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Tips & Best Practices

Get the most out of WorkForce with these practical tips.

For Employees​

Attendance​

  • Check in on time — Set a daily reminder 5 minutes before shift start
  • Use geofencing — Enable location so check-ins are automatically verified
  • Check out before leaving — Avoid manual corrections later
  • Use offline mode — If you're in an area with poor connectivity, the mobile app queues your check-in

Requests​

  • Submit early — Don't wait until the last minute for leave requests
  • Add details — Include reason and context to speed up approvals
  • Attach documents — Upload supporting documents (medical certificates, receipts) when submitting
  • Track status — Check the request status in your dashboard rather than following up manually

Mobile App​

  • Keep the app updated — Enable automatic updates or check manually in Profile
  • Grant permissions — Location and notification permissions improve your experience
  • Use biometrics — Enable Face ID / fingerprint for faster, more secure login

For Managers​

Approvals​

  • Review daily — Check your approval queue at least once per day
  • Be timely — Delayed approvals block employee plans
  • Add comments — When rejecting, explain why so employees can correct and resubmit
  • Use filters — Filter by request type when reviewing a backlog

Team Oversight​

  • Monitor attendance trends — Catch issues early with weekly attendance reviews
  • Balance workloads — Use reports to ensure leave isn't clumping in one period
  • Communicate — Use comments on requests to keep a record of discussions

For HR & Admins​

System Setup​

  • Configure workflows first — Set up approval workflows before inviting employees
  • Test with a pilot group — Roll out to a small team first
  • Document your policies — Keep leave and overtime policies up to date

Data Management​

  • Regular audits — Review user accounts quarterly
  • Clean up inactive accounts — Deactivate employees who have left
  • Back up regularly — Ensure database backups are scheduled

Security​

  • Enforce strong passwords — Set minimum password requirements
  • Review permissions — Audit role assignments periodically
  • Monitor login activity — Watch for unusual access patterns