A real conversation
We start by understanding your team size, current tools and the HR problems you are trying to solve.
Book a workit demo
See our HR software in action with your free personalised demo.
A no-pressure 20-minute walkthrough with our Australian team - built around your business goals, pain points and must-haves, not a generic product tour.
- All HR features for $5 per employee, per month
- Up and running in hours, not days
- Australian-owned with onshore support
- A no-pressure walkthrough of the platform
- Focused on your goals, pain points and must-haves
5.0Google reviews
4.5Capterra rating
Obligation free
Book a demo
Our team will reach out soon to find a time that works for you.
What to expect
A demo built around your business.
Every walkthrough is tailored to what your team actually needs to solve - not a scripted feature parade.
A tailored walkthrough
See the modules that matter for your business - recruitment, onboarding, compliance, performance, leave and more - in your context.
Built for your team
We show how workit fits managers, HR, payroll and employees, not just one user type.
20 minutes, no pressure
A short, focused session. No hard sell, no surprise follow-up sequences and no pushing you into a contract.
Talk to humans, not scripts
Our Australian team has implemented workit across healthcare, hospitality, construction, professional services and more.
Honest answers
We will tell you whether workit is the right fit for your business - and what it does not do.
10/10
Customers say workit was easy to implement
94%
Of customers enjoyed the onboarding experience
5.0
Average customer rating
Connected by design
We help you make the switch.
Our team works alongside you to move from spreadsheets or legacy HR tools to workit with minimal disruption.
- 1Book a walkthrough and tell us what you are trying to solve.
- 2See a tailored demo of the modules that matter to your business.
- 3Get a clear implementation plan if workit is the right fit.
Full feature matrix
Every feature, module by module.
No tiers, no feature gates. Expand any module to see exactly what's included in the one per-employee price.
Modules
Every module, included
| Feature | What it does | Included |
|---|---|---|
| Multi-channel job postingPost to careers page, workit board, Jora and Adzuna at once | Post to careers page, workit board, Jora and Adzuna at once | |
| Seek integrationPost to Seek with in-app ad configuration | Post to Seek with in-app ad configuration | |
| Consolidated applicationsEvery application in one place, whatever the source board | Every application in one place, whatever the source board | |
| Applicant tracking (Kanban)Drag-and-drop candidates through your pipeline | Drag-and-drop candidates through your pipeline | |
| Custom hiring workflowsBuild your own stages and rules per role | Build your own stages and rules per role | |
| Configurable stage rulesMandatory steps, fast-forward, appointments, references, offers | Mandatory steps, fast-forward, appointments, references, offers | |
| Branded careers pageYour own careers page, embeddable on your site | Your own careers page, embeddable on your site | |
| Careers page embed / APIiFrame embed for the company website | iFrame embed for the company website | |
| Internal vs external advertsPublic, employees-only, or unadvertised vacancies | Public, employees-only, or unadvertised vacancies | |
| AI advert writerGenerate advert copy from a short prompt | Generate advert copy from a short prompt | |
| Advert templatesReusable advert content | Reusable advert content | |
| Advert periodsPreset advertising windows | Preset advertising windows | |
| Fast ApplyOne-step quick applications | One-step quick applications | |
| Custom application formsMulti-step forms built to your process | Multi-step forms built to your process | |
| Application declarationsCandidate acknowledgements at apply time | Candidate acknowledgements at apply time | |
| Selection / screening questionsLogic-driven questions with must-answer routing | Logic-driven questions with must-answer routing | |
| Application scoringScore candidate responses | Score candidate responses | |
| Candidate source trackingCapture and report where candidates came from | Capture and report where candidates came from | |
| Reference checkingQuestionnaires to referees, with fraud safeguards | Questionnaires to referees, with fraud safeguards | |
| Reference question libraryReusable reference templates | Reusable reference templates | |
| Candidate review formsStandardised reviewer assessments | Standardised reviewer assessments | |
| Interview questionnairesIn-app interview forms per candidate | In-app interview forms per candidate | |
| Document requirementsRequired or optional application documents | Required or optional application documents | |
| Registration & licence captureCollect registrations and licences | Collect registrations and licences | |
| Employment status libraryConfigurable statuses (Seek-mapped) | Configurable statuses (Seek-mapped) | |
| Offer letter generationAuto-populated offers, digitally signed | Auto-populated offers, digitally signed | |
