Create Your Account

To create your account, you’ll first need to register.

It only takes a few moments to register, and once that’s done, we’ll guide you through setting things up. Our onboarding tool will appear on the right of your screen at each stage of the process, confirming that the step has been completed.

To register an account, click here.

We need a few simple details to get you registered.

Using our online form, first, enter your company name and complete the rest of the form. Then, we'll be ready to get your account up and running. Remember, if you have data to import, don't hesitate to contact us!

Setting Up Your Company

You’ll see a new screen welcoming you to WorkSmarter. We now need a few more details to get your company set up. We’ve made selecting your settings easy to help you whizz through this section quickly.

Select your company status, the total number of current employees, the business sector you’re in, and your VAT registration number if you have one.

You can upload your company’s logo and start to set your company's default settings.

Company Default Information

Next, we need your Holiday settings. Set the date your company’s holiday year starts and the default holiday allowance for your employees. You can customise this for individuals later and select which country’s bank holiday dates you want to use.

Finally, set your company’s working hours. These should be the standard working hours that apply most commonly to staff in your organisation, as these will become the default hours for any new employees you add to WorkSmarter.

Once your account is fully set up, you can override your default settings and customise hours for individual staff.

Now that you’ve set your company’s default working hours, we’ve automatically calculated the number of paid hours in your working week. You can customise this if you work things out differently or need to change them for individual employees.

Complete Your Personal Employee Profile

The next step is to complete your personal Employee Profile.

To assist you, we’ve pre-filled all the available information we already have. This will set you up as the first employee in your organisation.

Don’t forget to enter your personal information, as this record is specific to you.

We need your name and contact details as the basic information; you can add much more when you are ready.

Then, your job title, annual holiday entitlement, and whether you work full or part-time. Your profile is now registered.

Offices and Departments

Depending on your business's size and structure, you can add an unlimited number of offices and departments.

We recommend adding your Head Office first, as we automatically assign the first office you add as your Head Office. You can change this later if needed. Type in the name and address, and click on ‘Create Office’.

Now it’s time to add your first department. Enter the name of the department, and we'll automatically assign it to the office you just created.

Add all the different departments that exist within this office. Once the onboarding process is complete, collaborating departments can be set up.

Add an Existing Employee and the Rest of Your Team

To add an employee, click ‘Organisation’ on your dashboard menu, then click ‘Employees’. Click the ‘Add Employee’ button at the top right. Enter the employee's name and contact details.

Next, add their employment details: their job title, whether they’re full-time or part-time, their annual holiday entitlement, the department they work in, any departments they collaborate with, and any departments they manage.

Use the table to set their working hours. If these hours are the same as your company’s default working hours, they’ll already be pre-filled for you. If their working hours are different, simply key in the relevant changes.

Click on ‘Create Employee’, and their details will appear under their office and department. A username and password will be emailed.

You can now continue to add more members of your team to your WorkSmarter account. If you'd like our team to support you with data importing, feel free to contact us!

Help and Support Setting Up

Whenever you need support, click the Lifebuoy Ring ‘Help’ button to access our Help Centre resources. We have a library of comprehensive help articles, or you can speak to a member of the WorkSmarter help team by clicking on the speech bubble icon at the bottom right of the page.