UK HR Implementation Hub

You should now have received your log-in details for your HR Platform.

Any issues finding your log-in information, follow these steps to reset your password and access the platform:
1. Go to the sign in page
2. Click “forgot password?”
3. Enter your email address
4. Tick the reCAPTCHA box
4. Click the “Request Link” button
5. Go to your email inbox and open the email with subject “reset password instructions”
7. Click the link in the email. You will be directed to a page in Employment Hero
7. Enter your new password into the box
8. Click “Update Password”

Here is the Reset and update your HR platform password for your reference

When you log into Employment Hero for the first time you will be taken through our onboarding wizard, which will give you the opportunity to add additional admins to the platform. If you need to complete this step at a later stage, these steps and help centre articles will also assist.

1. How do I quick-add an employee? (if they are not already in the platform)
2. Assign admin access to a user
3. Logging in: If your platform is in set-up mode, the invitation email will not be generated (as set up mode prevents emails being sent from the platform). You have two options so that these users can login:
   1. Add Early Adopters in setup mode
   2. Request the users to reset their password

Your implementation is dependant on your own commitment and availability to complete the set-up.

Our journey is designed so that you set-up the basics of your platform first and invite your employees as soon as possible to ensure you are getting immediate value from the platform.

As a reward for launching Employment Hero to your employees within 30 days, your organisation will be credited 5000 Hero Points. 

As a reward for launching Employment Hero to your employees within 30 days, your organisation will receive 5000 Hero Points. 

To be eligible to receive the Hero Points, customers should achieve the following by their Project Completion Deadline:

• Have at least 70% of their employees actively using the platform
• Set-up any four features milestones. 

• • Upload a minimum of 1x HR document
  • Make a Company Announcement
  • Setup at least one Company Value
  • Create a Certification and assign this to an employee record
  • Add a Policy to the system
  • Create an Onboarding Checklist
  • Create your Performance Review template and relevant review period
  • Add a minimum of one Asset
  • Create a Security Group

When you are logged into Employment Hero on your dashboard you will head to ‘Feature Guides’. Here you will see how many milestones you have completed, what is remaining and what your deadline is. On this page you will also see a list of activities to assist with your platform set up, those with a star next to it account for a milestone activity. You can use the ‘Milestones’ filter to view all the available milestone tasks

Once you have completed your milestones and have 70% of your employees active in your HR platform, Hero AI and our amazing Support team will be available to assist you with any ongoing questions or assistance you may have. 

The first and fastest way to get help is to use our HeroAI tool to ask a question and get an instant answer.

When logged into your HR platform, in the top right corner click on ‘Get Help’ then click ‘Support Chat’. Enter your question and our Hero AI will provide an instant answer. If you do not get the answer you need from HeroAI, try rephrasing your question.

If you speak with our Hero AI bot and cannot find your answer, you can type “I want to speak to a support team member” and Hero AI can help put you in touch with an agent. You may need to repeat this request up to twice.

In Employment Hero HR, there are 3 different manager types available:

• Primary Manager
• Secondary Manager
• Indirect Manager

An employee’s primary manager can approve leave requests, timesheets and expenses on behalf of their employees. Whereas secondary managers are optional and you would use them for two reasons:

• If you have a two-level leave approval within your organisation, i.e. where you need both a primary and a secondary manager to approve a leave request.
• If your organisations want a back-up approver when primary managers are on leave,

We use the term indirect manager to refer to the management chain above the primary manager. E.G: The primary manager of an employee’s primary manager.

This article describes the functionality that is available to each of the different level of manager by default.

There may be occasions whereby an employee need to change their ‘account email’, which is the email used for logging in to the platform.

This can only be changed by an admin within your organisation using this process.

When you connect Employment Hero Payroll or Xero to Employment Hero HR, Employment Hero will import your organisation details, payroll settings and employee files from your Payroll platform automatically. Once connected, Employment Hero will become your source of truth for onboarding new employees and your employee data will flow automatically from Employment Hero thereafter.

EH PAYROLL – The exception to this is where you need to make changes to Leave Allowance Templates, Pay Categories, Pay Schedules and Leave Categories. These need to be amended in Employment Hero Payroll following this process.

XERO – There are some data fields that do not synchronise to XERO when you onboard a new employee. See this guide for more information on the fields that are not transferred across that will need to be manually completed in XERO after onboarding.

In addition, any changes to Pay Categories, Pay Schedules and Leave Categories will need to be amended in XERO and brought in to Employment Hero HR following this process.

Employment contract templates require both the employer and employee signatures. 

HR Documents only require a signature from the sender, the employer (e.g. Confirmation of Pay Increase) 

Other HR Documents are used for documents that also requires two signatures, one from the sender and one from the receiver (e.g. Change to Terms letter) 

Employment hero’s work policy templates do not require a signature. They are digitally acknowledged within the platform. 

Finally there is a type of document called Knowledge Base. These templates will not require a signature at all but will serve as documents that you can upload for view by anyone you choose to share them with. Only an Admin user can view the HR Guides unless you grant employees access via Custom Security by selecting the Knowledge Base security permission.