# Worknice Help Center

Get help and support on all things Worknice.

## Worknice 101

- [Appearance: logo](https://help.worknice.com/article/appearance-logo.md) (author: Alycia, updated: 2025-09-04)
- [Locations & timezones](https://help.worknice.com/article/locations-timezones.md) (author: Alycia, updated: 2025-09-04)
- [Invite Existing Employees](https://help.worknice.com/article/invite-existing-employees.md) (author: Alycia, updated: 2026-06-10)
- [Email notifications](https://help.worknice.com/article/email-notifications.md) (author: Alycia, updated: 2026-04-20)
- [Email notification grouping](https://help.worknice.com/article/email-notification-grouping.md) (author: Alycia, updated: 2026-08-31)

## Using Worknice

- [Your Home page](https://help.worknice.com/article/your-home-page.md): Home is the page you land on when you sign in. What each role sees, and where every count takes you. (author: Alycia, updated: 2026-08-31)
- [Public profile](https://help.worknice.com/article/public-profile.md) (author: Alycia, updated: 2026-08-26)
- [Leave requests](https://help.worknice.com/article/leave-requests.md) (author: Alycia, updated: 2026-09-16)
- [Shared calendar](https://help.worknice.com/article/shared-calendar.md) (author: Alycia, updated: 2025-09-05)
- [Request new invite link](https://help.worknice.com/article/request-new-invite-link.md) (author: Alycia, updated: 2026-05-04)
- [Create and track your goals](https://help.worknice.com/article/create-and-track-your-own-goals.md): Find the goals you own, set your own, and keep your progress up to date. (author: Alycia, updated: 2026-09-20)

## Manage your team

- [Your team page](https://help.worknice.com/article/your-team-page.md): Find your direct reports, read the compliance badges and open someone's profile. (author: Alycia, updated: 2026-08-31)
- [What you can see about your team](https://help.worknice.com/article/what-you-can-see-about-your-team.md): The seven areas your account owner controls, and why two managers can see different things. (author: Alycia, updated: 2026-08-31)
- [Track your team's goals](https://help.worknice.com/article/track-your-teams-goals.md): See what your direct reports are working towards and how it is going, without asking for an update. (author: Alycia, updated: 2026-08-26)
- [Approve leave for your team](https://help.worknice.com/article/approve-leave-for-your-team.md): Find the leave requests waiting on you, filter to what needs action, and record your decision. (author: Alycia, updated: 2026-09-30)
- [Complete reviews for your team](https://help.worknice.com/article/complete-reviews-for-your-team.md): Find the reviews assigned to you, work through them at your own pace and submit when ready. (author: Alycia, updated: 2026-08-26)

## People

- [Add a person](https://help.worknice.com/article/add-a-person.md) (author: Alycia, updated: 2025-09-05)
- [Importing people](https://help.worknice.com/article/importing-people.md) (author: Alycia, updated: 2026-04-20)
- [Onboarding new hires](https://help.worknice.com/article/onboarding-new-hires.md) (author: Alycia, updated: 2026-04-20)
- [User roles and permissions](https://help.worknice.com/article/user-roles-and-permissions.md) (author: Alycia, updated: 2026-08-26)
- [Terminating people](https://help.worknice.com/article/terminating-people.md) (author: Alycia, updated: 2026-05-06)
- [People lifecycle stages](https://help.worknice.com/article/people-lifecycle-stages.md) (author: Alycia, updated: 2025-12-16)
- [Managing logins](https://help.worknice.com/article/managing-logins.md) (author: Alycia, updated: 2025-09-04)
- [Archiving people](https://help.worknice.com/article/archiving-people.md) (author: Alycia, updated: 2025-09-04)
- [Confidential notes](https://help.worknice.com/article/confidential-notes.md) (author: Alycia, updated: 2025-09-05)
- [People tags](https://help.worknice.com/article/people-tags.md) (author: Alycia, updated: 2026-08-26)

## Data tables

- [Sample data tables](https://help.worknice.com/article/sample-data-tables.md) (author: Alycia, updated: 2026-03-31)
- [Creating a data table](https://help.worknice.com/article/creating-a-data-table.md) (author: Alycia, updated: 2026-08-26)
- [Editing data tables](https://help.worknice.com/article/editing-data-tables.md) (author: Alycia, updated: 2026-08-26)
- [Bulk actions in a data table](https://help.worknice.com/article/bulk-actions-in-a-data-table.md): Filter a table down to the people you care about, then act on all of them at once. (author: Alycia, updated: 2026-08-26)
- [Data table fields](https://help.worknice.com/article/data-table-fields.md) (author: Alycia, updated: 2026-05-11)

