Implementation Checklist

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

(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

(if applicable)

We recommend you create Task Template before creating your Job Templates.


ACCOUNT SETUP

(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

* Inventory
* Asset Management
* 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


 



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