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Your Checklist to Getting Started with core enableHR (For Association Members)


Optimising enableHR for Your Business

enableHR is a cradle-to-grave employee-lifecycle management tool that provides you with compliant and up-to-date employment documentation as well as best-practice guidance on all employment law matters.  

enableHR is user-friendly however the system works best once it is optimised for your business.  It is important that you familiarise yourself with the system to ensure you are getting the most you can out of enableHR.  

This checklist provides you with a framework that will ensure business optimisation. Please refer to the Knowledge Base articles set out below for step-by-step guidance on how to complete each stage of the set-up framework.

Setting the Foundation

Step 1 - Branch Setup

enableHR utilises a structure made up of branches to help you segregate and organise various types of employment records according to the branch each record is assigned to. You will need to identify the branch structure that best reflects your organisational structure. For example, branches can be set up to reflect your regional structure, cost centre structure and/or even job types.

- How can I create a new branch?


Step 2 - User Setup

You will need to identify the manager/s within your business who should have access to and be able to control the management of enableHR. You will then need to set-up them up as a User of enableHR. There are different ways of controlling the level of access for each User through the assignment of roles, branch access settings, blacklisting and document control settings. The 'Account Admin' will have the necessary permissions to set-up each User according to the business' needs.  

How can I create a new User and authorise levels of access?


Step 3 - Worker File Setup

Worker Records (Employees / Contractors / Volunteers)

To ensure that your workplace and HR management processes are integrated with enableHR, you will need to upload existing candidates, employees, contractors and volunteers into the system.  There is no need for manual entry as enableHR integrates with Excel and various payroll systems to ensure efficiency and ease of use.

Please refer to the relevant guide/s for step by step instructions on how to complete this integration.

- Xero Guide

- Meridian Guide

- Wage Easy Guide

- MYOB Guide

- Excel Guide

- SEEK Guide


Worker History (Employees / Contractors / Volunteers)

It is now important to ensure that each of these new candidates, employees, contractors, and volunteers files are complete with up-to-date documentation on their employment history to ensure that manager/s are appropriately informed on all staff matters when managing them throughout the employee-lifecycle.

enableHR allows for you to upload in bulk all types of employment documentation, such as contracts and letters, which will automatically be saved to each type of worker file through the use of unique Employee ID numbers.

Overview: Uploading documents in bulk - What are the Methods?

How can I manually upload employment documentation?


Step 4 - Company Branding

enableHR allows for you to set up the system with your company logos, letterheads and email signatures. This means that whenever you create a document through the completion of enableHR's workflows and checklists, the documents will be automatically generated with the relevant company branding.

- How can I brand my enableHR account with my business' branding (logo and letterhead)?

How can I insert a signature (image and HTML)?


Step 5 - Training and Qualifications

Your business will need to set up core enableHR to reflect the job requirements for each role and function.

As part of the launch you might require each worker to review their current training and qualification and update any licenses or certificates that may have expired.

Your Checklist to Getting Started with Training and Qualifications

To ensure not to miss any alert (e.g. document expiry, etc), you need to be subscribed to receive these alerts.

What alerts are available in the enableHR system?
How to update your Alert subscriptions
What actions trigger which alerts

Completion - enableHR is now ready for use and your business is empowered to start reaping the benefits of the system. You and your Management team can now start to do the following:

  • Manage user settings and permissions
  • View and manage worker records (employees/ contractors / volunteers)
  • Generate employment documentation such as contracts, policies, letters, guides, form and more
  • Complete checklists for all types of employment matters

Ongoing Optimisation

Employee Management & Documentation

enableHR provides your business with hundreds of employee, contractor, volunteer and WHS documentation templates. Documents are created through the completion of workflows and checklists that automatically draw worker data from the enableHR system to generate pre-populated employment documentation that is tailored to your business. enableHR provides you with templates, guides, policies and tools, capable of configuration for any industry.

Workflows and checklists exist for each stage of the employee life-cycle, from pre-employment right through to termination. Each specific workflow will guide you through the steps required to manage your employees at all stages according to best practice standards to ensure compliance. HR management processes are simplified through the use of enableHR.

- enableHR Templates, Workflows & Checklists

- How can I create new employment documentation?

- How can I create a new policy?

 Need Help?

Contact Client Experience for assistance.


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