### Custom data fields

- [Custom field types](https://help.worknice.com/article/custom-field-types.md) (author: Alycia, updated: 2026-03-31)
- [Creating custom fields](https://help.worknice.com/article/creating-custom-fields.md) (author: Alycia, updated: 2026-03-31)
- [Updating custom field data](https://help.worknice.com/article/updating-custom-field-data.md) (author: Alycia, updated: 2026-03-31)

## Paperwork

- [Overview](https://help.worknice.com/article/overview.md) (author: Alycia, updated: 2025-09-07)
- [Paperwork requiring action](https://help.worknice.com/article/paperwork-requiring-action.md) (author: Alycia, updated: 2026-06-29)
- [Assign paperwork](https://help.worknice.com/article/assign-paperwork.md) (author: Alycia, updated: 2026-09-08)
- [Bulk assign paperwork](https://help.worknice.com/article/bulk-assign-paperwork.md) (author: Alycia, updated: 2026-09-09)
- [Add existing paperwork](https://help.worknice.com/article/uploading-existing-paperwork-to-a-person.md) (author: Alycia, updated: 2025-11-18)
- [View by type](https://help.worknice.com/article/reviewing-paperwork-by-type.md) (author: Alycia, updated: 2026-08-26)
- [Managing expiry](https://help.worknice.com/article/managing-paperwork-expiry.md) (author: Alycia, updated: 2026-10-11)
- [Managing due dates](https://help.worknice.com/article/managing-paperwork-due-dates.md) (author: Alycia, updated: 2025-12-04)
- [Managing approvals](https://help.worknice.com/article/managing-approvals.md) (author: Alycia, updated: 2025-09-04)
- [Managing responsible person](https://help.worknice.com/article/updating-the-responsible-person.md) (author: Alycia, updated: 2026-09-07)
- [Paperwork lifecycle stages](https://help.worknice.com/article/paperwork-lifecycle-stages.md) (author: Alycia, updated: 2025-09-04)
- [Paperwork audit trail](https://help.worknice.com/article/paperwork-audit-trail.md) (author: Alycia, updated: 2026-04-20)
- [Archiving paperwork](https://help.worknice.com/article/how-to-match-web-fonts-in-worknice-templates-bypszongj90rsfu3t28tuuj1.md): Learn how to match web fonts in your Worknice templates to ensure a seamless and professional look. (author: Alycia, updated: 2026-04-20)
- [Processing / verification](https://help.worknice.com/article/processing-verification.md) (author: Alycia, updated: 2026-01-09)
- [Paperwork FAQ](https://help.worknice.com/article/paperwork-faq.md) (author: Alycia, updated: 2026-01-15)

### Paperwork requirements

### Settings

#### Types

- [Merging paperwork types](https://help.worknice.com/article/merging-paperwork-types.md) (author: Alycia, updated: 2026-04-20)
- [Paperwork types](https://help.worknice.com/article/create-a-paperwork-type.md) (author: Alycia, updated: 2026-09-07)

#### Templates

- [Intro to paperwork templates](https://help.worknice.com/article/assigning-paperwork.md) (author: Alycia, updated: 2026-04-20)
- [Replacing templates](https://help.worknice.com/article/replacing-templates.md) (author: Alycia, updated: 2026-04-20)
- [Certificate templates](https://help.worknice.com/article/certificate-templates.md) (author: Alycia, updated: 2026-04-20)
- [Questionnaire templates](https://help.worknice.com/article/questionnaire-templates.md) (author: Alycia, updated: 2025-11-03)

#### Document templates

- [Dynamic documents](https://help.worknice.com/article/dynamic-documents.md) (author: Alycia, updated: 2025-11-03)
- [Static documents](https://help.worknice.com/article/static-documents.md) (author: Alycia, updated: 2025-11-03)
- [Configuring dynamic field types](https://help.worknice.com/article/dynamic-document-template-field-types.md) (author: Alycia, updated: 2026-09-09)
- [Tips for preparing a dynamic document](https://help.worknice.com/article/dynamic-doc-prep-tips.md): How to get a document ready for a dynamic template, so text isn’t cut off and every field works. (author: Alycia, updated: 2026-10-21)