| Offer letter templatesWord templates with merge fields | Word templates with merge fields | |
| Approval workflowsNone, self-nominating or standardised, for postings and offers | None, self-nominating or standardised, for postings and offers | |
| Bulk candidate actionsMessage, download or move candidates in bulk | Message, download or move candidates in bulk | |
| Direct messagingMessage candidates in-app | Message candidates in-app | |
| Talent poolSearch every past and present candidate | Search every past and present candidate | |
| Resume parsingAuto-extract and index resume data | Auto-extract and index resume data | |
| Talent pool taggingGroup and source candidates | Group and source candidates | |
| Position description libraryStore and reuse PDs | Store and reuse PDs | |
| AI PD writerGenerate position descriptions | Generate position descriptions | |
| Employee referralsRefer-a-candidate submissions | Refer-a-candidate submissions | |
| Social & QR sharingShare jobs across channels | Share jobs across channels | |
| Unsuitable candidate registerFlag prior applicants | Flag prior applicants | |
| Job posting delegationGive a manager access to a single posting | Give a manager access to a single posting | |
| Auto position numberingSequenced numbers with prefixes | Sequenced numbers with prefixes | |
| Recruitment reportsPipeline, source and time-to-fill reporting | Pipeline, source and time-to-fill reporting | |
| Direct handoff to onboardingPush a hire straight into onboarding, no re-keying | Push a hire straight into onboarding, no re-keying |
| Feature | What it does | Included |
|---|---|---|
| Electronic contract signingGenerate and e-sign employment contracts | Generate and e-sign employment contracts | |
| Contract templatesAuto-populated from offer data via merge fields | Auto-populated from offer data via merge fields | |
| Contract approvalsNone, self-nominating or standardised | None, self-nominating or standardised | |
| Multiple onboarding flowsDirect add, contract-only, onboarding-only or combined | Direct add, contract-only, onboarding-only or combined | |
| Auto-commence on signingOnboarding starts the moment the contract is signed | Onboarding starts the moment the contract is signed | |
| Custom onboarding formsBuild the forms new starters complete | Build the forms new starters complete | |
| Drag-and-drop form orderingSequence forms per event | Sequence forms per event | |
| Role-based form templatesAuto-apply the right form set per role | Auto-apply the right form set per role | |
| Offer card formsExtra offer fields, mergeable into contracts | Extra offer fields, mergeable into contracts | |
| Profile auto-populationCompleted forms fill the employee profile | Completed forms fill the employee profile | |
| Policy acknowledgementAssign and capture policies during onboarding | Assign and capture policies during onboarding | |
| Compliance verification gateVerify evidence before closing (configurable) | Verify evidence before closing (configurable) | |
| Task checklistsAssign tasks to HR, IT and managers | Assign tasks to HR, IT and managers | |
| Checklist templatesReusable onboarding task sets | Reusable onboarding task sets | |
| Asset assignmentTrack assets issued to the new starter | Track assets issued to the new starter | |
| Training assignmentAssign courses with due dates | Assign courses with due dates | |
| Default super fund promptShow the company fund on the super form | Show the company fund on the super form | |
| Welcome messageConfigurable first-login greeting | Configurable first-login greeting | |
| Real-time completion trackingSee what is done and outstanding | See what is done and outstanding | |
| Complete on behalfHR can fill or submit for the employee | HR can fill or submit for the employee | |
| RemindersNudge new starters individually or in bulk | Nudge new starters individually or in bulk | |
| Payroll processing stepPush to Definitiv, Micropay, Xero or TAS & many more | Push to Definitiv, Micropay, Xero or TAS & many more | |
| Works standaloneUse with or without Recruitment | Use with or without Recruitment |
| Feature | What it does | Included |
|---|---|---|
| Staff directorySearchable list of every employee | Searchable list of every employee | |
| Organisation chartPosition and business-unit org views | Position and business-unit org views | |
| Import employeesBulk migration from spreadsheets or your old system | Bulk migration from spreadsheets or your old system | |
| Employee file managementCategorised HR files with per-category permissions | Categorised HR files with per-category permissions | |
| Comprehensive profilesOne profile aggregating every module | One profile aggregating every module | |
| Signed document vaultOffers, contracts and variation letters as PDFs | Offers, contracts and variation letters as PDFs | |
| NotesLightweight annotations against a record | Lightweight annotations against a record | |
| Correspondence logEvery system message sent to the employee | Every system message sent to the employee | |
| Position libraryCreate, edit, deactivate and re-parent positions | Create, edit, deactivate and re-parent positions | |
