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:
- Any questions from the Data Management training videos
- A nominated person to share their screen during training HR People Training
HR Learning Training
This session is designed to help you track and manage employee skills, training, and qualifications in one central place. You’ll learn how to maintain training records, manage skills and qualifications, and configure settings that support compliance, workforce capability, and development planning. By the end of the session, you’ll understand how to use learning data to support both operational and strategic HR outcomes.
Training topics:
- Adding training records
- Managing training settings
- Adding skills
- Managing skills settings
- Adding qualifications
- Managing qualification settings
Pre work:
- How to Configure Skills in Settings
- Adding and Updating Skills
- Training Types and Training Providers in Settings
- Managing Your Training Records
- Setting Up Qualifications
- Managing Employee Qualifications
Configuration:
- Skills
- Skill Disciplines
- Training Types
- Training Providers
- Qualification Library Items
- Qualification Types
- Job Requirement Groups
- Training Custom Fields
- Training completed workflows
Come prepared with:
- A list of your training providers (e.g. internal, external) and types (e.g. safety, professional development, leadership)
- 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
- Managing Dashboard Action Tiles
Pre work:
- Training: Form Design Automation
- Creating and Duplicating Form Designs
- Managing Workflows
- Creating and Editing Pulses
- Managing Dashboard Action Tiles
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, which plays a key role in supporting compliance, workforce planning, and informed decision-making. You’ll learn how to manage contracts, job approvals, workforce planning, and compensation reviews, as well as how these features can be shared with leaders to improve visibility, consistency, and governance across the organisation.
Training topics:
- Contracts
- Job Approvals
- Workforce Planning
- Compensation Planner
Pre work:
Configuration:
- Contract templates
- Job update approvers
- Workforce planning
Come prepared with:
- A copy of your Contract templates (e.g. probation letter, job variation)
- Overview of job update process
- 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:
- Staff member 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 goal alignment, performance reviews, and ongoing employee development. You’ll learn how to configure goals, performance forms, metrics, and reporting to support consistent performance processes across the organisation. By the end of the session, you’ll understand how to use performance data to track progress, identify trends, and support meaningful performance conversations.
Training topics:
- Creating and configuring goals
- Performance forms
- Performance metrics
- Performance report template
- Diary Notes
- Performance Improvement Plans (PIPs)
Pre work:
- Performance Report Card Overview
- Performance Metric Groups
- Creating the Performance Review Process
- Managing Diary Notes
- Creating a New Performance Improvement Plan
- Escalating and Resolving Performance Improvement Plans
Configuration:
- Goal categories
- Goal templates
- Performance metric groups
- Performance report template
- Diary note & PIP categories
Come prepared with:
- Overview of your performance process (e.g. what is involved, who is involved)
- Processes you may want to configure
- 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
- Additional processes you want to configure (new notifications)
- 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