Getting Started With WorkMax

Getting Started With WorkMax

Welcome to WorkMax!

This article is intended as a guide to help track your progress as you setup your WorkMax account. You may also wish to review this information as necessary.


Important Notice: WorkMax is optimized for the Google Chrome web browser In order to maintain an optimal performance experience, it is highly recommended


Download Google Chrome Here

It is recommended that the following steps be done in the order presented to avoid repetition of previously completed system setup. Depending on which WorkMax modules you have purchased or how you may be using the system, some steps may not apply.


Step 1: 
Integration/Data Import
 

When deciding how you want to get your information into WorkMax (Employees, Locations, Tasks), there are several options.  You can import the data via integration with your accounting software or via a .csv (Comma Delimited) file. You can also manually add this information into WorkMax as described in steps 4 through 6 below. 

If you are integrating your accounting software with WorkMax you will need to download and install our integration Software, ConnectMax.  During the implementation of your WorkMax system your assigned Customer Success Advisor will work with you to complete the integration between your accounting software and WorkMax.


Note: For importing of data, please contact us at 801-465-8181 for assistance.

Step 2: Modules 
           Here you will set up company level settings, such as Permissions or Permission Profiles. The availability of Module settings is dependent on which WorkMax modules you have purchased.
           Click the link below for detailed instructions on completing your Module Settings:
Step 3: User Roles

            

       This is where you would create various user roles that will allow, or restrict, certain features within the WorkMax system. These user roles can then be assigned in Employees.

 

       Note: You will need to create at least one User Role for each module you will be utilizing 

       even if you are an administrator with only 1 license per module. 

 

       Click the link below for detailed instructions on setting up your User Roles:


Step 4: Employees

Employees data can be manually entered, imported from an accounting system, or imported via a .csv file.
Click the link below for detailed instructions on manually setting up Employees:

Step 5: Locations

Locations data can be manually entered, imported from an accounting system or imported via a .csv file.

Note: You will need to create at least one Location in order to use the mobile app for time entry.
Click the link below for detailed instructions on manually setting up Locations:

Step 6: Tasks

Task data can be manually entered, imported from an accounting system or imported via a .csv file.
Click the link below for detailed instructions on manually setting up Tasks:

Step 7: The Mobile App

The Mobile App is supported on iOS and Android devices and is used for the inputting of time by and for your mobile employees. 
Click the link below for detailed instructions on setting up new mobile devices:
Step 8:  Additional Platform Modules
Click this link to start working with the Forms Module.
Click this link to start working with the Time Module.

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