Welcome to the foundU Video Library

Watch our bite sized elearning (2- 7 mins) video collections on platform topics to fast track your learning.

Our first 2 topics are Advanced:

  • Position set up and Awards and rates book
  • Setting up a new operation

If you are new to foundU or have just finished your Implementation, please start your video journey at Employee management and continue down the page for the full foundU experience!

These videos focus on what you need to know in 2-7 minutes but if you'd like to do a deeper dive into a specific topic, check out our recorded webinars which provide you with additional hints and tips.

After more?

Check out our foundU webinars page where we regularly run our workflow webinars, seasonal webinars and much more!

  Pick from one of our collections and begin watching!

Advanced: Position set up- Awards and rates book (10 mins)

In this video you'll learn more about:

    • Platform Terminology.
    • Adding new Workers Compensation (WIC) codes.
    • Checking that your WIC codes are set up prior to adding your new position to an Award.

  • Setup your WIC codes before proceeding.
  • Copying an existing position.
  • Naming a new position and choosing the classification.
  • Adding a classification.
  • How to add your new position to your existing Award.

  • Adding and naming a new rates book template.
  • Adding positions to a template.
  • Assigning a WIC code to a rates book template.
  • Utilising rates book templates to add multiple positions at once.
  • Including how to export your rates books to check your margins.

    • Adding another state to a rates book.
    • Selecting weekly or fortnightly statement cycle.
    • Editing a rates book.
    • Turning on Auto Calculation.
    • Editing rates and charge-out rates.
    • Exporting a rates book.
    • Adding a position to a rates book.

Advanced: Setting up a new operation (11 mins)

In this video you'll learn more about:

  • Adding a new operation to your foundU platform.
  • Enabling position groups.
  • Installing a clock for the Clock App.
  • Setting up invoicing and purchase orders.
  • Setting up financial details for an operation.
  • Setting payroll tax state, on-costs, and statement cycle.

  • Using the CRM in your platform including adding contacts to your CRM
  • Adding notes for prospective and current operations.

  • Setting up your rates book including adding positions and allowances.
  • Editing a rates book.
  • Enabling rates auto-calculation.
  • Adding charge-out rates.

  • Frequently used Operations reports. 
  • Exporting an operation's data.
  • Filtering report data.
  • Assigning a manager to an operation.
  • Running a Gross Profit report for your operations.
  • Running a Manager Activity report.

 

 

New employee management (16 mins)

In this video you'll learn more about:

  • foundu platform login.
  • Accessing the Help Centre.
  • Navigating the Quick menus.
  • Logging out of your platform.
  • Features of the Employee Help Centre in the Employee App.

  • The people menu.
  • Understanding the difference between Approved, Pending, Declined, and Archived people.
  • Applicant Screening.

  • An example of and applicant registering in a platform.
  • Manually adding an applicant to your platform.
  • Viewing the onboarding documents.

  • Using a filter to filter applicants by roles and/or skills.
  • Screening and accepting employees to work.
  • How to run a Visa check for an applicant.
  • Updating Visa details.
  • Viewing communication sent to the employee/applicant (SMS and/or Email).
  • Declining an applicant.
  • Sending an email to an applicant.
  • Employing a new starter (accepting a person to work).
  • Sending contacts to an employee for signing.

 

  • Navigating to the Workforce Report Centre.
  • Employee management reporting including the Expiring Documents Report.

Employee set up (7 mins)

In this video you'll learn more about:

  • Assigning a manager and an office code to a new employee.
  • Searching for an employee.
  • Key steps before rostering an employee.

 

  • Creating a new position for an employee a permanent or a casual employee.
  • Assigning an employee's location.
  • Assigning an employee's entitlements.
  • Adding additional positions to an employee.
  • Adding an end date to a position.

  • Filtering options to export employee data.
  • Export employee's Emergency Contact Details.
  • Saving an export filter.
  • Loading a saved export filter.
  • Showing employees without a position assigned.
  • Show casual employees available to work.

Roster navigation (7 min)

In these videos you'll learn more about:

  • Searching for an Operation's roster.
  • Creating a sub-roster.
  • Roster Navigation. 
  • Editing a roster.

  • Creating a roster for a new Operation.
  • Roster notifications.
  • Adding a roster location.
  • Adjusting the geographical clocking boundaries.

  • Using the roster filters.
  • Tailoring the Roster display details.
  • Showing external shifts- for employees who work across multiple rosters.
  • Using the Leave notification tool to see employees with approved leave on your roster.
  • Viewing your employee's contact details from the roster.
  • Copying a roster.
  • Printing your roster.
  • Adding comments to a roster, shift, or day.
  • Using the permission based Roster analytics that your roster provides.

Building your roster (15 min)

In these videos you'll learn more about:

  • Adding people and shifts to your roster.
  • Sorting employees by Name, Hours worked, and Age when adding to a roster.
  • Creating bulk shifts to save time.
  • Adding split shifts for an employee.
  • Adding comments to a roster, shift, or day.
  • Copying, Drag & drop, and Deleting shifts.

  • Addressing shift errors and warnings.
  • Filtering the roster to show roster errors.
  • Solving roster errors including position errors, conflict errors and duration errors.
  • Displaying Availability on the roster.
  • Roster warnings including fatigue warnings and leave warnings.

  • Sorting your roster by position.
  • Publish your roster without notifying employees.
  • Offering shifts from the roster to employees.
  • Copying a completed roster from one week to the next to save time.
  • Publishing your roster.

  • Setting a weekly and daily budget.
  • Amending your roster to be under budget.
  • Roster analytics and the Roster efficiency toolbar.

