On Boarding | Workstem Product Guide

Import Data and Prepare Template

How to Quickly Initialize Other Company Tenant Information Through Existing Company Information?

If the basic settings of two tenants are the same, how to quickly initialize the other tenant after setting the existing tenant information?

Written by Workstem CS
Updated over a week ago

How to Bulk Import Employees' Information ?

When you start using Workstem, you need to bulk import employees' information. Workstem provides the template to quickly bulk import.

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.

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.

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.

Written by Workstem CS
Updated over a week ago

How to Bulk Import Employees’ Leave Application?

Workstem provides leave application template for bulk import leave application, which can help you quickly accomplish related settings.

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.

Written by Workstem CS
Updated over a week ago

Attendance Settings

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.

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.

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.

Written by Workstem CS
Updated this week

Payroll Setting

Notes for Bank of China (Hong Kong) Autopay Users

Workstem supports the function of Autopay report, which can be directly uploaded to Bank of China (Hong Kong) iGTB online banking platform.

Written by Workstem CS
Updated over a week ago

Notes for Hang Seng Bank Autopay Users

Workstem supports the function of Autopay report which can be directly uploaded to Hang Seng Bank system for payment.

Written by Workstem CS
Updated over a week ago

How to Import Historical Salary Data?

Workstem provides the [Import] function to help you quickly import the past salary data into the system.

Written by Workstem CS
Updated over a week ago

How to Set Up MPF

Workstem currently supports MPF contributions from Manulife, HSBC, BOC-Prudential, and Sun Life Financial.

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

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

Written by Workstem CS
Updated over a week ago

How to Check the Wrong Formula

Two commn errors (formula alias changed, process orders do not calculated)

Written by Workstem CS
Updated over a week ago

Tax Settings

IR56B Tax Return- Settings and Notes

Workstem’s IR56B tax return can be submitted to eTAX for tax decalaration. Have you tried it?

Written by Workstem CS
Updated over a week ago

IR56E Tax Return- Settings and Notes

To file a tax return for a new employee who has joined the company within 3 months, you should use the IR56E report.

Written by Workstem CS
Updated over a week ago

IR56F Tax Return- Settings and Notes

Workstem’s IR56F tax return can be submitted to eTAX for tax decalaration. Have you tried it?

Written by Workstem CS
Updated over a week ago

IR56G Tax Return- Settings and Notes

Workstem provides tax forms in IR56G format. How to use them?

Written by Workstem CS
Updated over a week ago

IR56M Tax Return- Settings and Notes

IR56M applies to the notice of payment to persons other than employees, how can you do it through Workstem?

Written by Workstem CS
Updated over a week ago

App

How to Set Up Notifications

When approving Timesheet, Leave Application and granting requests, we could set notifications previously for more convienient work.

Written by Workstem CS
Updated this week