How to Use Workalong Workalong runs rota and people in Workspace, Management System, QHSE, ESG, Facilities, and Documents in Governance, and account setup in Administration. Pick a topic in the sidebar for step by step detail on one screen at a time.
Getting started Sign in, open the operations workspace, and complete the onboarding checklist. 2 topics Tasks and budget metrics Your task queue plus labour spend and payroll style numbers on Budget overview. 2 topics Time and rota Staff Rota, Planner, bulk shifts, and hour approvals under Workspace Time. 4 topics Time operations Insights, leave requests, swaps, availability, and publish rota under Workspace Time. 5 topics Approvals Leave, expenses, shift swaps, and fraud alerts in one Workspace rail. 4 topics Staff Roster, attendance, compliance registers, and pay tabs under Workspace Staff. 11 topics Budget and forecast Monthly labour budgets, cost forecast, and payroll runs. 3 topics Pay and benefits Holiday, sick pay, pension, payroll tools, and staff payments. 5 topics Clock in setup Staff app punches, kiosk links, Face ID, and geofencing under Time. 4 topics Staff and manager portal Manager tools for direct reports and staff self service. 3 topics Governance overview How Governance modules relate to Workspace and where to start. 1 topics Management System Risks, legal compliance, objectives, management review, and ISO readiness. 6 topics QHSE Incidents, hazards, audits, registers, training, and triggers. 7 topics ESG Materiality, environment, social, ethics, procurement, metrics, reporting, and evidence. 9 topics Facilities Locations, assets, maintenance, inspections, and lifecycle. 6 topics Documents library Controlled documents, verification, requests, and expiry under Governance. 4 topics Administration Account, access control, and audit under Account in the rail. 5 topics Reports and support Case handling and in product help. 2 topics Access and quotes How quote led onboarding works when you want Workalong for your team. 1 topics