Onboarding and enableHR Account Setup
Welcome to enableHR
- ★ Learn how to use enableHR - Setup and training sessions and videos
- ★ Welcome to enableHR!
- ★ enableHR Client Success
- Navigating around enableHR
- enableHR Modules and Key Functionality
- enableHR AU Templates, Guides & Checklists
Initial Setup of enableHR
Launching enableHR to Managers and Employees
- enableHR Guide: How to Introduce enableHR to Your Team Guide
- enableHR Guide: Managers' Jumpstart Guide
- enableHR Guide: Employees' Jumpstart Guide
- Launching enableHR: segmented messages for target audiences
- Launching enableHR: internal communication plan and schedule
- Launching enableHR: PowerPoint presentation for leaders and managers
enableHR Configuration
- ★ You're New to enableHR - Here's How to Kick Start Your Implementation Project
- ★ enableHR - Your Account Set-Up Project
- ★ How can enableHR be configured to suit my business needs?
- ★ What factors should be considered when seeking enableHR configuration?
- Configuration - Checklists and Menu Items
- Configuration - Templates
General Account Management and enableHR Account Settings
Commercial
- ★ Annual Clients: What are top up fees?
- ★ How do I update my business' payment information? (credit cards and debit cards)
- enableHR's NEW Pricing Model Explained (for clients who joined from 1 October 2021 onwards)
- How can I download invoices for my enableHR subscription?
- enableHR's Pricing Model Explained (for clients who joined prior to 1 October 2021)
General Account Management
- ★ Login - enableHR and eSS - How to login and switch between the two portals
- ★ enableHR's All-Inclusive Model: How can I keep my worker data up-to-date?
- enableHR: 8 ways your HRIS saves you time
- How can I update the status of worker records?
- How do I add dummy/test workers into enableHR and not be charged?
- How secure is my HR data?
Branding your enableHR Account
- How to upload letterhead and logo per branch
- How can I brand my core and Self Service enableHR account with my business' branding (logo and letterhead)?
- How to set and adjust headers, footers and margins for documents generated in the system?
- How can I insert a signature as an image?
- How can I change the email display name?
- How can I insert a signature (image and HTML)?
Branches
General Settings
Frequently Asked Questions
- ★ Got a feature request for enableHR? Submit it through our Forum!
- ★ Can I customise enableHR to suit my business needs?
- Step by step guide to open (import) Chinese / Japanese encoding CSV
- User: How to reset your core enableHR User password
- How to access Awards & Wages tab? For Association Members
- If I have a custom template or policy, will they be updated with new legislation?
Data Recovery
User Access Control
User Access Control Settings
- ★ Overview of User Access Controls
- How can I create a new User and authorise levels of access?
- Administrators: How to reset / change core enableHR user's password
- Stay logged in?
- 'Session Expiry' for core enableHR & Employee Self Service (eSS) Users
- How to link a user to their employee record
User Access Roles
- ★ User Access Roles Available in enableHR
- Role Overview - AccountAdmin
- Role Overview - Approver Position
- Role Overview - Contractor Management
- Role Overview - Employee Management - (No Docs or Notes)
- Role Overview - Employee Management - (No Docs, Notes or Checklists)
enableHR Self Service
For eSS Users
- eSS Users: How to view your company's HR documentation
- For eSS Users: How to add Objectives/Development goals
- Navigating around Employee Self Service (eSS)
- User: How to log in to enable Self Service (eSS)
- User: How to reset your eSS User password
- Activation process for the eSS user (eg Employee or Candidate) from a checklist task
enable Self Service (eSS) Module
- ★ Your Checklist to Getting Started with eSS
- ★ Login - can enableHR and eSS use the same login credentials?
- Overview of the enable Self Service Module
- How to Approve / Reject Self Service Requests
- Activating enable Self Service and/or Online Performance Reviews in Account Settings
- eSS Enabled Checklists And Workflows
Employee Management
Employee Records
Employment Matters
Document Management
- Company HR Documents - Overview
- Company HR Documents - How to Upload
- Employment Documentation - How to create from the Employee Record
- Employee Documentation - How to create via Checklists
- Competency Uploaded Document Types
- How to change the status of a document and control its visibility in eSS?
Employee Management
- Employee Record and their virtual HR Folder
- How do you merge an Employee with duplicate records?
- How to delete a record (employee, contractor, etc.)
- How to archive a record (employee, contractor, etc.)
- How do I transfer an employee to a different branch?
- How can I create a new employee?
Candidate Management
Training and Qualifications
Managing Training and Qualifications Data
- ★ Training & Qualifications - How to Set Up
- ★ Training and Qualifications - Overview
- Tracking Vaccinations with Competencies in the Training & Qualification Module
- Competencies - How to Import Competencies and Achievement Data to a Worker Record
- Competencies - How to Import a Competency Library into enableHR
- How to create Training / Competency Items in my Account?
