With workeen, employee scheduling becomes a simple and straightforward process. Get it ready in a few clicks.

Account Setup

1. Set Timezone (Click User profile > Settings > Timezone):

2. Enter Company Data (Click Company > Company in the Menu):

  • Fill in essential company information

3. Create Divisions (Click Company > Divisions in the Menu):

  • Division “Main” is automatically created with your account. However, the Main division cannot hold employees, therefore create at least one division to submit and schedule employees. Note: You can schedule employees within respective divisions only.
  • Additional Tips:
    • Set the rotation length to determine the length of the shifts template (e.g., 7 for a weekly repeating schedule, or specify the length based on a rotating cycle).
    • Publish length is set to 7 days by default (for weekly publishing).
    • Choose email notification preference (if you want to distribute rosters to employees via email).
  • For multilevel division structure with shared data and access, please refer to the user manual.

4. Users (Click Company > Users in the Menu):

  • You can create users with three distinct roles: Global Admin, Division Admin, Manager (refer to the user guide for more details).
  • A Global Admin is automatically generated with your account for immediate access. Note: Only Global Admin(s) can manage Categories, Skills, and Employment rules.

5. Categories (Click Categories in the Menu)

  • Define roles or positions in the workforce (e.g. Security guard, Nurse)
  • Note: Categories are optional and can be omitted if not important for assignments.

6. Skills (Click Skills in the Menu)

  • Employee skills are important in determining their suitability for specific shifts.
  • Skills are organized into types.
  • Define your Skill types and Skills.
  • Note: Skills are optional and can be omitted if not important for assignments.

7. Employment Rules (Click Employment rules in the Menu):

  • Employment rules are crucial for creating schedules that adhere to labor regulations and legal requirements.
  • Create rules for schedule compliance and assign a rule to each employee.
  • For those not concerned with compliance issues, create an empty employment rule and assign it to employees.

8. Employees (Click Employees in the Menu):

  • Employees are the individuals you’ll schedule for work.
  • Define Categories, Skills (if applicable) and Employment rule for each employee, ensuring accurate assignment to shifts.

9. Client, Site, Spot (Click Clients > Clients, Sites / Click Spots in the Menu in the Menu):

  • Spots function as designated locations where employees are scheduled to work.
  • Spots may be either in-house or at client sites.
  • For spots on client sites, define Clients and Sites to ensure correct spot definition.
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