As part of your HR implementation, you'll participate in a series of guided training sessions designed to help your team confidently adopt the platform and embed it into day-to-day HR operations. These sessions focus on building capability across people data management, configuration, reporting & analytics, and ensuring your HR team is set up for long-term success beyond go-live.
Training Sessions:
HR People Training
This session focuses on helping your HR team confidently manage and maintain accurate people and job data. You’ll learn how to update employee records, manage your org structure and ensure your data supports compliance, reporting, and day-to-day HR decision-making.
Training topics:
- Person Profile
- People Directory
- Org Chart
- People Calendar
- Onboarding - adding a new starter
- Job updates & editing job history
- Offboarding an employee
- Extended Leave
Pre work:
Configuration:
- Recruitment Sources
- Job Update Reasons
- Turnover Reasons
- Leave Types
- Custom Fields
- Additional System Settings
Come prepared with:
- A list of any changes to your people data (e.g. incorrect job information)
- A nominated person to share their screen during training
HR Learning Training
This session is designed to help you track employee qualifications. By the end of the session, you’ll be able to manage learning records and settings in a way that supports compliance, capability development, and workforce readiness.
Training topics:
- Adding Qualifications
- Managing Qualification Settings
- Reviewing Job Requirements
Pre work:
- Setting Up Qualifications
- Managing Employee Qualifications
- Qualifications Upgrade May 2023
- Managing Mandatory Job Requirements
Configuration:
- Qualification Library Items
- Qualification Types
- Job Requirement Groups
Come prepared with:
- The right stakeholders to make decisions, or knowledge of who to take it back to after the training session
- A nominated person to share their screen during training
HR Engagement Training
This session introduces the engagement tools that support structured data collection and communication across the employee lifecycle. You’ll learn how to design and automate forms to streamline your employee lifecycle and performance processes.
Training topics:
- Introduction to form designs
- Creating and Duplicating Form Designs
- Managing Workflows
- Creating and Editing Pulses
Pre work:
- Training: Form Design Automation
- Creating and Duplicating Form Designs
- Managing Workflows
- Creating and Editing Pulses
Configuration:
- Build a form - highlighting how to use various fields in forms to collect different kinds of employee data
- Form design categories
Come prepared with:
- Examples of current forms being used to support your daily HR operations
- The right stakeholders to make decisions, or knowledge of who to take it back to after the training session
- A nominated person to share their screen during training
HR Organisation Training
This session explores the Organisation area of the platform with a focus on managing contracts. You’ll learn how to create, update, and manage contracts to support compliance and ensure changes are handled accurately and consistently.
Training topics:
- Contracts
Pre work:
Configuration:
- Contract templates
Come prepared with:
- Contract templates (e.g. probation letter, job variation)
- The right stakeholders to make decisions, or knowledge of who to take it back to after the training session
- A nominated person to share their screen during training
HR Permissions Training
This session ensures you can confidently control access across the platform, protecting sensitive information while enabling leaders and employees to access what they need. You’ll learn how to apply permission groups that balance security, transparency, and usability.
Training topics:
- Permissions overview
- User accounts
Pre work:
Configuration:
- Employees & Managers permission group
- Additional permission groups (if required)
- Creating user accounts for any additional people who need immediate system access
Come prepared with:
- The right stakeholders to make decisions, or knowledge of who to take it back to after the training session
HR Performance Training
This session introduces the performance features that support ongoing employee development. You’ll learn how to configure performance improvement forms, letters and workflows and set up a consistent reporting process through the Manager's Log tab.
Training topics:
- Diary Notes
- Performance Improvement Plans (PIPs)
Pre work:
- Managing Diary Notes
- Creating a New Performance Improvement Plan
- Escalating and Resolving Performance Improvement Plans
Configuration:
- Diary note & PIP categories
Come prepared with:
- Overview of your performance process (e.g. what is involved, who is involved)
- The right stakeholders to make decisions, or knowledge of who to take it back to after the training session
- A nominated person to share their screen during training
HR Notifications Training
This session focuses on setting up notifications and summary emails to keep the right people informed as changes occur in the platform. You’ll learn how to configure event-based notifications for key moments such as new starters, job updates, and terminations, helping ensure visibility, accountability, and timely communication across HR and leadership teams.
Training topics:
- Notifications overview
- Immediate email notifications
- Daily Summary Notifications
- Notification templates
- Email log
Pre work:
- Watch Event Notifications Video (15 minutes)
- Event Notifications
- Event Notification Template Variables
- Email Log
Configuration:
- Event Notifications
- Email templates (if required)
Come prepared with:
- A list of notifications (e.g. emails) that you currently have in the business
- The right stakeholders to make decisions, or knowledge of who to take it back to after the training session
- A nominated person to share their screen during training
HR Analytics Training
This session is designed to help you confidently navigate and interpret the analytics area of the platform.
You’ll learn how to explore dashboards, charts, and data tables, apply filters, and understand key reporting functions. By the end of the session, you’ll be equipped to use analytics to uncover insights, track trends, and support data-driven HR decisions.
Training topics:
- Analytics overview
- Key Areas (Overview, Charts, Row Table)
- Filters & Chart Functionalities
- Row Data Tables (Settings & Exports)
- Report Settings
- Other Key Functions (Insights, Analytics Settings)
Pre work:
Configuration:
- Analytics permissions
- Analytics highlights email
- Analytics business performance metrics
- Analytics business performance score scale
- Analytics settings
Come prepared with:
- The right stakeholders to make decisions, or knowledge of who to take it back to after the training session
- A nominated person to share their screen during training