Welcome onboard! Now that you have chosen WorkWize for your online learning, our Support team will work with you to get your account up and running.

Step 1: Account Configuration

Your account will be assigned to a designated member of our support team who will guide you through every step of the way. Our WorkWize Onboarding training will give you an overview of the setup process, and give you a first look at your new account. Once this training is complete, our support team will work with you to get things started and determine how we can customise WorkWize to get the very most out of it for you and your users.

Step 2: Staff Data

Our next step is to get your user data uploaded to your new account. We will help you decide what information to include and send you a user import template to populate. We will automate the process of user data management fully by configuring a SFTP( Secure File Transfer Protocol) from your HR/IT system to WorkWize.

Step 3: Administrator Training

Now that your account is set up and your staff data is in place, we want to show you around. Your designated support contact will schedule an online training session for you so that you can get familiar with your new account, and learn about all of the functions and features that will enable you to administrate your account.

Step 4: Pilot

Once you have familiarised yourself with your new WorkWize account, you’re going to want to start rolling out training to your staff. We always recommend an initial pilot rollout with a handful of staff, as this will allow you to see the process in action, and make any necessary adjustments before going live to all of your users. This also gives us a chance to talk you through the enrolment process to ensure you are completely confident and ready when the full enrolments come around.

Step 5: Roll Out

You’re ready to go! Your account is configured, staff data is in place, you’ve been trained and you’ve completed your pilot roll-out. The last step in the set up process for your Workwize account, will be rolling out enrolments en masse to all of your staff. You can select a start date and create your first wave of enrolments. Our support team will be on hand with advice and to answer any questions that you might have.

Usernames serve two important purposes in WorkWize. They are used by your users to log in and access their training They are also used by the system to identify users. With this in mind, there are two important factors to consider when choosing a username.

1. Usernames should be something with which your users are already familiar
2. Usernames must be unique

Luckily your company will most likely have already assigned unique identifiers to your staff. The most common example (and our most popular username) is a staff Email Address. We always recommend this as a username as it is easy for your staff to remember, and we know that it will always be unique to each user.

If some of your users don’t have a staff email, then the next best option will be a Staff ID or Payroll number. Both of these values are unique to each individual and will be recognisable to your users.

Our support team will work with you to select a username that will work best for you.

We understand that you want to make your users’ online learning experience as seamless as possible. To this end, there are a number of ways that WorkWize can be customized. For starters, it doesn’t have to be called WorkWize!

System Name: You can change the system name to something which will be recognisable for your users.

Email Alias: Customise the way that emails appear to your users to ensure they can access their training.

SPF Email: Configure system emails to come from your own server.

Branding: Your own company branding can be applied to your course frames, certificates, login page and system banners.

Course and Assessment edits: Add company specific advice to tailor your user’s learning experience.

Single Sign-On: This allows users to access their online training by logging into one of your existing internal systems. This simplifies the online training process for both you and your users.

Up to date user data allows you to get the very best out of your Learning Management System. There are a number of automations and integrations that can be set up to maintain your user data.

SFTP: Secure File Transfer Protocol allows you to use the staff data from your internal systems to update the user profiles in WorkWize. This automated upload can be set daily, weekly, or on specific days of the month.

Datalink / Rest API: Your IT team can interface directly with the WorkWize system. This can be used to request information on reports or completions or to update the user data that is stored in WorkWize.

Customer support is incredibly important to us at Essentialskillz. While WorkWize is intuitive and easy to use, we know that sometimes questions will arise and we want to help you get the very best out of our system. We have a number of different ways of helping to ensure that you can always find an answer to your questions.

Video Guides: A series of short video guides will walk and talk you through all of the common functions and tasks in the WorkWize system.

Administrator Guides: A detailed admin guide, tailored to your admin level, can be downloaded in PDF format directly from the Help section in your WorkWize account.

System Tours: There is an integrated tour built into WorkWize which will show you around the system and highlight your key admin functions.

Live Chat: You have a live chat built into your admin profile. Talk with our support team in real time to find quick and detailed answers to your questions. (8am to 5.30pm Monday to Friday)

Email and Phone: Our Support team can also be reached via email at [email protected] or on the phone at 01244 911 677.