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Documentation

Documentation

Everything you need to use Weplanify, module by module.

Getting started

Getting started with WeplanifyIn Weplanify, the web is for managers and the mobile app is for employees: here is where to start, from creating the account to the first published schedule.

Dashboard

The Weplanify dashboardIn Weplanify, the dashboard sums up your activity: the period's figures, costs, items to handle, payroll progress and today's attendance at a glance.

Employees

Manage your employees in WeplanifyIn Weplanify, each employee has a record used everywhere: planning, time clock, leave and payroll. Here is how to create it and keep it up to date.

Scheduling

The team planningIn Weplanify, the planning says who works, when and where, week after week; the slots stay as drafts until you publish them to your employees.

Time tracking

Employee time clockIn Weplanify, the Time entries screen shows, day by day, each employee's arrival and exit against what was planned, and what is left to fix.

Leave & absences

Manage leave and absencesIn Weplanify, the Leave and absences screen gathers the whole team's requests, as a list or a calendar, with the requests to approve shown first.

Day labourers

Manage day labourers: arrivals, days and paymentsIn Weplanify, follow the workers paid by the day: need announced, arrivals on site, validated day, then payment in cash or by mobile money too.

Forms & requests

Weplanify forms: requests, reports and surveysIn Weplanify, every company form sits in a single list, sorted by category, showing what is waiting for your decision and what is running late.

Approvals & automations

Request approval circuitsIn Weplanify, a leave request, an expense claim, an advance or a form answer moves from one approver to the next, following its circuit, until the decision.

Documents

HR documents in WeplanifyIn Weplanify, the Documents module files HR papers, spots incomplete staff files, gets PDFs signed and collects documents from your employees.

Payroll

Payroll in WeplanifyIn Weplanify, the monthly payroll is prepared in five steps, from time, absences and variable elements up to the payslips, the payment and the closing.

Costs & expenses

Follow the company's expensesIn Weplanify, the Expenses screen gathers purchases paid by the company and costs advanced by employees: to approve, to reimburse and to pay.

Settings

Your company settings in WeplanifyIn Weplanify, settings are sorted by theme in a menu on the left: company, approvals, expenses, time and attendance, leave, payroll and account.

Mobile app

The Weplanify mobile app for your employeesWhat your employees do from their phone with Weplanify: clock in, see their schedule, request leave, fill in a form, read their payslips.