| Position timelineFull history of an employee's position changes | Full history of an employee's position changes | |
| Position-based reporting linesReporting survives staff changes | Reporting survives staff changes | |
| Goals & key criteriaSet goals with auto completion tracking | Set goals with auto completion tracking | |
| Company email managementUpdate company email with employee approval | Update company email with employee approval | |
| Employee & payroll IDsHeld centrally for payroll | Held centrally for payroll | |
| Independent contractor managementVendor numbering for contractors | Vendor numbering for contractors | |
| Auto number sequencingEmployee and vendor numbers generated automatically | Employee and vendor numbers generated automatically | |
| Cost centresAttach cost centres to positions | Attach cost centres to positions | |
| FTE trackingAllocation validation and over-allocation control | Allocation validation and over-allocation control | |
| Awards in employee fileFair Work award rates on the record | Fair Work award rates on the record | |
| Confidentiality tiersPosition-based visibility (Standard / Confidential / Highly) | Position-based visibility (Standard / Confidential / Highly) | |
| Profile field controlsShow or hide bank, tax and super fields | Show or hide bank, tax and super fields | |
| Preferred phone displaySurface a preferred number on the directory card | Surface a preferred number on the directory card | |
| Activity & view auditTimeline including who viewed the profile | Timeline including who viewed the profile | |
| Vacant position trackingVacancies shown on chart and library | Vacancies shown on chart and library |
| Feature | What it does | Included |
|---|---|---|
| Employment variationsChange position, salary, type, location or conditions | Change position, salary, type, location or conditions | |
| Personal variationsAuto-created when an employee updates their details | Auto-created when an employee updates their details | |
| Add / modify positionsIncluding multiple concurrent positions | Including multiple concurrent positions | |
| Scheduled variationsFuture-dated changes | Future-dated changes | |
| Temporary variationsAuto revert, end position or commence offboarding | Auto revert, end position or commence offboarding | |
| Approval workflowApprove, reject or reallocate | Approve, reject or reallocate | |
| Before / after comparisonSide-by-side change view | Side-by-side change view | |
| Variation lettersGenerated from templates | Generated from templates | |
| Variation letter approvalsOptional approval before sending | Optional approval before sending | |
| Custom variation formsWith merge fields into letters | With merge fields into letters | |
| Multiple pay ratesFair Work award alongside a salary | Fair Work award alongside a salary | |
| Variation reasons libraryCustom reasons with codes | Custom reasons with codes | |
| Payroll syncMicropay, Definitiv, Xero, TAS | Micropay, Definitiv, Xero, TAS | |
| Variations registerCentral, filterable log | Central, filterable log |
| Feature | What it does | Included |
|---|---|---|
| Real-time compliance trackingLive view of every requirement across the workforce | Live view of every requirement across the workforce | |
| Expiry & renewal remindersAutomated, ahead of due dates | Automated, ahead of due dates | |
| Ongoing reminders with capsRepeat until actioned, then stop | Repeat until actioned, then stop | |
| Manual remindersSend a one-off nudge | Send a one-off nudge | |
| Employee self-service renewalsStaff update their own records | Staff update their own records | |
| Personal compliance scoreEach employee sees their percentage | Each employee sees their percentage | |
| Verify / reject workflowApprove or return submitted evidence | Approve or return submitted evidence | |
| Rejection feedbackWritten reason back to the employee | Written reason back to the employee | |
| Captured at onboardingCollect evidence at hire | Collect evidence at hire | |
| Organisation-set expiry periodsSet your own where no regulator mandate | Set your own where no regulator mandate | |
| Regulator expiry datesDrive tracking from the certificate's date | Drive tracking from the certificate's date | |
| Audience targetingAll, location, role or individual, with exclusions | All, location, role or individual, with exclusions | |
| Additional access controlsPer-form manager and user access | Per-form manager and user access | |
| Compliance dashboardSummary graphs and filtering | Summary graphs and filtering | |
| CSV / PDF exportFor audits and records | For audits and records | |
| Bulk actionsAct on many records at once | Act on many records at once | |
| Automatic statusesMissing, approaching, expired, unverified, verified, rejected | Missing, approaching, expired, unverified, verified, rejected |
| Feature | What it does | Included |
|---|---|---|
| Custom review questionnairesBuild questions with the form builder | Build questions with the form builder | |
| Review templatesReusable review structures | Reusable review structures | |
