How do I set up my organisation's company values via the HR platform?

Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access level: Admin   

Company values are the set of guiding principles and fundamental beliefs that help a group of people function together as a team and work toward a common business goal. You often relate these values to business relationships, customer relationships, and company growth.

The Company Value Settings feature allows you to create your own organisational values by either creating your own from scratch, or you can use the provided templates as a building base. You can also use this feature to edit the details, archive a value you do not use anymore, or delete an entry you added in error. 

Getting started

Create company value: Template based
  1. Click the   Settings menu.
  2. Click the Company Values submenu.
  3. Click one of the four provided values:
    • We are one team.
    • We are bold and ambitious.
    • We invent.
    • We serve.
    Value_1.jpg
  4. Edit any of the following fields if required:
    • Value name
    • Value description
    • Icon

    Helpful Hint

    Not sure what to write? If you are on our Platnium HR Plan you can type a few points in, then click   to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting. 

  5. Click the Save button.
    Value_2.jpg
Create company value: Blank Canvas
  1. Click the   Settings menu.
  2. Click the Company Values submenu.
  3. Click the Add New button.
    Value_3.jpg
  4. Enter your value name within the Value Name field.
  5. Enter a summary of your chosen organisational value within the Description field.

    Helpful Hint

    Not sure what to write? If you are on our Platnium HR Plan you can type a few points in, then click   to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting. 

  6. Choose from one of the following icon options:
    • Upload an icon.

      Important

      The maximum uploaded file size allowed is 2MB, while the recommended image file size is 267px x 267px.

    • Choose from Employment Hero provided icons.
  7. Click the Save button.
    Value_2.jpg

Editing data

Edit company value
  1. Click the   Settings menu.
  2. Click the Company Values submenu.
  3. Click the   button.
  4. Click the   Edit button.
    Value_4.jpg
  5. Make the required changes and click the Save button.

    Helpful Hint

    Not sure what to write? If you are on our Platnium HR Plan you can type a few points in, then click   to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting. 

    Value_5.jpg

Data management

Un-archive company value

Important

You can only un-archive a company value that has the status of archived.

  1. Click the   Settings menu.
  2. Click the Company Values submenu.
  3. Click the   button.
  4. Click the   Unarchive button.
    Value_5.jpg
  5. Click the Unarchive button.
    Value_6.jpg

Deleting data

Archive company value

Important

The Archive a Company Value feature is only available when a recognition post on the company feed uses one of your company values.

  1. Click the   Settings menu.
  2. Click the Company Values submenu.
  3. Click the   button.
  4. Click the   Archive button.
    Value_7.jpg
  5. Click the Archive button.
    Value_8.jpg
Delete company value

Important

The Delete a Company Value feature is only available when a recognition post on the company feed did not use one of your company values.

  1. Click the   Settings menu.
  2. Click the Company Values submenu.
  3. Click the   button.
  4. Click the   Delete button.
    Value_9.jpg
  5. Click the Delete button.
    Value_10.jpg

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