Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Admin
Configuring your organization’s core settings is the "engine room" of your platform. In Canada, this centralized setup ensures that your employing entities, work locations, and security protocols are unified, allowing data to flow seamlessly into integrated modules like Payroll and Time & Attendance.
Getting Started: Initial Access
When you first access the platform, you will see a guided setup to help you configure your organization.
- Navigate to the Employment Hero login page and enter your work email.
- If you do not have a password yet, click Forgot Password and follow the link sent to your email to create one.
- Upon logging in, you will be presented with a Getting Started Checklist containing five essential tasks.
- Locate the Set up your company details task and select the purple Setup now button.
Setup Mode acts like a "Do Not Disturb" feature. It allows you to build out your platform templates and policies without triggering automated email alerts to your employees.
- Click the Settings (cog icon) menu at the bottom of the left-hand navigation bar.
- Under the Security & Access Control column, click the System Setup submenu.
- Toggle the Set up mode switch to On.
Note: The toggle will turn purple when active and grey when inactive.
Daily Activity: Configuring Your Platform
If you have a colleague helping you with the implementation, you can grant them administrative permissions even while in setup mode.
- Select People from the left-hand navigation bar and click Employees List.
- Select Add Employee and then use the Quick Add option.
- Enter the employee's details and click Save.
- Navigate back to your dashboard and select Invite your early adopters.
- Choose the employee from the dropdown list and assign them the Admin role.
Note: This specific action overrides setup mode to ensure the new admin receives their invitation immediately.
This section establishes your business’s legal identity and ensures compliance with local Canadian rules.
- Company Details: Navigate to Settings Company Company Details. Update your organization's legal name, phone number, address, industry category, and company size.
- Branding: Navigate to Settings Company Branding. Upload your company logo and select your brand colours to customize the login page and automated emails.
- Employing Entities: Navigate to Settings Company Employing Entities. Configure each legal entity that hires staff; these details are critical as they appear on Employee Contracts and Paystubs.
Correct location setup ensures employees receive the correct statutory holiday pay based on their province of employment.
- Locations: Navigate to Settings Company Locations. Add your work sites and link them to the appropriate Province of Employment.
- Public Holidays: Navigate to Settings Time & Attendance Public Holidays. Create schedules for different regions. You can choose to exclude specific groups, such as part-time staff, from a calendar to ensure accurate time-off deductions.
Step 6: Enable Two-Factor Authentication (2FA)
2FA is mandatory for accessing sensitive Canadian data like Social Insurance Numbers (SINs) and banking information.
Click your Profile Name in the top right corner and select Account Settings.
In the 2FA section, click the Setup button.
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Choose your method:
Authenticator App: Use the EH Work app or a third-party app to scan the provided QR code.
SMS: Enter your phone number to receive a verification code via text message.
Follow the prompts to create a Recovery Question for emergency access.
Important: 2FA setup must be completed before you can access the payroll module or view restricted employee fields.2FA is mandatory for accessing sensitive Canadian data like Social Insurance Numbers (SINs) and banking information.
Important Information for Canada
Integrated Source of Truth: Employment Hero HR is the primary database for your organization. Updates to addresses, SINs, or pay details must be entered in the HR Platform first to synchronize automatically with the payroll module.
Employee Profile Customization: Under Settings > People > People Controls, you can define exactly what information is collected during onboarding and create custom fields for unique business data.
File Approvals: Enable Employee file approvals so that managers can review and approve sensitive change requests (like address or bank updates) before they take effect.
Primary Contacts: Designate points of contact for Payroll, HR, and Health & Safety to ensure instant notification of queries or workplace incidents.
Questions
Can I manage multiple work sites with different holiday rules? Yes. By setting up specific Locations and linking them to provincial Public Holiday calendars, the platform automatically ensures leave is deducted correctly for employees in different provinces (e.g., Ontario vs. BC).
What are "Work Types" and where are they managed? Work types define categories like overtime or statutory pay that feed directly into your pay run. These are managed on the payroll module and automatically synchronized back to the HR platform.
How do I enable real-time visibility of where my employees are working? Once your locations and departments are set up, navigate to Route Settings to enable real-time workforce visibility based on clock-in data.
Explore Content
- Getting started: Onboarding your employees. This guide helps manage employee onboarding effectively, allowing new hires to get up to speed quickly and integrate into the company.