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  1. Lumary WFM Help Centre
  2. Worker onboarding and record management

Worker onboarding and record management

Set up your workers and maintain their records.

Set up worker records

  • Add a new user and their worker records from the User Set Up Console
  • Create a new worker record
  • Tag a worker for client matching

Set up worker payroll records

  • Create a payee record for a worker
  • Add a worker’s tax information
  • Add a worker’s superannuation information
  • Add a self-managed superannuation fund (SMSF)
  • Add a worker’s bank details
  • Create an assignment for a salaried employee
See all 10 articles

Manage worker availability and leave

  • Add a worker’s ad hoc availability
  • Add a worker’s leave
  • Add worker leave with the Sick Call button
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