Worksana

How to add a credit card or change your existing one for billing purposes

How to add a credit card to Worksana

How to Create and Assign Geofences

How to set up a Timefence (Time-Based Punch Restrictions)

Worksana's feature set to handle basic PTO and Sick Pay tracking needs

PTO (Basic)

Holiday Pay Multiplier for Hours Worked

Explanation and strategy for transitioning from myEtimecard to the Worksana mobile app

Worksana Mobile App Transition

How to give subsets of employees different meal rules (lockout, flags) from others

Can I give a group of employees different meal rules?

This article describes some of the more advanced meal break settings

Additional Meal Settings

How Worksana handles Daylight Savings Time or DST

Daylight Savings Time

Zack Pierce

General

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.