#### Form templates

- [Bank account form](https://help.worknice.com/article/bank-account-form.md): What the bank account form collects, and what an account owner can configure on it. (author: Alycia, updated: 2026-09-30)
- [Personal Details form](https://help.worknice.com/article/personal-details-form.md): What the Personal Details form collects, and what an account owner can configure on it. (author: Alycia, updated: 2026-09-30)
- [Emergency Contact form](https://help.worknice.com/article/emergency-contact-form.md): What the Emergency Contact form collects, and what an account owner can configure on it. (author: Alycia, updated: 2026-09-30)
- [Superannuation form](https://help.worknice.com/article/superannuation-form.md): What the Superannuation form collects, and what an account owner can configure on it. (author: Alycia, updated: 2026-09-30)
- [Tax File Number Declaration form](https://help.worknice.com/article/tax-file-number-declaration-form.md): What the Tax File Number Declaration form collects, and what an account owner can configure on it. (author: Alycia, updated: 2026-09-30)
- [Business Details form](https://help.worknice.com/article/business-details-form.md): What the Business Details form collects, and what an account owner can configure on it. (author: Alycia, updated: 2026-09-18)

#### Bundles

- [Creating bundles](https://help.worknice.com/article/creating-bundles.md) (author: Alycia, updated: 2026-08-26)
- [Updating bundles](https://help.worknice.com/article/updating-bundles.md) (author: Alycia, updated: 2026-08-26)

## Requirements

- [Compliance groups](https://help.worknice.com/article/compliance-groups.md) (author: Alycia, updated: 2026-09-07)
- [Enrol /remove people](https://help.worknice.com/article/manage-people-in-compliance-groups.md) (author: Alycia, updated: 2026-09-07)
- [Compliance Insights](https://help.worknice.com/article/compliance-insights.md) (author: Alycia, updated: 2026-04-21)
- [Automation](https://help.worknice.com/article/automation.md) (author: Alycia, updated: 2026-09-09)

## Tasks

- [Create a task template](https://help.worknice.com/article/creating-a-task-template.md) (author: Alycia, updated: 2026-06-16)
- [View all tasks](https://help.worknice.com/article/view-all-tasks.md) (author: Alycia, updated: 2026-06-16)

## Workflows

- [Anatomy of a workflow](https://help.worknice.com/article/anatomy-of-a-workflow.md) (author: Alycia, updated: 2026-09-30)
- [Create a workflow](https://help.worknice.com/article/create-a-workflow.md) (author: Alycia, updated: 2026-09-30)
- [Adding participants](https://help.worknice.com/article/adding-workflow-participants.md) (author: Alycia, updated: 2026-06-15)
- [View participant progress](https://help.worknice.com/article/view-participant-progress.md) (author: Alycia, updated: 2026-09-20)

## Leave management

- [Leave request report](https://help.worknice.com/article/leave-overview.md) (author: Alycia, updated: 2025-09-05)
- [Changing a leave request](https://help.worknice.com/article/cancelling-or-editing-a-leave-request.md) (author: Alycia, updated: 2026-09-08)
- [Leave calendar](https://help.worknice.com/article/leave-calendar.md) (author: Alycia, updated: 2025-09-05)
- [Worknice leave app](https://help.worknice.com/article/worknice-leave-app.md) (author: Alycia, updated: 2026-09-08)

## Positions

- [Importing positions](https://help.worknice.com/article/importing-positions.md) (author: Alycia, updated: 2026-04-20)
- [Job records](https://help.worknice.com/article/job-records.md) (author: Alycia, updated: 2025-09-05)
- [Archiving positions](https://help.worknice.com/article/archiving-positions.md) (author: Alycia, updated: 2025-10-01)
- [Editing positions](https://help.worknice.com/article/editing-positions.md) (author: Alycia, updated: 2025-10-01)

## Performance

- [Introduction](https://help.worknice.com/article/introduction.md) (author: Alycia, updated: 2026-08-26)
- [Creating a cycle](https://help.worknice.com/article/cycles.md) (author: Alycia, updated: 2026-09-02)
- [Notifications](https://help.worknice.com/article/notifications.md) (author: Alycia, updated: 2026-06-30)
- [Templates](https://help.worknice.com/article/performance-templates.md) (author: Alycia, updated: 2026-08-26)
- [Cycle insights](https://help.worknice.com/article/cycle-insights.md) (author: Alycia, updated: 2026-07-22)
- [Questions](https://help.worknice.com/article/questions.md) (author: Alycia, updated: 2026-08-26)
- [Question types](https://help.worknice.com/article/question-types.md) (author: Alycia, updated: 2026-08-26)
- [Review calibration](https://help.worknice.com/article/review-calibration.md) (author: Alycia, updated: 2026-05-13)
- [Closing a Review Cycle](https://help.worknice.com/article/closing-a-performance-review-cycle.md) (author: Alycia, updated: 2026-09-02)
- [Set and track goals](https://help.worknice.com/article/set-and-track-goals.md): Create goals for people in your organisation, record progress against them, and find them again once the list grows. (author: Alycia, updated: 2026-09-20)
- [Add additional managers](https://help.worknice.com/article/add-additional-managers.md): Give a reviewee more than one manager on a review, and what an additional manager's review does and does not include. (author: Alycia, updated: 2026-09-18)

