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Intuit

WorkZone for QuickBooks Online Advanced Payroll

WorkZone is a native iOS and Android app which has been created to give employees the traditional Employee Self Service functions with a sleek user experience on their smartphone.

You can download WorkZone by searching for ‘WorkZone’ from the App Store or from the Google Play store.

 

Employees need portal access to use WorkZone and when it is installed they will be prompted to enter their email address (the one linked to the portal) and password.

 

Employees will then need to create a 4 digit quick access pin (to be entered twice) which they will need to enter each time they open the app.

 

Once logged in, employee's can view the Side Menu by tapping on the burger menu in the top left corner.

 

From here the employee will see:

 

  • Logout option
  • Settings cog (this includes the app authentication options)
  • Employee access (the employee can access their own personal payroll details & functions from here)
  • Business access (this is only relevant for any restricted access users that have Employee Manager permissions)
  • The version of WorkZone the employee has installed

 

The dashboard view is accessed by clicking on the Home icon and shows the following details:

 

  • Any documents that require acknowledgement
  • The last payslip
  • Next shift (if applicable)
  • Ability to CLOCK IN (if applicable)
  • Timesheet summary (if applicable)
  • Expenses summary (if applicable)
  • Leave Balances

 

Once logged in, users can click on the Profile icon and view their:

 

  • My Details (read-only)
  • Payslips
  • P60s
  • Bank Accounts (read-only)
  • Leave
  • Unavailability
  • Emergency Contacts (read-only)
  • Other Documents

 

Note: If you log out of WorkZone (using the "Log Out" option) you will be required to enter your email, password and pin again but if you just leave the app and go back in you will only need to enter your pin.

 

 

Clock in/out is now available within the WorkZone app.

 

This feature is not automatically enabled. You will need to enable this in the business portal in order for it to be available for employees to use from their smartphones. To do this, go to Payroll SettingsEmployee Portal Settings.

 

The first step is to tick Employees can clock in/out using WorkZone. The sub-settings are then optional but will determine the employee workflow when clocking in & out. The settings available are:

 

  • Capture employee photo when clocking in/out
  • Allow employees to select a higher classification when clocking in
  • Allow employees to apply rostered start/finish times when clocking in/out (you then set the parameters for this)
  • Send employee reminder notifications (you then set the parameters for this)

 

Click Save.

  1. Tap on Clock In.
  2. This next step varies based on the Employee Portal Settings and employee’s profile setup. The employee will select:
    • If there is a rostered shift (and it is within the time parameters set), the employee will have the choice to 'clock in now' or 'clock in at rostered time'.
    • The location (this will auto populate if the employee only has access to one location).
    • A work type (may not be required for every shift and will only appear if the employee has work types activated in their profile).
    • A higher classification (if the setting is activated for the employee and within the portal settings – and, of course, this is only required when working higher duties).
    • Any relevant shift conditions (if a shift condition is attached to the location the employee has selected, the shift condition will auto populate).
    • Employee can add a note relevant to the shift.
  3. The employee will be required to take a photo (if this setting has been enabled).
  4. The employee will tap on ‘Start Break’ (if they are required to capture break times) or tap on ‘Clock Out’ to finish their shift. Both activities will require a photo to be taken (only if this setting has been enabled).
  5. Once the employee clocks out, the timesheet will generate in the system ready to be approved and imported into a pay run.

WorkZone allows employees to view their past and future rostered shifts. To access this information, tap the Next Shifts section of the WorkZone homepage.

 

The next page will show the current weeks shifts, but you are able to view previous and future shifts by tapping on the left or right arrows.

 

Note: you can only view shifts in weekly segments, not fortnightly.

 

The shift details on this page show the start/stop time as well as the location. In order to view further details (if applicable) such as work type and notes, tap on the shift.

 

 

If employees are configured to use timesheets, they are able to view, create and delete timesheets from within the WorkZone app. This feature is available for both iOS and Android phones.

 

If you want employees to access timesheets in WorkZone they need to be configured to use timesheets in the Employee Details, Pay Run Defaults page, and also Payroll SettingsEmployee Portal Settings.

 

Timesheets are accessed in two ways. You can select the timesheet icon on the bottom of the screen, or you can tap on the timesheet area of the homepage.

 

Viewing Timesheets

 

Employees are able to change the view of timesheets to weekly or fortnightly by pressing on the drop down box at the top of the screen, and then scrolling down the screen to view further dates if necessary.

 

Timesheets are displayed with the following information:

 

  • Date
  • Start/End time
  • Status (approved, rejected, submitted or processed)
  • Location (employee default if none selected)
  • Work Type (if selected)

 

To view a different timesheet period, click on the left or right arrows in the date field box.

