Register your business with Work Smart Pro.

Register your business with Work Smart Pro.

This article describes how to sign up your business for Work Smart Pro.For the sign up process we recommend using a desktop or laptop computer.
  • Using your computer go to worksmartpro.com.
  • Choose the signup/Login button on the top navigation.
  • Once you click on the button you will be taken to the signup/login screen.
  • This will take you directly to the Registration screen where you will see the different packages, text messaging services and where you add your organization’s details.

Step 2. Choose Package / Text package if needed

  • Depending on the number of employees you have will determine the package you require. Use the slide scale to choose the number of employees and you will see the monthly cost.

Step 3. Add Your Organization’s Details

  • Fill out your business and contact information including your email address and your own password. Once you fill out the order form you need to agree to the terms of service and privacy policy, then proceed to the payment screen.

Step 4. Make Payment

  • On the payment screen you will see the plan name, the number of employees in that plan and the monthly. Fill out the payment screen, confirm your payment then you will be taken to the scheduling dashboard.

Step 5: The Dashboard

  • The dashboard is the main portal of the scheduling and attendance system that is Work Smart Pro. You will see all of the essential tools that will help your business create the ideal setup to save your business time and organize your scheduling system.

Step 6: Add Positions

  • Positions tag employees to a particular duty or skill. Tagging your employees with their position makes sure there are scheduled for jobs they are trained for.

    1. The first action on the dashboard is to go to the gear symbol on the dashboard and choose the positions tab.

     

  • Once there enter the position and click add position.

     

     

Step 7: Add Employees

There are several ways to add employees :

  • Add employees one at a time.Go to the gear Symbol and choose employees. Click the add employee button and enter the required information. If you’ve added the texting package, make sure you have the mobile numbers of your employees to enter it here.

     

     

  • Import multiple employees at the same time.Go to the gear Symbol and choose import. Download the csv file template and fill out the information needed. Once you have it filled out save the file to your computer. Click the choose file button and import the csv file you created. Once done click upload and all of your employees will be imported into the system.

     

     

  • When you’ve added your employees they will receive an email invitation letting them login to the system using the username and password provided in the email.

Step 8: Add Job Task

  • Go to Job Tasks on the main navigation bar.

     

     

  • Click add Job Task.
  • Enter the Job Task and click add Job Task to complete your entry.
  • To add more repeat the process.

Step 9: Add Job Sites

  • Go to Job Sites on the main navigation bar.

     

     

  • Click add Job Site.
  • Enter the Name of the Job Site, address and Description. Click add Job Site button to complete your entry.
  • To add more repeat the process.