Clocking (7 min)

In this video you'll learn more about:

  • Clocking overview and the clocking features of the Clock app and the Employee app.
  • Clocking in and out for breaks.
  • Capturing early and late attendance reasons.
  • Comparing the Clocking options for your business.

  • Frequently asked questions on the topic of Clocking.
  • How do I view and adjust the clock times?
  • Can I automate approvals if my employees are clocking?
  • Can an employee still clock in if I haven't rostered them?
  • What is geolocation clocking?
  • Can employees still clock without internet connectivity?
  • Do salaried staff use the clock?

Approve shifts (11 min)

In this video you'll learn more about:

  • Filtering your 'Approve Shifts' view for an Employee, Operation, Roster, or Shift Status
  • Using the dials to navigate through the week.
  • Why salaried staff don't appear in Approve Shifts.
  • What types of information pulls through to the Approve shifts page (rostered shift, clock times, position).
  • Locking Approved shifts for payroll.
  • Add a shift directly into Approve Shifts that may have been forgotten on the roster.
  • Adding a reimbursement into Approve Shifts.

 

  • Approving all shifts at once, approving multiple at once, or individually.
  • Adjusting shift end times.
  • Entering a reason for declining a shift.
  • Editing a shift including applying personal or annual leave.
  • Adding an allowance to a shift and leaving a comment.
  • Best practise/ frequency for approving shift and reviewing the approval status dials.

  • Approving outstanding shifts.
  • Preparing your shifts for payroll and running an Approve shifts CSV export.
  • Running an Attendance and Performance report to see trends in shift attendance issues.

Pre payroll checks (4 min)

In this video you'll learn more about:

  • Checking leave hours and approved hours in preparation for payroll.
  • Using the filter to search for a specific pay period.
  • Checking for unapproved hours.
  • Locking approved shifts.
  • Using the filter for payroll export report.

 

  • Running valuable pre-payroll checks before you process your pay.
  • Viewing draft payslips.
  • Previewing payslips.
  • Using the filter for payslip export report.
  • Editing payslips.

Processing payroll (11 min)

In this video you'll learn more about:

  • Processing draft payslips to payslips.
  • Processing your pay including STP.
  • Viewing your ABA history.
  • Regenerating ABA files when needed.
  • Emailing payslips to employees if you choose to.
  • How employees can view their payslips within the Employee App.

  • Editing payslips and creating adjustments and the benefits and differences of using each.
  • Altering deductions and/or entitlements.
  • How to create an adjustment.
  • Subtracting hours and adding in the correct hours.
  • Adding a deduction.

  • How to create a manual payslip.
  • Previewing the new payslip.
  • Processing the draft manual payslip as per normal.

  • Various reports to use before and after you have run your pay.
  • Using the Standard Payroll activity report and the Advanced Payroll activity report.
  • Adding more groupings to a report and exporting your report.

Invoices (9 min)

In this video you'll learn more about:

  • Generating pending invoices and viewing invoice data.
  • Using filters to search for an invoice.
  • Previewing an invoice.
  • Deleting an invoice.

  • Issuing invoices to clients.
  • Emailing an invoice to a client.

  • Adjusting amounts or removing a line items from invoices.
  • Making adjustments to invoices through either reissuing an invoice, or issuing and applying a credit note.
  • Creating a credit note.
  • Selecting an invoice to apply a credit note to.
  • Applying a credit note.
  • Debtor Management.

  • Running invoice reports.
  • MYOB Sales report.
  • Leave Management report.
  • Sales/GM report.

Reporting (14  min)
  • Filtering operations reports by location, manager, office code, or pay period.
  • Assigning tags, office codes, managers and clock settings to your operations data.
  • Assigning a new manager to an operation.
  • Operations reporting including the Sales GM report, Manager Activity report and exporting details from Operations.

  • Employee management reporting.
  • Expiring documents report and filtering by document type eg: Drivers Licence.

  • Filtering options to export employee data.
  • Searching for employees without a position assigned.
  • Exporting employee data eg: Emergency Contact Details.
  • Saving an export option/filter in the Approved People exports.
  • Searching for employees who are working or available.

  • Preparing your shifts for payroll and running an Approve shifts CSV export.
  • Filtering by unapproved status
  • Running an Attendance and Performance report to see trends in shift attendance issues.

  • Roster analytics showing total staff, hours, estimated roster cost, and average cost per hour.
  • Making changes to achieve an under budget roster.
  • Changing analytics to show for a day or an entire week.
  • Viewing more detailed analytics/insights into your roster costs and labour.

  • Viewing financial reports.
  • Running the Standard Payroll Activity report.
  • Grouping payroll data.
  • Running the Advanced Payroll Activity report
  • Exporting your reports
  • Running the SuperStream report, Leave Liability Report, Labour Management Report, and the Payroll Billing Report.

 

  • Running invoice reports such as the Xero, MYOB and SAP Sales reports.
  • Running the Labour Management report for timesheet data.
  • Grouping by PO and Operation.
  • Running the Sales/GM report.
Annual Minimum Wage Increases (11 mins)
  • To learn how to manage an Annual Wage Increase.
  • Using the Annual Wage Increase checklist.
  • Scheduling your Rate Rise on the correct day.

  • How to access the Rate Rise tool in foundU.
  • Starting a new Rate Rise or resuming an unprocessed rate rise.
  • Opting to receive a reminder to process your final pay before the Rate Rise takes effect.
  • Selecting the awards to increase rates for.
  • Checking the classifications and editing rates to match the Fairwork Pay Guide exactly including rounding.
  • Using the CSV tool to update rates in bulk.
  • Editing the rates in your rates book (only required for Labour Hire businesses).
  • Editing the salary for a permanent employee or casual employee.
  • Editing your allowances to match the Fairwork Pay Guide.
  • Completing and submitting your final rate rise.

 

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