UK HR Implementation Hub
Welcome to your Implementation Journey.
Follow the steps below to set-up your HR platform.
Frequently asked questions
How do I log in to my HR Platform?
You should now have received your log-in details for your HR Platform.
Any issues finding your log-in information, follow these steps to reset your password and access the platform:
1. Go to the sign in page
2. Click “forgot password?”
3. Enter your email address
4. Tick the reCAPTCHA box
4. Click the “Request Link” button
5. Go to your email inbox and open the email with subject “reset password instructions”
7. Click the link in the email. You will be directed to a page in Employment Hero
7. Enter your new password into the box
8. Click “Update Password”
Here is the Reset and update your HR platform password for your reference
How do I assign an admin in the platform to help with the set-up?
When you log into Employment Hero for the first time you will be taken through our onboarding wizard, which will give you the opportunity to add additional admins to the platform. If you need to complete this step at a later stage, these steps and help centre articles will also assist.
- How do I quick-add an employee? (if they are not already in the platform)
- Assign admin access to a user
- Logging in: If your platform is in set-up mode, the invitation email will not be generated (as set up mode prevents emails being sent from the platform). You have two options so that these users can login:
How long will my implementation take?
Your implementation is dependent on your own commitment and availability to complete the set-up.
Our journey is designed so that you set-up the basics of your platform first and invite your employees as soon as possible to ensure you are getting immediate value from the platform.
As a reward for launching Employment Hero to your employees within 30 days, your organisation will be credited 5000 Hero Points.
What milestones do I need to complete?
As a reward for launching Employment Hero to your employees within 30 days, your organisation will receive 5000 Hero Points.
To be eligible to receive the Hero Points, customers should achieve the following by their Project Completion Deadline:
- Have at least 70% of their employees actively using the platform
- Set-up any four features milestones.
- Upload a minimum of 1x HR document
- Make a Company Announcement
- Setup at least one Company Value
- Create a Certification and assign this to an employee record
- Add a Policy to the system
- Create an Onboarding Checklist
- Create your Performance Review template and relevant review period
- Add a minimum of one Asset
- Create a Security Group
How do I track my milestone progress?
When you are logged into Employment Hero on your dashboard you will head to ‘Feature Guides’. Here you will see how many milestones you have completed, what is remaining and what your deadline is. On this page you will also see a list of activities to assist with your platform set up, those with a star next to it account for a milestone activity. You can use the ‘Milestones’ filter to view all the available milestone tasks
Have questions during your implementation?
Email the Implementations Team
If you are unable to attend a Drop-In Session, please email us with your implementation questions.
Access our HelpCentre
Search our help centre for step-by-step pictorial guides, FAQs and more.
Week One
It’s time to get started! Below are the tasks you’ll need to complete in week one.
Loading your Employees
If you have integrated with Employment Hero Payroll or XERO, select the EH Payroll/XERO link below. Duration: 7-14 mins
Setting Up Teams & Management Reporting Lines
Organise your employees in to Reporting Lines and Teams. Duration: 9 mins
Loading Independent Contractors
Load independent contractors in to your platform. Note: contractors must be loaded one by one: Duration: 15 minutes
Managing Policies
Utilise Employment Hero policy templates, add in your organisations policies and assign policies to employees. Duration: 2 mins
Upload Existing HR Documents
Upload your employees existing HR documents to their employee file. Duration: 2 mins
Week Two
Now you’ve completed the week one tasks it’s time to start setting up more advanced features
Prepare your Document Templates
Create templates using our Advanced Editor or PDF Editor tools and set-up your authorising signatory. Duration: 7 mins
Set-up your Custom Security Groups
Grant custom access to areas of the platform with Custom Security Settings. Duration: 3 mins
Setting Up Time Off/Leave
Set-up leave types and leave policies. Adjust your employees time off balances and finally set-up your public holiday calendar . Duration: 12 mins.
Managing Time Off/Leave
Learn about the Time Off Management tab, how to approve and decline requests and request your own time off/leave. Duration: 7 mins
Create your Onboarding & Offboarding Checklists
The checklist settings feature allows you to trigger tasks automatically that require you and other stakeholders’ attention on the onboarding and offboarding of an employee. Duration: 3 mins
Create your Custom Fields (Additional Information)
Upload your employees existing HR documents to their employee file. Duration: 2 mins
Week Three
You’ll be well into setting up your platform, continue with the below tasks in week three
Set-up your Certification Requirements
Certification Settings allow you to manage your organisation’s certifications and request supporting documents, like driving licences. Duration: 4 mins
Onboard a New Employee
Enhance your new employees’ onboarding experience with Employment Hero’s paperless onboarding process. Duration: 4 mins.
Week Four
As you put the finishing touches to your platform, get ready to invite your employees!
Download the Employee Daily Use Guide
The Employee Daily Use Guide is a guide for employees on how to navigate and use the Employment Hero desktop platform and EH Work app. Download the guides to your PC and distribute to your employees
Download the Manager Daily Use Guide
This guide is designed to help managers efficiently navigate Employment Hero while managing their teams. It provides a step-by-step overview of essential daily tasks, such as approving time off requests, managing timesheets, tracking team performance, and accessing employee information.
