We offer two different on boarding packages:
Stage | Setup Requirement | |
PRE-WORK | Register
for a QicWorks Account | |
PRE-WORK | Allocate
a Project Champion and Implementation Team | |
PRE-WORK | Prepare
Digitisation Project Plan | |
PRE-WORK | Collect,
review and prepare data for bulk importing. | |
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MOVE
TO ACCOUNT SETUP IF YOU DO NOT WISH TO MANUALLY IMPORT YOUR DATA | ||
MANUAL IMPORT | Download,
complete and upload the following bulk import items; · Staff, · Contact, · Chart of Account, · Pay Category, · Tax Rate and · Tracking Category templates from Setup Wizard. | |
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ACCOUNT SETUP | Connect
QicWorks to your account software (if applicable) For Xero connection see: Xero Connection For MYOB
connection see: MYOB
Connection | |
STAFF SETUP | ||
ACCOUNT SETUP | Confirm organisation details; ie upload your logo and
business details | |
ACCOUNT SETUP | Create
your Classifications | |
ACCOUNT SETUP | Assign
Classifications to your Resources | |
ACCOUNT SETUP | Download,
complete and upload bulk Material import | |
ACCOUNT SETUP | Complete Account
Setup; ie set pay week, decimal placement, currency and timezone | |
PAYROLL SETUP | Create Pay Rules for automated payroll calculations | |
PAYROLL SETUP | Assign
correct Allowance paycodes | |
PAYROLL SETUP | Assign
correct Leave paycodes | |
PAYROLL SETUP | Assign Staff
with their payroll
details for automated payroll | |
ACCOUNT SETUP | Create Nett
Costs (labour and material buy rates) | |
ACCOUNT SETUP | Enter Billable
Costs (labour and material sell rates) | |
ACCOUNT SETUP | Create your Work
Breakdown Structure (if applicable) | |
ACCOUNT SETUP | Set your document prefixes | |
ACCOUNT SETUP | ||
ACCOUNT SETUP | Create Task
Template (if applicable) We recommend you create Task Template before creating
your Job Templates. | |
ACCOUNT SETUP | Create Job
Template (if applicable) | |
ACCOUNT SETUP | ||
ACCOUNT SETUP | Review
and update Job Schedule and Roster | |
ACCOUNT SETUP | Add
QicWorks modules to your account (if applicable) | |
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TRAINING | Setup Kiosk
Mode (if applicable) | |
TRAINING | Train
Administration staff with QicWorks Overview | |
TRAINING | ||
TRAINING | Mobile
App training for Field staff |