Core enableHR
A collection of tips, tools and information about using core enableHR.
Getting Started
- ★ Your Checklist to Getting Started with core enableHR (Including eSS, OPR, WHS and T&Q Modules)
- ★ Maximise enableHR for Your Business - Get Set Up!
- ★ Next Steps in Optimising your enableHR
- ★ enableHR Modules and Key Functionality
- ★ enableHR Client Success
- ★ How can I view tickets submitted to Client Experience?
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?
General Account Management
- ★ Annual Clients: What are top up fees?
- ★ enableHR's All-Inclusive Model: How can I keep my worker data up-to-date?
- ★ How do I update my business' payment information? (credit cards and debit cards)
- How can I download invoices for my enableHR subscription?
- enableHR: 8 ways your HRIS saves you time
- How can I update the status of worker records?
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)
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
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)
Managing Training and Qualifications Data
- ★ Your Checklist to Getting Started with Training & Qualifications
- Importing competencies to a worker record
- How to import competencies in enableHR
- Overview of the Training and Qualifications Functionality
- How to create Training / Competency Items in my Account?
- Creating Training / Competency Roles on your Account
Employment Matters
Alerts & Task Management
- ★ What alerts are available in the enableHR system?
- What actions trigger which alerts?
- How can I update Alert subscriptions?
- How can I create and assign a new task?
- Can I assign a task to another person?
- How To Set A Reminder
Document Management
- How to change the status of a document and control its visibility in eSS?
- Overview: Creating employment documentation - What are the methods?
- Overview: Uploading documents in bulk - what are the methods?
- How can I manually upload documents?
- Creating links for documents
- What does "Publish this Document" do?
Employee Management
- How to view a worker record?
- 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
User Access Control
- ★ User Access Roles Available in enableHR
- Role Overview - Payroll Tab (leave only)
- Role Overview - Payroll Tab
- 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?
Branches
Branding
- 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)?
Notes Management
General Settings
Meridian Integration
Xero Integration
- 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)
- Before proceeding to Step 2: A few scenarios to consider... (Australia Only)
Data Synchronization and Integration
- Generic Payroll / Employee Import v 2.0
- How does Payroll Staging work?
- How to use the SEEK Integration
- Importer
- Integrating with Care Systems - FAQ
- MYOB Import
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
Data Recovery
Launching enableHR
- enableHR Guide: enableHR Onboarding & Account Setup Guide
- 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