User Guide

Working People User Guide

Learn how to set up your company, manage employees, approve requests, and work with reports in Working People.

Guide Contents

Essential workflows to set up first

These are the places where admins most often need exact guidance. If you only read a few parts of this guide, read these first.

Working People and Working Timer connection

This connection must be part of the setup. Working People prepares the employee and company rules, while Working Timer is used for daily employee operation. The employee must also have their own Working Timer account.

How to create an employee

The employee flow starts on the Employees page and continues through the employee profile, work calendar, and optional Working Timer connection.

How to add a record

Records are created from the employee calendar. Empty days open a new record, existing days open editing, and bulk insert covers repeated ranges.

How to process requests

Requests are the approval layer for vacation, attendance, overtime, and similar workflows. The key is to keep review and final state changes consistent.

How to work with reports and exports

Reports help you verify whether configured data is actually producing the expected operational output. Exports are the next step when the result must leave the app.

What the other menu items are for

Beyond the main onboarding flows, these menu items help structure the business, reporting, and operational setup. Users should know what each area is for before they start filling it with data.

Statistics

Statistics gives you a broader management overview. Use it to compare hours, performance trends, and operational development across the company instead of checking each employee one by one.

Projects

Projects are used to organize work into deliverables or internal initiatives. They help you connect work records, reporting, and responsibility to a concrete business objective.

Customers

Customers represent the external companies or clients your team works for. Use this section when you need a clear business structure behind projects, work reporting, or invoicing-related logic.

Cost centers

Cost centers help you split work and costs into internal accounting or organizational buckets. This is useful when reporting should reflect departments, units, or operational responsibility.

Activities

Activities define the type of work being recorded, such as administration, development, support, or meetings. They make work records and reports much more readable and filterable.

Settings

Settings is the place for broader application behavior, defaults, and configuration rules that affect how the workspace operates. Open it when you need to fine-tune the environment beyond employee and company profiles.

Terminals

Terminals are used for shared clock-in or attendance devices. This section matters when your company records presence through dedicated terminal points rather than only through individual user access.

Getting Started

Start by creating your company, checking the default work settings, and confirming that the basic structure matches how your team works. This gives you a clean base for everything else in the app.

Working People and Working Timer connection

Working People is used for company settings, employees, approvals, and reporting. Working Timer is the daily tool for employee time tracking. The connection between both products is essential because company rules and employee setup from Working People flow into real daily usage in Working Timer. To complete the connection, the employee must already have a Working Timer account.

Step by step

  1. Create or open the employee in Working People and verify that name, email, country, and core profile values are correct. At the same time, confirm that the employee already has a Working Timer account.
  2. Open the employee detail and use the action Connect with Working Timer to send the connection invite to the email address used for the employee's Working Timer account.
  3. Once connected, keep company rules, work profiles, and locked fields maintained in Working People, because these settings drive how the employee works in Working Timer.

Company Setup

In the company section, complete your address, country, business details, and work profile. These values influence holidays, defaults for employees, and the overall behavior of attendance-related features.

Step by step

  1. Open the company section and complete company name, country, address, and business information first.
  2. Continue with work profile values such as work time, overtime regime, and default attendance behavior.
  3. Save the company before inviting employees so that new people inherit the correct default setup.

Employees and Profiles

Add employees, define their work profile, finances, work calendar, roles, and permissions. You can also invite people into the company and lock selected fields when some values should stay managed centrally.

Step by step

  1. Open Employees from the left menu or from the dashboard, then choose Add employee for manual creation or Import employees for invitations.
  2. For a new employee, fill in name and email, then set finances, currency, country, leave values, sick days, and external ID if your process uses it.
  3. Save the profile and then continue in the employee detail, where you can adjust work calendar, reports, permissions, and integration actions.
  4. If the employee should use Working Timer, open the employee detail and run Connect with Working Timer so the person receives the correct invitation.
  5. If the employee should have broader access, open role management on the Employees page and assign the appropriate role based on what the person should be allowed to see or manage in the company.

How to add a work record

Work records are created from the employee calendar. This is where you add or edit a specific day, correct hours, set the record type, and attach project or activity context.

Step by step

  1. Open the employee detail and go to the calendar section for the selected employee.
  2. Click an empty day to create a new record, or click an existing row to edit it. For multiple days at once, use Bulk record insert.
  3. Fill in in time, out time, break time, work time, record type, flags, project, activity, and notes according to what happened on that day.
  4. Save the record and check that the updated day is visible in the calendar with the expected values and labels.

Requests and Attendance

Use requests for vacation, free days, sick days, and similar records. Attendance and work records can be reviewed, edited, and extended with notes so the daily history remains clear and auditable.

Step by step

  1. Open the Requests page to review incoming employee requests, their type, time range, author, and current state.
  2. Use requests for vacation, day off, attendance-related changes, overtime, and other approval-driven workflows that should stay traceable.
  3. Open a specific request from the list to review the detail and decide whether it should be approved, rejected, or kept pending.
  4. After processing, return to the request list and verify that the state is updated correctly so the company has a clean approval history.

Reports and Exports

Use statistics, work reports, project reports, and activity reports to review hours, costs, and team performance. Reports are the fastest way to check how data is developing across employees or periods.

Step by step

  1. Open the employee detail or reporting area and choose the report type you need: work report, activity report, project report, or export.
  2. Check the selected employee, period, and language before opening or exporting the report so the output matches your intended use.
  3. Use reports to compare hours, costs, project allocations, and recent operational development across employees or time periods.
  4. If you need to share the result outside the app, use the available export actions such as CSV, Excel, or PDF where the workflow supports it.

Settings and industrial time

Settings controls local application behavior such as cache, 24-hour format, and industrial time. Industrial time is especially important because it changes how worked time is presented in summaries, reports, and exports.

Step by step

  1. Open Settings when you need to adjust application behavior for the current workspace or device, especially date and time display.
  2. Use industrial time if your company works with decimal hour notation. In that mode, values are interpreted and displayed as decimal hours, for example 7.50 instead of 7:30.
  3. Decide on the time format early and keep it consistent across reporting and exports so managers and employees read the same hour values in the same way.

Frequently Asked Questions

Where should I begin in a new workspace?

Begin with company settings and your work profile defaults. It is easier to add employees correctly once the core company configuration is ready.

Can I change settings later?

Yes. Company settings, employee profiles, and reporting filters can be adjusted later. The guide is meant to help you create a solid first setup, not lock you into one path.

When should I use reports?

Use reports once employees are actively recording time, requests, or project work. They become most valuable after the first days or weeks of real usage.