Management Onboarding

Everything managers and owners need to know and do to get started with WorkAxle. This is the bare minimum.

12 Articles

  • Onboarding introduction  
  • Important distinction Owners: there is only ever one owner (per business account). Managers: this title include administrators, branch managers and department...
  • Signup (for owners) Signup - Owners If you are an owner, you must first be invited to the WorkAxle platform in order to signup. To be invited, contact us at...
  • Signup (for managers) Signup - Managers If you are a manager (this includes administrators, branch managers and department managers), you must first be...
  • General overview of WorkAxle    
  • How to create departments and roles How to create departments and roles Select the ‘Employees’ tab on the left-hand side of your screen. Create a department(s) by selecting...
  • How to invite staff members to the platform How to invite staff members to the platform Invite employees and members of your staff to the WorkAxle platform. Select the blue...
  • How to input relevant employee information How to input relevant employee information Once you have invited your employees, fill in the employee information section for each...
  • Understanding the basic settings Understanding the basic settings Click on the cog in the top right of your screen, to the right of the blue ‘Invite’ button. For...
  • What is the next step?  
  • How to create shifts and assign employees Create a shift(s) *Note: Prior to shift creation, make sure that your employees have accepted your invitation, signed up and completed...
  • How to publish schedules Publish your schedule Once you’ve created your shifts and assigned your employees, let your employees know when they are working. To do...