📦Setting up Zipwire Approve

What happens once you click Get Started on the home page? Here's a brief guide to the onboarding process and how you can approach testing Zipwire Approve out.

Acting out the roles

Remember that Zipwire Approve is a workflow involving a few parties. Most people either want to first try the product out using some people in the office, or they pick a customer they're really friendly with.

You can do it completely on your own but you'll need three devices to act out the three roles, sender, approver and processor, or perhaps two devices and your spouse's computer.

Otherwise, contact [e-mail] and one of us will pretend to do some work and send timesheets or be an approver. Whatever you need.

You can also use three different Google, Microsoft or Amazon accounts, but you'll have to keep logging out and back in again and it can get confusing as to which of your alter-egos is playing which role.

Before we begin

• Keep in mind that when we say agency, we also mean Human Resources department or People Ops, or just a team in Head Office where people and pay are managed.

• People login with their Google, Microsoft or other account, instead of having usernames and passwords in Zipwire.

If you login with your Google account, log out, then log back in with your Microsoft account, Zipwire will most likely treat these two accounts as completely different people unless both accounts have the same email address, which is unusual.

Step 1

After clicking Get Started you'll be funnelled into our onboarding process where you'll be presented options on which role you'll be playing.

The Freebird

This option is for people working alone and only wanting to track time and send timesheets to their own customers.

No workplace organization will be created. Most features will be unavailable.

The Approver

This one is for line managers and people who approve people's time. In this role, you'll create a workplace which represents the company you work for.

You'll be running everything, creating assignments and inviting the workers, setting their rates, and inviting the timesheet processors.

This option is unusual as it's normally the timesheet processors who control everything.

The Processor

This is designed for staffing agencies, HR departments and the like.

You'll setup your workplace and become its administrator. You'll create and control the assignments, clients, workers, rates and approvers.

This is the most common choice.

Your workplace

You'll then enter just a few simple details about your workplace. You'll need to enter your company email. Note that a hotmail or other address won't be accepted.

This is because you'll be setting up your colleagues and creating a new team, and these people will be expected to all work alongside you and share the same email domain.

Confirm your email

You know the drill. We'll email you an activation link and it'll probably be in your junk folder.

This confirms that you have access to your work email.

Add your colleagues

Depending upon your role, you'll be adding colleagues to help with approving or processing timesheets. These will all need to have email addresses at the same email domain, because they work with you.

These people will all be placed in a new Zipwire team. You do not have to add anyone else.

Add the approvers or processors

On the next screen, if you're a processor then you'll be creating the team that are doing the approvals. If you are the approver, then you'll instead be setting up the processing team.

These people will all be placed in another new Zipwire team. You also do not have to add anyone else.

They may have any email address.

Add the senders

These are your workers; the people sending timesheets. Most people testing will add only a single person.

They may have any email address.

Confirm everything and naming things

The final screen explains what'll happen next and what you've configured so far. You can go back and change stuff.

Note that we'll be creating a couple of new teams, a new assignment and a new client.

Continue when you're ready and sit tight for a while.

Your new assignment!

After 10 seconds or so you'll end up looking at your new assignment. There'll be alerts because there are still a few things to configure.

You'll need to setup your billing plan, and set the rates for your sender(s).

Also, you can configure the invoicing details for your clients, if you want to have Zipwire create invoices for them, and the invoicing details for your workplace.

Remember, Zipwire can create the invoices from the sender to your workplace and stick them on the timesheet. To do this, we need to know your workplace company details.