| Fixed & recurring cyclesOne-off or automatically repeating | One-off or automatically repeating | |
| Self-assessmentsEmployee completes their own review | Employee completes their own review | |
| Manager reviewsManager assesses the employee | Manager assesses the employee | |
| Employee + manager modeBoth complete independently | Both complete independently | |
| Sequence controlChoose who reviews first | Choose who reviews first | |
| Side-by-side final reviewCompare both responses together | Compare both responses together | |
| Overall performance ratingOptional final score | Optional final score | |
| Goals & key criteriaSurface and update goals in the review | Surface and update goals in the review | |
| Company goal alignmentAlign individual goals to company goals | Align individual goals to company goals | |
| Training in reviewsShow active training records | Show active training records | |
| Flexible allocationAll, location, role or position, with exclusions | All, location, role or position, with exclusions | |
| Automated remindersPrompt employees and managers | Prompt employees and managers | |
| Reviewing manager overrideReassign the reviewer, retained across cycles | Reassign the reviewer, retained across cycles | |
| Self-service accessEmployees reach reviews via self-serve | Employees reach reviews via self-serve | |
| 360-degree reviewsCollect feedback from managers, peers, direct reports and self-assessments in one review cycle | Collect feedback from managers, peers, direct reports and self-assessments in one review cycle | |
| Gap analysis and reviewCompare performance feedback against role competencies to identify development gaps | Compare performance feedback against role competencies to identify development gaps |
| Feature | What it does | Included |
|---|---|---|
| Training course libraryCentral list of courses (URL, video, attachment) | Central list of courses (URL, video, attachment) | |
| Course assignmentAssign courses to individuals | Assign courses to individuals | |
| Due datesSet completion deadlines | Set completion deadlines | |
| Completion trackingSee who has completed what | See who has completed what | |
| Learning recordsHeld on the employee profile | Held on the employee profile | |
| Onboarding & review integrationSurfaces in onboarding and performance | Surfaces in onboarding and performance |
| Feature | What it does | Included |
|---|---|---|
| Survey templatesReusable templates with a name and description | Reusable templates with a name and description | |
| Flexi-Form questionnaire builderBuild and edit survey questions | Build and edit survey questions | |
| Template archivingArchive templates you no longer use | Archive templates you no longer use | |
| Targeted sendingSend to org units, locations, roles, reporting lines, individuals or the whole organisation | Send to org units, locations, roles, reporting lines, individuals or the whole organisation | |
| Closing datesSet when each survey closes | Set when each survey closes | |
| Anonymous surveysResponses are never attributed when a survey is anonymous | Responses are never attributed when a survey is anonymous | |
| Automated remindersSet a reminder cadence for non-responders | Set a reminder cadence for non-responders | |
| Custom invitation emailsEdit the subject and body, pre-filled from your correspondence template | Edit the subject and body, pre-filled from your correspondence template | |
| My SurveysEmployees see, complete and submit their assigned surveys | Employees see, complete and submit their assigned surveys | |
| Results dashboardResponse rate, per-question breakdowns, rating averages and distribution bars | Response rate, per-question breakdowns, rating averages and distribution bars | |
| Auto-generated commentarySummarises highest, lowest scoring and most divided questions | Summarises highest, lowest scoring and most divided questions | |
| Free-text responsesAttributed for non-anonymous surveys, never for anonymous ones | Attributed for non-anonymous surveys, never for anonymous ones | |
| PDF exportDownload survey results as a PDF | Download survey results as a PDF | |
| Audit trailCreated, sent, reminded, responded and closed events, anonymity-aware | Created, sent, reminded, responded and closed events, anonymity-aware | |
| Survey report cardsTitle, template, response count and status, opening results inline | Title, template, response count and status, opening results inline |
| Feature | What it does | Included |
|---|---|---|
| Workforce insightsLive headcount, FTE, vacancies, estimated cost and monthly trends | Live headcount, FTE, vacancies, estimated cost and monthly trends | |
| Workforce forecasts12-month headcount outlook by job family, projected leavers, retirements and hiring gaps | 12-month headcount outlook by job family, projected leavers, retirements and hiring gaps | |
| Job architectureJob families, levels, profiles, pay bands and career paths | Job families, levels, profiles, pay bands and career paths | |
| Position budgetsPosition status, budgeted FTE and cost, estimated actual cost and compa-ratio | Position status, budgeted FTE and cost, estimated actual cost and compa-ratio | |
