Helpful Hint
To read frequently asked questions about configuring the open beta, see this article.
If you are a dual HR and payroll user, this feature will allow you to setup your business so that you can provide your employees access to HR features such as HR documents, Certifications, Policies and many more, while also having access to features that you were familiar with on WorkZone such as Clocking In/Out with Timesheets, Rostering, Unavailability, Expenses and Leave.
First, configure your HR settings
- Open your HR software.
- Click on the Beta Feature icon.
- Toggle on HR PR Experience Employment Hero Work.
- Click Yes, count me in!
- Click on the Settings submenu.
- Click on Menu under the Customisation subheading.
- Under the Employee column, select which features you would like to use:
- Leave requests
- Rostering
- Timesheets
- Expenses
Important
If you wish to use any of the HR version of these features, ensure these are ticked here. For any features that you wish to use the payroll (WorkZone) versions however you would want to ensure is unticked here.
- Click Save.
- Now you need to log into your payroll software to complete the payroll configuration.
Next, configure your payroll settings
- Open your payroll platform.
- Click on Payroll Settings.
- Click on Employee Portal Settings.
-
Select whether you want your employees to be able to:
- Apply for leave
- Apply for expense reimbursement
- Set their own availability
- Access and manage timesheets
- Clock in/out using WorkZone
- Capture a photo when clocking in/out
- Click Save.
- Click on the Access tab.
- Under the Access column, ensure that your employees have Access Enabled.
- If your employees do not have Access Enabled, tick the check box to the left of the employee names.
- Click Grant Access.
- Now the configuration is complete.
Feature access table based on settings
| Employee experience | HR Browser | Payroll browser | Employment Hero Work (WorkZone) beta feature on |
|---|---|---|---|
|
Leave |
No |
Yes |
Yes |
|
Timesheets [Start & End Time * Using Worktypes & Locations ] |
No |
Yes |
Yes |
|
TImesheets [Clock in and Clock Out * Using Worktypes & Locations ] |
No |
No |
Yes |
|
Payslips |
Yes |
Yes |
Yes |
|
Rosters |
No |
Yes - view only |
Yes |
|
Expenses |
No |
Yes |
Yes |
| Manager experience | HR Browser | Payroll browser | Employment Hero Work (WorkZone) beta feature on |
|---|---|---|---|
|
Leave |
No |
Yes
|
Yes
|
|
Timesheets [Start & End Time * Using Worktypes & Locations ] |
No |
Yes
|
Yes
|
|
Timesheets [Clock in and Clock OUt * Using Worktypes & Locations ] |
No |
No |
Yes |
|
Payslips |
Yes |
Yes |
Yes |
|
Roster |
No |
Yes
|
Yes
|
|
Expenses |
No |
Yes
|
Yes
|