On Boarding | Workstem Product Guide

Import Data and Prepare Template

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 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

How to Import Leave Balance Adjustment Data with Excel File

Written by Workstem CS
Updated over a week ago

How to Bulk Update Existing Staff Information Using Excel

Written by Workstem CS
Updated over a week ago

Company Settings

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

People Settings

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

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

Schedule Settings

Create Shift for an Employee

4 Easy Steps to Create an Employee Shift

Written by Karl
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 Karl
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

Attendance Settings

Workstem Mobile Clock In/Out 101

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

Written by Karl
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

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

Leave Settings

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

Expense Claim

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 Setting

What Are Fixed Pay Items and Variable Pay Items?

You can add unlimited 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 Payroll module to do last payroll calculation for the terminated employee?

Written by Workstem CS
Updated over a week ago

How to Set Up the Payslip Displays?

Payslips can be generated in Workstem, and the items / orders to be displayed in the Payslip can be set in the system.

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 in the Workstem

Written by Workstem CS
Updated over a week ago

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

Notice to Standard Chartered Bank Autopay Usersf

The Workstem system provides the Autopay report function, which can be directly uploaded to the Standard Chartered Bank system.

Written by Workstem CS
Updated over a week ago

Notice to HSBC Autopay Users

The Workstem system provides the Autopay report function, which can be directly uploaded to the HSBC system.

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

Notes for Development Bank of Singapore Autopay Users

Workstem supports the Autopay report function which can be directly uploaded to the Development Bank of Singapore system.

Written by Workstem CS
Updated over a week ago

Notes for BEA Autopay users

Workstem supports the Autopay report function which can be directly uploaded to the Bank of East Asia system.

Written by Workstem CS
Updated over a week ago

Benefit Settings

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 Settings

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

IR56B Tax Return- Settings and Notes

Workstem’s IR56B tax return can be submitted to eTAX for tax declaration. 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 switch shifts among colleagues?

If an employee has temporary issues and another colleague would like to switch 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

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 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

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 over a week ago

How to Apply for Leave on Workstem one App?

It only takes you a minute.

Written by Workstem CS
Updated over a week ago

[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 over a week ago

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

Use Workstem One App to apply for timesheet

Written by Workstem CS
Updated over a week ago

[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 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

Written by Workstem CS
Updated over a week ago