# Worklayer Help Centre

- [Worklayer help centre](https://help.worklayer.ai/index.md): Find step-by-step help for people, time off, attendance, expenses, payroll, documents, agents, integrations, and connected accounts in Worklayer.
- [Set up your company](https://help.worklayer.ai/help/getting-started/set-up-company.md): Enter your company details, then use the setup checklist for organisation structure, policies, employees, tools, and an agent.
- [Find your way around Worklayer](https://help.worklayer.ai/help/getting-started/navigation.md): Use the Workspace and Chat switch, sidebar, and Settings to find records, requests, agents, and controls allowed by your role.
- [Manage your account and preferences](https://help.worklayer.ai/help/getting-started/account.md): Find personal preferences and connected accounts, and distinguish your own email and calendar grants from company settings.
- [Add an employee](https://help.worklayer.ai/help/people/add-employees.md): Create one employee record with personal, organisation, contract, schedule, and policy details, then check the summary.
- [Import employees in bulk](https://help.worklayer.ai/help/people/import-employees.md): Add several employees from a spreadsheet or pasted list, review mapped fields, and choose invitation and agent options.
- [View and update employee profiles](https://help.worklayer.ai/help/people/profiles.md): Find an employee’s Overview and Details, learn which other tabs require access, and update values your role permits.
- [Organise departments, teams, and managers](https://help.worklayer.ai/help/people/organisation.md): Set up departments and teams, assign managers on employee records, and check reporting lines in the organisation chart.
- [Request time off](https://help.worklayer.ai/help/time-off/request.md): Choose an absence type, dates, day length, and supporting details, then review balance and conflicts before submitting.
- [Review time off requests](https://help.worklayer.ai/help/time-off/review.md): Inspect requested dates, balance, substitute, and required evidence before approving or rejecting an absence request.
- [Check balances and the team calendar](https://help.worklayer.ai/help/time-off/balances-calendar.md): Check your policy balance and visible team absences, then use that context to choose dates for a time off request.
- [Set up time off policies](https://help.worklayer.ai/help/time-off/policies.md): Configure company time off policies and assign them to employees so requests and balance previews use the right rules.
- [Track work and breaks](https://help.worklayer.ai/help/attendance/track-time.md): Use the attendance clock or edit a daily time card, then fill empty scheduled days and make sure entries are sent for review.
- [Review attendance entries](https://help.worklayer.ai/help/attendance/review.md): Inspect submitted work and break slots, compare a time card with its schedule, and approve or reject the attendance entry.
- [Set attendance policies and schedules](https://help.worklayer.ai/help/attendance/policies.md): Set work schedules and attendance policies, assign them from the correct effective date, and check employee targets afterward.
- [Submit an expense](https://help.worklayer.ai/help/expenses/submit.md): Choose a regular, mileage, or per diem expense, verify any receipt-extracted values, and submit the claim for review.
- [Review and resolve expenses](https://help.worklayer.ai/help/expenses/review.md): Check the details, receipt, and policy context of an expense claim before approving it or explaining a rejection.
- [Manage expense policies](https://help.worklayer.ai/help/expenses/policies.md): Review expense categories and spending policies, and understand how a policy warning can appear without blocking submission.
- [Prepare a payroll run](https://help.worklayer.ai/help/payroll/prepare.md): Inspect people, salary, time off, and employee changes in a payroll run, then resolve action-required items before approval.
- [Approve, export, and complete payroll](https://help.worklayer.ai/help/payroll/review-export.md): Review the payroll approval dialog, generate the export, inspect run documents, and complete the period only when final.
- [Manage company and employee documents](https://help.worklayer.ai/help/documents/manage.md): Organise shared and employee documents with categories, check who can see them, and understand what archiving a category changes.
- [Create and assign document templates](https://help.worklayer.ai/help/documents/templates.md): Create a reusable document, preview employee values, resolve missing fields, and assign it for signature or acknowledgment.
- [Build and send a form](https://help.worklayer.ai/help/forms/send.md): Build a form template with sections and fields, preview it, and assign the saved form to an employee from their profile.
- [Complete an assigned form](https://help.worklayer.ai/help/forms/complete.md): Open an assigned Worklayer form, answer required fields, submit it, and recover if the request changes or submission fails.
- [Create and manage tasks](https://help.worklayer.ai/help/tasks/manage.md): Create an assigned task, add priority and due date, then use comments, subtasks, and activity to follow its progress.
- [Find approvals in Requests](https://help.worklayer.ai/help/tasks/approvals.md): Switch from Tasks to Requests to find items awaiting a decision and inspect the details each request type requires.
- [Fix a connection that needs attention](https://help.worklayer.ai/help/troubleshooting/connections.md): Identify whether a failed action uses a company integration or personal account, then check status, grants, and tool access.
