Getting Started with Employment Hero (formerly Humi)

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Welcome to Employment Hero (formerly Humi)!

Getting started with a new platform can be equally exciting and overwhelming. To make things easy, we've created this quick guide to help you get familiar with the primary functions of the platform.

So grab your favourite drink and follow the steps below to start setting yourself up for success!

This article is for Admins

If you're an employee hoping to get familiar with Employment Hero (formerly Humi), check out our Guides for Employees.

Step 1: Getting Started
  1. Initial Account Activation for Admins

    The first step is to activate your company's Employment Hero account.

    Be sure to complete all steps and check that your company's credit card information and postal code are correct.

    Important Note

    If the onboarding link isn't received, please get in touch with your Account Executive.

  2. Learn How to Prepare & Import Employee Data

    Once your company's account is activated, the next step is to import your employee data. After the first import, this Bulk Importer can also be used to batch update the data within existing employee profiles.

Step 2: People Module

The People module allows you to efficiently manage your company's most precious asset – your people. From Onboarding to task management, find everything you need in this integral part of the platform.

  1. Start Here - People Module Overview
  2. Choosing Your Onboarding Settings
  3. Learn about Tasks
  4. How to add an individual employee to Employment Hero (formerly Humi)
Step 3: Documents Module

The documents module is your one-stop shop for digital signing and assigning documents. Create document templates, share company-wide policies, and more. You can also add individual documents directly to employee profiles.

  1. How to Add Folders
  2. Adding Documents
  3. How to Add Documents Directly to an Employee's Profile
Step 4: Settings Module

The Settings Module allows you to customize notification preferences, employee permissions, company billing, and more.

  1. Learn about Default Roles
  2. How to Create a Custom Role
  3. Add Your Company Logo
Step 5: Time Tracking Module

The Time Tracking Module offers your company a better way to track employee time. Add hours worked to your existing source of truth for employee data, simplify the way you submit, track, and approve employee hours, and generate detailed reports to get the data you need to keep projects on track.

  1. How to Add or Remove Employees
  2. Adding Deadlines & Reminders
  3. Understanding Approval Flows
  4. Managing Projects
  5. How to Approve & Manage Timesheet Records
Step 6: Time Off Module

The Time Off Module allows you to create custom time off policies and easily manage employee requests.

  1. Configure your Time Off Settings
  2. How to Create a Time Off Type
  3. How to Create a Time Off Policy
  4. Understanding Advanced Settings
  5. How to Assign a Time Off Policy
  6. Importing your Employees' Time Off Data

Important Note

To help ensure your policies align with your employment agreements and local legislation, have a read through the following articles:

Step 7: Invite Your Employees

When you're ready to launch, invite all your employees to activate their accounts with a few simple clicks! Learn how here: 

Step 8: Payroll Module

If you'll be using Employment Hero (formerly Humi) for Payroll, now is the time to start getting everything ready for your first payday! The payroll system seamlessly integrates with all your HR needs to make things simple. Check out the guide below to get started:

Step 9: Recruiting Module

Hiring is easy as pie with the Recruiting Module. Save time with Indeed integration, custom hiring funnels, and custom workflow automation. Plus, you can collaborate with your whole hiring team and unify your hiring platform with your employee database – all in one place.

Have a look at our guide below to get started:

Step 10: Performance Module

The Performance Module helps your team reach their full potential with goal setting, recurring review cycles, automated reminders, anonymous surveys, and more. You can build employee confidence, stay on track, and easily foster career growth for everyone on your team.

Check out the guide below to get started:

 

Congratulations on getting set up with Employment Hero!

We're so excited to have you here.

 

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