Discover the capabilities of foundU
Navigating your way through the foundU platform for the first time can be confusing if you haven't been shown around the platform before. We recommend watching our Getting Started webinar to establish your bearings before jumping in head first!
Some things to note:
There are three main views for foundU users
We go into detail below on how to navigate your way around.
The 3 foundU portals
Please note this Screen Navigation has no sound, please watch and follow along to see examples of the Admin view included simulating permissions for different roles.
This portal is designed for company owners, HR officers, finance managers, accountants, roster managers and Payroll teams.
Here you will have 2 types of admin users:
Super Admins- admins who control the full platforms settings, can grant users permissions and can see all the information or you can have.
Admins- and you are able to use permission to restrict the views for these users so that the menus and function they see and can perform are relevant to their role.
Below is an example of a platform's users with different user groups and permission set up:
- There is a Super Admin set up with all the permission and then varying groups of Admins e.g. HR, Payroll etc).
Permission groups control what a user can see, whereas search restrictions control who a person can see. E.g. a manager seeing only their employees at their venue.
Logging into the Admin portal
To log into the Admin portal visit your unique URL (sometimes referred to as a subdomain) for your platform.
For example - https://yourcompanyname.foundu.com.au/admin
In the admin portal you will be able to:
- Manage your workforce and store employee records
- Have the ability to log into all 3 portals (depending on permissions)
- Run payroll and issue invoices
- Access Integrations such as LMS's, Talent Management and many more.
- Run reports and generate exports.
Alternatively refer to the picture below and use the reference numbers to navigate the home page
- Select the 3 lines (commonly known as the hamburger icon) to open the full menu. Here you can adjust platform settings if needed. Through the implementation process your platform settings are set up for your business, but you're able to make changes if you need in the future.
- Use the 'Quick Menus' for your daily activity. Your menu may have less options depending on your user permissions. For example a Roster Manager may not see the Payroll and Invoicing menus.
- Search for employees and operations here.
- Notifications will appear here. eg: your export download is now ready.
- Access our help centre to see guides, webinars, masterclasses and submit help tickets (located at the top of our help center) to our customer help desk.
Click the image to zoom
Please note this Screen Navigation has no sound, please watch and follow along to see examples of the Admin view included simulating permissions for different roles.
The operation portal is designed for labour hire companies to give onsite supervisors the ability to manage their workforce without having any access to any financial details. The Operation portal is an older part of the foundU platform, as user permissions allow you to do the same but with more flexibility.
Logging into the Operations Portal
To log into the operations portal visit your unique URL for your platform.
For example - https://yourcompanyname.foundu.com.au/
In the operations portal you will be able to:
- Manage rosters and/or jobs
- Approve shifts
- Submit timesheets
- View invoices
- Approve leave requests
- View clock data
- Managers can update company details and add additional operation's portal users.
- Run roster summary reports
Alternatively refer to the picture below and use the reference numbers to navigate yourself your way around the operation's portal home page
- Switch between the operations and employee portal if you are also an employee. For those not using Operations you'll need to separately log into your Admin portal vs managing your own personal data as an employee in the Employee App.
- Use the 'Quick Menu' for daily activity. Your menu may have less options depending on your user permissions.
- Add gadgets for quick access to invoices, rosters, people working and more
- Access our help centre to see guides, videos and submit help tickets to our customer help desk.
Click the image to zoom
The employee portal allows your employees to self manage their work related information.
Logging into the Employee Portal (or Employee App):
To log into the employee portal visit your unique URL for your platform or download the mobile app by searching for 'foundU'.
For example - https://yourcompanyname.foundu.com.au/
Download the foundU employee app here
In the employee portal employees will be able to:
- Manage their personal information.
- Update financial data including TFN and bank account details
- Submit shifts / timesheets
- View payslips
- Request leave
- Clock in and out (if enabled)
- View their upcoming rostered shifts
For more information the Employee App check out our Employee Portal Help Center.
Alternatively refer to the picture below and use the reference numbers to navigate yourself your way around the employee portal
- Select the 3 lines (commonly known as the hamburger icon) to open the full menu. Here employees can manage personal and financial details
- Access our dedicated employee help centre to see guides, videos and submit help tickets to our customer help desk
- Clock In and out of shifts remotely if your business has this setting turned on
- Pending notifications to action
- Upcoming shifts
- Use the 'Quick Menu' for daily activity.
Please note this Screen Navigation has no sound, please watch and follow along to see examples of the Employee App view.