Management Post-Onboarding

A tutorial for managers and owners on everything that comes AFTER the onboarding process. This is a more complete overview of the WorkAxle platform.

14 Articles

  • Post-Onboarding introduction  
  • How to navigate the 'Schedule' tab (timesheets) Timesheets section *Note: this will only be relevant to you if you are using WorkAxle’s time and attendance system Notice the pattern in...
  • How to navigate the 'Schedule' tab (budget) Budget section *Note: this will only be relevant to you if you are using WorkAxle’s time and attendance system Access your budget by...
  • How to navigate the 'News' tab ‘News’ tab Here is where you communicate with staff members publicly within a location/branch Write a message, upload a file and/or send...
  • How to navigate the 'Employees' tab ‘Employees’ tab Here’s what you can do in the ‘Employees’  tab Select an employee, then click on the cog in the top left of the pane....
  • How to navigate the 'Chat' tab ‘Chat’ tab Here is where you communicate with staff members privately within a location/branch, either individually or in groups Create...
  • How to navigate the 'Documents' tab ‘Documents’ tab *Note: the ‘Documents’ tab is only available through desktop Here is where you upload, download, store and send files....
  • How to navigate the 'Payroll' tab  ‘Payroll’ tab Here is where you obtain information for payroll purposes. *Note: if you are not using WorkAxle’s time and attendance...
  • How to navigate the 'Call' tab  ‘Call’ tab Video conferencing: chat with your employees via video or audio call Create a group call Filter by department, role and/or...
  • How to navigate the 'Notebooks' tab ‘Clients’ tab This is a custom-built functionality for businesses that bill their employees out to clients or other businesses. Contact...
  • How to navigate the 'Notifications' tab ‘Notifications’ tab This is where you can see all your notifications, by category: Actions: includes all actions your employees have...
  • How to navigate the 'Availability' tab ‘Availability’ tab This is where you have access to all of your employees’ availabilities. Within this tab, you may view the...
  • Understanding the additional settings Access Settings Enable this setting if you wish to access only the ‘Community’ features of WorkAxle: these include the ‘News’, ‘Chat’,...
  • Other useful information (e.g. access levels) Access levels This is where you determine what each individual staff member has access to. Access this by visiting the ‘Employees’ tab...