Introduction to Worklix
Understand the Worklix workspace, core records, and the recommended order for setting up a team.
Updated for the current Worklix workflow
Start with the operating model
Worklix works best when time, attendance, activity, people, projects, communication, and permissions are treated as connected records rather than separate dashboards.
Recommended setup order
Create the workspace, confirm timezone and workweek, organize departments, invite employees, define roles, then enable the workflows your team actually needs.
- Confirm the responsible owner.
- Use the minimum visibility needed.
- Check related records before acting.
- Document corrections and decisions.
What managers should review
Use Worklix to answer concrete questions: who worked, whether the schedule matched reality, where project time went, and which exceptions need follow-up.
What employees should understand
Explain what is collected, why it is collected, who can access it, how corrections work, and where employees can ask questions.
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