Onboarding Process for Setting Up an Organization

Welcome to Workstatus! We’re glad to have you onboard on one of the leading remote platforms for time tracking, activity tracking, and team payroll.

Workstatus gives you the tools to see how much time your team spends on specific projects and tasks, shows screenshots of what they’re working on, and more.

It can be hard to learn a new platform, but don’t worry! This guide will provide you with all the information you need to be successful in optimizing Workstatus for your business.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

We also have an article on how to transition your business to Workstatus.

Getting Started with Workstatus:

• Onboarding for Owner
• Setting up your organization
• Setting up projects
• Tasks / Todos
• Configure organization settings
• Invite team members
• Download the app
• Reassign projects
• Screenshot and activity

Onboarding process for the Organization Owner.

Step 1 : Open www.workstatus.io site and click on Sign-in then Click on Create Account link.

You will receive an invitation to your email.

Please check your spam/junk folder as well if you are unable to locate it in your inbox and make sure hello@workstatus.io is whitelisted. In case you still didn’t receive one, please get in touch with your organization manager or owner to send you an invite.

Step 2 : Click on the Activate Your Account button, it'll redirect you to organisation setup.

Step 3 : Select I am setting up a Workspace and click on Continue button.

Step 4 : Create your workspace, then click the Continue button.

Step 5 : Select a plan, choose the add-ons, and then click Continue.

Proof Plan

• Track employee time and system activity.
• Analyze work patterns to improve productivity.
• Manage projects and monitor task progress.
• Track employee attendance and work hours.
• Maintain transparency and accountability.
• Manage integrations and day-to-day operations.

Profit Plan

• Access all Proof plan features.
• Protect project margins and monitor profitability.
• Manage billing, revenue, and financial performance.
• Gain workforce intelligence through data-driven insights.
• Plan team capacity and allocate resources efficiently.
• Manage up to 999 projects with 180-day data retention.

Field Operations (Optional Add-on)

• Track field employees using live GPS.
• View routes and maintain location history.
• Automate clock-in and clock-out using geofencing.
• Track mileage and maintain visit logs.
• Support offline mobile tracking.

Step 6 : Set up your first project by entering a project name. You can optionally add the client's email and billing rate. Connect your existing project management tool if needed, or click Skip for now to continue without setting up a project.

Step 7 : Review your default shift, which is set to 9:00 AM–6:00 PM in the Asia/Kolkata time zone. You can add more shifts if needed, or click Continue to proceed with the default shift.

Step 8 : Invite your teammates by entering their email addresses, assigning each person a shift and role, then clicking the + button to add them. Alternatively, share the invite link or click Skip for now to continue without inviting anyone.

Step 9 :Choose how your team will track time. Desktop tracking is selected by default and offers automatic capture and full work insights. You can also enable Mobile or Web tracking. Choose Visible or Silent mode for Desktop, optionally download the apps, and click Open your workspace to finish setup.
Your dashboard is ready! Click Explore dashboard to start exploring its features. The dashboard currently displays sample data; real data will appear once you install the app and start the tracker.

Step 10 : You can now create your project. Once you've entered the project details, click Continue to proceed to the next page.

Step 11 : Now you can invite members

• You can also invite multiple members by manually entering their email addresses.
• You can copy and send the invite link to a group, allowing multiple users to register their accounts with this link.
• If you don’t want to invite any member then you will click on Skip Now button and then you will be redirected to the next page.

• To invite members to your organization, please use the following link : https://support.workstatus.io/en/article/how-to-invite-team-members-mfyfox/
• To assign a project to your organization members, please use the following link : https://support.workstatus.io/en/article/adding-and-assigning-projects-in-workstatus-1yhc66i/
• To assign a task , please use the following link : https://support.workstatus.io/en/article/how-to-view-tasks-listing-1rqst8p/

Step 12 : Everything Module.
Now we show all project tasks and projects under Everything module, please follow the link to understand more: https://support.workstatus.io/en/article/how-everything-works-in-navbar-1k6etnl/

Download app

To begin tracking time, you’ll need to download and install our desktop or mobile apps.

Download Workstatus

Your employer may also require one type of client to be used to ensure activities are recorded. It would be best to consult them or contact us in case you’re not sure what application to download.

Workstatus supports Web Tracker , Mac, Windows & Linux operating systems for the desktop application, along with iOS and Android app for the mobile application.

Updated on: 19/10/2026