Question 1

How do I subscribe to an external calendar?

Accepted Answer

FAQ-ID：1074 The calendar on your WorkDo dashboard gives you an overview of all your workplace's upcoming events and tasks. It is a personalized calendar that is for you only. However, if you prefer to use an external calendar, feel free to integrate your WorkDo events into an external calendar! Just enable the Calendar Subscription function in your Workplace Settings and copy the link then paste into your external calendar to subscribe, simple as that!

Subcribe / Cancel Calendar Subscription

Plan：All plans

Permission：All users

Interface：AppWeb

STEPS │ App

Click the Workplace Settings on the workplace page.
Click your profile.
Select Calendar Subscription.
Enable the function.
- Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
- Cancel Subscription │ Toggle the button to disble it.

STEPS │ Web

Click the Workplace Settings on the workplace page.
Select Calendar Subscription.
Enable the function.
- Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
- Cancel Subscription │ Toggle the button to disble it.

Reminders

For iPhone users, just click subscribe and the link will be automatically copied to your calendar.
If you are in multiple workplaces, please switch workplaces and follow te steps described in this FAQ to obtain the calendar subscription links.
Not every external calendar shares the same subscription method, please check with your calendar on how the subscription service works.
Most external calendars do not provide real-time updates and synchronization. Please check your calendar’s information to ascertain the update times and frequency.
You will no longer receive updates once you cancelled the calendar subscription or updated the link.

Relevant Questions

A personalized Dashboard Calendar just for you.
What are federated accounts?
Multi-Language Support.
What is user Do-ID, and how to set one?
Receive email notifications.
How to set the Daily Reminder?
What are the benefits of using the Dashboard?
What is WorkDo Network?
What kind of third-party software integration does WorkDo offer?

Question 2

What is the HR Calendar?

Accepted Answer

FAQ-ID：1150 The HR tool is the most integral tool of WorkDo because its settings are connected to other tools and it affects the way you those tools. The HR Calendar function in the HR tool is especially so, and here's why! Tools like Attendance, Leave Pro, Overtime rely on a business calendar to differentiate working days from non-working days so employees could apply leaves on working days instead of holidays, and clock in/out in business hours instead of weekends, and so on. So for your virtual workplace to operate seamlessly, it is crucial to properly set up your HR Calendar and the HR tool!

│ HR: The Pillar of WorkDo │

Properly utilize your business calendar and you can create different business calendars for different departments or overseas offices. But first, there four event types you need to know!

Company Event │ For company events, this event type does not affect any attendance and working hours related calculations.
Working Days │ Generally used for make-up work days. On these days the system tracks attendance, employees could apply for leaves, and overtimes.
Non-Working Day │ On these days the system doesn't track attendance and employees can't apply for leaves, but overtime applications are allowed.
Public Holiday │ Same as Non-Working Day.

1 │ What about our overseas offices that use different business calendars?

Simply create different calendars for remote workers or overseas offices that use different business calendars to manage their work hours.

2 │ Weather-related cancellations.

You could use Public Holiday or Non-Working Day event types for weather-related cancellations. Once set, the employee attendance is no longer required, applied leaves will be voided, and overtime applications are allowed. Alternatively, you could create a leave type for weather-related cancellations for employees to apply. However, this would require the HR Staff to dole out the leave quota first, then the managers have to sign off on them, and the overtime applications are not allowed during normal business hours because these days are considered as working days.

3 │ What happens if I set the HR Calendar at later date?

WorkDo will not retroactively change past records and data, so the HR Staff would have to manually grant leave quotas to employees for applied leaves, attendance and overtimes have to be recalculated. So it is recommended that you always set the HR Calendar ahead of time to avoid unnecessary complications.

Reminders

It is recommended that you create an HR Calendar every year. Updating old HR Calendar event dates will mess up attendance records if you ever need to look up old records.
This FAQ only summarize the few key points of the HR Calendar, for the more comprehensive tutorial, please check out the HR Tool Manual!

Download HR Tool Manual

Relevant Questions

The HR tool setup.
HR Settings for New Employees.
How come I cannot clock in/out?
How do I create new departments in the organization?
Why can’t workplace employees apply for leaves?
Why do I have limited tool access?

Question 3

How do I create new departments in the organization?

Accepted Answer

FAQ-ID：1120 Is there anything I should be aware of when creating new departments? Before we begin, let's not forget that all applications, approvals, and requests follow the workflow set in the HR tool's Department Chart. As such, the department chart is crucial for your organization's day-to-day workflow and department expansion. Please refer to the instructions below to create new departments and restructure the department chart and hierarchy.

