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Onboarding & Offboarding Employees

How to onboard a new employee

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Onboard a New Employee

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How do I onboard a new employee via the HR platform?

How do I onboard a contractor with a contract?

How to create custom fields to capture additional information during onboarding (Platinum, Plus & Unlimited)

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Gather additional information with Custom Fields

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How do I customise onboarding and employee file fields via the HR platform?

Onboarding & Offboarding Checklists

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Create your Onboarding & Offboarding Checklists

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How to set up an organisation’s onboarding checklists via the HR platform

How do I set up my organisation’s offboarding checklists via the HR platform?

Manually trigger a checklist | HR Employee File

How to offboard an employee – HR only orgs

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Offboarding Employees for HR only orgs

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How do I offboard and/or terminate an employee via the HR platform?

Find terminated employees

How to see terminated employees that are eligible for rehire via the HR Platform

Hero Passport | HR Web Platform

How to offboard an employee – HR & Payroll integrated orgs

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Termination Process for HR & PY Connected Orgs

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How do I terminate an employee via the HR and payroll platforms?

Xero guide: Employee termination

Hero Passport | HR Web Platform

How to offboard a contractor

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Offboarding a contractor via the HR platform

Exit interviews (Platinum)

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Exit Interviews

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How do I manage my exit surveys via the HR platform?

Reactivating a terminated employee – HR only orgs

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How do I re-activate a terminated employee via the HR platform?

How to see terminated employees that are eligible for rehire via the HR Platform

How does termination impact an employee’s leave balance via the New HR Platform?

Reactivating a terminated employee – HR & Payroll integrated orgs

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How to reactivate a terminated employee via the HR platform for HR and payroll connected organisations

How to see terminated employees that are eligible for rehire via the HR Platform

HR Documents

Document Templates

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HR Documents and Templates

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Getting started with the advanced template editor via the HR Platform (Premium, Platinum, Plus & Unlimited)
Using the advanced template editor | HR Web Platform (Premium, Platinum, Plus & Unlimited)

Getting started with the basic template editor | HR Web Platform
How do I use the basic template editor via the HR platform?

What are the different template types | HR FAQ

How do I issue a digital document to employees

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Issuing HR Documents to Employees

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How do I issue HR documents to employees via the HR platform?

How do I bulk issue documents to my employees? (Platinum & Unlimited)

How do I upload existing documents to the employee file

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Uploading Existing Documents on Employee Files

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How do I upload documents via the HR platform?

How do I bulk issue documents to my employees? (Platinum)

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How do I bulk issue documents to my employees? | HR FAQ

How to add and share induction content

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Upload your Induction Content

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How do I manage and/or acknowledge induction content via the HR platform?

How do I build custom forms

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Custom Forms

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Managing and completing forms via the HR platform

Setting up your certification requirements

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Set up your Employees Certification Requirements

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Create and manage certifications and add certification assignees

Remind an employee to complete a certification (Premium, Platinum, Plus & Unlimited)

Manage assigned certifications

Performance

Performance Reviews (Premium, Platinum, Plus, Unlimited)

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Manage Performance in the platform with Reviews

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What are the different components of a performance review via the HR platform?

How do I manage the time periods of employee performance reviews?

Difference between 360 reviews and performance reviews | HR Guide

360 Degree Reviews (Platinum, Plus & Unlimited)

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360 Reviews

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Managing 360 reviews via the HR platform

Difference between 360 reviews and performance reviews | HR Guide

How do I complete my 360 self review or peer review via the HR Web Platform

Goals & OKRs (Platinum, Plus & Unlimited)

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Company Goals

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How to manage my organisation’s goals (OKRs) via the HR platform

Goal progress reporting | HR Web Platform

Employee company goal alignment reporting | HR Web Platform (Platinum & Unlimited)

Viewing my assigned Goals (OKRs) | HR Web Platform (Platinum & Unlimited)

How do I bulk issue documents to my employees? (Platinum)

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How do I bulk issue documents to my employees? | HR FAQ

Development

1:1s (Platinum & Unlimited)

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One to One’s (1:1s)

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How do I create, manage, and run a one on one (1:1) session via the HR platform?

How do I manage my organisation’s one on one (1:1) templates via the HR platform?

See an employee’s 1:1 responses over time

Learning / LMS

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Managing Learning

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How do I manage my organisation’s learning via the HR platform?

How do I fix the fact I cannot view my assigned learning material?

How do I access and manage my My Learning content via the HR platform?

Go1 is a 3rd party LMS with a direct integration with Employment Hero. Go1 have a library of how-to videos you can view here

Go1 | How-To Video Guides

Leave / Time Off

How do I set up leave/time off in my org?

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Setting Up Leave

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How do I manage leave types

Managing entitlement-based leave type

Managing the per pay run leave type HR & Payroll Integrated orgs only

How do I manage leave/time off?

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Managing Leave

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How do I manage leave

Two level leave approval

How do I adjust leave balances?

Give managers permission to adjust their employee’s leave balance

How do I enable a company leave calendar view

Return to work form

Timesheets & Rotas

How do I enable timesheets

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Enabling Timesheets

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Enabling units of work for timesheets via the HR and payroll platform

Managing Timesheets in HR

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Managing Timesheets

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Approve, decline, and edit my employee’s timesheets

Managing daily unit based timesheets

Manage daily hour-based timesheets

How do I manage weekly hour-based timesheets

How do I manage rota’s in HR?

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Rota Management

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How to manage rosters via the HR platform

Managing Swag Clock in and out settings via the HR platform

How do I switch on shift bidding?

Recruitment & Applicant Tracking System (ATS)

Recruitment Settings

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Introduction to Recruitment

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SmartMatch settings management

Customisation
Customise your recruitment experience levels
Manage your candidate sources

Set up your organisation’s career page

Set up your organisation’s recruitment email templates

Set up your organisation’s recruitment evaluation templates

Set up your organisation’s screening questions templates

Set up your organisation’s recruitment candidate tags

Managing Timesheets in HR

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Managing Recruitment

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How do I manage my organisation’s hiring process

How do I manage my organisation’s job board integration

How to post a job ad on Indeed

Create a new job opening

How do I manage job applicants and candidates for open roles

Managing reference checks

Candidate communication feature

What is SmartMatch

SmartMatch Explainer

Getting Started: What is SmartMatch for employers via the HR platform?

How to use SmartMatch

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How do I create a SmartMatch job opening

How do I use SmartMatch to backfill a vacated role

How do I manage my saved SmartMatch candidates

How do I manage SmartMatch candidates on the SmartMatch dashboard

How do I manage SmartMatch candidates on active job listings

How do I manage SmartMatch candidates in the employee file

How do I manage SmartMatch candidates interested in my organisation

Frequently Asked Questions

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.

The first and fastest way to get help is to use our HeroAI tool to ask a question and get an instant answer.

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.

More Questions?

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