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 Tracking
- Record & manage employee work hours.
- Ensure transparency in time tracking.
- Promote accountability within the organization.

Productivity
- Analyze employee system engagement.
- Assess behavior to improve productivity.
- Ensure adherence to company policy.

Project Management
- Focus on planning & coordinating tasks.
- Ensure timely completion within scope & budget.
- Manage multiple projects from a single dashboard.

Attendance Management
- Track employee attendance in real-time.
- Enable geofencing for location-based tracking.
- Maintain compliance and accurate payroll.

Project Management + Productivity
- Allocate resources for maximum efficiency.
- Improve decision-making with data insights.
- Employ tools for task prioritization.

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 create first Project
You can create your first project and then click continue then you will redirect to next page

Step 7 : 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.

Step 8 : Workstatus feature explanation page.

Step 8 : Thanks You Page.
After you complete the project setup in Workstatus, you will see a confirmation screen like the one shown below. This screen confirms that your project setup is complete and you're ready to start using Workstatus.

Step 10 : Project Overview Page.
You will now land on the project overview 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 11 : 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: 08/05/2025