On Boarding
The data that needs to be prepared for system initialization and the initialization settings of each module.
How to Invite Others to Manage System?Users with different access rights can help you more efficiently manage your account and employees
How many clock in/out methods does Workstem support? Which scenarios are they applicable to?
Complete Your Company InformationA complete company profile will make your account look more professional to your employees.
Difference between preset data language and system display language？Leave type and pay item language and system display language setup
How to Edit/Delete Work LocationTo edit the work location in "Company" --> "Location"
User Management Authority GuidelineWorkstem web system can help Employer (Boss/HR professionalist) to manage all employee related issues (e.g. payroll and scheduling)
How to Check the Reporting Line?Set and Understand the company's internal reporting relationship
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.
How to Edit the Employee's Terminated Date?Editing Employee's Termination date
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.
How to Delete Employee Profile?Delete Employee Profile
Usage of TagMake good use of "Tag" for marking employee specialty
How to Terminate an Employee?Dismiss in just one click and update the employee status timely.
How to Bulk Update Existing Staff Information Using ExcelBulk Update Existing Staff Information
Edit Employee Personal InformationIn the "People", you can add new employees, edit employees' personal information, change employment & payroll information and add notes.
How to do the settings in the system if the staff leave the company?Employee Termination Process
How to manually Input Employee Personal Data？Manually Input Employee Personal Data
Staff File MaintenanceManaging Staff File Information
How to Use Shift Templates and Project?Shift Templates, Project – Set once, use forever!
How Many Scheduling Methods Does the System Supports ?To create a shift for an employee , to bulk create shifts for Multiple Employees , to copy shifts by person/ time.
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.
What is the Diffreences between Schedule and Schedule ProWorkstem provides a powerful scheduling function, which can adapt to different shift modes, come and try.
The Fuction of Diffrerent Shift Template TypesWorkstem can schedule employees on statutory holidays and take statutory holidays at other times.
Shift Cost Report and Hours Report InstructionsAnalytical report for scheduling cost, and working hours, to reflect cost-efficient.
How to Check and Adjust Employee Attendance DataAfter consistently clocking in and out, Workstem will be able to help you calculate total working hours.
How to Customized Attendance Items?According to the company's own situation, freely configure the attendance project rules.
How to Set Leave Type and Determine Leave Policy【Leave Type】 is all leave types that employees can enjoy.【Leave Policy】is the rules of how the company gives the right of rest to staff.
How to Import Historical Leave Balance Data with Excel File？
Daily Management of Leave ApplicationAs a HR, how to manage all employees' leave applications more effectively in Workstem?
Difference between Sick Leave, Sick Leave (>= 4 Consecutive Days), and Full Paid Sick Leave
How to Apply Different Leave Policies to Employees?I have set the leave policy, but how can employees apply to it?
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.
How to add new expense type and apply for expense claim?Workstem supports electronic expense claims management. Employees can apply for expense claims and HR can manage them in one go.
Introduction of Pay ItemsThe system has default pay items, and you can add new ones too.
Set Payroll PolicySet your payroll policy and assign it to employees
ADW(Average Daily Wages) SettingsThis article describes in detail how to set up ADW (Average Daily Wage) in the Workstem
How to revise ADW data?If ADW is set incorrectly, how can we revise?
How to Import Historical Salary Data?Workstem provides the [Import] function to help you quickly import the past salary data into the system.
Fixed Salary Data and Variable Salary DataYou can add up to 100 customized pay items such as bonus, allowance, commission, etc.
How to Check the Wrong Formula？There may be errors when setting the formula, how to check?
Pay Items Display in Pay Slip And Customize ItemsPayslip items and its orders visible to employee can be modified in the system.
The difference between one-time pay run and normal pay runWhat's the difference between one-time and normal pay run?
How to Add New Variable Salary Data and Bulk Import?Workstem provides variable pay items template, which can help you quickly set variable pay items.
How to associate the employee with the corresponding MPF plan, obtain the date of the employee's first contribution and the date of the employer's first contribution？
How to view and download employee's MPF Report
Which MPF trustee companies does Workstem support?
How to Add/edit/delete Scheme?Manage and Update MPF schemes at anytime!
How to Set Up MPFWorkstem currently supports MPF contributions from Manulife, HSBC, BOC-Prudential, and Sun Life Financial.
Employee MPF FileCheck all employees' MPF details in one place and can import files too.
How to manage employee tax file?Tax file management
E-Tax Process ExplanationIn Hong Kong, employers are required to file IR56 form(s) for their employees.
User Guide of
Employer’s Return e-Filing ServicesThis article describes in detail the operation of the Employer's Return e-Filling Service.
How to enable tax forms and create tax calculations？
[Macau] M3/M4 Tax Form Filing NotesWorkstem provides M3/M4 format tax forms. What are the specific points that need attention?
[Supervisor] Workstem One App Scheduling & RosteringManage shifts even without your computer!
[Supervisor] Using Workstem One App to Check Employee AttendanceHR/supervisor can know in real-time if staff are late/early leave/absent.
[Supervisor] 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.
[Supervisor] How to Approve Employee's Leave Application/ Timesheet/ Expense Claim in Workstem One App？This article mainly introduced how to approve employee's leave application on Workstem One App.
[Supervisor] Workstem One App Authorisation Management Setup Guide"Authorisation Management" allows other colleagues to help you out when you're not available.
[Employee] How to swap 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?
[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.
[Employee] How to Apply for Leave/Timesheet/Expense Claim on Workstem one App?It only takes you a minute.
[Employee] Self Report AvailabilityWith self-service report function, employees can mark calendar to choose status free or busy, which is convenient for you to schedule.
What to do if the employee doesn’t have an email address?Apply an affiliate email for the employee
Why the system has automatically locked my account if I have incorrectly entered the password 5 consecutive times?Your account will be locked if the password is incorrect for 5 consecutive times. It intends to provide higher security insurance for users.
Manage Multiple Companies/Shops in One PlaceYou can add your sub companies in it!
Employees Clocked In/Out But Still Marked as "Absent"?Depending on your settings, there can be a lot of reasons why an employee's attendance record is marked as "Absent".
How to Set Up OT AllowanceStatistics on OT hours
Setting OT rate
Setting OT Allowance formula
Run pay items
The reasons of Adjusting the Order Of Pay Items.The disorder of Pay Item may affect the calculation of Payroll. Thus, please read carefully.
How does a pay run for monthly paid employees if there is no shift arranged and/or no clocking data for them?This article uses monthly salary with once-a-month payment as an example to illustrate how the system performs salary calculation.
Detailed Description of Approval Process in the SystemTo help you better understanding the Approval Process, to make daily management work more efficient.
How to Set Up NotificationsWhen approving Timesheet, Leave Application and granting requests, we could set notifications previously for more convenient work.
How to use Configuration ManagementIf the basic settings of two tenants are the same, how to quickly initialize the other tenant after setting the existing tenant information?
Flexible usage of Data Dictionary and Customize User FieldWorkstem provides Customize user field, employers can set the required field information through it.