Access your Employment Hero HR Platform using the following steps for first-time users:

1. Log in to Employment Hero 
2. Enter your email address.
3. Click Forgot Password.
4. Click Request Link.
5. Access your email and click the provided link to Employment Hero.
6. Create a new password when prompted.
7. Now you will be able to log in to Employment Hero with your email address and password.

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. See above for an interactive demo or below for written instructions.

1. Log in to Employment Hero.
2. On the Employment Hero dashboard, click on Settings on the left-hand side navigation menu.
3. Click on System Setup.
4. Toggle on/off Set up mode.

1. Log in to Employment Hero.
2. Click  People on the main menu.
3. Select Import Employees.
4. Choose which one of the templates you need:
   • Update Employee Employment Details
   • Update Employee Pay Details (Xero)
   • Advanced Import Employees (including pay details)
   • Quick Import Employees
   • Update Employee's Custom Fields
5. Tick or leave the following checkboxes as appropriate:
   • Include existing user information (If you select this, 2FA will be required to access sensitive data such as tax details.)
   • Include terminated users
6. Click the Download button.
   
7. Enter the required details in the template you downloaded.
8. Save the changes you made to the file.

9. Upload the file by clicking or dragging it into the Click or Drag file(s) here to upload tile.

   

10. Click the Yes button.
    
11. Map the columns in the CSV file to the correct fields in the Employment Hero platform. (If the CSV file includes the Contract Type column, select either Permanent or Fixed Term as the field cannot be blank.)
12. Click the Continue button.

13. New employees will now receive an email invitation prompting them to create their HR/Employment Hero Work account password and begin the onboarding process.

    

14. Check the Imported Successfully page, which shows the number of employee records created and updated. (Refer to this article's Troubleshooting section if import errors apply.)
15. Click the Go to Employee page button if you would like to review the employee data.

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

1. Log in to Employment Hero 
2. In your Getting Started checklist, you'll find an option to Invite Your Early Adopters.
3. Select Set up now.
4. Use the drop-down menu to find and select the employee.
5. Use the next drop-down menu to choose Admin (if applicable).
6. 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.

1. Log in to Employment Hero 
2. On the Employment Hero dashboard, click on Settings on the left-hand side navigation menu.
3. Click on Company Settings.
4. You can then update your company address, company phone number, industry category and company size here..
5. Click on Save company details here.

1. Click your account user name.
2. From the drop-down menu, select Account Settings.

3. On the Employment Hero Authenticator tile, click the Setup button.

   

4. Use your mobile device to scan the QR code.

   

5. Your mobile device will now open the Employment Hero Work app or otherwise provide you with a page to download it.
6. On your Employment Hero Work app, follow the instructions. You can also learn more in this article on the Employment Hero Work Help Centre.

1. Click your account user name.
2. From the drop-down menu, select Account Settings.

3. On the Authenticator app tile, click the Setup button.

   

4. Choose to do one of the following:
   • Open your chosen authenticator app on your mobile device and use it to scan the QR code.

   • Click the Can't scan code? drop-down button and enter the key (a code in red text) in your chosen authenticator app.

     

5. Refer to the six-digit code your authenticator app has provided and enter it in the Verification code field.

6. Click the Continue button.

   

7. Refer to your one-time recovery code and click one of the following buttons:
   • Download
   • Print
   • Copy
8. Store the code somewhere safe for yourself.

9. Click the Done button.

   

10. On the Are you sure? window, click Yes.
11. Your chosen 2FA method will now be active. Keep your one-time recovery code safe in case you lose access to your device.

1. Click your account user name.
2. From the drop-down menu, select Account Settings.

3. Click the View options drop-down button.

   

4. On the SMS Authentication tile, click the Setup button.

   

5. Click the Country drop-down field and select your phone region.
6. In the Phone number field type your phone number.
7. Click the Continue button.
   
8. Find the verification code text message on your mobile device then type it in the Verification code field.
9. Click the Continue button.
   
10. Select one of the following recovery code options:
    • Download
    • Print
    • Copy
11. Click the Done button.
    
12. Click the Yes button.
13. Your chosen 2FA method will now be active. Keep your one-time recovery code safe in case you lose access to your device.

To see detailed information about two-factor authentication and view frequently-asked questions on the topic, see this article.

1. Click the Settings menu.
2. In the Company section, click Locations.
3. Click the Add New Location button.
4. Complete the following fields:
   • Name.
   • Country.
   • Description.

5. Select Yes or No for the Set this location as the default location for new employees toggle switch.

   Helpful Hint

   If you have more than one default work location, you can turn on this setting to make all new employees part of that location by default.

6. Click the Submit button.
   

1. Log in to Employment Hero. 
2. Click the Settings menu option on the left-hand side navigation.
3. In the Time & Attendance section, click Bank Holidays.
4. Click the Add New Calendar button.
5. Click the Standard Public Holiday Calendar tick box.
6. Complete the following fields.
   • Name.
   • Locations.
   • Standard public holiday calendar.
7. Click the Submit button at the bottom of the page.