Welcome to WorkSmarter, it’s great to have you on board.

Logging in for the first time

When your employer registered your account with WorkSmarter, we sent you a welcome email confirming that your account had been created and giving you the details you’ll need to log in. We'll continue to send you regular reminders until you complete the onboarding process. Whenever you’re ready, click the button on our email to log in and get started.

Your account has already been set up, so all you need to do now is check your details are correct and fill in any missing fields.

You can choose a new password to something more memorable, and upload a profile picture to personalise your account.

No one else, apart from the Account Owner and any relevant Managers who have permission, will be able to see your personal information.

When you’re happy with everything, click save and you’ll be taken directly to your new WorkSmarter account, where all the information you need to get your hands on is clearly laid out and easy to access.

Introducing your account 

• The sidebar on the left allows you to navigate easily and quickly between different services so you can view each one
• Clicking on ‘Holidays’ allows you to see the Holiday Calendar, where you can view all the holidays booked by everyone in your Department
• ‘Book a Holiday’ is where you make your holiday requests, which are sent directly to your Manager for approval. To give you an overview and help you plan when to take your leave, use the Holiday Calendar to see when other people are taking their holiday
• If your firm is subscribed to the HR Complete plan, you'll be able to click on 'Announcements' in the sidebar to view any company messages that have been sent to you
• The HR Complete plan also gives subscribers access to the ‘Training Records’ section, allowing you to see a record of all your training sessions once they’ve taken place 

• You can see your work profile details by going to ‘Employee Record’; on the right is a handy summary of your holiday details, and a record of any absences you've had. If your company is subscribed to the HR Complete plan, you'll also see any relevant announcements and training sessions that apply to you. 
• You can edit your contact and employment details at any time by clicking on the blue button below your profile picture. Your working hours will be listed here
• Go to Account Settings to update your profile picture or change your password again
• In the top right there’s a Help symbol. Clicking on this gives you suggestions for relevant Help Centre articles, specifically tailored to the page you're currently looking at
• The arrow between the Help button and your profile picture gives you a short cut to some of the most commonly used navigational links

You’ll get to know your way around the site quickly, but if you’re a new user we recommend going to our Help Centre so you can familiarise yourself with the basics. Click on the lifebuoy ring ‘Help’ button to access our Help Centre resources, where we have a library of comprehensive articles to support and guide you.