General
Announcements
FAQ
- What does Email Error 550 mean?
- Why is my screen blank when I log into the Employee or Manager Portal
- Security and Data Storage
- Enabling 3rd Party Cookies
- How do I Handle Paying an Employee who didn't get included in my Pay Run?
- How do I set up Employees so they can log in via the Employee Self Service Portal?
Getting Started
Creating a new account
Business Settings
Setup and Configuration
- EPS - Employer Payment Summary
- Employee Portal Settings
- Opening Balances
- HMRC Settings
- BACS Settings
- Expense Claims via WorkZone
Employee Management
- Managing Employee Tags
- Managing Employee Unavailability
- Timesheet Imports
- How to Export Employee Details from Reckon Hosted
- Timesheets - Entering Breaks
- Managing Leave Requests
Pensions
Setting Up Leave
- Examples of how leave is applied based on setup scenarios
- How to Manually Manage RDO/TIL
- Leave - Applying in Advance (Leave Predictions)
- How does the System Behave when Taking Leave
- Deducting Employee Hours when Applying Leave
- Managing leave without pay
Pay Runs
How do I...
- Create a New Pay Run
- Importing a Pay Run
- Exporting a Pay Run
- Adding Employer Liabilities to a Pay Run
- Pay Runs - Filtering Employees
- Adding Employee Expenses to a Pay Run
RTI
Leave
Earnings
- Adding Additional Earnings Line/s
- Pay Run Payments
- Paying Allowances
- Net to Gross Calculator
- Process Lump Sum Payments, Bonuses or Leave in Advance
- Pay Employees With Day Rates
Terminations
Employees
Setup and Configuration
- Auto Enroling your employees in a pension scheme
- Adding an employee
- Employee Self Setup - Employer Process
- How to Change Employment Types
- Manage Employee Bank Accounts
- Re-activating an Employee
EMPLOYEE SELF SERVICE - EMPLOYEE PORTAL
- Employee Portal - Configure & Grant Access
- Adding an Expense Request in the Employee Portal
- Employees: How to Apply for Leave from the Employee Self Service (ESS) Portal
- Employees: How to Access the Employee Self Service (ESS) Portal
- Leave Calendar - Employee View via Portal
- Employee Portal - Downloading Pay Slips
Employee Self Service - WorkZone
- WorkZone - Clock in/out - for employees
- WorkZone - Clock in/out
- WorkZone - Timesheets - for employees
- WorkZone - Shifts
- WorkZone - Timesheets
- WorkZone - Applying/Cancelling/Viewing Leave
Employee Rostering
Managing Employee Rosters
- Fill unassigned shifts using Shift Bidding
- Shift Swapping via WorkZone
- Shift Swapping via the Employee Portal
- Shift Swapping Report
- Exporting the Employee Roster to Excel
- Rostering - Employees accepting and/or declining shifts
Timesheets
How Do I....
Time and Attendance
Clock Me In
- Admin Mode in Clock Me In
- Recording Shift Events with Clock Me In
- Connect to an Existing Kiosk with Clock Me In
- Setting up a New Kiosk in Clock Me In
- Selecting a Business for Clock Me In to Connect to
- Setting up Clock Me In
Reporting
HMRC Reports
Report Packs
Payroll Reports
- Pay Run Inclusions Report
- Expense Reimbursements Report
- Pay Run Comparison Report
- Pay Run Variance Report
- Deductions Report
- Detailed Activity Report
Employee Reports
- Employee Qualification Report
- Employee Satisfaction Report
- Unpaid Employees Report
- Leave History Report
- Employee Details Audit Report
- Emergency Contacts Report