On Boarding | Workstem Product Guide

Company

How to Edit/Delete Work Location

To edit the work location in "Company" --> "Location"

Written by Workstem CS
Updated over a week ago

How to Manage Sub-Departments

Managing the reporting relations between departments

Written by Workstem CS
Updated over a week ago

How to Create an Org Chart

You can create an Org Chart with just a few steps in Workstem!

Written by Workstem CS
Updated over a week ago

How to Edit/Delete a Department

You can easily manage all the departments for your company.

Written by Workstem CS
Updated over a week ago

How to Edit/Delete Positions

You can view the position information that you have previously entered in the list of positions.

Written by Workstem CS
Updated over a week ago

How to Invite Others to Manage System?

Users with different access rights can help you more efficiently manage your account and employees

Written by Workstem CS
Updated over a week ago

User management Authority Guideline

Workstem web system can help Employer (Boss/HR professionalist) to manage all employee related issues (e.g. payroll and scheduling)

Written by Workstem CS
Updated over a week ago

How to Check the Reporting Line?

Set and Understand the company's internal reporting relationship

Written by Workstem CS
Updated over a week ago

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.

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.

Written by Workstem CS
Updated over a week ago

How to Edit the Employee's Terminated Date?

Editing Employee's Termination date

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.

Written by Workstem CS
Updated over a week ago

How to Delete Employee Profile?

Delete Employee Profile

Written by Workstem CS
Updated over a week ago

Usage of Tag

Make good use of "Tag" for marking employee specialty

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.

Written by Workstem CS
Updated over a week ago

How to Bulk Update Existing Staff Information Using Excel

Bulk Update Existing Staff Information

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.

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

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.

Written by Workstem CS
Updated over a week ago

How to manually Input Employee Personal Data？

Manually Input Employee Personal Data

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.

Written by Josephine
Updated over a week ago

Staff File Maintenance

Managing Staff File Information

Written by Workstem CS
Updated over a week ago

Schedule & Attendance

Create Shift for an Employee

4 Easy Steps to Create an Employee Shift

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

Bulk Create Multiple Shifts for Many Employees

You can bulk create shifts for many employees all at once.

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' Shift Templates?

Workstem provides shift import templates, which can help you quickly create shifts.

Written by Workstem CS
Updated over a week ago

Workstem Mobile Clock In/Out 101

4 Time-Tracking Options – For all your attendance needs!

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.

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

Field Clocking Calculation Formula Settings.

How to calculate working hours for field clocking, which can be set by the system with one click.

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 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

Written by Workstem CS
Updated over a week ago

Leave

Daily Management of Leave Application

As a HR, how to manage all employees' leave applications more effectively in Workstem?

Written by Josephine
Updated over a week ago

Difference between Sick Leave, Sick Leave (>= 4 Consecutive Days), and Full Paid Sick Leave

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 Import Leave Balance Adjustment Data with Excel File

Written by Workstem CS
Updated over a week ago

Expense Claims

How will the expense amount be paid together with the salary/wages?

This article aims to illustrate how will company grant expense account to employees with payroll.

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.

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.

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?

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.

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

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

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.

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

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

Written by Workstem CS
Updated over a week ago

Benefit

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

Tax

What tax obligation do I have as an Employer?

Your tax obligations commence when you hire the first employee.

Written by Workstem CS
Updated over a week ago

What obligations does an employer have in tax reporting?

Employers have statutory obligations to report remuneration paid to an employee.

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?

Written by Workstem CS
Updated over a week ago

[Supervisor] Workstem One App Scheduling

Manage shifts even without your computer!

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.

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.

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.

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.

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.

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.

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.

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.

Written by Karl
Updated this week

How to Apply for Leave on Workstem one App?

It only takes you a minute.

Written by Workstem CS
Updated this week

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

Use Workstem One App to apply for timesheet

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.

Written by Karl
Updated this week

FAQ

Why I Can't See the Leave Application Submitted by Subordinates in Workstem One App?

Written by Workstem CS
Updated this week

How to unify the Management of Subsidiaries?

You can register multiple companies under one email address

Written by Workstem CS
Updated this week

How to Set Approval Process?

A standardized approval process helps in stabilizing your company's internal workflows.

Written by Josephine
Updated this week

Manage Multiple Companies/Shops in One Place

You can add your sub companies in it!

Written by Josephine
Updated this week

Detailed Description of Approval Process in the System

Which is the entire workflow of which approver and how to approve it.

Written by Josephine
Updated over a week ago

System Settings

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 Set Up Notifications

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

Written by Workstem CS
Updated over a week ago

Detailed Description of Approval Process in the System

To help you better understanding the Approval Process, to make daily management work more efficient.

Written by Workstem CS
Updated over a week ago