Popular Articles
Getting Started With WorkMax
Welcome to WorkMax! This article serves as a concise guide to assist your team in accessing essential documents to prepare for your WorkMax Training experience. We will provide access to two key documents: the "Onboarding Outline" and the "WorkForce ...
Setting Up Employees
Introduction In this article we show how to set up new employees in WorkMax. Prerequisites In the Employee set up process, you will be applying some settings from the Modules menu as well as assigning User Roles. To avoid having to come back and ...
Editing Time Records in Time Editor
To edit a time record in the Time Editor, Click on Time, then select Time Editor. The Time Editor will open and will display all records within the set date range. There are a couple of ways to select records. The easiest way is to simply click ...
Navigating Time Editor
Prior to a user reviewing, editing, allocating and/or approving time records, it is important to understand the navigation capabilities of the "Time Editor" screen. Setting the Date Range There are two ways to view time records by date range. These ...
Location Parent/Child update
Introduction: As many know the permissions in WorkMax can be complex and the selection of items has been open to all with a permission set. In the past when an location with a child object has been pulled from a 3rd party system, anyone with access ...