Implementation Checklist

Implementing new software is never easy, so we have created the following checklist to take the pain out of the experience.

We offer two different on boarding packages:

1. Assisted Setup: We provide you with the right tools and 16 hours of support, giving you the freedom, flexibility and support you need to self onboard
   
2. Performed Setup: You provide your data to us and the QicWorks Team will upload and then further assist you with 16 hours of personal support. This support can be interchanged with training, digital form creation and trouble shooting.
   

For more information see our setup and support pages

Regardless of which deployment option you choose, we have compiled the following Implementation Checklist to help keep you on track.

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.
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.
ACCOUNT SETUP	Connect QicWorks to your account software (if applicable) For Xero connection see: Xero Connection For MYOB connection see: MYOB Connection
STAFF SETUP	Allocate User permissions, notification settings and send Welcome Email
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	Confirm when you wish to commit your costs, how to calculate progress, & calculate Work In Progress
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	Create Jobs & Tasks for existing Work in Progress including Opening Balances (if applicable)
ACCOUNT SETUP	Review and update Job Schedule and Roster
ACCOUNT SETUP	Add QicWorks modules to your account (if applicable) * Training * Digital Forms * Inventory * Asset Management * Safety * CRM (Customer Relation Management)
TRAINING	Setup Kiosk Mode (if applicable)
TRAINING	Train Administration staff with QicWorks Overview
TRAINING	Undertake training to complete Time Approval and Payroll Approval
TRAINING	Mobile App training for Field staff

 

• Related Articles

• Setup Wizard

  Uploading your data into QicWorks is easy and super fast when you utilise our bulk upload templates found within our Setup Wizard. Simply download the relevant excel spreadsheet, populate it and import it into QicWorks using our Setup Wizard. Our ...

• Account Settings

  Your Accounts Settings page allows Account Owners to determine or set how they would like to calculate and manage timekeeping, leave,  financial rounding and default payment terms and conditions. Account settings should be set upon account creation. ...

• Action: Create a Task Template

  Tasks are a great way to capture costs, with Task Templates being a mirror image of what you see when you create a new task. With the exception of assigning an Organisation to your Task template, you are free to add as little or as much data as you ...

• Action: Create a Shift Report

  Shift reports can be created by either using the companion app or webserver. A copy of your completed Shift Report will appear within the Time entries page of the specified Job, as well as under Business>Time and Attendance. The Shift Report data is ...

• Action: Create a Task

  Tasks are a great way to break down costs within a job, and can be created based on a task or job step, the shift that will preform that task, or trade. A Task can not be created on it's own.   (Task templates however can - see Task Templates for ...