- [Understand missing pages and actions](https://help.worklayer.ai/help/troubleshooting/access.md): Check role and record permissions when a Worklayer page, profile tab, or action is missing from your view.
- [Resolve stuck requests and agent runs](https://help.worklayer.ai/help/troubleshooting/requests-agents.md): Find whether a request is still pending, an attendance day was not sent, or a saved agent run needs an answer or permission.
- [Meet the main agent](https://help.worklayer.ai/help/agents/main-agent/overview.md): Learn where to find the conversational main agent, what it can help with, and when to create a saved specialised agent for repeatable work.
- [Chat with the main agent](https://help.worklayer.ai/help/agents/main-agent/chat.md): Describe a goal in Worklayer Chat, answer the main agent’s follow-up questions, and review its response or proposed action before continuing.
- [Review actions in Chat](https://help.worklayer.ai/help/agents/main-agent/review-actions.md): Check the people, dates, recipients, and destinations in a proposed Chat action before confirming it or resolving a required connection.
- [Understand specialised agents](https://help.worklayer.ai/help/agents/specialised-agents/overview.md): Understand how saved agents differ from Chat, how triggers and schedules start runs, and where to inspect or stop their work.
- [Create a specialised agent](https://help.worklayer.ai/help/agents/specialised-agents/create.md): Start with an agent from the library or describe your own, then review its instructions, triggers, tools, and permissions before saving.
- [Set agent triggers and schedules](https://help.worklayer.ai/help/agents/specialised-agents/triggers-schedules.md): Choose an event trigger or schedule for a saved agent and understand trigger ownership, pause, archive, and restore behaviour.
- [Control agent tools and permissions](https://help.worklayer.ai/help/agents/specialised-agents/permissions.md): Choose an agent’s data access and integration tools, then review company allow or block rules before saving permission changes.
- [Review agent runs and requests for input](https://help.worklayer.ai/help/agents/specialised-agents/run-history.md): Open a saved agent’s run history to inspect steps, answer questions, grant missing permissions, and verify completed work.
- [Connect company integrations](https://help.worklayer.ai/help/integrations/overview.md): See which company integrations Worklayer supports, connect one in Settings, and review provider tools and agent permissions.
- [Connect Slack](https://help.worklayer.ai/help/integrations/slack.md): Connect a Slack workspace and decide which channel, member, message, and write actions Worklayer agents may use.
- [Connect Google Chat](https://help.worklayer.ai/help/integrations/google-chat.md): Connect the Google Chat app to Worklayer, install it in the right conversations, and check work-email matching for senders.
- [Connect Microsoft Teams](https://help.worklayer.ai/help/integrations/microsoft-teams.md): Connect a Microsoft 365 tenant, install the Worklayer Teams app, and use its bot with each sender’s Worklayer permissions.
- [Connect Linear](https://help.worklayer.ai/help/integrations/linear.md): Connect a Linear workspace and choose whether agents may search issues, create them, or comment through the Worklayer app.
- [Connect Notion](https://help.worklayer.ai/help/integrations/notion.md): Grant Worklayer access to selected Notion pages and choose the search, read, create, update, or archive tools agents may use.
- [Connect Airtable](https://help.worklayer.ai/help/integrations/airtable.md): Connect approved Airtable bases and review the read, write, delete, and comment tools before giving agents access to records.
- [Connect your Google account](https://help.worklayer.ai/help/connected-accounts/google.md): Connect your personal Google email and calendar, check its access status, and understand what disconnecting changes in Worklayer.
- [Connect your Microsoft account](https://help.worklayer.ai/help/connected-accounts/microsoft.md): Connect personal Microsoft email and Outlook calendar access, check its status, and understand its separation from Teams.
- [Manage connected-account access](https://help.worklayer.ai/help/connected-accounts/manage-access.md): Review personal Google and Microsoft connection statuses, repair missing grants, choose a default, or disconnect an account.
- [Add Worklayer to an MCP client](https://help.worklayer.ai/help/connected-accounts/mcp.md): Copy the in-app setup and sign-in commands for a Worklayer MCP connector in Claude Code or Codex, using the correct server address.
- [Changelog](https://help.worklayer.ai/help/changelog.md): Find confirmed public Worklayer release announcements here when they are available, and use the linked guides for current workflows.
- [Prepare your team for daily work](https://help.worklayer.ai/help/best-practices/prepare-team.md): Prepare organisation structure, manager relationships, employee policies, and company tools before inviting the team into daily workflows.
- [Review requests with the right context](https://help.worklayer.ai/help/best-practices/review-requests.md): Check the evidence each time off, attendance, or expense request needs and give employees a clear correction path after rejection.
- [Give agents only the access they need](https://help.worklayer.ai/help/best-practices/agent-access.md): Review a saved agent’s job, trigger, data access, and provider tools together so repeatable work stays within intended permissions.


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