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Getting Started with AsanWork

Follow this 5-step tutorial to configure your workspace, onboard staff, and run your first shift in under 60 minutes.

01

Create Your Account

Sign up and configure your business name, branding, default currency, country, and payment terms. Takes 5 minutes.

Pro Tips for Success:
  • 💡 Upload your company logo
  • 💡 Set your default tax rate
  • 💡 Configure payment terms per client
02

Add Your Clients & Locations

Create your client accounts, add their locations, and set up rate matrices (day/night/weekend/holiday).

Pro Tips for Success:
  • 💡 Create one client per organisation
  • 💡 Add all branches as locations
  • 💡 Set location-specific rates if needed
03

Onboard Your Staff

Add staff members through the recruitment pipeline. Upload all compliance documents and set expiry dates.

Pro Tips for Success:
  • 💡 Staff receive login credentials automatically
  • 💡 Upload certifications and permits
  • 💡 Set expiry dates for automatic alerts
04

Schedule & Assign Shifts

Create shifts at client locations. Assign staff or broadcast to your pool. Compliance checks run before every assignment.

Pro Tips for Success:
  • 💡 Use "Recommendations" to see compliant staff first
  • 💡 Broadcast open shifts for staff to claim
  • 💡 Review compliance errors before overriding
05

Approve Timesheets & Invoice

Staff submit timesheets after shifts. Clients approve via their portal. You then generate invoices and run payroll in one click.

Pro Tips for Success:
  • 💡 Client managers can approve from their portal
  • 💡 Invoices auto-calculate tax and totals
  • 💡 Download PDFs for payslips and invoices

Ready to set up your business?

Our onboarding specialists can guide you through this setup live during a free 1-on-1 session.

Book Guided Setup Call