Work-A-Beez
Work-A-Beez
Last updated: July 24, 2026
Welcome to Work-A-Beez!
Thank you for choosing Work-A-Beez to help manage your workforce. This guide walks you through every step of configuring your organization so you can confidently begin using the platform.
Whether you're managing 10 employees or 10,000, following this guide will help ensure a successful implementation.
A successful implementation begins with careful planning.
Most organizations complete their initial setup in a few hours, although larger organizations with multiple locations, complex scheduling requirements, or custom policies may require additional time.
This guide follows the recommended implementation sequence developed by the Work-A-Beez Customer Success team.
Before configuring your account, gather the following information:
Having this information available before beginning setup will significantly reduce implementation time.
Your Work-A-Beez subscription includes a dedicated organization, sometimes referred to as a tenant.
Your organization provides:
Each organization operates independently from every other Work-A-Beez customer.
The first account created during implementation becomes the Primary Company Administrator.
The Primary Administrator is responsible for:
For business continuity, Work-A-Beez recommends assigning at least one additional Company Administrator.
Navigate to Administration → Company Settings.
Complete the following information:
Accurate company information ensures reports, notifications, and exported documents display the correct organizational details.
Organizations with multiple offices, stores, branches, or facilities should create each location before importing employees.
For each location, configure:
Locations may have independent schedules, departments, and labor rules.
Departments organize employees into logical business units.
Common examples include:
Departments improve reporting, scheduling, and permission management.
Create standardized job titles before importing employees.
Examples:
Consistent job titles improve reporting accuracy and simplify workforce planning.
Assign appropriate security roles before inviting users.
Typical roles include:
Follow the Principle of Least Privilege by granting users only the permissions required to perform their responsibilities.
Employees may be added individually or imported in bulk using a CSV file.
Typical employee data includes:
After import, invitation emails can be sent to employees automatically or at a later time.
Configure organization-wide timekeeping policies before employees begin recording time.
Review:
These settings should align with your organization's policies and applicable labor regulations.
If your organization uses scheduling, configure:
Publishing a sample schedule before launch is recommended.
Configure all applicable leave types.
Examples include:
Define accrual methods, carryover rules, approval requirements, and eligibility criteria.
Create your organization's holiday calendar.
For each holiday, specify:
Holiday settings integrate with scheduling and payroll calculations.
Review notification settings to ensure administrators and employees receive timely updates.
Available notifications include:
Notifications may be delivered by email, mobile push, SMS (if enabled), or in-app messaging.
Customize the platform to reflect your organization's identity.
Branding options include:
Branding provides employees with a familiar and professional experience.
Before launch, review the following security settings:
Security should be reviewed periodically as your organization grows.
Before inviting employees, verify your setup by completing the following:
Testing helps identify configuration issues before production use.
Before launching Work-A-Beez organization-wide, verify that:
Following implementation, administrators should:
Continuous review helps ensure the platform continues to meet organizational needs.
If you require assistance during implementation or after launch, Work-A-Beez offers several support options.
Available resources include:
Support contact information can be found within your organization's support portal or on the Work-A-Beez website.
| Version | Date | Description |
|---|---|---|
| 1.0 | July 23, 2026 | Initial publication |
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Work-A-Beez® is a registered trademark of LBS.