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Workforce Management

Simplify employee information management and optimize workforce planning

Maria Müürsepp avatar
Written by Maria Müürsepp
Updated over 2 weeks ago

Manage your entire team from a single platform

The Workforce Management app is a comprehensive team management solution designed to simplify employee information management and job tracking. Workforce management allows managers and HR personnel to keep data up-to-date, promote collaboration, and optimize workforce planning.

How to Activate?

  • Go to "Settings & Apps".

  • Find "Workforce" among the apps and click on it.

  • Click "Activate".

  • After activation, the app's status changes to Active.

Enhanced Employee Profile

  • Select the "User Fields" tab.

For each employee, you can create a detailed profile using standard and custom fields. Add important information for the company:

  • Contact details

  • Departments

  • Knowledge and skills

  • Certifications and performance metrics

And other necessary information, such as employment contract start date, accounting level, software proficiency, last health check date, next health check date, and assigned equipment.

At the bottom of the page, you can add company-specific fields.

You can also change the placement of fields and rearrange the order of rows: when you move the mouse to the beginning of a field, six dots appear; click with the mouse and change the order of the row.

  • Click "Add New Field" or add your own "Subheading" with fields.

Note! Don't forget to Save.

User Profile

After activating the app, the user's profile view changes.

Under Settings, the user can set information related to their account:

  • Contact details

  • Language preferences

  • Select "Default Company"

  • Enable system notifications

Under Info, users can enter information that the company wants to collect, such as:

  • Education details

  • Information about equipment used for work

  • Health check dates

Note! The displayed fields are pre-configured by the company.

Under Notes, users can save data that is important to them and intended for personal use only.

Managers can save summaries of performance reviews, employment contracts, health check reports, and more. The HR department can use notes to track the onboarding process or document policy explanations.

Agreements: Employees can view their personal employee agreements.

Vacations: Under Vacation, the employee sees an overview of their vacations and day-off applications and vacation balance. The employee can:

  • Add a new vacation request

  • View the status of vacation

By clicking on the three dots, the user can review or delete their application.

Office attendance tracking

Employees can update their work location (home or office) with one click, helping managers plan office capacity and team meetings.

  • Select the "Office attendance tracking" tab.

To monitor office presence, activate the button "Enable office attendance tracking".

Then add the company's server IP address and Save.

If the company uses multiple servers, click the "Add IP" button, enter the necessary information, and save.

A new icon "blue house" automatically appears at the top of the screen for employees.

A blue house means working in the office.

A gray house means remote working.

If the employee wants to use the remote option, Uku automatically adds a grey house icon if the employee is working using a server outside the company.

By clicking on the user's name in the upper right corner, a dropdown menu opens where you can toggle the location on and off using a button.

Flextime Report

The Flextime report provides a clear overview of the team's working hours, expectations, overtime, and leave balances. This report combines actual and agreed-upon working hours to see if employees are under or over the expected work hours.

You can also compare planned and actual office time to understand how location affects your team's profitability.

Customizable settings for expected working hours are available to Elite package users, allowing for more precise tracking for individual employees or special agreements.

While in Reports, select Flextime and activate additional fields from the filter icon, which you can use to create the necessary report.

Read here on how to use the Flextime report.

Settings

  • Select the "Settings" tab.

Enable Notes for Users

Activating this button allows users to add and view notes on their profile. Notes are visible to both the user and the primary user. This feature allows users to save personal notes and share important information directly with the primary user, which may include work-related observations, ideas, or important feedback.

Enable Additional Fields for Users

Activating this button allows users to fill and view additional fields on their profile. These fields are visible to both the user and the administrator. Additional fields allow the company to collect extra information about users, such as skills, certifications, education, or other important data. This contributes to better personnel management and enables administrators to make informed decisions in team management.

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