 

Creating Timesheets

 

To get started, click on the + symbol in the top right hand corner of the leave screen. The data available to be entered is:

  • Work Type (optional, unless the business has marked this timesheet setting as compulsory)
  • Location (optional, unless the business has marked this timesheet setting as compulsory)
  • Shift Conditions (optional, this field will only appear for iOS users if shift conditions have been set up for you or the location you are working at)
  • Date (required)
  • Enter Hours instead of Start/Stop times (optional if configured to allow hours instead of start/stop times)
  • Start/End Time (required)
  • Break/s (optional)
  • Classification (optional, this field will only appear if you are able to select a higher classification when working higher duties)
  • Notes (optional)

 

If you want to pre-fill additional days with the same timesheet info, select the Apply this timesheet to option and simply tap on the required days and select Done when finished.

 

You can add additional timesheet lines to the same day if you click on the + button and select the date. This will allow you to add another timesheet on a day that already has a timesheet. This applies for both iOS and Android.

The timesheets will then be sent to the approving manager(s).

Deleting a Timesheet

 

Find the timesheet the needs to be deleted and select it. Click on Delete this timesheet.

 

Timesheets that have the status of approved, submitted or rejected are able to be deleted. Processed timesheets have already been included in a pay run and therefore cannot be deleted.

 

 

You are able to request leave straight from the phone, including the ability to attach a supporting document just by using your Smartphone’s camera.

 

To access leave in WorkZone, either tap on the Leave Balances section of the dashboard, or click on the Leave section on the profile page.

 

The leave screen will show an employees leave balances as well as current leave requests. If a current leave request is selected it will show further detail including:

 

  • Leave category
  • First/last day of leave
  • Hours required for the leave
  • Notes
  • Ability to add an attachment
  • Ability to cancel the request

 

To apply for leave from the app, simply click on the symbol in the top right hand corner of the screen. From here the following details can be entered by clicking on each heading:

 

  • Leave Category
  • First day of leave
  • Last day of leave
  • Leave required (hours) - from here you are able to "show details" to check any leave balances
  • Notes
  • Attachments (from your phones camera or gallery)

 

Once the details have been entered, click the Submit.

 

A restricted user (or Manager) with access to a group of employees or a location, can perform tasks related to their relevant user permissions on the WorkZone app straight from their smartphone.

 

Navigating the Side Menu

 

Once the user logs into the WorkZone app their side menu will have the options to either view their own personal employee details (if they are an employee) or any businesses they have restricted access to.

 

Permissions

 

If the restricted access user has timesheet permissions, they will have the ability to undertake the following actions in WorkZone based on their permission type, as follows:

 

  • Approve + Create Timesheets permission: The user will have the ability to view, edit, approve, reject or delete a timesheet. The user will also be able to view/download any attachments added as part of a leave request timesheet.
  • Create Timesheets Only permission: The user will not have access to any timesheet manager features in WorkZone.

 

Note: A restricted access user will NOT have the ability to create a new timesheet via WorkZone (this function is only available via the web portal).

 

Timesheet Screen

 

Once the user taps on the business name they have restricted access to, they will see the option for Timesheets at the bottom of the screen.

 

This is where they can view any submitted timesheets. This view can be toggled to show a weekly or fortnightly view. Tapping on the left and right arrows beside the date range will show previous and forward weeks/fortnights.

 

The displayed information can include:

 

  • Timesheet date
  • Employee's name
  • Start/stop times
  • Status
  • Attachment icon
  • Notes icon
  • Shift duration (hours & minutes)
  • Location
  • Work type
  • Cost (if the user is enabled for shift costs view):

 

If the restricted user has permission to view shift costs, they will see the option to show timesheet costs. This setting is switched off by default. The user just needs to switch the toggle to the right to activate the cost display.

 

If the restricted user has access to multiple locations and/or employee groups but the costing permission is not activated for all locations and/or employee groups, the costing will appear as "N/A" for timesheets that do not allow the costing view.

 

How to Action a Timesheet

 

To edit, approve, reject or delete a timesheet the user will need to tap on the relevant timesheet. This extended display also allows the user to add notes, save any changes, approve, reject or delete the timesheet.

 

If using WorkZone on an iOS device, you can quickly reject or approve a timesheet. Swipe left on the timesheet tile for the reject/approve actions to appear and then tap on the appropriate action.

 

How to Search for Timesheets

 

You can search for historic timesheets and ALL submitted, approved, rejected and processed timesheets by tapping on the search icon in the top right corner of the screen.

 

From here the user will have the ability to toggle the view between weekly and fortnightly and use the left and right arrows beside the date range to show previous and forward weeks/fortnights. The user can also filter the 'Search Timesheets' screen by Status; Employee; Location; and Employee group. The option to show timesheet costs will appear if the user has costs permissions.

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