An information-rich website like WorkSmarter relies on users being able to move around at speed. We’ve put together some insights and tips so you can cruise through your daily admin as quickly and smoothly as possible.
Whether you’re new to our platform or an old hand, we want you to make the most of all the features and services your account offers. Bookmark this blog to make your user experience even better!
Easier Navigation for Your Team
Sprint around the system with Quick Search, direct from your dashboard. Click 🔍 to find anything you need, across your entire account. Search for people, files, events and more with our global search box. Shortcuts make even quicker work of it. Just press ctrl+enter to open the search box from anywhere on the site.
Book Universal Holiday Dates
Company or department closed? Schedule block holidays without having to book each employee individually. Simply click on the organisation tab, then choose Batch Updates. From here you can book a holiday for selected users, a department or everyone in the company.
Manage Your Essential People Details*
Track salary changes, service length, bank account details, change of address and other vital information, so you have a full audit log for tracking, comparison and accessibility. Details are securely logged on the platform so you can record, manage and review from your WorkSmarter account.
Make Notes as You Work
Create and record a note about any employee with our digital memo. Share the note or keep it private to view as your own personal prompt. Record actions, objectives or observations, or set a reminder so you don’t forget when a task needs actioning.
Calculate Holiday Entitlements
With calculations based on UK Holiday entitlements, WorkSmarter’s dynamic Holiday Calculator does the hard work for you. Simply provide the basic key employee information, click calculate and the job’s done. Access the calculator by visiting the employee profile, click Edit, and go to the Holiday Entitlement tab.
Health & Safety Duties
Did you know you can assign Fire Marshals and First Aiders via the employee’s profile? When they request annual leave, you’ll receive an alert warning if you’re going to be left without cover so you can plan accordingly.
Get The Data You Need, Faster*
Don’t forget you can run instant Reports to get your hands on more insights and granular detail for absences, holidays, timesheets, expenses, your people and much more. Filter reports by departments or individual team members. Or leave the team selector blank and we’ll include everyone in the report.
Create & Personalise HR Document Templates*
Our comprehensive Document Library contains over 100 fully compliant HR template documents for you to use with your employees.
· Populate your details automatically.
· Add multiple tags for easier organisation.
· Preview and re-edit, then download as a PDF or Word document.
· Issue final copies to the relevant staff, upload to the employee’s digital HR Files, integrate with digital signing for legally binding signatures.
Reserve The Date
Add Custom Dates to reserve blocked off and non-working days for your organisation. When you reserve non-working days, they won’t be deducted from holiday entitlements. If you block off days for company events, meetings and more, staff will be alerted if they try to book holiday on these dates.
Take The Guesswork Out of Business Trips*
Use our intelligent Journey Planner to calculate mileage and distance. If you’re a company working or travelling across Europe and the rest of the world, you can also accurately record expenses in different currencies - making life a whole lot easier for your finance team.
*Available On Complete Plan.
Thinking of an Upgrade?
Our friendly team make it a breeze. Setup Assistance is included, and we can help you get started by importing data for your existing employees in bulk. Talk to us today or book a demo
here.
