The Workflow Wizard helps you get started on your business's workflow for a client. 

The Workflow Wizard opens when you click on a connected client that you have not completed the basic workflow requirements for. An example of the Workflow Wizard is provided below:

The wizard opens the first time you connect to a client. From then onwards - if you have completed the basic requirements of the wizard, this part of the process is skipped; instead, you are taken directly to the workflow page for that client.

You can access the wizard at any time - more information is provided under the My Clients: Opening the Workflow Wizard manually article.

Please be aware that if the client has not set up their business categories and they have not created any work sites, then the Workflow Wizard will not display.

Steps - Completing the Workflow Wizard

When the Workflow Wizard appears, please follow these steps:

  1. Choose all the business categories that apply to your business in the Pick your business categories section; if this section is missing, it means that the client has not set up any business categories. In this case, please skip down to Step 3.

    You need to complete all mandatory business category options before you can continue.

    You do not need to select a category if it is optional (not marked as mandatory). However, to ensure that you provide the client with all that they need, it is best to select all categories that apply to you.

    You can add categories by going to the + Add a work role drop-down and selecting additional categories. An example is provided below:


  2. When you have selected all the relevant business categories, click the Next button. 
  3. If the client has set up work sites, the Pick your work sites' section will appear.

    If this option is not available, it means that Step 3 is not required. If this is the case, please skip down to Step 5.
    1. If you need to connect to a work site, click on the + Add a work site drop-down. All the available work sites will appear on the list. 
    2. Pick all the work sites that you want to connect to.

An example of the Pick your work sites' section is provided below: 

You can remove a work site that has been selected by clicking on the remove icon.
  1. When you have selected all the relevant work sites, click the Next button.
  2. Add employees to connect them to your client.

    You can click the Skip button to skip this step.


    Click on the + Add an employee option to open a list of your employees. You can search for an employee via the search bar and add an employee by clicking on their profile. An example of the Pick your employees' section is provided below:


  3. Click on the Finish button to complete the process.

    The process is completed, and you are taken to the workflow page for that client. You can now complete any additional steps that the client requires.

Congratulations! You have completed the Workflow Wizard. 

More information

For more information on the Workflow Wizard, please see our My Clients: Opening the Workflow Wizard manually article.