Workmax Documentation

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

What is Workmax?

Workmax is a payroll provider that helps you pay your team with ease. You can manage your team's payroll, track their hours, and more.

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.
• 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.