First steps for new users
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Complete your onboarding tasks
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If your employer is using our onboarding features, they will send you onboarding information before your start date. On the onboarding website, complete your onboarding tasks, including filling out your profile details and signing documents.
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Activate your Workable account
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After your onboarding, your employer will notify you when and how you can access Workable. Available options are:
Invitation email
Before logging into your account, a Workable Admin member will probably trigger an invitation email that grants you access to Workable. Follow these steps to sign up for the first time:
- Click on the link in the invitation email
- Enter your first and last name as you would like them to appear in Workable
- Set a password that meets our requirements or select to join using your Google/LinkedIn/Microsoft account
- You will be logged in and taken to the homepage of your Workable account
In the future, you can use the Workable login page to log in to your account.
Auto-join
If your company has auto-join enabled, you may be able to join your Workable account without an invitation. -
SSO
If your company has connected Workable to your single sign-on (SSO) provider, follow the steps here to sign in.
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Connect your Google/Outlook calendar (if applicable)
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If your company's admin has enabled the Google or Microsoft 365 Outlook integration for the company account, you may be prompted to connect your Google/Outlook calendar via the 'Time off' tab under your employee profile.
Once your calendar is connected, every time one of your time-off requests is approved, your Google or Microsoft calendar will be automatically updated with an 'Out of Office' event.
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Choose your personal settings and notifications
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Setup your profile from: Your Profile
Here, you can edit your full name, job title, email, and profile picture. At the bottom of the page, under Credentials, you can connect additional apps (Zoom, LinkedIn, etc.).
Adjust your notifications under: Your Preferences
All email notifications will be enabled by default, but you can modify them if needed.
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Download our mobile app
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The Workable app is available for Android and iOS smartphones free of charge. Scanning the QR codes below will take you directly to their respective app stores, where you can download the app:
Below, you will also find an overview of the app's different features you can access.
Explore features available to you
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Explore your home page (desktop/mobile)
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Once you log in to your desktop, you will land on your home page. You can also click the "W" logo to go to this area. As an employee, you can view different widgets:
Personal information Get an overview of your details, your manager and teammates (if any). Today Get an overview of all celebrations, holidays, or employees on leave today. To-dos Get an overview of your pending tasks like signature requests or attachment reminders for requested time off. Time off Check your time off balances and upcoming absences or request time off.
Once you log in to the mobile app, you will land on your home page. As an employee, you can view different widgets:
Your team Get an overview of your team; manager and teammates (if any). To-dos Get an overview of your pending tasks like signature requests or attachment reminders for requested time off. Today Get an overview of all celebrations, holidays, or employees on leave today. Your time off Check your time off balances and upcoming absences or request time off.
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Features for employees (desktop/mobile)
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Features for employees in desktop Onboard & Manage Access company information Under the Employees tab, you can access:
Edit your profile information Easily update your employee profile information or upload files to your profile. Note: Some field changes may need HR approval to be reflected in your profile.
View and sign your assigned documents As an employee, you may be requested to review and sign documents at any point during your employment.
View certain reports As an employee, you can access the below reports:
Time off Request time off and calculate future balances Request time off for yourself and calculate your future balances.
Cancel time off requests Cancel upcoming time off requests.
Features for employees in mobile Receive push notifications Receive push notifications for pending items that need your attention like e-signature requests.
Onboard & Manage Access company directory Under the Employees section view, search or filter employee profiles and access their direct reports or managers.
Sign documents As an employee, you may be requested to review and sign documents at any point during your employment.
Time off Request time off and calculate future balances
Request time off for yourself and calculate your future balances.
Cancel time off requests Cancel upcoming time off requests.
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Walkthrough Tours
If you are involved in the recruiting process in Workable, you can get started by selecting one of our recruiting user guides based on your access rights.