Workmax Documentation

This guide will help you get started and run payroll with a few simple steps.

What is Workmax?

Workmax is an all-in-one workforce management and payroll platform that helps you pay your team, manage HR, and run your operations with ease. You can manage payroll, track time and attendance, schedule shifts, and more. For care providers, Workmax also offers care management and CQC compliance tools, so assessed needs flow straight through to visits, evidence and payroll.

Features

• Payroll: Run payroll for your team.
• People: Manage your team members.
• Reporting: Generate reports for your team.
• Time and Attendance: Track time and attendance for your team.
• Pensions: Help your team save for retirement.
• Expenses: Reimburse your team for expenses.
• Benefits: Offer benefits to your team.
• Departments: Organise your team into departments.
• Clients: Manage your clients.
• Care Management: Plan, deliver and evidence person-centred care.
• Incidents: Record and manage incidents across your organisation.
• Compliance: Track safer-recruitment checks on the Single Central Record.
• Training: Manage, assign and track your team's training.
• Integrations: Connect Workmax to the tools you use.
• Offers: Send and sign job offer letters online.
• Projects: Manage your projects.
• Onboarding: Onboard new team members.
• Real Time Information (RTI): Send your payroll information to HMRC in real time.
• HMRC Reports: Manage your HMRC reports.
• Employee Self-Service: Allow your team members to update their own information. (0%)
• Mobile App: Access Workmax on the go with our mobile app. (0%)

Getting Started

To get started with Workmax, follow these steps:

1. Sign Up: Sign up for a Workmax account here.
2. Add Team Members: Add your team members to Workmax.
3. Set Up Payroll: Set up payroll for your team.
4. Run Payroll: Run payroll for your team.
5. Generate Reports: Generate reports for your team.

Profiles

Workmax offers different profiles for different types of users. Here are the profiles available:

1. Admin: The admin profile has access to all features.
2. Manager: The manager profile has access to most features.
3. Employee: The employee profile has limited access to features.
4. Contractor: The contractor profile has access to limited features.
5. Client: The client profile has access to limited features.