FAQ
Accounts, notifications and more answers to the most frequently asked questions!
Tool Box
FAQ-ID：1110
All the tools you need in one place, just Do it!
Communication, collaboration, resource management, WorkDo knows what you need! WorkDo amassed all the tools you need to collaborate seamlessly, allowing employees to be more flexible, responsive and productive.
Tap the Do button to switch instantly tools or enter the toolbox!
A dedicated toolbox for workplace, group and buddy level collaboration.
A toolbox for each level offers a clear line of authorization. Admins are able to set permissions for all employees and everyone can check their permission in the workplace, group and buddy toolbox for details.
Use the basic tools to collaborate with high efficiency!
The basic tools allow for more streamlined workflow and focused communication. Post company announcements, assign tasks, share files, send event notifications, make calls and send messages, there is a tool for it! Use them wisely and watch your team’s productivity soar!
- Basic Tool
- Workplace
- Groups
- Buddies
- Announcement
- Notes
- Tasks
- Events
- Albums
- Files
- Links
- Polls
- Dashboard
- Wall
- Calendar
- Workflow
- Chats
- Audio Call
- Video Call
- Group Call
View All Basic Tools Features
Download Basic Tools Quick Start Guide
Advanced tools for improved resource management!
The advanced tools are flexible to meet all team’s work style and company policies and they are interconnected to provide a marvelous team collaboration experience!
- Advanced Tool
- Workplace
- Groups
- Buddies
HR tool must be enabled.
- HR
- Payroll
- Attendance
- Check In
- Leave
- Leave Pro
- Shift
- Overtime
- Timesheet
- Expenses
- Approvals
- Conf. Rm
- CRM
- Cashbook
- Phonebook
- We Buy
- IOU
Download Advanced Tools Quick Start Guide
User guides available for detailed step-by-step walkthrough.
For every tool there is a detailed user guide showing users the set up process with examples, perfect for any newcomer! You can download them in the Resource Center or in the toolbox.。
FAQ-ID：1112
Can’t find the tools you are looking for? Are there tools that your team doesn’t need? Want a cleaner UI?
Tools like Attendance, HR, and Approvals that help improve your workflow and operations are what we categorize as advanced tools, and you can choose to activate and deactivate these tools if you so desire. This is solely dependent on whether your team needs them for its daily routine or not.
Some of the advanced tools are automatically enabled upon workplace creation, but you can deactivate the tools that you don’t need and activate those you need.
Tool Activation / Deactivation
Plan：FreePaid plans
Interface：AppWeb
Steps
- Select the level (workplace, group, buddy) of the tools you wish to activate or deactivate.
- Workplace – Click the name of the workplace for the workplace settings (Click the gear icon for the web version).
- Group – Click the Groups tab on the workplace page then swipe right for Settings.
- Buddy – Click the Buddies tab on the workplace page then swipe right for Settings.
- Click Tool Box
- Select the tool
- Activate or deactivate
- Activate – Click Activate to enable the tool.
- Deactivate – Click Manage then tap the switch to deactivate the tool.
Reminders
- The advanced tools are available to the customers of the paid plans. However, all users have a 30-day trial period to try out all the advanced tools and features. After 30 days, all users will be switch to the Free Plan, at which point you will not be able to access the advanced tools unless you subscribe to one of the paid plans.
- Only the admins of their respective levels (workplace, group, buddy) are able to activate and deactivate advanced tools.
FAQ-ID：1114
Here’s a few possibilities if there are tools that are not available for use.
- Unable to use Notes, Tasks, Events or other basic tools.
This is due to the option Who Can Post is set to owner and admins in the the Workplace Privacy. - Unable to use Attendance, Leave Pro, CRM or other advanced tools.
Only the workplace admins and group admins have the authority to decide what advanced tools to make available to team members. If you are unable to use any of the advanced tools, please check whether the tools have been activated or your permission to use the tools, aka, your tool roles.
Check Your Tool Roles
Plan：FreePaid
Permission：MemberAdmin
Interface：AppWeb
Steps：
- Choose the workplace, group or buddy level.
- Click Tool Box in the settings.
- Check tool activation status or tool role.
- Permission (Tool Role)
On the Activated tool tab, the role below each tool will display your authorization. - Request
Click Request on the tool tab to send a notification to the workplace admins asking to enable a tool for use.
- Permission (Tool Role)
Reminders
- The advanced tools are for paid plans only. During the trial period, users will have 30 days to try out all the tools upon creating a workplace. After the trial period expires, users will no longer be able to use the advanced tools.
- Instead of the Request button for most users, the admins will have the tool activation button in its place.
- In the buddy level, both parties are admins by default, unless otherwise changed.