| Skills frameworkSkills library, configurable proficiency and employee, manager and verifier ratings | Skills library, configurable proficiency and employee, manager and verifier ratings | |
| Skills gap analysisCompare employee skills with role requirements and learning evidence | Compare employee skills with role requirements and learning evidence | |
| Critical rolesWeighted criticality assessments, overrides and incumbent risk flags | Weighted criticality assessments, overrides and incumbent risk flags | |
| Headcount plansAdd, backfill, change or remove positions with budgets and approvals | Add, backfill, change or remove positions with budgets and approvals | |
| Plan versus actualTrack requisitions, filled positions, FTE and cost variance | Track requisitions, filled positions, FTE and cost variance | |
| Scenario modellingModel growth, attrition, salary changes and structural changes by month | Model growth, attrition, salary changes and structural changes by month | |
| Talent reviewsAssess performance and potential in configurable 9-box reviews | Assess performance and potential in configurable 9-box reviews | |
| Succession plansRank successors by readiness, skills, career aspirations and role fit | Rank successors by readiness, skills, career aspirations and role fit | |
| Development plansLink learning, goals, mentoring and stretch assignments to target roles | Link learning, goals, mentoring and stretch assignments to target roles | |
| Employee Career HubExplore career paths, vacancies, skill matches and development progress | Explore career paths, vacancies, skill matches and development progress | |
| Confidential talent profilesSee talent history and nominations with an access log | See talent history and nominations with an access log | |
| Dashboards and reportingSuccession coverage, development widgets and workforce reporting | Succession coverage, development widgets and workforce reporting | |
| Permissions and configurationFeature-level access, team scope, rating settings and privacy controls | Feature-level access, team scope, rating settings and privacy controls |
| Feature | What it does | Included |
|---|---|---|
| Upload policiesBring your existing documents in | Bring your existing documents in | |
| AI policy generatorDraft a policy from a prompt | Draft a policy from a prompt | |
| Policy groupsOrganise policies by group | Organise policies by group | |
| Targeted distributionBy location, role or individual, with exclusions | By location, role or individual, with exclusions | |
| Acknowledgement or informationalRequire sign-off or publish for reference | Require sign-off or publish for reference | |
| Automated remindersChase outstanding acknowledgements | Chase outstanding acknowledgements | |
| Manual remindersSend a one-off nudge | Send a one-off nudge | |
| Version control & re-acceptanceNew version prompts everyone to re-acknowledge | New version prompts everyone to re-acknowledge | |
| Acknowledgement historyPer-employee, across versions | Per-employee, across versions | |
| Live acknowledgement progressReal-time completion bar | Real-time completion bar | |
| Manager compliance viewTeam acknowledgement status | Team acknowledgement status | |
| Onboarding policy issueAcknowledge during onboarding | Acknowledge during onboarding | |
| CSV exportFor audits | For audits | |
| Read-only policy previewView without editing | View without editing |
| Feature | What it does | Included |
|---|---|---|
| Self-service requestsEmployees request their own leave | Employees request their own leave | |
| Leave balancesSee available balances | See available balances | |
| Real-time Xero balancesPulled live where Xero is connected | Pulled live where Xero is connected | |
| Balance importMaintain balances without a payroll sync | Maintain balances without a payroll sync | |
| Optional balance trackingRun request-only if preferred | Run request-only if preferred | |
| View-only balance modeShow balances without allowing requests | Show balances without allowing requests | |
| Full & partial-day requestsWhole days or hours | Whole days or hours | |
| Multiple periods per requestBatch several dates together | Batch several dates together | |
| Configurable leave typesOrder, active state and dashboard visibility | Order, active state and dashboard visibility | |
| Negative leave allowanceAllow a set negative balance per type | Allow a set negative balance per type | |
| Default approverDirect manager, changeable per request | Direct manager, changeable per request | |
| Auto approver notificationEmail and dashboard task on submit | Email and dashboard task on submit | |
| Approve / decline / commentAction requests with notes | Action requests with notes | |
| Reallocate & overrideReassign or act on behalf of the approver | Reassign or act on behalf of the approver | |
| Team leave calendarMonth, week and day views | Month, week and day views | |
| Approve from calendarAction requests in context | Action requests in context | |
| Team leave historyAny individual's balance and history | Any individual's balance and history | |
