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BIG changes are coming to your Workful Admin portal

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Workful Support
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We've listened to your feedback and made changes that will help make your job easier. We want to make sure you're spending less time in the nitty-gritty and more time doing what you do best - running your business.

If you've been using Workful for a while, you'll notice a few changes over the next few days:

We know you're comfortable using Workful as it is now, and we want to help you get just as comfortable with these changes. If you have any questions or need help, please do not hesitate to email us or give us a call at 866-967-5385. We look forward to hearing from you!

Login screen

When you log into your Workful account, you'll see our new login screen:

New_Welcome_Screen.png

Your username and password have not changed.

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Company creation

If you add a new company to your account, you'll only need to enter the company name and address to get started.

  • To add a new company, click your username in the upper, right-hand corner. Then, click "COMPANY SELECTOR."

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  • Click "CREATE COMPANY."

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  • Enter the company's name and address. Click "SAVE & CONTINUE."

Save_and_Continue_Company_Creation.png

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Admin Menu

Instead of seeing "Employees" and "Contractors" on your main menu, you'll see all your workers under "People."

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Adding new workers

What's changed?

  1. You'll no longer have to enter an email address for each worker. If you want your workers to create their own accounts, you'll need to add their email address to their profile after adding the worker.
  2. You can add W-2 employees and 1099-MISC contractors from the same page.
  3. You'll no longer have decide between "Quick Add" and "Complete Employee Now." When you add a new worker, we'll walk you through the process of adding everything needed to pay your worker.

How to add a new W-2 employee

  • Click "PEOPLE" from your admin menu.

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  • You'll see a list of all your workers. If you only want to see your W-2 employees, click "EMPLOYEE."

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  • Click "ADD ANOTHER EMPLOYEE."

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  • Under "EMPLOYEE TYPE," choose "W-2 (EMPLOYEE)."

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  • Make sure you have the all the information needed to set up the employee. Then, click "ADD YOUR EMPLOYEE TO WORKFUL."

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  • Enter your employee's first and last name.

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  • If you want, enter the employee's job title.

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  • Choose the employee's pay type (hourly, salary/no overtime, salary/overtime eligible, owner's draw).

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  • Enter the amount you'll pay your employee. (Example: $10 per hour or $2,000 per month). You can always add additional pay rates later.

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  • Click "SAVE & CONTINUE."

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  • Enter the employee's Social Security Number, birthdate, and phone number.

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  • Enter the employee's address.

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  • Click "SAVE & CONTINUE."

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  • Choose the employee's federal filing status (single, married, married withholding at the higher single rate, head of household, or exempt).
  • Enter their withholding allowances. 
  • If they would like additional federal income tax withheld, enter the amount. Otherwise, enter "0."

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  • Select the state for state income tax purposes.
  • Select the employee's state filing status. 
  • Enter their state withholding allowances. 
  • If they would like additional state income tax withheld, enter the amount. Otherwise, enter "0."

Enter_state_tax_information.png

  • If the employee has a deduction, choose the type of deduction (retirement plan contributions, medical insurance premiums, child support, etc.).

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  • Choose whether the deduction is a fixed dollar amount each paycheck or a percentage of the employee's gross pay. Then, enter the amount to deduct from each paycheck.

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  • If you have other deductions to add, click "+ ADD DEDUCTION."

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  • When you've finished entering deductions, click "SAVE & CONTINUE."

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  • Choose whether you would like to pay the employee by direct deposit or printed checks.

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  • If you choose to use printed checks, click "SAVE & CONTINUE."

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  • If you choose direct deposit, enter the employee's bank information - routing number, account number, and account type (checking or savings). Then, click "SAVE & CONTINUE."

save_direct_deposit.png

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How to add a new 1099 contractor

  • Click "PEOPLE" from your admin menu.

New_Menu.png

  • You'll see a list of all your workers. If you only want to see your 1099 contractors, click "CONTRACTOR."

Filter_by_Contractor.png

  • Click "ADD ANOTHER EMPLOYEE."

Click_Add_Another_Employee_-_Contractor.png

  • Under "EMPLOYEE TYPE," choose "1099 (CONTRACTOR)."

choose_employee_type.png

  • Make sure you have the all the information needed to set up the contractor. Then, click "ADD YOUR EMPLOYEE TO WORKFUL."

Add_new_worker.png

  • Enter your contractor's first and last name.

Add_contractor_name.png

  • If you want, enter the contractor's job title.

Add_job_title.png

  • Choose the contractor's pay type (hourly or fixed rate).

Choose_pay_type.png

  • Enter the amount you'll pay your contractor. (Example: $10 per hour or $500 per week). 

add_pay_amount.png

  • Click "SAVE & CONTINUE."

