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Andrew

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Activity overview

Latest activity by Andrew
  • Andrew created an article,

    Work Types - for Use in Timesheets

    Work Types are used when entering timesheets and can be used as an input when creating pay conditions. You can create work types and map them to pay categories or leave categories.  To view our You...

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  • Andrew created an article,

    Setting up for Construction Industry Scheme (CIS)

    To set up your business to use the CIS function you will need to follow the below steps: Subscription A new plan will need to be set up for you to use, which includes CIS.  Open the business which ...

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  • Andrew created an article,

    Business Templates

    To view our YouTube video on Business Templates click here. This Managing Business Templates article has further guidance. If you have any questions or feedback, please let us know via support@your...

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  • Andrew created an article,

    Connecting Payroll to Access Financials

    You can integrate your payroll with Access Financials to export your payroll details to the Access Financials general Ledger. Once your Access Financials account is connected, you simply need to ma...

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  • Andrew created an article,

    Employee Portal - Qualifications

    Employees are able to add and edit qualifications via WorkZone or the Employee Portal. This article provides information on managing employee qualifications via the Employee Portal Note: The busine...

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  • Andrew created an article,

    Year end checklist 2021/2022

        Follow our year end checklist to take you through any changes that need to be applied for year end and going forward into the new tax year.   Deadline Task Notes 19th April Final FPS sent ...

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  • Andrew created an article,

    Partner Dashboard - Unlocking a User Account

    The 'User account management page' within the partner dashboard allows partner/brand users to unlock user accounts (e.g. an employee within a company) who have been locked out due to entering their...

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  • Andrew created an article,

    Connecting Payroll to Quickfile

    You can integrate your payroll with Quickfile to export your payroll details to the Quickfile general ledger. Once your Quickfile account is connected you simply need to map your chart of accounts ...

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  • Andrew created an article,

    Automatically approving timesheets that match the roster

    Available from 1st March 2022 Timesheets that match the roster exactly can be automatically approved. Timesheet Settings The setting that will enable the system to automatically approve a timesheet...

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  • Andrew created an article,

    Importing Employees via Flatfile

    When importing new employees, the system uses a flatfile advanced importer, which means users can export data from previous systems in any format and upload it, as opposed to manually copying and p...

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