| Processing queuePayroll processes approved leave | Payroll processes approved leave | |
| Send to XeroPush approved leave and deduct balance | Push approved leave and deduct balance |
| Feature | What it does | Included |
|---|---|---|
| Fully custom formsExpense, requisition, declarations, anything | Expense, requisition, declarations, anything | |
| Nearly 25 field typesText, choice, date, country and more | Text, choice, date, country and more | |
| Signature captureElectronic signatures in a form | Electronic signatures in a form | |
| File upload & downloadAttach and provide documents | Attach and provide documents | |
| Address lookupValidated address fields | Validated address fields | |
| Conditional logicShow or hide fields on answers | Show or hide fields on answers | |
| Optional approval workflowsRoute forms for sign-off | Route forms for sign-off | |
| Self-nominated or standardised approversFlexible approval routing | Flexible approval routing | |
| Personal form trackerLive status of your submissions | Live status of your submissions | |
| Save & resume draftsFinish a form later | Finish a form later | |
| Cancel before processingWithdraw an un-started request | Withdraw an un-started request | |
| Team approval viewMy team or all employees | My team or all employees | |
| Processing queueAction and close submissions | Action and close submissions | |
| Processed historyFull record of processed forms | Full record of processed forms | |
| Zip downloadExport completed forms | Export completed forms | |
| Auto report per formA report generated for every form | A report generated for every form |
| Feature | What it does | Included |
|---|---|---|
| Self-service reportingEmployees lodge incidents and complaints | Employees lodge incidents and complaints | |
| Follow-up routingSend each incident to a nominated person | Send each incident to a nominated person | |
| Approved follow-up usersRestrict who incidents can be sent to | Restrict who incidents can be sent to | |
| Dashboard & email alertsNotify the follow-up person automatically | Notify the follow-up person automatically | |
| Investigation workflowMove from report to resolution | Move from report to resolution | |
| Configurable categoriesEditable incident and complaint types | Editable incident and complaint types | |
| Custom incident formsCapture extra detail per category | Capture extra detail per category | |
| Impacted-employee linkingAssociate affected staff | Associate affected staff | |
| Notes & attachmentsAdd context and evidence | Add context and evidence | |
| Permission-based visibilityControl who sees what | Control who sees what | |
| Profile & report surfacingRecords appear on profiles and in reports | Records appear on profiles and in reports | |
| WHS-suitableFit for workplace health and safety reporting | Fit for workplace health and safety reporting |
| Feature | What it does | Included |
|---|---|---|
| Phone receipt captureScan a QR code or text/email link - no sign-in or app download | Scan a QR code or text/email link - no sign-in or app download | |
| AI receipt readerFills in merchant, date, amount and GST automatically | Fills in merchant, date, amount and GST automatically | |
| Receipt wallet & duplicate detectionKeep receipts as you go; flags receipts already used | Keep receipts as you go; flags receipts already used | |
| Receipted, mileage and per diem claimsCents-per-km rates, yearly caps and meal deductions | Cents-per-km rates, yearly caps and meal deductions | |
| Automatic GST & foreign currency1/11 GST by category; daily exchange-rate conversion | 1/11 GST by category; daily exchange-rate conversion | |
| Cost centre splits & billable trackingSplit by percentage; tag clients and attendees | Split by percentage; tag clients and attendees | |
| Built-in expense policyReal-time warnings or hard blocks, limits and receipt thresholds | Real-time warnings or hard blocks, limits and receipt thresholds | |
| FBT flagging & ATO retentionMark FBT categories; keep receipts for set years | Mark FBT categories; keep receipts for set years | |
| Rule-based approval routingBy amount, category, cost centre, department or client | By amount, category, cost centre, department or client | |
| Line-by-line decisions & recodingDecline single lines, recode before approving, bulk approve | Decline single lines, recode before approving, bulk approve | |
| Company card reconciliationImport CSV/OFX/QFX/QIF statements and match cardholders | Import CSV/OFX/QFX/QIF statements and match cardholders | |
| Xero payroll reimbursementApproved claims added to the next Xero draft pay run | Approved claims added to the next Xero draft pay run | |
| CSV export & payment trackingExport for any payroll and mark claims paid | Export for any payroll and mark claims paid | |
| Insights and reportsSpend trends, top spenders, policy flags and days to reimburse | Spend trends, top spenders, policy flags and days to reimburse | |
| Full claim historyAudit trail of every submission, decision, export and payment | Audit trail of every submission, decision, export and payment |