Use the Company Feed to Update your Employees
Use the Company Feed to welcome your employees to the platform and learn how to give a shout out, recognise a colleague or post a company announcement. Duration: 1 min
Additional Setup
Create & Manage Workflows
Learn how to create and manage workflows including the creation of 3 example workflows. Duration: 10 mins.
Introduction to Recruitment (ATS)
An introduction to Employment Hero’s ATS including recruitment settings, the hiring process and managing job boards. Duration: 8 mins.
Managing Recruitment (ATS)
Learn how to create jobs, candidate management and how to manage candidates. Duration: 7 mins.
Managing Induction Content
Add in your organisations induction content. Duration: 2 mins.
Reward Employee Milestones with Hero Points
Reward your employees on their birthday and work anniversaries milestones with Hero Points. Duration: 1 min
Create a 360 Review
In this workshop we’ll go through how to create a 360 review and the participant experience. Duration: 3 mins.
Add your Company Values
The Company Value Settings feature allows you to create your own organisational values by either creating your own from scratch, or you can use the provided templates. Duration: 2 mins.
Add and Manage Assets
In this workshop you’ll learn how to create an asset register and manage assets owned by your organisation. Duration: 2 mins.
Happiness Survey
In this workshop you’ll learn how to send the happiness survey and review your employees responses. Duration: 2 mins.
Creating a 1:1 Session (One to One)
In this workshop you’ll learn how to create an manage one to one sessions. Duration: 3 mins
Performance Reviews
This workshop will teach you how to set up a formal review process on the platform. Duration: 5 mins
Managing your LMS
In this workshop you’ll learn how to connect to Go1’s learning platform and basic navigation. Duration: 8 mins.
Company Goals & OKRs
In this workshop you’ll learn how to set up, track and promote goals in your organisation using the platforms goals and the OKRs framework. Duration: 3 mins.
Exit Interviews
In this workshop you’ll learn how to create and publish exit surveys and view the employee experience. Duration: 2 mins.
Frequently asked questions
Who do I contact for support after my implementation?
Once you have completed your milestones and have 70% of your employees active in your HR platform, Hero AI and our amazing Support team will be available to assist you with any ongoing questions or assistance you may have.
The first and fastest way to get help is to use our HeroAI tool to ask a question and get an instant answer.
When logged into your HR platform, in the top right corner click on ‘Get Help’ then click ‘Support Chat’. Enter your question and our Hero AI will provide an instant answer. If you do not get the answer you need from HeroAI, try rephrasing your question.
If you speak with our Hero AI bot and cannot find your answer, you can type “I want to speak to a support team member” and Hero AI can help put you in touch with an agent. You may need to repeat this request up to twice.
What is the difference between the primary, secondary and indirect manager roles in Employment Hero HR?
In Employment Hero HR, there are 3 different manager types available:
- Primary Manager
- Secondary Manager
- Indirect Manager
An employee’s primary manager can approve leave requests, timesheets and expenses on behalf of their employees. Whereas secondary managers are optional and you would use them for two reasons:
- If you have a two-level leave approval within your organisation, i.e. where you need both a primary and a secondary manager to approve a leave request.
- If your organisations want a back-up approver when primary managers are on leave,
We use the term indirect manager to refer to the management chain above the primary manager. E.G: The primary manager of an employee’s primary manager.
This article describes the functionality that is available to each of the different level of manager by default.
How do I change an employee’s account email?
There may be occasions whereby an employee need to change their ‘account email’, which is the email used for logging in to the platform.
This can only be changed by an admin within your organisation using this process.
I have connected EH HR to EH Payroll/Xero, where do I manage my data?
When you connect Employment Hero Payroll or Xero to Employment Hero HR, Employment Hero will import your organisation details, payroll settings and employee files from your Payroll platform automatically. Once connected, Employment Hero will become your source of truth for onboarding new employees and your employee data will flow automatically from Employment Hero thereafter.
EH PAYROLL – The exception to this is where you need to make changes to Leave Allowance Templates, Pay Categories, Pay Schedules and Leave Categories. These need to be amended in Employment Hero Payroll following this process.
XERO – There are some data fields that do not synchronise to XERO when you onboard a new employee. See this guide for more information on the fields that are not transferred across that will need to be manually completed in XERO after onboarding.
In addition, any changes to Pay Categories, Pay Schedules and Leave Categories will need to be amended in XERO and brought in to Employment Hero HR following this process.
What is the difference between the document types available in the content management tool?
Employment contract templates require both the employer and employee signatures.
HR Documents only require a signature from the sender, the employer (e.g. Confirmation of Pay Increase)
Other HR Documents are used for documents that also requires two signatures, one from the sender and one from the receiver (e.g. Change to Terms letter)
Employment hero’s work policy templates do not require a signature. They are digitally acknowledged within the platform.
Finally there is a type of document called Knowledge Base. These templates will not require a signature at all but will serve as documents that you can upload for view by anyone you choose to share them with. Only an Admin user can view the HR Guides unless you grant employees access via Custom Security by selecting the Knowledge Base security permission.
More Questions?
Go to our Help Centre for 100s of articles to help you manage your platform