STEP 1 - Welcome to Workpuls 🌟
Each invited Employee will receive Welcome to Workpuls email and they will need to click on Start using Workpuls button found in the email which will lead them to Set up password page.
👆 Feel free to share the following video with your team to help them understand the required steps.
❗ Tip: Employees will be visible on your Employees dashboard as soon as you send them the invitation via email for ones that will be working with Personal Computers option. They will be grayed out and no data will be collected until they follow through all these steps.
STEP 2 - Set up password
Next, each employee will have to create and confirm their Workpuls login password.
STEP 3 - Download Installation file
After successfully creating the password, each employee will see the download screen where they should choose OS for which they are downloading Workpuls installation file.
Depending on OS chosen, the employee will get .dmg or .exe installation file downloaded on their computer which they need to run. After successful installation the Workpuls widget will show up on their computer screen and its icon will be in apps or on the desktop.
❗ Note: due to the macOS extensive privacy control, users will see a popup after workpuls.dmg is installed. The system will prompt them to allow Workpuls control over accessibility features. They should click on Open System Preferences button and check Workpuls to allow mentioned permission.
STEP 4 - Log in
When the Workpuls widget is activated for the first time, the employee will need to use the invite email received from the Admin and the created password from Step 2 to Sign In. On the next screen they will choose the company and depending on the Attendance Tracking settings one of the following tracking modes:
STEP 5 - Clock In / Start Tracking Time on a Task
Depending on how Workpuls is set to track productivity, the employees 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. After they clock in or start the task timer, the apps and websites they use will start appearing on your 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 the Timer for a Task.
🧐Good to know: For a more detailed walkthrough of the widget, you can watch this video.