Sign in and open your home workspace
- Open your company sign-in page.
- Sign in with the method your administrator enabled (for example a passkey or another approved option).
- Confirm you reach Home or the module you use most for your role.
Quick tasks
How-to guide for everyday work
Use search above or choose a common task below. Each task links to the module article for detail and example screens.
Find a module in the navigation
- After sign-in, open the module menu or sidebar.
- Select a module your role is allowed to use.
- If a module is missing, contact your company administrator—access depends on license and role.
Invite a colleague and assign a role
- Open Settings or user administration (administrator roles only).
- Send an invitation to the person's work email.
- Assign only the module roles they need for their job.
- Ask them to complete first sign-in.
Prepare and review a pay run
- Confirm time, leave, and employee changes are approved.
- Open Payroll and start or open the run for the pay period.
- Review exceptions before you finalize.
- Follow your finance process for payslips and exports.
Approve a request in Workflow
- Open Workflow or your approval inbox.
- Open the item waiting for you.
- Approve, reject, or request changes and leave a clear note.
- Confirm the related record in the source module updated.
Create or handle a Service Desk ticket
- Open Service Desk.
- Create a request or open a ticket assigned to you.
- Add comments and attachments allowed by your policy.
- Close or escalate according to your service targets.
Build a simple operational report
- Open Report Builder.
- Choose a dataset from an enabled module.
- Pick columns and filters your manager needs.
- Export or print in the format your company approved.