Navigate your foundU platform

This portal is designed for company owners, HR officers, finance managers, accountants, roster managers and Payroll teams. From there, your admin team will complete their day-to-day tasks.

In the admin portal, you will be able to: 

• Manage your workforce, including rostering,  and store employee records
• Have the ability to log into all 3 portals (depending on permissions)
• Run payroll and issue invoices
• Access Integrations such as LMSs, Talent Management, and more
• Run reports and generate exports
   

Admin users

Here you will have 2 types of admin users:

• Super User - Admins who control the full platform's settings, can grant users permissions and can see all the information that you can.
• Admins - Admins, you can control what they have access to using permissions and restrict who and what they can view. This limits users so that only the menus and functions they see and can use are relevant to their roles.

Permission groups control what a user can see, whereas search restrictions control who a person can see. E.g. a manager seeing only their employees at their venue.

Below is an example of a platform's users with different user groups and permission set up:

• There is a Super User set up with all the permissions, and then varying groups of Admins (e.g., HR, Payroll, etc.).

  For more information on admin user permissions and restrictions, please see our Admin User Permissions and Restrictions guide here. 
 

Logging into the Admin portal

To log in to the Admin portal, go to your platform's unique URL (also called a subdomain) and enter the email address linked to your admin account along with your password.

For example -  https://yourcompanyname.foundu.com.au/admin 
 

To navigate your admin home page:

1. Select the three lines (commonly called the hamburger icon) in the top right to open the main menu. Here you can adjust platform settings if needed. During setup, your platform settings are configured for your business, and you can change them later if necessary.
2. Use the 'Quick Menus' for your daily activities. Your menu might have fewer options depending on your user permissions. For example, a Roster Manager may not see the Payroll and Invoicing menus.
3. Use the global search option to find employees and operations. Notifications will appear here, and you can access our help centre to view guides, webinars, and masterclasses, and submit help tickets to our customer help desk (located at the top of our help centre).

  For more information on logging into your Admin portal, please refer to our 'Log in to your foundU platform' help guide here. 

Tailoring permissions

Permission groups help you control which parts of your platform admin users can access and manage. 

For instance, a Rostering Manager might only have access to:

•  The Work menu (to draft and publish rosters)
• The Time & Attendance menu (to approve shifts and manage leave)
• The People menu (to view assigned employees)

This is just one example of tailoring permissions for specific users, and it can be modified to suit your business.

The operation portal is designed for labour hire companies to give on-site supervisors the ability to manage their workforce without having access to any financial details. 

The Operation portal is a legacy feature of the foundU platform, so the user access view is fixed and cannot be customised. If you need more control over an admin user's permissions, setting them up as an admin may be better, as it provides more flexibility. Please see the section above for details.
 

In the operations portal, you will be able to: 

• Manage rosters and/or jobs
• Approve shifts
• Submit timesheets
• View invoices
• Approve leave requests
• View clock data
• Managers can update company details and add additional portal users for operations.
• Run roster summary reports
   

Logging into the Operations portal

To log in to the operations portal, visit your platform's unique URL and enter the email address linked to your operation user account and your password.

For example -  https://yourcompanyname.foundu.com.au/ 

  Please note: If you are also an employee, you can switch between the Operations portal and the Employee portal. For those not using the Operations portal, you'll need to log in to your Admin portal separately, rather than managing your personal data in the Employee App.
 

To navigate your operation home page:

1. Use the 'Quick Menu' for daily tasks. 
2. Use the 'Add gadgets' and 'Edit Layout' options for quick access to invoices, rosters, people working, and more on your dashboard.
3. Access our help centre by selecting the '?' icon to view guides and videos, and submit help tickets to our help desk.

The employee portal allows your employees to self-manage their work-related information. This empowers them to take responsibility for ensuring that all personal, compliance, and financial information is up to date.

In the employee portal, employees will be able to: 

• Manage their personal information.
• Update financial data, including TFN and bank account details
• Submit shifts/ timesheets (if enabled)
• View payslips
• Request leave
• Clock in and out (if enabled)
• View their upcoming rostered shifts
   

Logging into the Employee portal (or Employee App)

Employees can access their portal using 2 methods, both of which provide the same access and functionality to complete any required updates. These methods are:

• Employee portal - Log in from a browser (Chrome preferred) using a URL on any device. 
• Employee App - Download and log in from the Employee App. This ensures that the employee has the information they need on hand at anytime. 
  
  Clocking is exclusive to the Employee App and cannot be done from the Employee portal.  

Employee portal

To log in to the employee portal, visit your platform's unique URL or download the mobile app by searching for 'foundU', then use the email address linked to your employee profile and your password.

For example, https://yourcompanyname.foundu.com.au/
 

Employee App

Download the foundU employee app here:

Once installed, the employee will then need to log in with their email and password. 
 

To navigate the employee home page:

1. Select the three lines (commonly called the hamburger icon) in the top right to open the main menu. Here, employees can manage personal and financial details.
2. Access our help centre by selecting the '?' icon to view guides and videos, and submit help tickets to our help desk.

3. Use the 'Quick Menu' for your daily activities.

   

  To learn more about the Employee App and all of its features, check out our employee Help Centre here.