FAQ-ID：1111
For an all-in-one collaboration app, WorkDo houses many tools, and the “Do” button shows all the services and tools you can use within your workplace, group, or buddies. It also a shortcut that takes you to the toolbox to see all the available tools you can use.
Whatever you need, just hit the Do button!
Tool switch using the Do button
Plan：All plans
Permission：All users
Device：AppWeb
Steps：
- Enter the workplace page.
- Simply click the Do button on the right side of the screen to switch tools.
- Depending on the workplace, groups and buddies, the available tools may be different.
Basic Tools
FAQ-ID：1088
You can check an assigned task off the list and let everyone know you’ve done your part!
When you are assigned a task, you can click the circle displayed on the left of the task to check it off. So anyone who sees this will know that you have completed the assigned task. If there is a task with no circles to check off, it means this task is not assigned to you, you just have the authority to view this task.
Now follow the instructions below to see if anyone has assigned a task to you!
Check Off a Task
Plan：All plans
Permission：Task assignees
Interface：AppWeb
Steps：
- Click the Dashboard.
- Click the Tasks on the Dashboard and it will list all the incomplete tasks that have been assigned to you.
- Click on a task to view its details.
- Click on the circle to check it off the list, signaling others that you have completed the given task.
Reminder
- When a task has been checked off, it will no longer be in the incomplete tasks section, instead, it will be moved to the completed tasks section.
- Check out the user guide for more detailed explanation now!
relevant Questions
Who is allowed to search or view my posts?
How to create a tool post?
FAQ-ID：1119
Found a typo in the post? Want to amend the original post? Or simply like to delete it?
If you are the post creator, the level owner or admin, then you are allowed to edit or delete the post as needed.
│ What’s the difference between edit and delete?
-
Edit
Use edit for adding attachments or modifying the content. The post creator has the ability to notify other members regarding the changes. And the post will be listed chronologically on the wall.
-
Delete
Deleted post will be removed from the wall, become inaccessible and not send out any notifications.
Edit a Post
Plan：All plans
Permission：MembersCreator & Admins
Interface：AppWeb
Steps：
- Enter the post.
- Edit.
- App │ Click the
icon then select Edit. - Web │ Click the checkmark icon on the upper-right-hand corner then select Edit.
- App │ Click the
- Make the necessary changes.
- Click Save to finish.
- Notify members of changes made?
- No │ Small changes that do not require members’ immediate attention.
- Yes │ Important changes that require members’ immediate attention.
- The post will carry an Edited label and will be chronologically displayed on the wall.
Delete a Post
Plan：All plans
Permission：MembersCreator & Admins
Interface：AppWeb
Steps：
- Enter the post.
- Delete.
- App │ Click the icon then select Delete.
- Web │ Click the checkmark icon on the upper-right-hand corner then select Delete.
- App │ Click the
- Confirm the action to delete the post.
Reminders
- Only the post creators and the level admins are allowed to edit and delete posts. Everyone else can react, comment or share the posts.
- For Polls, once a vote has been casted, the rules are not allowed to change or edit. If you need to edit a poll post such as this, you will need to delete it and create another poll post.
- You may select members to notify regarding the changes made to a post.
- Click the icon in the post using the app version to find out what other actions you can perform.
HR
FAQ-ID：1160
At the moment, the Attendance tool of WorkDo only records employees’ clock-in/out times, but if your team requires team members to move around, our Check-In tool can help you get the job done!
Recommended!
Check-In: Check-in/out at places you go!
If your workplace consists of sales and field staff who are constantly on the run, the Check-In tool is your best friend! The Check-In tool records multiple location check-ins/outs via GPS, so employees could easily report their whereabouts.
Reminder
Follow us on various platforms and receive the latest news and updates!
Relevant Questions
FAQ-ID：1031
In order to satisfy and cater to a wide range of companies’ human resource management, the HR tool offers quite a few fields in the employee profiles to fill in, mostly optional, of course!
Simply put, these three options are purely for annotation purposes in the HR tool and can be used to filter different types of employees in advanced searches. So if the rest of the information is not required, filling in the Job Title will suffice.
In this FAQ, we’ll discuss
- The Employee Profiles information in the HR tool.
- Does the information in the employee profiles affect certain functions?
- Do Role, Job Title and Job Type limit certain tool access?
1 │ Employee Profiles Information
- Personal Information │ Phone Number, Home Address, Date of Birth, Education, Emergency Contact, etc.
- Work Information │ Department, Job Title, Job Type, Role, Work Hours, Dotted-Line Manager, Designated Approver, Deputies, Contract information, etc.
2 │ Does the information in the employee profiles affect certain functions?
Most of the information fields are purely for annotation and documentation purposes and don’t affect any functions and features. Just be sure to fill out the necessary fields marked with a red star sign (*).
