enableHR Account Setup: Getting you up and running

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.

- Branding your enableHR Account

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.

- Overview of Branches

- How can I create a new branch?

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. You can manually create them one by one, upload them in bulk via the Excel importer, or import them using payroll integration (if available).

- Import Employees in Bulk using enableHR's Importer

- How can I create a new employee?

Please refer to the relevant guide/s for step by step instructions on how to complete a payroll integration:

- Xero Guide

- Meridian Guide

- Wage Easy Guide

- MYOB Guide 

  Step 4 - Upload company HR documents

Just as individual employees might have historical HR documents that need to be uploaded against their own HR record, you probably also have company documents that you want your managers and employees to be able to access via the Management Portal and/or the Self-Service Portal.

enableHR stores three types of company HR documents:

1. Policies - for current workplace policies
2. General Docs - for general workplace documents such as general forms, guides, organisational charts, etc.
3. Library and Awards - for any Awards or Enterprise Bargaining Agreements you have.

- Company HR Documents - Overview

- Company HR Documents - How to Upload

- Company HR Documents - How to 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

Your business will first need to set up your Competency Library to reflect the job requirements for each role and function. Once your Competency Library and Roles have been created, you will need to apply them to your Employee Records. The final step is to update the Competency details and upload or link Employee documents to the Competency on the Employee's Record. 

- Training and Qualifications - Overview

- Training & Qualifications - How to Set Up

Once set up and launched, workers can create, manage and update their own competencies, training and qualifications through their eSS portal. As part of your launch, you might require each worker to review their current training and qualification and update any licenses or certificates that may have expired.

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.