As part of your HR implementation, you’ll take part in a series of guided training sessions designed to support a smooth and consistent onboarding experience for new starters. These sessions focus on helping your HR team confidently manage people data, configure onboarding workflows, and ensure the right communication and access is in place, setting both your team and new employees up for success from day one.
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
- Onboarding - adding a new starter
- Job updates & editing job history
- Offboarding an employee
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 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 onboarding process.
Training topics:
- Introduction to form designs
- Creating and Duplicating Form Designs
- Onboarding Workflows
Pre work:
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:
- Employee & 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 Notification 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:
- Notification 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