Onboarding Process for Setting Up an Organization

Welcome to Workstatus! We’re glad to have you onboard 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

Clicking on the Activate Your Account Now button ,It'll redirect you to organisation setup.

Step 3 : Select I am bussiness owner tab and click on Continue button.

Step 4 : Create Organization and click on Next button.

Step 5 : Set up account and click on Next button.

Time Oversight- Time oversight involves recording and managing employees' work hours to ensure transparency and accountability within an organization.
User Activity Analysis - User Activity Analysis examines and assesses employees' system engagement and behavior to boost productivity, ensure policy adherence, and enhance workplace efficiency.
Project management - Project Management involves planning, coordinating, and overseeing tasks and resources to achieve specific project goals efficiently. It ensures that projects are completed on time, within scope, and within budget, optimizing team performance and productivity.
Attendance Tracking- Attendance Tracking monitors and records employees' presence and absences, ensuring accurate timekeeping, payroll processing, and compliance with company policies.
Field Force Analysis - Field Force Tracking involves monitoring the jobsite and real-time live location of employees, ensuring efficient task management and workforce coordination.

Please refer this link for "Use case for Account Setup" : https://support.workstatus.io/en/article/use-cases-for-account-setup-ifusj3/

Step 6 : Now you can bulk invite members

You can copy (8 ) and send the invite link to a group, allowing multiple users to register their accounts with this link.
You can also invite multiple members by manually entering their email addresses (9) and selecting their user roles..
You want to invite more than one members then simply click on plus icon (11)
A verification link will be sent to the member's email address. Members will fill in all the details and click on "Join Organization," (12) then they will be added to the organization.

Step 7 : You will now land on the Dummy Dashboard page. This page shows dummy data and information about Workstatus. The dummy data will disappear whenever a user runs the timer on a project.

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 :

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: 21/02/2025