Description: To get started onboarding to SkyTab Workforce, first log in to Lighthouse Business Manager.
Then, follow the steps below.
Select Location
The Workforce landing page will be visible to all Lighthouse users. However, only the Lighthouse Admin/Owner Account can activate Workforce.
If the user has access to multiple locations, select the location for which Workforce will get activated.
Review Employees
Users should ensure that all employee records are current. Please review the accuracy of employee details, including first and last name, mobile phone number (for access to Workforce Mobile App) exists, and job(s) assigned with pay rate as needed.
Workforce Landing Page
Once ready, users can proceed to the Workforce landing page. Users can access this page from the Admin left navigation menu and by selecting Workforce.
On the Workforce landing page, two activation buttons are visible (top and bottom). Select the Activate Workforce button to initiate the activation process.
Review Terms & Conditions
Users must review and accept the Terms and Conditions for using Workforce before onboarding can begin.
Select Accept to proceed or Cancel to return to the Workforce landing page.
Activation & Onboarding Process
Once the user accepts the Terms and Conditions, the activation process begins.
Once the activation process is completed, a message banner appears at the top of the screen, letting the user know that the onboarding process will take up to 10 minutes to complete.
The onboarding process includes the synchronizing and setup of data into Workforce. Users should not refresh the screen during this process, and are automatically returned to LBM when completed.
Users can refresh their browsers after returning to LBM or wait for LBM's auto-refresh (every 60 seconds). Once this happens, Workforce will appear in the Admin Menu with new sub-menu items.
Once this occurs, SkyTab Workforce is now activated and ready to use.
Access Workforce
Employees and Jobs are still created and managed in the LBM UI.
Select the Scheduler and Timecards tabs to open the Workforce UI.
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