Please be sure to read this employee HR settings FAQ to determine whether the information fields listed are important to your company and need to be filled out to facilitate the workflow.
3 │ 『Do Role, Job Title and Job Type limit certain tool access?
They don’t! WorkDo’s access control is managed by both the level admins and tool admins. So the information fields are for documentation purposes only. If they are not required to be filled out, you may leave them blank.
Role, Job Title and Job Type Examples
The Role options are built-in presets and can’t be customized, while Job Title and Job Type are completely customizable.
- Scenario 1 │ John is a Front Desk Representative intern.
His employee profile may describe him as an intern for Role, administrator for Job Title, and part-time personnel for Job Type. - Scenario 2 │ Natalie is a Senior Android Developer
Her employee profile may describe her as an Engineer for Role, Android Software Engineer for Job Title, and Senior Engineer for Job Type. - Scenario 3 │ Nora the Executive Secretary
Her employee profile may describe her as an Admin for Role or leave it blank, Executive Secretary for Job Title, and Senior Secretary for Job Type.
Reminder
- You may use the Company information field to assign employees to a brand or entity if your company is a conglomerate.
- You may use the Branch information field to assign employees to a branch office or a store location.
Attendance
FAQ-ID：1160
At the moment, the Attendance tool of WorkDo only records employees’ clock-in/out times, but if your team requires team members to move around, our Check-In tool can help you get the job done!
Recommended!
Check-In: Check-in/out at places you go!
If your workplace consists of sales and field staff who are constantly on the run, the Check-In tool is your best friend! The Check-In tool records multiple location check-ins/outs via GPS, so employees could easily report their whereabouts.
Reminder
Follow us on various platforms and receive the latest news and updates!
Relevant Questions
FAQ-ID：1161
Clock-in, clock-out with your smartphone is easy, but there’s gonna be times when it slips your mind. But what happens to my perfect attendance you ask? Is there a way to remedy this? Fortunately, there is!
Whenever employees forgot to clock-in and clock-out and past the clocking times, they can use the post clock function to record their times. Of course, the post clock applications will have to be approved before they are recorded. And it is recommended that admins set a deadline for post clock applications to avoid possible conflicts later on.
Post Clock Deadline
Plan：FreePaid
Interface：AppWeb
STEPS │ App
- Switch to the Attendeance tool.
- Click the Management tab.
- Select Settings.
- Select System Configurations.
- Click Post Clock Deadline.
- Set the deadline from 1 to 90 days.
- Click Confirm to finish.
STEPS │ Web
- Switch to the Attendance tool.
- Click System Config.
- Click Edit.
- Set the deadline from 1 to 90 days.
- Click Save to finish.
Reminders
- Please note the Post Clock Deadline counts in calendar days, not business days, and 90 days max.
- Ex. If the Post Clock Deadline is set to 30 days and an employee forgot to clock-in on Oct. 13, the deadline for post clock is Nov. 12.
FAQ-ID：1162
Employee attendance is important in most workplaces but there are times when you forget to clock in or clock out once in a while. Fortunately, the post clock function gives you a chance to record your time.
Simply hit the Post Clock button to send a post clock application to the manager, and your time will be recorded once the manager approves it!
Exceptions
There are two factors that determine whether employees are required to clock in/out, and post-clock is a direct result of this; as such, two exceptions would prevent employees from post clocking.
- Join the workplace after the On Board Date
It is when you join the workplace would the system deem you as a valid member. If you join the workplace later than the On Board Date the HR Staff set for you, the system wouldn’t ask you to post clock for the void period before you joined the workplace. - Not set as one of the Members Required to Clock
The time before you were required to clock doesn’t count towards your attendance record, so post clocks are not required.
Remedy │ Have the HR Staff help employees post clock, then the managers would follow the normal approval workflow to approve the post clocks.
Post Clock
Plan：FreePaid
Permission：All users
Interface：AppWeb
STEPS │ App
- Switch to the Attendance tool.
- Select a preferred method below.
- Stats │ Click My > Stats (Monthly) > Click the list view button on the upper-right-hand corner > Absent Clock.
- Clock In/Out │ Click the Clock In/Out tab then click on the date or the arrow buttons next to the date to change the date.
- Click Post Clock.
- Fill out the time and relevant information.
- Click Save to send out the post clock application.
STEPS │ Web
- Switch to the Attendance tool.
- Click Clock In/Out Records.
- Hit the Post Clock button next a missed clock-in/out record.
- Fill out the time and relevant information.
- Click Save to send out the post clock application.
Reminders
- If the Absent Clock is 0 in the Stats (Monthly), it means there’s no need to apply for post clock requests.
