foundU Recorded Webinars

Watch one of our pre-recorded webinars, designed for watching and learning at your own pace.

Choose from one of the topics below and view in bite sized pieces anytime & anywhere.

See also our video centre for short and snappy videos if you're really short on time!


Discover our webinar topics below

Welcome to foundU

Get a complete overview of the platform and learn key workflows.

Want to know what each mini-video covers?

Check out our video checklists here!


Welcome to foundU - Duration: 48 min

This video covers:

  • The full foundU platform experience.
  • Navigation & permission views.
  • Demo of the end-to-end process (onboarding, leave, rostering and payroll).
  • Implementation tips.
  • Report centres.
  • Tour of Help & Resources centres.

Employee Management

Learn how to manage employees throughout their entire lifecycle

Want to know what each mini-video covers?

Check out our video checklists here!

Track and Manage Applications - Duration: 14 min

This video covers:

  • Employee Management workflows.
  • Adding people to your platform.
  • Creating a registration link for candidates to register to work for your business.
  • Sending reminder for incomplete registrations.
  • Viewing communications sent to an employee.

 

Employee Onboarding - Duration: 15 min

This video covers:

  • Employee onboarding.
  • What your foundU onboarder captures.
  • Using checklists during recruitment.
  • Visa checks and viewing a resume.
  • Accepting a person to work.
  • What an employee can view through their Employee App.

Applying positions and rates - Duration: 12 min

This video covers:

  • Applying a rate to a new employee.
  • Changing positions.
  • Differences between casual, permanent PT and FT, and salaried positions.
  • Applying entitlements.

Sending documents to employees - Duration: 7 min

This video covers:

  • Using the documents icon in the Employee's profile to send contracts and other templates to the employee. 
  • Locating the document builder.
  • Downloading signed documents.
  • What it looks like from the employee's perspective when they have a pending document.

Employee documents, records and follow ups - Duration: 8 min

This video covers:

  • Using the Employee records function in the Employee's profile to upload documents, store incident reports, onboarding comments and performance tracking.
  • Using the Employee Incident report in workforce reports.
  • Locating and using the Employee records and Employee document reports.

 

Attendance and performance management- Duration: 12 min

This video covers:

  • Using the Attendance and performance report to track ongoing issues in non-attendance within your workforce.
  • Changing your performance and attendance reasons in the Attendance code library.
  • How to access helpful resources within the foundU Help Centre including articles, videos and other webinars.

 


 

Work, Time & Attendance

Manage your employees leave, roster them for work and approve shifts daily.

Want to know what each mini-video covers?

Check out our video checklists here!

Leave and Availability - Duration: 18 min

This video covers:

  • Leave and Availability workflows within foundU.
  • Leave approvals.
  • Submitting a leave application on behalf of an employee.
  • Ongoing and once-off availability requests.
  • Availability settings within your platform.

Build rosters - Duration: 46 min

This video covers:

  • Tips and tricks to using your foundU roster.
  • Creating a new roster for a new venue, function or location, also archiving old rosters.
  • Adding people and shifts to the roster.
  • Copying shifts and copying an entire roster to save build time.
  • Addressing shift errors and warnings before publishing your roster.
  • Sending shift offers from the roster.

Clocking - Duration: 6 min
This video covers:

  • Using clocking for attendance tracking within your foundU platform.
  • Employee App clicking vs Clock App Clocking (iPAD).
  • Using the Clock log.

Approve shifts - Duration: 23 min

This video covers:

  • Understanding how shifts once approved flow through to payroll for processing.
  • Approving, and editing shifts including bulk approval and auto adjust end times.
  • Declining shifts.
  • Editing and applying personal leave to shifts.
  • Adding a shift into approve shifts.
  • Approve shifts CSV report and Roster Summary report.
  • Work, time and attendance help and support resources including accessing training videos.

Employee Submit Shifts (Timesheets): 2 min

This video covers:

  • How an employee submits a shift.
  • How submits shifts flow through to Approve shifts.
  • How a timesheet can be submitted by an employee and how that timesheet can be viewed in Approve shifts.

Payroll Processing & Invoicing

New to payroll with foundU? Learn how to run your first payroll.

Want to know what each mini-video covers?

Check out our video checklists here!

Check Leave/Approve shifts and complete pre payroll checks - Duration: 12 min

Generate Pay - Duration: 10 min

This includes:

  • One-click pay.
  • Generating ABA files.
  • Pay super.
  • Payroll reporting.

Invoicing & invoice reporting - Duration: 7 min

This includes:

  • Generating, editing and issuing invoices.
  • Invoice reporting.

How Data gets into Payroll - Duration: 7 min

This includes data from:

  • Awards and agreements.
  • Employee profile.
  • Cost codes.

Reporting

Learn how to run and access all your reports.

Want to know what each mini-video covers?

Check out our video checklists here!

Exporting Employee & Operations Data - Duration: 10 mins

This includes data from:

  • People > Employee profiles.
  • Operation > Operation profiles.
  • Includes birthday reporting for the purposes of cross checking with employee positions.

Pre-Payroll Reports - Duration: 8 min

This includes:

  • Leave reporting.
  • Roster export.
  • Approve shifts CSV export.
  • Pay export.

Financial Reports- Duration: 27 min

This includes:

  • Standard and advanced payroll activity report.
  • Leave liability report.
  • Super stream in financial reports used for SMSF and Superstream report found in Pay > Superannuation.
  • Pay export.
  • Leave movement report.

Workforce Reports - Duration: 8 min

This includes:

  • Attendance/ Performance report.
  • Expiring documents report.
  • Clock log.

Business Reports - Duration: 8 min

This includes:

  • Manager activity report.
  • Locating key reporting resources including:
    • Creating Tags.
    • Saving report templates when using exports.

Invoicing sales export - Duration: 1 min

This includes:

  • Sales export for XERO/ SAP/ MYOB.

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