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Product

Work-rights checksLicence & certification trackingOnboarding workflowsClient identity verificationTFN declarationQR site sign-in

Industries

Construction & tradesLabour hire & recruitmentAgricultureEducation & trainingAged care
PricingBookkeepers & Accountants

Resources

IntegrationsCase studiesBlogHelp Centre
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Help Centre
Getting Started
Getting startedCreate a workflowCreate a positionInvite an employee
Dashboard
Your dashboard
How to guides
Pre hire registrationMigrate employees from one Xero org to anotherExtra tax withholding requestsLeave applicationsAnnual leave in advance agreementsCash out annual leave
Workflows
Create a workflowWorkflow stepsCopy a workflowRe-assign a workflowCreate a self service workflowStart a self service workflowSend a reminder for a workflowCompletion notificationsFlow history
Workflow templates
Client identity verification
Tasks
Adding tasksCopying tasksTask typesSet custom field taskSkipping tasks
E-Sign
E-sign basicsCreating an e-sign templateAdding fields to a templateField validationOrdered signingAdding an e-sign template to a workflowSending a one-off document for signatureSigning a documentTracking e-sign documentsUpdating an e-sign template
Positions
Create a positionAssign a user to a positionSchedule workflows for a position
Custom Fields
Custom fields basicsCreating and using a custom field
Reminders
Creating a reminder
Automations
Document rules
Entry Points
Entry pointsApproving access requests
Users
User basicsInvite a memberInvite a supervisorInvite an adminFiltering users and saved filtersExport usersUser notesMessage a userUser notificationsReset user MFAArchive a userChange a user's roleInvite a member by QR code
Certifications
Certification basicsAdding certificationsAssigning certifications to positionsAssigning certifications to an employeeApproving certificationsRequesting certification updates from an employeeConfiguring expiry notifications
Videos
Add a video
Businesses
Add a businessSwitch between businessesLeave a businessArchive a businessRemind users
Logging In
Employee loginMagic link expired
Superannuation
Setting up super staplingTroubleshooting an unsuccessful ATO connection
Xero Integration
Connecting to XeroSyncing employees to XeroImporting employees from XeroDisconnecting from XeroRefreshing a Xero connectionFrequently asked questions
Deputy Integration
Connecting to DeputySyncing employees to DeputyAdding a Deputy task to a workflowDisconnecting from DeputyFrequently asked questions
Visa Checks
Visa check basicsAdding a visa details task to a workflowCompleting a visa checkReviewing visa check history
Billing
Adding a subscriptionLinking a business to a subscriptionInvoicesCancelling a subscription
FAQs
Data and SecurityPDF Upload Errors

User Notifications ✉️

This guide shows how to update user notification preferences.

  1. Click the notification button in the top right corner.
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  1. Click the Settings button.
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  1. Adjust the notification settings to your preference.
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30-minute demo · video call

See Canyou with your own crew in mind

Pick a time that suits you. Greg from our Australian team will walk you through it and answer your questions.

  • Your onboarding flow, set up for your crew
  • Licence and ticket tracking to expiry
  • Syncing with Xero, MYOB or Deputy
  • Pricing for your team size

No obligation · Australian support 🇦🇺

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