Docs
Comment utiliser Worknilo.
Guides étape par étape pour le démarrage, les opérations Pulse, la paie Pay et l’accès à Books.
Les guides sont rédigés en anglais pour l’instant. Les URL localisées affichent les mêmes procédures.
Démarrage
- 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.
Aussi utile
- Modules
Aperçu de Pulse, Pay, Books et Stock.
- Tarification
Tarifs affichés en CAD pour les sièges Pulse et les cycles Pay.
- Sécurité
Chiffrement, journaux d'audit et conformité.
- Assistance
Formulaire de contact, FAQ et aide mobile.
- Journal des changements
Ce qui a changé dans le produit et le site.
- Blogue
Notes sur les opérations et la paie pour le Canada et les États-Unis.