Docs
How to run Worknilo.
Step-by-step guides for the features teams use every week: setup, Pulse workforce ops, Pay payroll, and Books access.
Guides are written in English. Localized URLs use the same procedures while we expand translations.
Getting started
- Create your organization and choose modules
Sign up, create a Worknilo organization, enable Pulse and optional Pay, then finish welcome setup for a site, invites, and a first schedule.
- Invite people and assign roles
Add employees and managers from People, use join links, understand seats, and choose roles that match web admin vs mobile-only work.
Pulse
- Build and publish the schedule
Create sites and roles, build shifts on the schedule, publish so the team can see their week, and manage day-to-day changes in the web admin.
- Geofenced clock-in and off-site approvals
Set a site geofence radius, clock in from the mobile Clock tab with GPS, and approve away-from-site or exception time from the web.
- Review and approve time and timesheets
Monitor live time entries, clear approvals, and use timesheets so hours are clean before payroll.
- Open shifts, swaps, and cover
Publish open shifts for claiming, let teammates propose swaps, request cover, and decide requests as a manager.
- Assign tasks and chat with the team
Create and assign tasks from the web, complete them on mobile, and use channels and direct messages for frontline communication.
Pay
- Turn on Pay and complete a payroll run
Enable Pay on Pulse, configure employer and employee profiles, calculate a run, lock it, and download payment files. Worknilo calculates; the employer pays and remits.
- Payroll remittances after lock
After a run is locked, use CRA and third-party remittance outputs, mark remittances paid, and keep the employer as the remitter of record.
- Year-end T4 slips and ROE
Generate T4/T4A and ROE packages from Pay documents, download filings, and share employee copies. File externally with CRA / Service Canada processes.
Books
- Worknilo Books access and SSO
Enable the Books module, grant Books seats in Settings, and open books.worknilo.com with Worknilo SSO. This is access setup, not a full Books accounting manual.
Also useful
- Modules
Pulse, Pay, Books, and Stock overview.
- Pricing
CAD list rates for Pulse seats and Pay runs.
- Security
Encryption, audit logging, and compliance posture.
- Support
Contact form, FAQ, and mobile app help.
- Changelog
What changed in the product and marketing site.
- Blog
Notes on workforce ops and payroll for Canada and US teams.