Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll,
Available for the following HR plan: Standard, Premium, Platinum
Available for the following user access levels: Admin
When setting up your new platform, you can invite staff members to become Early Adopters, which will allow your chosen people to explore the platform in the set-up phase with you.
Early adopters will be able to explore the platform during setup, so that all admins and early adopters can learn about the platform together. Below you can see how to access this feature.
Helpful Hint
Early adopters will receive emails from the Employment Hero platform during the setup process to assist with navigation of the platform. A list of the emails sent to early adopters is featured in Further Information below.
Important
You first have to turn on Setup Mode and Setup Dashboard for your organisation before you can invite early adopters. To do this, please refer to the Turn on Setup Mode and Setup Dashboard item in the Before You Start section.
Before you start
- Click the Settings menu.
- Under Security & Access Settings, click the System Setup submenu.
- Use the toggle to turn on Setup Mode.
- You then have the option to turn on Setup Dashboard
- Click the Save button.
Getting started
- Log into your Employment Hero platform.
- On your Employment Hero Dashboard, locate the Getting started panel.
- Locate the Invite your early adopters option then click Set up now.
- You will see a pop-up explaining the advantages of inviting Early Adopters.
- Select your chosen employee under Search a name.
- Add the following details:
- Role type
- First name
- Last name
- Click Send Invitation.
- The early adopter that you have invited will receive an invitation email.
Important
The invitation email will last for 72 hours. After this, you will need to manually send another invitation email to the early adopter.
- Log into your Employment Hero platform.
- Locate the Employee Onboarding panel then click Add Employee (you may need to scroll down the page to find this tile).
- Add the following details:
- First name
- Last name
- Click Continue.
- Add the following details:
- Employing entity
- Location
- Last name
- Employee code (optional)
- Remote (optional)
- Employment type
- Start date
- Job title
- Industry standard job title
- Probation length (optional)
- Primary manager (optional)
- Secondary manager (optional)
- Teams (optional)
- Click Continue.
- Add the following:
- Pay rate
- Work hours
- Ordinary work day
- Benefits (optional)
- Click Finish.
- Back on your Employment Hero Dashboard, locate the Getting started panel.
- Locate the Invite your early adopters option, and click Set up now.
- You will see a pop-up explaining the advantages of inviting early adopters.
- Select your chosen employee under Search a name from the drop-down menu.
- Add the following details:
- Role type
- First name
- Last name
- Click Send Invitation.
- The early adopter that you have invited will receive an invitation email.
Important
The invitation email will last for 72 hours. After this, you will need to manually send another invitation email to the early adopter.
- Log into your Employment Hero platform.
- Use the Quick Add method of adding an employee by following these directions
- Back on your Employment Hero Dashboard, locate the Getting started panel.
- Locate the Invite your early adopters option then click Set up now.
- You will see a pop-up explaining the advantages of inviting early adopters.
- Select your chosen employee under Search a name.
- Add the following details:
- Role type
- First name
- Last name
- Click Send Invitation.
- The early adopter that you have invited will receive an invitation email.
Important
The invitation email will last for 72 hours. After this, you will need to manually send another invitation email to the early adopter.
Further information
| Topic | Action | Subject |
|---|---|---|
| Confirmation email (early adopters) | <Org name> has invited you to join Employment Hero | |
| Licence emails (certification) |
If assigned
|
You are required to obtain a certification |
| If not assigned | Your certification is no longer required | |
| Member licence emails | If approved | Your certification has been approved |
|
If not approved
|
Your certification has been declined | |
| Complete (employee submits to review) | You are required to review a certification | |
| Expired licence | Your certification has now expired | |
| Remind manager to review | Your employee's certification <expires today | will expire in %{reminder} | has expired %{reminder} ago | |
| Remind employee for expiry | Your certification <expires today | will expire in %{reminder} | has expired %{reminder} ago | |
| Timesheet emails | New timesheet by employee | Timesheets are awaiting your review |
| Update by employee | A timesheet entry from <employee name> has been updated and is awaiting your review | |
| Status update by manager | Your timesheets have been updated | |
| Document emails |
Confirm document email | A new document has been added to your account |
| Document signed by sender email | %{employer_name} has sent you a %{document_title} | |
| Document requires recipient signature email | Your signature is required for %{document_title} | |
| Document requires sending signatory signature email | Document requires your signature | |
| Document not accepted email | Your document has not been accepted by %{employer_name} | |
| Document letter of finalised email to recipient | Your <document title> has been finalised with <employing entity> | |
| Document letter of finalised email to sender | Your <document title> has been finalised with <employing entity> | |
| Confirm induction email | You are required to acknowledge a document | |
| Confirm shared document email | A new document has been added to your account | |
| Leave request emails |
New leave by employee | Leave requests are awaiting your review |
| New leave request by manager | A new leave request has been submitted by your manager | |
| Update by employee | A leave request from <employee name> has been updated and is awaiting your review | |
| Status update by manager | Your leave requests have been <leave status> | |
| Employee emails |
Invitation | <Employer Name> has invited you to join Employment Hero |
| Welcome | Welcome to Employment Hero | |
| Authorising signatory invite | You have been nominated as the authorising signatory | |
| Authorising signatory instructions | You have been nominated as the authorising signatory | |
| Onboarding reminder | Don't delay your pay and complete your onboarding process | |
| Onboarding confirmation reminder | Don't delay your onboarding and complete your confirmation process | |
| Onboarding created by reminder | Don't delay the onboarding of your employees and complete your onboarding process |
Explore related content
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