Online Performance Reviews
Online Performance Reviews Module
- ★ enableHR’s NEW Online Performance Review Process & Functionality
- ★ Your Checklist to Getting started with Online Performance Reviews
- Overview of the Online Performance Review Module
- enableHR's Approach to Online Performance Reviews
- Online Performance Review Lifecycle
- Online Performance Review Process
Notes, Tasks, Alerts & Reminders
Alerts & Task Management
- ★ What alerts are available in the enableHR system?
- Recurring Alerts
- What actions trigger which alerts?
- Alert subscriptions - How to update
- How can I create and assign a new task?
- Can I assign a task to another person?
Notes Management
Integrations, Imports and Data Synchronisation
Imports
Meridian Integration
Other Integrations and Data Synchronisation
- New Zealand accounts - Access to employee Payroll tab
- NZ Accounts - Payroll Fields
- How does Payroll Staging work?
- MYOB Import
- Time Target Qualifications Import File
- WageEasy Employee Import
SEEK Integration
Single Sign-On
- What is Single Sign-On (SSO)?
- What are the benefits of Single Sign-On (SSO)?
- How does enableHR's Single Sign-On (SSO) work?
- How do I get started with Single Sign-on (SSO) for enableHR?
- Does Single Sign-On (SSO) work differently for core enableHR and Self Service (eSS) users?
- Pre-Configuration of SAML Single Sign-On (SSO) within Azure Active Directory for a Non-Gallery Application (enableHR)
Xero Integration
- Xero Integration – how to opt Users in/out of the Xero emails for your account
- Australian accounts - Access to employee Payroll tab
- Introduction Part 1: New enableHR-Xero 2-Way Connector – How does the integration work? (Australia Only)
- Introduction Part 2: What employee information can be updated and created with the enableHR-Xero 2-Way Connector? (Australia Only)
- Introduction Part 3: What payroll information can be updated and created with the enableHR-Xero 2-way Connector? (Australia Only)
- Step 1: How do I authorise the Xero & enableHR relationship and map branches between systems? (Australia Only)
Work, Health & Safety Management
Work, Health and Safety Management
- ★ Overview of the Workplace Health and Safety (WHS) Module
- ★ Your Guide to Setting up your Workplace Health and Safety Module
- ★ WHS - Bulk Import of Register Items
- WHS Document Types Viewable in enableHR Self Service
- Health and Safety Representatives Register
- Legal and Other Requirements Register
Work, Health and Safety Management (LEGACY)
Reporting
Self Service
Security (Access Control) Reports
Training and Qualification Reports
Task Management Reports
WHS / HSE Reports
Document Management Reports
Workflow (Checklist) Reports
Record Management Reports
- Find Duplicates Report
- Missing ID's Report
- Organisational Chart Report
- Position History Report
- Record Audit Report
- Record Count Report
Call Tracking and Notes Reports
enableHR releases
Latest changes
- enableHR Tactical Release 2022.09.23
- enableHR Tactical Release 2022.09.02
- enableHR Tactical Release 2022.08.15
- enableHR Tactical Release 2022.05.20
- enableHR Tactical Release 2022.04.22
- enableHR Tactical Release 2022.03.25
Alerts
Product Roadmap
What's new?
- October 2020: Accepting only valid ABN while create/update super-funds for employees
- March 2020: Bulk Approval / Rejection of Self Service (eSS) Changes
- December 2019 - The Updated "Cookie Crumb" Branch Navigation Method
- Two-way integration with enableHR and Xero Payroll (Australia Only)
- June 2018 - Applicant Portal Enhancement
- June 2018 - enableHR's Approval Functionality for HR Processes
Open API
enableHR Communications
enableHR (AU & NZ Partners)
enableHR (ALL)
Notices
Known Issues
enableHR Partners
Partner FAQs
- How do I add my contact details so my client can see them in their account?
- How do I get my branding to show in my client’s account?
- How to sign up a new client
- How do I provide my bank details so I can be paid my commission?
- I’m a Partner, why can’t I register for eSS?
- Why can't I access my Partner portal / my login details aren't working?
Partner Administration
Partner Demonstrations for Clients
- enableHR Demo Set Up for Partners: 1 - Overview
- enableHR Demo Set Up for Partners: 2 - First Steps
- enableHR Demo Set Up for Partners: 3 - Account & Administration Settings
- enableHR Demo Set Up for Partners: 4 - Populate the Account
- enableHR Demo Set Up for Partners: 5 - Prior to a demo
- enableHR Demo Set Up for Partners: 6 - Demo Employee Management