Platform Guides

• Reports: Platform Guide
• Streamline Your HR Processes with Workflows
• Set up your company details
• Manage Employee Permissions and Security Groups
• Maintaining Your Source of Truth and Resolving Payroll Integration Issues
• Getting started: Onboarding your employees
• See all articles and sections

Account Management and Security

• My Account
• Support
• Security
• Organisational Account

Benefits

• Create, enable, or delete employee benefits
• Manage Taxable Benefits for Employees

Compliance

• Documents
• Asset Register
• HR Guides
• Document templates
• Bulk-issue documents
• Forms
• Orientation Content
• Policies
• Safety

Customisation

• Customize Your Platform: Add Company Logos and Colors
• Creating custom fields
• Side Navigation Menu Customization (for employees and contractors)

Dashboard

• Configuring the dashboard
• Actioning tasks in my to do list
• Pinning reports to the dashboard
• Using Hero AI
• Answering a custom survey or a happiness survey
• Reviewing the widgets on your dashboard

Development

• Coaching
• Learning

Employees

• How to Manage Statutory Time Off: Settings and Approvals
• How to view and redeem your Hero Points
• Edit and delete time off requests as an employee and contractor
• Submit, view and edit time off
• How do I submit and manage expense claims?
• Submit daily unit-based timesheets
• See all articles and sections

Employee Engagement

• Run an exit survey
• Creating survey templates
• Respond to replies received on my happiness survey comments
• Sending out custom surveys
• Conducting employee happiness surveys

Managing HR data by integration

• Payroll Integrations
• Provisioning integrations
• Go1 Platform
• Integrating with Employment Hero Learning

Notifications

• Which emails does Employment Hero send out to users?
• Configure the user-specific emails you will receive and their frequency

Payroll

• Access the Chart of Accounts in Employment Hero
• Manage payroll integrations
• How to Run an Off-Cycle Payroll
• Change non-editable payroll items and settings for Payroll
• Submit pay run amendments and revisions in Payroll
• Grant Payroll access to another user FAQ
• See all articles and sections

People

• People Settings
• Organisation Chart
• Employees
• Management
• Independent Contractors
• Employee Approvals
• Vacancies and Requisitions
• Error Resolution

Performance

• Performance Reviews
• 360 Reviews
• Goals

Recruitment

• How do I create a report on recruitment candidate sources?
• Create and download a time to hire candidates report
• Recruitment module feature by subscription
• How do I use the Recruitment module?

Reports

• Run a Benefits report

Settings

• Recruitment Settings
• Employee Management Settings
• Company and Billing Settings
• Checklist Settings
• Email Settings
• Security Settings
• Performance and Engagement Settings
• Location and Public Holiday Settings
• Reward and Recognition Settings

Time & Attendance

• Hero Time Clock
• Time off
• Timesheets
• Scheduling

Workflows

• Managing workflow access through Permission Settings
• Configure my organisation's forms workflows
• Available workflow templates
• Configure my organization's offboarding workflows
• Create a Workflow to automate employee performance review reminders
• Set up custom email notifications within a workflow
• See all articles and sections

Payroll Settings

• Allowances

Compensation

• How do I set my employee pay rates?

EmploymentOS

• Access the Chart of Accounts and set up Accounting Integrations