Restructure the Department Chart

Plan：FreePaid

Permission：MemberWorkplace AdminTool Admin

Interface：AppWeb

1 │ Update Department Information Updating the department information will not affect the features and functions in any way, nor to the employees that are assigned to the department and how they use WorkDo on a daily basis. 2 │ Deactivate Department Currently, the delete function is not offered in Department Chart, but you may deactivate closed-down departments. Below are three things you need to know when deactivating departments.

Employees' department assignment, and these records can be found in the Records of Change option, and remember to reassign employees to other departments before deactivating a department.
Employees' clock in/out times, leave, overtime applications and attendance will comply with their new department's HR Calendar.
Use the search filter in the Department List find the list of deactivated departments.

Create New Departments

Plan：FreePaid

Permission：MemberWorkplace AdminTool Admin

Interface：AppWeb

STEP 1 │ Use the Right HR Calendar The HR Calendar is responsible for determining which days are workdays and which days are public holidays, makeup workdays, etc, this is connected to the Attendance, Leave, Leave Pro, and Overtime tools. So if a department operates on a different calendar and schedule, be sure to select the right calendar for the team. When a new department is created, it will use the default HR Calendar for its team, but if it uses a different HR Calendar, please refer to HR Tool Manual's Step 2-e to create or update an HR Calendar. STEP 2 │ Use the Right Work Hours The department Work Hours determine clock in/out times of the department. When a new department is created, it will use the default work hours. Please refer to HR Tool Manual's Step 2-b to create or update work hours. STEP 3 │ Leave Pro - Set the Corresponding Leave Types Each type of leave in the Leave Pro tool is automatically granted to each employee based on a number of conditions, so it is important to use Leave Pro to set employees' leave conditions and statuses for them to receive the appropriate amount of leaves. Please refer to the Leave Pro Tool Manual's Addendum 1 for detailed explanation and instructions.

Reminder

The System Settings and Employees Profiles will also affect the eForm workflow. Please refer to the HR Tool Manual for details.

Relevant Questions

The HR tool setup.
What settings in HR are required for new employees?
Having problems importing employee profiles?
Why do I have limited tool access?
The Leave Pro tool setup.
Start WorkDo in 5 steps.

Question 4

The Shift tool setup.

Accepted Answer

FAQ-ID：1115 Shift scheduling is an integral part of any business that operates on shift work. Effective scheduling helps businesses reduce labor costs, boost staff morale, improve efficiency, and much more. But creating shift schedules can be a challenging and time-consuming process with many businesses also struggling to track, and even maintain them. So if your team operates on a shift schedule, then Shift is the tool for your team! The Shift tool simplifies the managing and scheduling processes and offers flexibility and efficiency that will surely amaze your team! │ What Shift can do for your team?

Employees │ View shifts and upcoming schedule and leave comments and to communicate details.
Managers │ Schedule, maintain employee work shifts, and export shift schedules.

Once you have activated the Shift tool, be sure to complete the settings in Start WorkDo in 5 Steps, especially set who are the Shift tool Managers.

│ Read the WorkDo Shift Tool Manual│

Companion Tools

Shift Tool Setting

Plan：FreePaid

Permission：MemberWorkplace AdminTool Admin

Role：EmployeeManagerTool Admin

Interface：AppWeb

STEP 1 │ Set the HR Tool A necessary tool for teams that require employees to clock in/out, else can be bypassed.

STEP 2 │ Set the Attendance Tool Another necessary tool for teams that require employees to clock in/out, else can be bypassed. STEP 3 │ Set Shift Work Hours A necessary setting for shift employees and teams that require employees to clock in/out, else can be bypassed. Think of it as a schedule or shift table, managers could create multiple schedules with multiple shifts to manage different teams and departments. STEP 4 │ Set Duty Rosters Duty Rosters are more geared towards specific tasks, duties, or departments that require rotating employees to handle on a day-to-day basis, which is not the same as shift employees. Managers could create multiple schedules with multiple shifts to manage different tasks and duties. The two likely scenarios for teams that might need duty rosters are:

Teams that do not require emloyees to clock in/out using the Attendance tool but still need a shift schedule to operate.
Tasks and duties that require rotating employees to manage and monitor.

Reminders

Wanna know how to create shift schedules, manage shifts, switch shifts and notify employees of their upcoming shift schedules? Well, have a look at the Shift Tool Manual for details.

Download Shift Tool Manual

Relevant Questions

Why do I have limited tool access?
What settings in HR are required for new employees?
Understand your tool role and what it does.
What can Shift do for my team?
What can Attendance do for my team?
What can Check In do for my team?
What can Leave do for my team?

