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enableHR Account Setup - Setting the Foundations


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.

But first, click here to watch an overview of enableHR and what it can do for your business.

Setting the Foundation

Step 1 - 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 2 - Create your Branch Structure   

Branches are how enableHR separates and organises Employee Records. Put simply, branches are set up in enableHR to mirror your organisation’s structure. Branches are central to your enableHR account because they structure the relationship between your managers, your employees and the HR documentation you upload or generate from our legally compliant templates.



Step 3 - Upload or Create Worker Records


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


  Step 4 - Upload company HR documents



- How can I create a new policy?


Step 5 - Upload Employee HR Documents

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 6 - Training and Qualifications

Workers can create, manage and update their own competencies, training and qualifications through their eSS portal. Your business will first need to set up your Competency Library to reflect the job requirements for each role and function.

Create a library of Competencies and Roles

Apply Competencies and Roles to Employees

Update Competency details and link to documents


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



Almost Ready! When you have completed the steps above, you will have setup and populated your enableHR account to a point where you can start using it. There are further steps to complete to finalise your setup that will assist your business to utilise enableHR to it's full potential. 


You can now start to do the following:

  • 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
To take your account to the next level, go through our enableHR Account Setup – Additional Features, Getting Ready to Train your Managers and Launch to your Employees article here. 



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