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  • Enter the contractor's Social Security Number or Individual Taxpayer Identification Number (ITIN), birthdate, and phone number.

add_social_security_number_birthdate_and_phone.png

  • Enter the contractor's address.

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  • Click "SAVE & CONTINUE."

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  • Choose whether you would like to pay the contractor by direct deposit or printed checks.

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  • If you choose to use printed checks, click "SAVE & CONTINUE."

printed_checks.png

  • If you choose direct deposit, enter the employee's bank information - routing number, account number, and account type (checking or savings). Then, click "SAVE & CONTINUE.

save_direct_deposit.png

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Employee Compensation & Pay Rates

If you go to an employee's "Pay Information," you'll notice it looks different. Previously, all of your employee’s pay rates were listed together. We’re making it easier for you to review pay information and track the different ways you’re paying an employee.

You’ll notice that your employee’s pay information is now separated into two or three sections:

  1. Primary Compensation
  2. Additional Compensation (if the employee has an hourly primary compensation)
  3. Additional Pay Rates

Primary Compensation

First, you’ll see “Primary Compensation.” This is the worker’s main pay rate or salary amount.

Primary_Compensation.png

Don’t worry about setting up primary compensation for your current employees because we’ll do it for you. We will automatically set each worker’s primary compensation based on the pay rates you’ve already entered into Workful and the payroll you’ve run with us.

If the employee’s primary compensation is an hourly rate, and your team is clocking in and out using Workful’ time clock, their time worked will be pulled into their primary compensation when you run payroll.

  • If you would like to update or change an employee’s primary compensation, click “EDIT COMPENSATION.”

Edit_Compensation.png 

  • Then, make changes to the person’s compensation and click “SUBMIT.”

Submit_Primary_Compensation.png

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Additional Compensation

If the employee’s primary compensation is hourly, then you’ll also see “Additional Compensation.” This section is for any other hourly rates your employee makes.

For example, if you own a small restaurant and your employee works as both a cook and a server, they might make different rates depending on which area they’re working on that day. If they’re primarily a cook, then you can enter their hourly server rate as additional compensation.

Additional_Compensation.png

It’s important to note that additional compensation will not pull in time from your employee’s time clock, so you will need to add their hours worked each time you run payroll.

  • If you would like to edit an existing additional compensation, click on the description.

Click_Existing_Additional_Compensation.png

  • Then, make any changes you wish and click “SAVE.”

Save_Existing_Additional_Compensation.png

  • If you would like to add a new additional compensation, click “ADD COMPENSATION.”

Add_New_Additional_Compensation.png

  • Change the description to what you’d like to say on your employee’s paystub.

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  • Enter how much the employee will make per hour.

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  • If your employee typically works a certain number of hours per pay period at that hourly rate, enter the number of hours they usually work. The number of hours you enter will automatically be added every time you run payroll.
  • If your employee doesn’t typically work a certain number of hours per pay period, then you can enter “0.”

Enter_Default_Hours.png

  • Click “SAVE.”

Save_Additional_Compensation.png

Please note, additional compensation is not available for employees whose primary compensation is salary.

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Additional Pay Rates

Additional pay rates are flat rates added to your employee’s paycheck, such as commission, bonuses, vacation and holiday pay, and cash tips.

Additional_Pay_Rates.png

Most additional payment types can be edited directly in each payroll run. However, if you’re adding a salary, the amount can only be changed under the employee’s pay information.

  • To edit an additional pay rate, click on the description.

Click_Existing_Additional_Pay_Rate.png

  • Make any changes and click “SAVE.”

Save_Existing_Pay_Rate.png

  • To add a new pay rate, click “ADD PAY RATE.”

Add_New_Additional_Pay_Rate.png

  • Choose the payment type you’d like to add.

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  • You can change the description to how you’d like it to appear on the employee’s paystub.

Change_Pay_Rate_Description.png

  • You can either enter the amount or enter “0.”

Enter_Pay_Rate_Amount.png

  • Click “SAVE.”

Save_Pay_Rate.png

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Overtime & Double-Time

Currently, if one of your employees is eligible for overtime or double-time pay, you have to add the pay rate to the employee’s pay information before running payroll. And, you have to calculate their overtime and/or double-time pay rates.

Soon, Workful will do that work for you! If an employee is eligible for overtime, you’ll see overtime and double-time lines on the employee’s paycheck each time you run payroll. The rates will be based on the employee’s primary compensation amount (1.5 times their hourly rate for overtime and 2 times their hourly rate for double-time).

Overtime.png

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