- Click My > My Claims to check the status of each post clock request.
FAQ-ID：1169
As people become more conscious about what companies are allowed to access their personal data, most software products will ask users for certain privacy-related permissions in order to properly perform tasks and WorkDo is no different.
If you cannot clock in/out using your PC, it is likely that you have not given WorkDo permission to access your location data. Please use the below instructions as a rule of thumb to grant your location data for clocking in/out.
Before you begin, please make sure you have ruled out possible reasons for failing to clock in/out.
│ 1 Settings > 2 Privacy │
│ 3 Select Location > 4 Allow apps to access your location │
Reminders
- The steps may vary depending on the brand of devices and operating systems. Please take instructions as a rule of thumb. You may also use “location” as a keyword in searching for the setting.
- For smartphones, please go Settings > Apps > WorkDo > Permissions > Location to enable location access.
- For web browsers, please click the padlock in front of the url and allow location access.
- If you are using a desktop connected to an ethernet cable, you may set a “default location” for your PC for location access.
- For Windows 10 GPS, location and privacy services, please check out Windows 10 location service and privacy for details.
Relevant Questions
FAQ-ID：1166
Don’t worry! Employee attendance is tied to the work hours set in the HR tool, and once you understand how everything is close-knit and works, you’ll come to appreciate the flexibility WorkDo offers.
Employees’ clock in/out screens will not show that they are not required to clock in/out even though they have applied for leaves, considering the fact that they could still cancel or withdraw the requests at the last minute.
As such, in the attendance report, when employees did not clock in/out in accordance with agreed work hours set in the HR tool, then they will be marked absent.
The system, however, will later check whether absent employees are on leave with the records in the Leave Pro tool. If they are on leave, the attendance report will show that they are absent because they are on leave. Therefore, when the HR Staff checks their attendance report before the system process this step at the end of the day, employees who are on leave will appear as if they are absent.
- When an employee’s clock in/out times are on the same day, their complete attendance record will be available the next day.
- When an employee has a cross-day clock out time, their complete attendance record will be available after their latest clock out time
Attendance Report Export
Plan：FreePaid
Role：EmployeeManagerHR Staff
Interface：AppWeb
Steps：
- Switch to the Attendance tool.
- Click the Attendance Report.
- Use the filter to refine your search.
- Report export.
- Export PDF：In PDF format.
- Export CSV：In Microsoft Excel format.
- Export CSV with (Clock in/out) Date：Suitable for cross-day clock in/out employees. In Microsoft Excel format.
FAQ-ID：1167
We understand that employee attendance records are important and required by the Department of Labor and WorkDo does a great job to record them. But there are times when employees simply just forget to clock in/out. So is there any way to remedy this?
Typically, the HR Staff could set a post-clock deadline allowing employees to post clock and record their own clock in/out records. But should they manage to forget to do that as well, then your final resort is to adjust their clock in/out records for them.
Clock In/Out Record Adjustment
Plan：FreePaid
Role：EmployeemanagerHR Staff
Interface：AppWeb
Steps：
- Switch to the Attendance tool.
- Click Management > Modify Record.
- Refine your search with the filter.
- Select a record.
- Record modification.
- App │ Click the icon > Modify
- Web │ Modify
- App │ Click the
- Fill out the time, location, and add photos and files if necessary.
- Click Save to finish.
Reminders
- The HR Staff can not modify the location of a post-clock record applied by the employees.
- Modified records is sync across all devices and can be view in the modified log.
FAQ-ID：1165
Is there an employee who is unable to post clock?
Please verify that whether the employee has been included in the list of employees who are required to clock as described in the STEP 2-b of the Attendance Tool Manual.
Secondly, please be sure that you have followed all the necessary procedures to properly set up each newly onboarded employee allowing them to gain access to all the tools and features, including the post clock function right away.
If you have missed the timing on the aforementioned solutions, then your final resort is to create a blank record then ask the employee to post clock or post clock for the employees yourself to make up for the missed attendance records.
Post Clock for Employees / Attendance Record Adjustement
Plan：FreePaid
Role：EmployeeManagerHR Viewer
Interface：AppWeb
Steps：
- Switch to the Attendance tool.
- Click Management > Modify Record.
- Clreate a record.
- App │ Click the
icon. - Web │ Click the + Create button.
- App │ Click the
- Fill out the information (* must be filled)
- Employee
- Punch Date
Selectable only up to the onboard date of the employee. - Absent Type
- Click Save to finish.
- Ask the employee to post clock or post clock for him/her.
Reminders
- Use the function to create blank records for employees to clock on non-routine workdays.
- When a blank record has created, it still needs to comply to the Post Clock Allowance limit set by the HR Staff.。
icon on the upper-right-hand corner.