STEP 1 - Welcome to Workpuls
Employee will receive Welcome to Workpuls email and they will have to click on Start using Workpuls button found in the email which will lead them to Set up password page.
Tip: Employee will be visible on your Employees dashboard as soon as you send them the invitation via email if for ones that will be working with Personal Computers option. They will be grayed out and no data will start collecting until they follow through all these steps.
STEP 2 - Set up password
Next, employee will have to create and confirm their Workpuls login password.
STEP 3 - Download Installation file
After successfully creating the password an employee will see the download screen where they should choose OS for which they are downloading Workpuls installation file
Depending on OS chosen employee will get .dmg or .exe installation file downloaded on their computer which they need to run. After successful installation Workpuls widget will show up on computer screen and an Icon will be in apps or on desktop.
STEP 4 - Log in
When Workpuls widget is activated for the first time, employee will have to use the email Admin invited them and password employee created on Step 2 - Set up password to Sign In. On the next screen they will choose the company and depending on the Attendance Tracking settings one of the following:
STEP 5 - Clock In / Start Tracking Time on a Task
Depending on how Workpuls is set to track productivity employee will have to either Clock In for "Manual Attendance" on their widget,
or start a Task timer on Projects and Tasks display widget for "Project based" option in order for Workpuls to collect and display data on Admin dashboard.
Note: If you have set Workpuls for manual Attendance and Time tracking on Projects employees will have two tabs on their widget and will have to Clock In first before Starting Timer for a Task.