Resources/Help centre/Getting started
GETTING STARTED

Add employees and understand approvals

Invite your team, reuse existing accounts and know when an extra place needs approval.

BEFORE YOU START

Have the employee’s name, work email, employee number, role, start date and agreed working pattern ready. A working Manager needs an employee profile to appear on the rota.

  1. 01

    Open Your Team

    Choose Team in the menu, then use the add-employee button. For a Manager who also works shifts, use their existing login email.

  2. 02

    Enter their working details

    Add their employee number, role, hours and clocking PIN. The Business Owner sets pay rates; other Managers do not gain access to team payroll figures.

  3. 03

    Choose documents and onboarding

    You can prepare a private employee contract. Full Workspace also lets you choose whether the employee must complete an onboarding form. Turn that requirement off when the business already holds the information.

  4. 04

    Check the employee allowance

    If an approved place is available, the employee can be added within that allowance. Above the allowance, their details are saved as a request to the platform administrator.

  5. 05

    Wait for approval when needed

    The administrator reviews the plan change and agreed charge before the employee’s access is activated. You can follow outstanding approvals from Team.

  6. 06

    Help the employee sign in

    An invitation is sent or an existing account is linked after creation or approval. Employee logins show their own records; their number and PIN are used for workplace clocking.