| Feature | What it does | Included |
|---|---|---|
| Recognition wallSocial feed to thank one or more colleagues | Social feed to thank one or more colleagues | |
| Company valuesTag recognitions with values, each with its own icon and colour | Tag recognitions with values, each with its own icon and colour | |
| BadgesAttach badges controlled by everyone, managers or admins | Attach badges controlled by everyone, managers or admins | |
| Visibility controlsWhole organisation, recipient's team or private | Whole organisation, recipient's team or private | |
| Reactions, comments and @mentionsSix emoji reactions, comments, add-ons and notified mentions | Six emoji reactions, comments, add-ons and notified mentions | |
| Point allowances and manager budgetsMonthly or quarterly allowances with rollover, expiry and limits | Monthly or quarterly allowances with rollover, expiry and limits | |
| Reward catalogueGift cards, merchandise, experiences, donations, leave, payroll bonuses or custom | Gift cards, merchandise, experiences, donations, leave, payroll bonuses or custom | |
| Redemptions and approvalsPoints held until a redemption is approved and fulfilled | Points held until a redemption is approved and fulfilled | |
| Xero payroll payoutsPayroll-bonus rewards added to the current draft Xero pay run | Payroll-bonus rewards added to the current draft Xero pay run | |
| Award programmesNominations, judging panels, blind judging, winners and Hall of Fame | Nominations, judging panels, blind judging, winners and Hall of Fame | |
| Celebrations and group cardsBirthdays, work anniversaries, welcomes and signed group cards | Birthdays, work anniversaries, welcomes and signed group cards | |
| Milestone badgesAutomatic badges for service, recognitions, onboarding and learning | Automatic badges for service, recognitions, onboarding and learning | |
| Manager team viewRecognition per direct report with recognition-gap reminders | Recognition per direct report with recognition-gap reminders | |
| Insights, reports and leaderboardsParticipation, trends, values, points, retention and CSV reports | Participation, trends, values, points, retention and CSV reports | |
| Moderation and permissionsBlocked words, post reporting, moderator actions and ten permissions | Blocked words, post reporting, moderator actions and ten permissions |
| Feature | What it does | Included |
|---|---|---|
| Structured exit workflowGuided from initiation to completion | Guided from initiation to completion | |
| Exit feedback captureStructured reasons and notes | Structured reasons and notes | |
| Rehire & regretted flagsRecord rehire eligibility and regretted loss | Record rehire eligibility and regretted loss | |
| Reasons-for-leaving libraryCustom, coded reasons | Custom, coded reasons | |
| Offboarding lettersGenerated from templates | Generated from templates | |
| Letter auto-populationMerge fields fill the letter | Merge fields fill the letter | |
| Letter approvalsOptional sign-off before it sends | Optional sign-off before it sends | |
| Task checklistsAssign exit tasks to the team | Assign exit tasks to the team | |
| Assets-to-return trackingSurface assets to recover | Surface assets to recover | |
| Role re-advertisementRe-advertise the role in one click | Re-advertise the role in one click | |
| Payroll processing stageOptional payroll review before close | Optional payroll review before close | |
| Controlled visibilityDeparting employee sees limited data | Departing employee sees limited data | |
| Directory-initiated offboardingStart from the employee record | Start from the employee record |
| Feature | What it does | Included |
|---|---|---|
| Criminal history checksNationally Coordinated Criminal History Checks | Nationally Coordinated Criminal History Checks | |
| Identity verificationConfirm identity | Confirm identity | |
| Background verificationOther screening services | Other screening services | |
| Results on the recordTracked against the employee | Tracked against the employee |
| Feature | What it does | Included |
|---|---|---|
| Roster creationBuild and manage rosters | Build and manage rosters | |
| Shift assignmentAssign shifts to staff | Assign shifts to staff | |
| Clock on / offRecord start and finish | Record start and finish | |
| GeofencingLocation-based clock controls | Location-based clock controls | |
| Auto-generated timesheetsTimesheets from clocked time | Timesheets from clocked time |
Platform-wide
Platform-wide capabilities
| Feature | What it does | Included |
|---|---|---|
| Profile self-managementEmployees maintain their own details | Employees maintain their own details | |
| Bank / tax / super self-updateWhere enabled by the organisation | Where enabled by the organisation | |
| Cross-organisation accountOne login across multiple organisations | One login across multiple organisations | |
| Data visibility controlChoose which organisations see your data | Choose which organisations see your data | |
| Notification preferencesEmail, push and SMS | Email, push and SMS | |
| Mobile verificationVerify a number for SMS | Verify a number for SMS | |