Question 5

How do I subscribe to an external calendar?

Accepted Answer

FAQ-ID：1074 The calendar on your WorkDo dashboard gives you an overview of all your workplace's upcoming events and tasks. It is a personalized calendar that is for you only. However, if you prefer to use an external calendar, feel free to integrate your WorkDo events into an external calendar! Just enable the Calendar Subscription function in your Workplace Settings and copy the link then paste into your external calendar to subscribe, simple as that!

Subcribe / Cancel Calendar Subscription

Plan：All plans

Permission：All users

Interface：AppWeb

STEPS │ App

Click the Workplace Settings on the workplace page.
Click your profile.
Select Calendar Subscription.
Enable the function.
- Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
- Cancel Subscription │ Toggle the button to disble it.

STEPS │ Web

Click the Workplace Settings on the workplace page.
Select Calendar Subscription.
Enable the function.
- Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
- Cancel Subscription │ Toggle the button to disble it.

Reminders

For iPhone users, just click subscribe and the link will be automatically copied to your calendar.
If you are in multiple workplaces, please switch workplaces and follow te steps described in this FAQ to obtain the calendar subscription links.
Not every external calendar shares the same subscription method, please check with your calendar on how the subscription service works.
Most external calendars do not provide real-time updates and synchronization. Please check your calendar’s information to ascertain the update times and frequency.
You will no longer receive updates once you cancelled the calendar subscription or updated the link.

Relevant Questions

A personalized Dashboard Calendar just for you.
What are federated accounts?
Multi-Language Support.
What is user Do-ID, and how to set one?
Receive email notifications.
How to set the Daily Reminder?
What are the benefits of using the Dashboard?
What is WorkDo Network?
What kind of third-party software integration does WorkDo offer?

Question 6

How do I subscribe to an external calendar?

Accepted Answer

FAQ-ID：1074 The calendar on your WorkDo dashboard gives you an overview of all your workplace's upcoming events and tasks. It is a personalized calendar that is for you only. However, if you prefer to use an external calendar, feel free to integrate your WorkDo events into an external calendar! Just enable the Calendar Subscription function in your Workplace Settings and copy the link then paste into your external calendar to subscribe, simple as that!

Subcribe / Cancel Calendar Subscription

Plan：All plans

Permission：All users

Interface：AppWeb

STEPS │ App

Click the Workplace Settings on the workplace page.
Click your profile.
Select Calendar Subscription.
Enable the function.
- Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
- Cancel Subscription │ Toggle the button to disble it.

STEPS │ Web

Click the Workplace Settings on the workplace page.
Select Calendar Subscription.
Enable the function.
- Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
- Cancel Subscription │ Toggle the button to disble it.

Reminders

For iPhone users, just click subscribe and the link will be automatically copied to your calendar.
If you are in multiple workplaces, please switch workplaces and follow te steps described in this FAQ to obtain the calendar subscription links.
Not every external calendar shares the same subscription method, please check with your calendar on how the subscription service works.
Most external calendars do not provide real-time updates and synchronization. Please check your calendar’s information to ascertain the update times and frequency.
You will no longer receive updates once you cancelled the calendar subscription or updated the link.

Relevant Questions

A personalized Dashboard Calendar just for you.
What are federated accounts?
Multi-Language Support.
What is user Do-ID, and how to set one?
Receive email notifications.
How to set the Daily Reminder?
What are the benefits of using the Dashboard?
What is WorkDo Network?
What kind of third-party software integration does WorkDo offer?

Question 7

How do I subscribe to an external calendar?

Accepted Answer

FAQ-ID：1074 The calendar on your WorkDo dashboard gives you an overview of all your workplace's upcoming events and tasks. It is a personalized calendar that is for you only. However, if you prefer to use an external calendar, feel free to integrate your WorkDo events into an external calendar! Just enable the Calendar Subscription function in your Workplace Settings and copy the link then paste into your external calendar to subscribe, simple as that!

Subcribe / Cancel Calendar Subscription

Plan：All plans

Permission：All users

Interface：AppWeb

STEPS │ App

Click the Workplace Settings on the workplace page.
Click your profile.
Select Calendar Subscription.
Enable the function.
- Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
- Cancel Subscription │ Toggle the button to disble it.

STEPS │ Web

Click the Workplace Settings on the workplace page.
Select Calendar Subscription.
Enable the function.
- Subscribe │ A blue checkmark will indicate it is enabled and a subscription link is shown. Copy the link and paste it into your external calendar to receive updates from your workpalce.
- Cancel Subscription │ Toggle the button to disble it.

