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Configuring open beta to access WorkZone features in Swag | WorkZone

Updated

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

HR Settings Guide
  1. Open your HR software. 
  2. Click on the Beta Feature icon.
    Screenshot of where to tap on the beta icon on the HR portal
  3. Toggle on HR PR Experience Swag.
    Screenshot of where to toggle on the swag payroll hr experience on the HR portal
  4. Click Yes, count me in!
    Screenshot of where to click on yes count me in for the swag payroll hr experience on the HR portal
  5. Click on the Settings submenu.
  6. Click on Menu under the Customisation subheading.
    Screenshot of where to click menu under the customisation subheading for the swag payroll hr experience on the HR portal
  7. 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.

  8. Click Save.
    Screenshot of where to untick the leave, rostering, timesheets and expenses settings to turn these off on the swag payroll hr experience on the HR portal
  9. Now you need to log into your payroll software to complete the payroll configuration.

Next, configure your payroll settings

Payroll Settings Guide
  1. Open your payroll platform. 
  2. Click on Payroll Settings.
    Screenshot of where to click on payroll settings on your dashboard in your payroll software
  3. Click on Employee Portal Settings.
    Screenshot of where to click on employee portal settings on your dashboard in your payroll software
  4. 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
  5. Click Save.
    Screenshot of where to click on choose your employee portal settings in your payroll software
  6. Click on the Access tab.
    Screenshot of where to click on the access tab in your payroll software
  7. Under the Access column, ensure that your employees have Access Enabled. 
  8. If your employees do not have Access Enabled, tick the check box to the left of the employee names. 
  9. Click Grant Access.
    Screenshot of where to click on grant access tab in your payroll software
  10. Now the configuration is complete.

Feature access table based on settings

Feature list
Employee experience HR Browser Payroll browser Swag (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 Swag (WorkZone) beta feature on

Leave

No

Yes

  • Create

  • Approve

Yes

  • Create

  • Approve

Timesheets [Start & End Time * Using Worktypes & Locations ]

No

Yes

  • Create

  • Approve

Yes

  • Create

  • Approve

Timesheets [Clock in and Clock OUt * Using Worktypes & Locations ]

No

No

Yes

Payslips

Yes

Yes

Yes

Roster

No

Yes

  • Create Rosters

  • View and Create Unavailabilities

Yes

  • View Rosters

  • View and Create Unavailabilities

Expenses

No

Yes

  • Create and Approve

Yes

  • View and Approve

  • Edit Expenses

 

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