| MFA & password managementSelf-manage security | Self-manage security | |
| Account inboxAll platform communications in one place | All platform communications in one place | |
| Job application view / withdrawTrack and pull applications | Track and pull applications | |
| Employee profile formsSelf-updatable, compliance-linked | Self-updatable, compliance-linked | |
| Availability statusSet current availability | Set current availability | |
| Mobile accessWorks on mobile | Works on mobile |
| Feature | What it does | Included |
|---|---|---|
| XeroPayroll plus real-time leave sync | Payroll plus real-time leave sync | |
| Access MicropayPayroll lifecycle sync | Payroll lifecycle sync | |
| DefinitivPayroll lifecycle sync | Payroll lifecycle sync | |
| TASThe Alpha School System sync | The Alpha School System sync | |
| SeekPost jobs and receive applications | Post jobs and receive applications | |
| Jora & AdzunaIncluded job board posting | Included job board posting | |
| Fair Work award syncLive award and classification updates | Live award and classification updates | |
| Microsoft Entra ID / SSOSingle sign-on | Single sign-on | |
| Open APIConnect your own systems | Connect your own systems | |
| Employee lifecycle syncOnboarding, variations and offboarding to payroll | Onboarding, variations and offboarding to payroll | |
| Role-based data mappingChoose which roles sync (non-Xero) | Choose which roles sync (non-Xero) |
| Feature | What it does | Included |
|---|---|---|
| Pre-built report suiteReady-made reports across every area | Ready-made reports across every area | |
| Auto report per custom formA report for every form you build | A report for every form you build | |
| CSV exportExport any report | Export any report | |
| PDF exportOn selected reports | On selected reports | |
| On-screen filter & sortSlice data in-app | Slice data in-app | |
| Permission-controlledAccess governed per report | Access governed per report | |
| Significant end-dates reportVisa, contract and probation dates | Visa, contract and probation dates | |
| Operational reportsHeadcount, time-to-fill, candidate source, assets, audit trail | Headcount, time-to-fill, candidate source, assets, audit trail |
| Feature | What it does | Included |
|---|---|---|
| Nearly 25 field typesSignature, file upload, address lookup and more | Signature, file upload, address lookup and more | |
| Conditional logicDynamic forms that adapt to answers | Dynamic forms that adapt to answers | |
| Merge fieldsPopulate letters and contracts | Populate letters and contracts | |
| Reusable across the platformOne builder, ~12 areas | One builder, ~12 areas | |
| Field archiving & orderingManage forms over time | Manage forms over time | |
| Preview modesSee all fields or the conditional path | See all fields or the conditional path | |
| External field namesFor third-party integrations | For third-party integrations |
| Feature | What it does | Included |
|---|---|---|
| Site brandingYour logo and colours | Your logo and colours | |
| Fair Work awards & syncCustom and EA award rates | Custom and EA award rates | |
| Enterprise agreementsEA records linked to awards | EA records linked to awards | |
| FTE trackingAllocation and over-allocation control | Allocation and over-allocation control | |
| Cost centres & locationsCentral libraries | Central libraries | |
| Custom notification templatesEmail, SMS and push | Email, SMS and push | |
| Custom email trigger rulesNotifications driven by module actions | Notifications driven by module actions | |
| Setup modeSuppress emails during configuration | Suppress emails during configuration | |
| Data migration libraryBring your data across on switch | Bring your data across on switch | |
| Auto numberingPositions, employees and vendors | Positions, employees and vendors | |
| Approval pathsNone, self-nominating or standardised, platform-wide | None, self-nominating or standardised, platform-wide |
| Feature | What it does | Included |
|---|---|---|
| Role-based accessGoverns every screen and action | Governs every screen and action | |
| Unlimited custom rolesBeyond the defaults | Beyond the defaults | |
| Per-role permissionsFrom a full permission library | From a full permission library | |
| Per-role MFAEnforce MFA where needed | Enforce MFA where needed | |
| SSO email domainsRedirect matching logins to your IdP | Redirect matching logins to your IdP | |
| Permission renamingMatch your terminology | Match your terminology | |
| Directory role assignmentAssign roles from the directory | Assign roles from the directory |
FAQ
Your questions, answered.
How long does the demo take?
Around 20 minutes. We focus the time on your priorities rather than walking through every screen in the platform.
Will I be locked into anything?
No. The demo is obligation-free and workit itself is billed monthly with no long-term lock-in contract.
Who runs the demo?
An Australian-based member of our team who has implemented workit across a range of industries - not a generic SDR script.
What if workit isn't right for us?
We'll tell you. If your needs are better served elsewhere, we would rather say so than push a poor fit.