Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Admin
Below we will introduce you to some important components of your platform and help you take the first steps in configuring your platform.
These initial setup steps include accessing your platform for the first time, understanding setup mode, configuring admin access, updating company details, setting up security features, and configuring locations. Each of these processes is essential for getting your Employment Hero platform ready for daily operations.
Follow the steps below in order to complete your platform setup:
Access your Employment Hero HR Platform using the following steps for first-time users:
- Follow this Link
- Enter your email address
- Click Forgot Password
- Click Request Link
- Access your email and click the provided link to Employment Hero
- Create a new password when prompted
The banner at the top of your page indicates that your organisation is in setup mode. When setup mode is on, email notifications usually generated from the platform will not be sent.
You have the flexibility to toggle setup mode on and off at any time. Go to Settings System Setup Toggle on/off Set up mode.
If you have Admin or Owner access on the platform, you have the highest level of access. As an admin, you can view and modify employee details including personal information, salary, and contracts. Admin access cannot be customised, so ensure it is given to the appropriate staff members.
Your view of the platform will be different from regular employees as you can make changes to your Employment Hero platform. Admin access is tied to your personal employee account, eliminating the need for a separate login for your daily duties in Employment Hero.
Adding Another Admin
- To add another admin, start by navigating to your Employment Hero dashboard. In your Getting Started checklist, you'll find an option to Invite Your Early Adopters. Select Set up now.
- Use the drop-down menu to find and select the employee.
- Use the next drop-down menu to choose Admin (if applicable).
- Click Send Invitation. This action will override setup mode to ensure this employee receives an email invitation to join you on the platform.
The company settings are where you will manage details like your employing entities, your company logo, important contacts and creating your default employment settings.
- From the dashboard, navigate to Settings, then Company Settings, then update the relevant information.
To see more detailed instructions on setting up your company details, follow the steps provided here.
Two-Factor Authentication (2FA) adds an extra layer of security to your login process. After entering your password as the first authentication step, you will be prompted to enter a 2FA code obtained from either an SMS or an authentication app. Setting up 2FA is crucial as it grants access to specific employee file fields, such as Tax & Super.
To set up your 2FA, follow the steps provided here.
You can add locations to the Employment Hero platform from anywhere in the world. When you include a location from a supported region, such as the UK, Australia, New Zealand, Malaysia, or Singapore, Employment Hero automatically populates employees' profiles with relevant country-specific features. Additionally, setting up locations links employees to a public holiday calendar specific to their location, enabling them to submit leave requests based on the public holidays that apply to them.
Please follow the steps provided here
Tip
Employment Hero HR is your new source of truth. Whether you're changing an employee's personal information or pay details, Employment Hero HR is the first place you will input this data. Any new hires will also need to be onboarded using Employment Hero HR. Once they have completed their onboarding, a file will be automatically created for them in your payroll.