the approval status will be updated in real time.
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Written by Workstem CS
Updated over a week ago

Workstem One App Authorisation Management Setup Guide

"Authorisation Management" allows other colleagues to help you out when you're not available.
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Written by Karl
Updated this week

How do an Employee Apply Expense Claims Application through Workstem One App?

Employees submit expense claim applications through the mobile app and check the approval status in real time.
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Written by Workstem CS
Updated this week

[Supervisor] Using Workstem One App to Check Employee Attendance

HR/supervisor can know in real-time if staff are late/early leave/absent.
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Written by Karl
Updated this week

How to Check the Daily Attendance of Employees using Workstem One App?

Even if your computer is not around, you can check employees' shifts and attendance records through the Workstem One App anytime, anywhere.
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Written by Workstem CS
Updated over a week ago

[Employee] How to Use Workstem One App to Check Shifts and Clock In/Out?

Employees can easily check their shifts and clock in/out using the Workstem One App.
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Written by Karl
Updated over a week ago

[Supervisor] How to Approve Employee's Leave Application with Workstem One App

This article mainly introduced how to approve employee's leave application on Workstem One App.
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Written by Workstem CS
Updated this week

[Supervisor] How to Approve Overtime / Compensatory Timesheet Requests?

You can approve your direct reports' timesheet requests (OT & compensatory) via Workstem One App.
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Written by Karl
Updated this week

How to Apply for Leave on Workstem one App?

It only takes you a minute.
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Written by Workstem CS
Updated this week

[Employee] How to Apply for Overtime through [Timesheet] Application

Use Workstem One App to apply for timesheet
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Written by Workstem CS
Updated this week

[Employee] How to Submit An Overtime / Compensatory Timesheet Request?

What can you do when you worked OT or forgot to clock in/out? You can send a timesheet request through Workstem One App.
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Written by Karl
Updated this week