On Boarding | Workstem Product Guide

Company

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

How many clock in/out methods does Workstem support? Which scenarios are they applicable to?

Written by Workstem CS
Updated over a week ago

Complete Your Company Information

A complete company profile will make your account look more professional to your employees.

Written by Workstem CS
Updated over a week ago

Difference between preset data language and system display language？

Leave type and pay item language and system display language setup

Written by Workstem CS
Updated over a week ago

How to Edit/Delete Work Location

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

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

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

Staff File Maintenance

Managing Staff File Information

Written by Workstem CS
Updated over a week ago

Schedule & Attendance

How to Use Shift Templates and Project?

Shift Templates, Project – Set once, use forever!

Written by Karl
Updated over a week ago

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.

Written by Workstem CS
Updated over a week ago

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 over a week ago

What is the Diffreences between Schedule and Schedule Pro

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

The Fuction of Diffrerent Shift Template Types

Workstem can schedule employees on statutory holidays and take statutory holidays at other times.

Written by Workstem CS
Updated over a week ago

Shift Cost Report and Hours Report Instructions

Analytical report for scheduling cost, and working hours, to reflect cost-efficient.

Written by Workstem CS
Updated over a week ago

How to Check and Adjust Employee Attendance Data

After consistently clocking in and out, Workstem will be able to help you calculate total working hours.

Written by Karl
Updated over a week ago

How to Customized Attendance Items?

According to the company's own situation, freely configure the attendance project rules.

Written by Workstem CS
Updated over a week ago

Leave

How to Set Leave Typen 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.

Written by Workstem CS
Updated over a week ago

How to Import Historical Leave Balance Data with Excel File？

Written by Workstem CS
Updated over a week ago

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 Apply Different Leave Policies to Employees?

I have set the leave policy, but how can employees apply to it?

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

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.

Written by Workstem CS
Updated over a week ago

Payroll

Introduction of Pay Items

The system has default pay items, and you can add new ones too.

Written by Workstem CS
Updated over a week ago

Set Payroll Policy

Set your payroll policy and assign it to employees

Written by Workstem CS
Updated over a week ago

ADW（Average Daily Wages）Settings

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

How to revise ADW data?

If ADW is set incorrectly, how can we revise?

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

Fixed Pay Items and Variable Pay Items

You can add up to 100 customized pay items such as bonus, allowance, commission, etc.

Written by Workstem CS
Updated over a week ago

How to Check the Wrong Formula？

There may be errors when setting the formula, how to check?

Written by Workstem CS
Updated over a week ago

Pay Items Display in Pay Slip And Customize Items

Payslip items and its orders visible to employee can be modified in the system.

Written by Workstem CS
Updated over a week ago

The difference between one-time pay run and normal pay run

What's the difference between one-time and normal pay run?

Written by Workstem CS
Updated over a week ago

How to Add New Variable Pay Items And Bulk Import?

Workstem provides variable pay items template, which can help you quickly set variable pay items.

Written by Workstem CS
Updated over a week ago

Benefit

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？

Written by Workstem CS
Updated over a week ago

How to view and download employee's MPF Report

Written by Workstem CS
Updated over a week ago

Which MPF trustee companies does Workstem support?

Written by Workstem CS
Updated over a week ago

How to Add/edit/delete Scheme?

Manage and Update MPF schemes at anytime!

Written by Josephine
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

Employee MPF File

Check all employees' MPF details in one place and can import files too.

Written by Josephine
Updated over a week ago

Tax

How to manage employee tax file?

Tax file management

Written by Workstem CS
Updated over a week ago

E-Tax Process Explaination

In Hong Kong, employers are required to file IR56 form(s) for their employees.

Written by Workstem CS
Updated over a week ago

User Guide of Employer’s Return e-Filing Services

Written by Workstem CS
Updated over a week ago

How to enable tax forms and create tax calculations？

Written by Workstem CS
Updated over a week ago

App

[Supervisor] Workstem One App Scheduling & Rostering

Manage shifts even without your computer!

Written by Workstem CS
Updated over a week ago

[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 over a week ago

[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.

Written by Workstem CS
Updated over a week ago

[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.

Written by Workstem CS
Updated over a week ago

[Supervisor] 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 over a week ago

[Employee] 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

[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

[Employee] How to Apply for Leave/Timesheet/Expense Claim on Workstem one App?

It only takes you a minute.

Written by Workstem CS
Updated over a week ago

[Employee] Self Report Availability

With self-service report function, employees can mark calendar to choose status free or busy, which is convenient for you to schedule.

Written by Workstem CS
Updated over a week ago

FAQ

What to do if the employee doesn’t have an email address?

Apply an affiliate email for the employee

Written by Workstem CS
Updated over a week ago

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.

Written by Workstem CS
Updated over a week ago

Manage Multiple Companies/Shops in One Place

You can add your sub companies in it!

Written by Josephine
Updated over a week ago

Why is the status of the attendance data inconsistent with the status of the attendance overview details ?

Both attendance data and overview details have the function of showing status of clocking time. What is the difference for prompt logic ?

Written by Workstem CS
Updated over a week ago

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".

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

The reasons of Adjusting the Order Of Pay Items.

The disorder of Pay Item may affect the calculation of Payroll. Thus, please read carefully.

Written by Workstem CS
Updated over a week ago

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.

Written by Workstem CS
Updated over a week ago

System Settings

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

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

How to Use Configuration Management?

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

Flexible usage of Data Dictionary and Customize User Field

Workstem provides Customize user field, employers can set the required field information through it.

Written by Workstem CS
Updated over a week ago