Reminders

For iPhone users, just click subscribe and the link will be automatically copied to your calendar.
If you are in multiple workplaces, please switch workplaces and follow te steps described in this FAQ to obtain the calendar subscription links.
Not every external calendar shares the same subscription method, please check with your calendar on how the subscription service works.
Most external calendars do not provide real-time updates and synchronization. Please check your calendar’s information to ascertain the update times and frequency.
You will no longer receive updates once you cancelled the calendar subscription or updated the link.

Relevant Questions

A personalized Dashboard Calendar just for you.
What are federated accounts?
Multi-Language Support.
What is user Do-ID, and how to set one?
Receive email notifications.
How to set the Daily Reminder?
What are the benefits of using the Dashboard?
What is WorkDo Network?
What kind of third-party software integration does WorkDo offer?

Question 8

What is the HR Calendar?

Accepted Answer

FAQ-ID：1150 The HR tool is the most integral tool of WorkDo because its settings are connected to other tools and it affects the way you those tools. The HR Calendar function in the HR tool is especially so, and here's why! Tools like Attendance, Leave Pro, Overtime rely on a business calendar to differentiate working days from non-working days so employees could apply leaves on working days instead of holidays, and clock in/out in business hours instead of weekends, and so on. So for your virtual workplace to operate seamlessly, it is crucial to properly set up your HR Calendar and the HR tool!

│ HR: The Pillar of WorkDo │

Properly utilize your business calendar and you can create different business calendars for different departments or overseas offices. But first, there four event types you need to know!

Company Event │ For company events, this event type does not affect any attendance and working hours related calculations.
Working Days │ Generally used for make-up work days. On these days the system tracks attendance, employees could apply for leaves, and overtimes.
Non-Working Day │ On these days the system doesn't track attendance and employees can't apply for leaves, but overtime applications are allowed.
Public Holiday │ Same as Non-Working Day.

1 │ What about our overseas offices that use different business calendars?

Simply create different calendars for remote workers or overseas offices that use different business calendars to manage their work hours.

2 │ Weather-related cancellations.

You could use Public Holiday or Non-Working Day event types for weather-related cancellations. Once set, the employee attendance is no longer required, applied leaves will be voided, and overtime applications are allowed. Alternatively, you could create a leave type for weather-related cancellations for employees to apply. However, this would require the HR Staff to dole out the leave quota first, then the managers have to sign off on them, and the overtime applications are not allowed during normal business hours because these days are considered as working days.

3 │ What happens if I set the HR Calendar at later date?

WorkDo will not retroactively change past records and data, so the HR Staff would have to manually grant leave quotas to employees for applied leaves, attendance and overtimes have to be recalculated. So it is recommended that you always set the HR Calendar ahead of time to avoid unnecessary complications.

Reminders

It is recommended that you create an HR Calendar every year. Updating old HR Calendar event dates will mess up attendance records if you ever need to look up old records.
This FAQ only summarize the few key points of the HR Calendar, for the more comprehensive tutorial, please check out the HR Tool Manual!

Download HR Tool Manual

Relevant Questions

The HR tool setup.
HR Settings for New Employees.
How come I cannot clock in/out?
How do I create new departments in the organization?
Why can’t workplace employees apply for leaves?
Why do I have limited tool access?

Question 9

How do I create new departments in the organization?

Accepted Answer

FAQ-ID：1120 Is there anything I should be aware of when creating new departments? Before we begin, let's not forget that all applications, approvals, and requests follow the workflow set in the HR tool's Department Chart. As such, the department chart is crucial for your organization's day-to-day workflow and department expansion. Please refer to the instructions below to create new departments and restructure the department chart and hierarchy.

Restructure the Department Chart

Plan：FreePaid

Permission：MemberWorkplace AdminTool Admin

Interface：AppWeb

1 │ Update Department Information Updating the department information will not affect the features and functions in any way, nor to the employees that are assigned to the department and how they use WorkDo on a daily basis. 2 │ Deactivate Department Currently, the delete function is not offered in Department Chart, but you may deactivate closed-down departments. Below are three things you need to know when deactivating departments.

Employees' department assignment, and these records can be found in the Records of Change option, and remember to reassign employees to other departments before deactivating a department.
Employees' clock in/out times, leave, overtime applications and attendance will comply with their new department's HR Calendar.
Use the search filter in the Department List find the list of deactivated departments.