## Apps & Integrations

- [Add integration](https://help.worknice.com/article/add-integration.md) (author: Alycia, updated: 2026-08-26)
- [Configure an integration](https://help.worknice.com/article/configure-an-integration.md) (author: Alycia, updated: 2026-08-26)
- [People connections](https://help.worknice.com/article/people-connections.md) (author: Alycia, updated: 2026-06-09)
- [Data import history](https://help.worknice.com/article/data-import-history.md) (author: Alycia, updated: 2025-09-05)
- [Integration FAQ](https://help.worknice.com/article/integration-faq.md) (author: Alycia, updated: 2026-08-26)

### ATS integrations

- [Teamtailor](https://help.worknice.com/article/team-tailor.md) (author: Adam, updated: 2025-10-08)
- [JobAdder](https://help.worknice.com/article/job-adder.md) (author: Alycia, updated: 2025-11-18)

### Payroll & leave integrations

- [Xero](https://help.worknice.com/article/xero.md) (author: Alycia, updated: 2026-08-26)
- [Upgrading to the Xero leave app](https://help.worknice.com/article/upgrading-to-the-xero-leave-app.md): Move from an older Xero integration to the upgraded Xero leave app, and what to check before you archive. (author: Alycia, updated: 2026-08-27)
- [MYOB Account Right](https://help.worknice.com/article/myob-account-right.md) (author: Alycia, updated: 2026-01-12)
- [MYOB AR Leave Management](https://help.worknice.com/article/myob-account-right-leave-management.md) (author: Alycia, updated: 2026-03-11)
- [Employment Hero (Keypay)](https://help.worknice.com/article/employment-hero-keypay.md) (author: Alycia, updated: 2026-09-30)
- [MicrOpay (Access Group)](https://help.worknice.com/article/micr-opay-access-group.md) (author: Alycia, updated: 2025-10-17)

### Timesheet integrations

- [Deputy Integration](https://help.worknice.com/article/deputy-integration.md) (author: Alycia, updated: 2025-12-03)

### Apps

- [WGEA Reporting App](https://help.worknice.com/article/wgea-reporting-app.md) (author: Alycia, updated: 2026-04-01)

### Workflow integrations

- [Connecting Worknice with Zapier](https://help.worknice.com/article/connecting-worknice-with-zapier.md) (author: Alycia, updated: 2025-11-07)

## Insights

- [Growth insights](https://help.worknice.com/article/growth.md) (author: Adam, updated: 2026-09-08)
- [Retention insights](https://help.worknice.com/article/retention-insights.md) (author: Adam, updated: 2026-09-08)
- [Diversity Insights](https://help.worknice.com/article/diversity-insights.md) (author: Adam, updated: 2026-09-08)
- [Compensation insights](https://help.worknice.com/article/compensation-insights.md) (author: Adam, updated: 2026-09-08)
- [Gender pay gap insights](https://help.worknice.com/article/gender-pay-gap-insights.md) (author: Adam, updated: 2026-09-08)
- [Org structure insights](https://help.worknice.com/article/org-structure-insights.md) (author: Adam, updated: 2026-09-08)

## Multi-entity

- [Multiple organisations](https://help.worknice.com/article/multiple-organisations.md) (author: Alycia, updated: 2025-10-24)
- [Duplicating paperwork types](https://help.worknice.com/article/duplicating-templates.md) (author: Alycia, updated: 2026-09-08)
- [Multiple Payroll Entities](https://help.worknice.com/article/multiple-payroll-entities.md) (author: Alycia, updated: 2026-04-09)

## Worknice AI

- [Ask a question about your people](https://help.worknice.com/article/ask-a-question-about-your-people.md): Ask questions about your people, paperwork and compliance in plain language, and get answers from your own Worknice records. (author: Alycia, updated: 2026-10-23)
- [Performance Cycle Summaries - AI](https://help.worknice.com/article/performance-cycle-summaries-ai.md) (author: Alycia, updated: 2026-07-22)
- [Summarise a person's profile](https://help.worknice.com/article/summarise-a-persons-profile.md): Generate a written summary of someone from their profile, so you can see where they are up to without opening every tab. (author: Alycia, updated: 2026-09-03)

## Enhancements

- [Worknice Enhancements in 2026](https://help.worknice.com/article/worknice-changelog-2026.md): What we have shipped in 2026, newest first. (author: Alycia, updated: 2026-09-30)