Workable Guide

Overview: This guide will complete the following steps:

1. Connect Workable API

2. Import employees from Workable

3. Link Employee[s]
4. Unlink Employee[s]


Connect Workable API

1. Login to SimplePay
2. Go to Add-Ons>Workable >Setup
3. Press Click Here link to connect with Workable.


           

4. Login with your Workable credentials.



5. Once authorised, you'll be asked to allow SimplePay to access your Workable account, press Allow access.


6. Once authorised, you'll be directed back to SimplePay.
7. Select your Workable account and press Save button



Import employees from Workable
1. In SimplePay, go to Add-Ons>Workable >Import Data.


2. [Manage Employees panel] Employees in Workable not imported in SimplePay will be listed here
3. Click Import Employees
4. All employees will be loaded in an editable form
5. Select employees to import
6. Make any changes required and click Save
7. Employees imported into SimplePay. Go to Employee>List or payroll screen to review.


Link employees between Workable & SimplePay
If employees already exist in both apps at the time of connecting, use Link Employees to connect them


1. Select employee[s] under SimplePay list and Workable list
2. Click Link Employee[s] button
3. Successfully linked employees will have green border around their droplists



Unlink employees
To unlink SimplePay employee with Workable


1. Select employee in SimplePay list.
2. Set [--] in Workable list
3. Click Link Employee[s].