Create New Departments

Plan：FreePaid

Permission：MemberWorkplace AdminTool Admin

Interface：AppWeb

STEP 1 │ Use the Right HR Calendar The HR Calendar is responsible for determining which days are workdays and which days are public holidays, makeup workdays, etc, this is connected to the Attendance, Leave, Leave Pro, and Overtime tools. So if a department operates on a different calendar and schedule, be sure to select the right calendar for the team. When a new department is created, it will use the default HR Calendar for its team, but if it uses a different HR Calendar, please refer to HR Tool Manual's Step 2-e to create or update an HR Calendar. STEP 2 │ Use the Right Work Hours The department Work Hours determine clock in/out times of the department. When a new department is created, it will use the default work hours. Please refer to HR Tool Manual's Step 2-b to create or update work hours. STEP 3 │ Leave Pro - Set the Corresponding Leave Types Each type of leave in the Leave Pro tool is automatically granted to each employee based on a number of conditions, so it is important to use Leave Pro to set employees' leave conditions and statuses for them to receive the appropriate amount of leaves. Please refer to the Leave Pro Tool Manual's Addendum 1 for detailed explanation and instructions.

Reminder

The System Settings and Employees Profiles will also affect the eForm workflow. Please refer to the HR Tool Manual for details.

Relevant Questions

The HR tool setup.
What settings in HR are required for new employees?
Having problems importing employee profiles?
Why do I have limited tool access?
The Leave Pro tool setup.
Start WorkDo in 5 steps.

Question 10

The Shift tool setup.

Accepted Answer

FAQ-ID：1115 Shift scheduling is an integral part of any business that operates on shift work. Effective scheduling helps businesses reduce labor costs, boost staff morale, improve efficiency, and much more. But creating shift schedules can be a challenging and time-consuming process with many businesses also struggling to track, and even maintain them. So if your team operates on a shift schedule, then Shift is the tool for your team! The Shift tool simplifies the managing and scheduling processes and offers flexibility and efficiency that will surely amaze your team! │ What Shift can do for your team?

Employees │ View shifts and upcoming schedule and leave comments and to communicate details.
Managers │ Schedule, maintain employee work shifts, and export shift schedules.

Once you have activated the Shift tool, be sure to complete the settings in Start WorkDo in 5 Steps, especially set who are the Shift tool Managers.

│ Read the WorkDo Shift Tool Manual│

Companion Tools

Shift Tool Setting

Plan：FreePaid

Permission：MemberWorkplace AdminTool Admin

Role：EmployeeManagerTool Admin

Interface：AppWeb

STEP 1 │ Set the HR Tool A necessary tool for teams that require employees to clock in/out, else can be bypassed.

STEP 2 │ Set the Attendance Tool Another necessary tool for teams that require employees to clock in/out, else can be bypassed. STEP 3 │ Set Shift Work Hours A necessary setting for shift employees and teams that require employees to clock in/out, else can be bypassed. Think of it as a schedule or shift table, managers could create multiple schedules with multiple shifts to manage different teams and departments. STEP 4 │ Set Duty Rosters Duty Rosters are more geared towards specific tasks, duties, or departments that require rotating employees to handle on a day-to-day basis, which is not the same as shift employees. Managers could create multiple schedules with multiple shifts to manage different tasks and duties. The two likely scenarios for teams that might need duty rosters are:

Teams that do not require emloyees to clock in/out using the Attendance tool but still need a shift schedule to operate.
Tasks and duties that require rotating employees to manage and monitor.

Reminders

Wanna know how to create shift schedules, manage shifts, switch shifts and notify employees of their upcoming shift schedules? Well, have a look at the Shift Tool Manual for details.

Download Shift Tool Manual

Relevant Questions

Why do I have limited tool access?
What settings in HR are required for new employees?
Understand your tool role and what it does.
What can Shift do for my team?
What can Attendance do for my team?
What can Check In do for my team?
What can Leave do for my team?

WorkDo_FAQ

FAQ

Top 10 Qs You'd want to know

How do I subscribe to an external calendar?

Subcribe / Cancel Calendar Subscription

Reminders

Relevant Questions

Account

How do I subscribe to an external calendar?

Subcribe / Cancel Calendar Subscription

Reminders

Relevant Questions

HR

What is the HR Calendar?

1 │ What about our overseas offices that use different business calendars?

2 │ Weather-related cancellations.

3 │ What happens if I set the HR Calendar at later date?

Reminders

Relevant Questions

How do I create new departments in the organization?

Restructure the Department Chart

Create New Departments

Reminder

Relevant Questions

Shift

The Shift tool setup.

Companion Tools

Shift Tool Setting

Reminders

Relevant Questions