Resources

Knowledge Hub

Everything you need to get the most from Workzilla.

How-to

Add a charge-out rate to a staff member How to manually add or update a charge-out rate for a staff member in Workzilla. Manage Users Configuration Administration Administrator

Add a salary to a staff member How to manually add or update a salary for a staff member in Workzilla. Manage Users Configuration Administration Xero Administrator

Configure leave-adjusted targets How to set the default behaviour for how public holidays and leave affect target values across your firm. Company Customisation Configuration Targets Administration Leave Xero Administrator

Configure matter referral types How to tell Workzilla which Actionstep matter relationship types indicate a referral, enabling referrer reporting across your firm. Company Customisation Configuration Administration Integrations Administrator

Configure user permissions How to set menu access and data visibility for a staff member in Workzilla. Manage Users Configuration Administration Permissions Administrator

Fixing report discrepancies by connecting a high-access staff member How to invite a high-access staff member and connect their PMS credentials to resolve report discrepancies in Workzilla. Company Dashboard Setup Administration Integrations Financial reporting Principal / Firm owner Practice lead Administrator

Invite a staff member to Workzilla How to send a Workzilla invitation to a staff member and confirm they have access to the system. Manage Users Onboarding Administration Permissions Administrator

Offboard a staff member How to remove a staff member's access to Workzilla when they leave the firm, while keeping their data available for reporting. Manage Users Offboarding Administration Permissions Administrator

Remove a seat How to reduce the seat count on your Workzilla subscription. Subscriptions Offboarding Administration Billing Administrator

Set up a charge-out rate target How to confirm charge-out rate data is in place and configure a target calculated from daily target hours and hourly charge-out rate. Manage Targets Setup Configuration Targets Administration Administrator

Set up a salary multiple target How to confirm salary data is in place and configure a target calculated as a multiple of salary. Manage Targets Setup Configuration Targets Administration Administrator

Set up a team Create a team to group users and give a team leader visibility over their team's data without exposing firm-wide information. Manage Teams Setup Administration Permissions Team leader Practice lead Administrator

Set up a team target How to create a target for a team in Workzilla, using a flat amount or laddered up from individual team member targets. Manage Targets Setup Configuration Targets Administration Administrator

Set up the Actionstep daily data extract How to enable the Actionstep daily data extract and connect it to Workzilla for more precise data syncing. Integrations Setup Configuration Integrations Administrator

Set up working days for a staff member How to set employment status and working days for a staff member in Workzilla. Manage Users Configuration Targets Administration Leave Administrator

Set up Xero integration How to connect Workzilla to Xero Payroll, link staff members to their Xero employee records, and confirm salary data has been imported. Integrations Setup Administration Integrations Xero Administrator

Best practice

For fee earners: making Workzilla part of your week Three habits that help fee earners stay on top of performance, keep files moving, and reduce unbilled work. My Performance Targets Performance Efficiency Revenue Fee earner

For practice leads: making Workzilla part of your week How practice leads can use Workzilla to shift time away from chasing and reporting — and toward analysis and business improvement. Targets Targets Performance Efficiency Cashflow Stagnation Financial reporting Practice lead

For team leaders: making Workzilla part of your week A weekly check-in habit that keeps team performance on track and prevents small problems from becoming financial ones. Management Performance Targets Performance Efficiency Cashflow Stagnation Team leader

Getting the most from stagnation reporting Three habits that help your firm get maximum value from stagnation reporting — for team leaders, fee earners, and practice leads. Team Efficiency Performance Efficiency Stagnation Fee earner Team leader Practice lead

Reduce or spread: choosing the right leave setting How to choose between Reduce and Spread for leave handling in Workzilla targets — and what each option means for your firm. Manage Targets Configuration Targets Leave Principal / Firm owner

What makes a good target? Three examples showing how the right target choice — metric, method, and scope — can drive meaningful change in performance, cashflow, and culture. Manage Targets Targets Performance Profitability Revenue Partner Principal / Firm owner CFO

Checklist

Starting with Workzilla A step-by-step setup checklist for firm owners and administrators configuring Workzilla for the first time. Manage Users Setup Configuration Onboarding Administration Integrations Principal / Firm owner Administrator

Guide

Making sense of Company Dashboard type views Understand what each view type shows on the Company Dashboard and how to use them to segment firm-wide revenue data. Company Dashboard Performance Revenue Financial reporting Principal / Firm owner Practice lead

Reading your target progress Understand how to read and interpret your target charts — daily actuals, monthly cumulative view, and financial year performance. My Performance Targets Performance Fee earner

Your My Performance dashboard A guide to the My Performance dashboard — what each element shows, how to navigate the metric tabs, and how to drill into the… My Performance Performance Revenue Fee earner Team leader

General

Add a seat Workzilla How-to Add a seat ⏰ Under 5 minutes Practice lead Administrator Subscriptions Administration Billing How to increase the seat count on your Workzilla… Subscriptions Administration Billing Practice lead Administrator

Example stagnation rules to help your firm Workzilla Best practice Example stagnation rules to help your firm Administrator Principal / Firm owner Partner Team leader Team Efficiency Company Customisation Stagnation Efficiency… Team Efficiency Configuration Efficiency Stagnation Team leader Partner Principal / Firm owner Administrator

Onboarding a new employee Workzilla Checklist Onboarding a new employee ⏰ 15–20 minutes Practice lead Administrator Manage Users Manage Teams Manage Targets Subscriptions Setup Onboarding Administration Xero Steps… Manage Users Setup Onboarding Administration Xero Practice lead Administrator

Reading stagnation charts Guide Reading stagnation charts 4 min read · Team leader Partner Principal / Firm owner Team Efficiency Stagnation Efficiency Team leader Priya Sharma runs… Company Dashboard Efficiency Stagnation Partner

Set up a target Workzilla How-to Set up a target ⏰ 5–10 minutes Practice lead Administrator Principal / Firm owner Manage Targets Targets Setup Configuration How to create… Manage Targets Setup Configuration Targets Principal / Firm owner Practice lead Administrator

Setting up a stagnation rule Workzilla How-to Setting up a stagnation rule 5 minutes · Administrator Team Efficiency Company Customisation Stagnation Configuration Stagnation rules define when a matter is… Team Efficiency Setup Configuration Efficiency Stagnation Administrator

Understanding stagnation rules Explainer Understanding stagnation rules 3 min read · Fee earner Team leader Partner Principal / Firm owner Practice lead Administrator Team Efficiency Stagnation Efficiency… Company Dashboard Efficiency Stagnation Partner Administrator