1. Employment Hero Help Centre (NZ)
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  3. HeroForce
  4. Personnel
  5. Management

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Who are you and what section are you in?

Request a new HeroForce employee and manage existing requests

James Nixon
Updated
EH Content Team

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin

You can use the HeroForce Employee Request feature to manage your request for a new employee that you have submitted to Employment Hero. You can, for example, view the details of your submission and filter the data shown on the page. You can also edit a submission if you have not completed all the details and delete an in progress request that you no longer need.

Getting started

Request a new HeroForce employee

  1. Click People on the left-hand side menu.
  2. Click the HeroForce Employees (EoR) submenu.
  3. Click the HeroForce tab.
  4. Click the Add HeroForce EoR Employee button.
  5. In the Choose Country pop-up, click the dropdown and select the country you need.
  6. On the Summary page, enter the employee's details:
    • Name.
    • Job title.
    • Employment type.
    • Intended start date.
    • Country.
    • Gross annual salary.
    • Estimated payroll costs - This will show all mandatory and optional employer costs.
  7. Click the Save & Continue button on the lower right-hand side.
  8. In the confirmation pop-up, click the Confirm button.
  9. On the Personal Details page, enter the following:
    • Legal name.
    • Email address.
    • Mobile number.
    • Residential address.
    • Residency status.
    • Work location.
  10. You can also:
    1. Select their primary manager.
    2. Request identity and work eligibility documentation.
  11. Click the Save & Continue button on the lower right-hand side.
  12. In the confirmation pop-up, click the Confirm button.
  13. On the Contract Details page, set the following:
    • Working hours.
    • Probation details.
    • Leave entitlements.
  14. Click the Save & Continue button on the lower right-hand side.
  15. In the confirmation pop-up, click the Confirm button.
  16. On the Additional Details page, you can set up other local customisations, such as bonuses and insurance coverage.
  17. (Optional) You can set up other pre-employment screen checks here, in addition to the checks already done by HeroForce to vet our candidates.
  18. Set up the invoicing details.
  19. Click the Save & Continue button on the lower right-hand side.
  20. In the confirmation pop-up, click the Confirm button.
  21. On the Review Proposal page, review the details of the proposal document.
  22. Read the terms and conditions.
  23. Once everything is good, tick the By signing and finalising this document checkbox.
  24. Enter the following approver details:
    1. Name.
    2. Job title.
    3. Signature.
  25. Click the Sign Proposal button on the lower right-hand side.
  26. On the Review Employment Agreement page, review the details of the employment agreement document.
  27. Read the terms and conditions.
  28. Once you are done thoroughly reviewing the document, tick the checkbox confirming you have reviewed the agreement.
  29. Click the Approve Employment Agreement button.
  30. After submission, Employment Hero will conduct a final check before we send the employment agreement to the new hire. The new hire will also receive an email inviting them to log in to the Employment Hero platform and complete their onboarding.

Allow other users to request new HeroForce employees

Employment Hero platform admins can grant access to non-admins to be able to request new HeroForce employees. This can be done via Permission settings.

  1. Click Settings on the left-hand side menu.
  2. Under Security & Access Control, click Permissions.
  3. Click the Add Permission button.
  4. On the Detail & Access page, enter the following:
    1. Group name.
    2. Description.
    3. Employee access.
    4. Contractor access.
  5. Click the Next button.
  6. On the Employee Permissions page, scroll to the bottom and click the Next button.
  7. On the Contractor Permissions page, scroll to the bottom and click the Next button.
  8. On the General Permissions page, scroll to the HeroForce modules.
  9. Tick the Use checkbox for HeroForce Onboarding and Offboarding.
    • You can also tick the Use checkbox to allow the user to create bonuses or allowances for HeroForce employees.
  10. Click the Next button in the lower-right corner.
  11. On the Review page, review the details and edit if needed.
  12. Click the Next button in the lower-right corner.
  13. On the Select Members page, choose which users you want to grant HeroForce permissions to.
  14. Click the Save button.

Daily HeroForce activities

View your HeroForce employees

  1. Click People on the left-hand side menu.
  2. Click the HeroForce Employees (EoR) submenu.
  3. You can type the employee's name in the search bar.
  4. You can also filter by Status or Country.

View an employee request

  1. Click People on the left-hand side menu.
  2. Click the HeroForce Employees (EoR) submenu.
  3. Click the Onboard Requests tab.
  4. Click the three dots button (...) for the employee you need.
  5. Click the View button. Here, you can view their onboarding status and employee details.

View a HeroForce employee request's onboarding status

  1. Click People on the left-hand side menu.
  2. Click the HeroForce Employees (EoR) submenu.
  3. Click the Onboard Requests tab.
  4. Click the three dots button (...) for the employee you need.
  5. Click the View button.
  6. Click the Onboarding status tab.

Editing and deleting data

Edit a draft employee request

  1. Click People on the left-hand side menu.
  2. Click the HeroForce Employees (EoR) submenu.
  3. Click the Onboard Requests tab.
  4. Click the three dots button (...) for the employee you need.
  5. Click the Edit button.
  6. Make the required changes.
  7. Click the Submit button.

Delete a draft employee request

  1. Click People on the left-hand side menu.
  2. Click the HeroForce Employees (EoR) submenu.
  3. Click the Onboard Requests tab.
  4. Click the three dots button (...) for the employee you need.
  5. Click the Delete button.
  6. In the confirmation pop-up, click the Delete button.

Retract an active employee request

  1. Click People on the left-hand side menu.
  2. Click the HeroForce Employees (EoR) submenu.
  3. Click the Onboard Requests tab.
  4. Click the three dots button (...) for the employee you need.
  5. Click Retract.
  6. In the confirmation pop-up, click the Retract button.

Further information

What happens after you submit a request?

Once you have submitted your request for a new HeroForce employee, our HeroForce experts will run through the following process:

  • Review: Our HeroForce experts will review the provided information against local regulations and reach out if any additional information or adjustments are required.
  • Proposal: Once we have all necessary information and it is compliant with local regulations, we will issue a HeroForce proposal for you to review and sign. This proposal outlines the costs, entitlements, and contractual information regarding the HeroForce service.
  • Employment Agreement: Once the proposal is signed, we will prepare an employment agreement for your new hire. We will first send this employment agreement to you for review and approval before issuing it to your candidate to sign.
  • Onboarding: Once the employment agreement has been signed, we will onboard your new hire into your Employment Hero organisation.

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