How Business Sherpa Group turned reactive HR into a scalable system for growing Canadian SMBs
Onboarding that scales
Tasks, reminders and workflows are customized to the client
Compliance, you can prove fast
Policy acknowledgement and training tracked in one place
Visibility without digging
Leave tracking and reporting that leaders can trust

Company
Business Sherpa Group
Industry
Human Resources, Cloud-Based Accounting, Managed Recruitment and Executive Solutions
Employees
80
Location
Canada-wide (Headquartered in Ottawa, Ontario)
Favourite Features
About the business
Business Sherpa Group supports small to medium-sized organizations across Canada that need Human Resources, Cloud-Based Accounting, Managed Recruitment and Executive Solutions, without building full internal teams for every function.
As HR Lead, Laura Gauley, explains, their clients are not looking for more work. They are looking for less risk and less chaos. They want to grow, hire, onboard, stay compliant and keep employees supported, without turning the back office into a second business.
That’s the gap Business Sherpa Group fills. They don’t just advise clients on what good HR should look like. They step in and run it. From onboarding and policy management to leave tracking, training compliance and reporting, their team handles the day-to-day execution of HR for small and medium-sized businesses across Canada. That only works if the system underneath them is structured, centralized and built for scale. Employment Hero gives them a single operational backbone that supports the exact functions they deliver, so their expertise doesn’t live in spreadsheets and inboxes. It lives in a system that makes the work consistent, trackable and repeatable across every client they support.
Business Sherpa Group chose to standardize the engine underneath the service so every client gets a consistent foundation.
“We bring the HR expertise plus the tool with us, and actually help them with their full day-to-day operations,” Gauley said.
The challenge
Most growing businesses are running HR on whatever worked last year.
A spreadsheet for leave. A shared drive for policies. Training links floating around in emails. Onboarding handled through a mix of reminders, manual forms and “did someone do this yet” follow-ups. Reporting is either nonexistent, or it exists but no one trusts it because the data is scattered.
Nothing is technically on fire. But everything takes longer than it should, and the risk is invisible until it suddenly isn’t. Business Sherpa Group kept seeing the same root cause. Many teams do not have an HR expert inside the business to set up structure before the pain hits. So they keep duct taping, right up until they can’t.
“A lot of the smaller to medium-sized businesses don’t actually have a tool because they don’t know what they need because they don’t have the actual expert.”
That’s where HR becomes reactive. And reactive HR costs time, creates inconsistency and puts leaders in a constant state of catch-up.
The solution
Business Sherpa Group went looking for a system that could carry the operational load of HR, not just store employee profiles.
They needed onboarding automation that works across multiple departments. Training management and policy acknowledgement that creates a clean audit trail. Leave tracking that aligns to provincial rules without turning into an Excel science project. Reporting that gives leaders answers without a scavenger hunt.
Because they don’t just recommend HR systems. They run them. After extensive evaluation, one platform met the standard they were prepared to bring into their client relationships.
“It was by far the best software for the job, with all the capabilities that we are looking for from finance, payroll, expenses and leave tracking.”
By standardizing on Employment Hero, Business Sherpa Group ensures every client engagement begins with strong infrastructure. The workflows may differ. The industries may vary. But the backbone stays consistent, reliable and built to scale.
What changed
This is where the features stop being features and start becoming outcomes.
Onboarding automation
Onboarding is where HR friction shows up first. It touches HR, payroll, operations and managers. When it is manual, it becomes a chain of reminders and follow-ups that steal time across the business.
Business Sherpa Group uses automated onboarding workflows so tasks get assigned, reminders go out and each department knows what needs to happen next without chasing. That means the process runs cleanly even when hiring picks up.
Training management
Training is a compliance issue pretending to be admin. Requirements change. Provinces differ. If training is tracked inconsistently, it turns into a risk that only shows up when something goes wrong.
Employment Hero’s training capability lets Business Sherpa Group centralize required training, assign it, track it and pull completion records when needed. It removes the need to piece together links and proof from multiple sources.
Policy acknowledgement
Policies are useless if you cannot prove employees received and acknowledged them. Employment Hero allows Business Sherpa Group to update policies, distribute them and require acknowledgement, creating a clean record without manual follow-up.
Leave tracking
Leave is one of the most common operational pain points Business Sherpa Group sees. Tracking it manually leads to confusion, inconsistency and disputes. In Employment Hero, leave balances and entitlements can be tracked in one place with clear visibility for employees and employers.
Reporting
When data is centralized, reporting becomes a management tool, not a monthly headache. Business Sherpa Group can run reports quickly and confidently because employee data, leave, training and acknowledgements live in the same system.
All of this rolls up into one shift. HR stops being a guessing game.
“Having the ability to have it come directly from the tool by setting up that onboarding process right from the beginning has saved so much time and money.”
The impact
For Business Sherpa Group’s clients, the shift is immediate. Onboarding becomes consistent even as hiring increases. Training becomes trackable across provinces. Policy updates stop living in inboxes. Leave balances are visible and defensible. Reporting gives leaders real answers.
But the credibility doesn’t stop at client delivery. Business Sherpa Group also runs its own team on Employment Hero. Between employees and associates, they manage roughly 80 active people through the platform. Policies, leave, onboarding and documentation all live in the same system.
They don’t just implement it. They operate inside it every day.
“We want to make sure that we’re practicing what we’re preaching. We use the tool as well.”
That alignment matters. It means when they guide clients through onboarding automation, policy acknowledgement or reporting, they are not reading from a playbook. They are working from experience.
Why it matters
Most growing businesses wait too long to get serious about HR systems. They think it’s a future problem, until it becomes a right-now problem.
Business Sherpa Group gives them a better path. HR expertise plus a platform that makes the work repeatable. Not more admin. More control. Not more complexity. More visibility.
If you are growing and your HR still lives in spreadsheets and shared folders, you are not “lean.” You are exposed.
Employment Hero helps Business Sherpa Group replace that exposure with structure.

Build an HR structure your clients can actually live in
The Employment Operating System helps partners deliver onboarding automation, training management, policy acknowledgement, leave tracking and reporting in one place, so clients can grow without the chaos.

















