Admin
Setup, configuration, compliance, billing.
account security
Audit logs and admin actions
What the platform records about user and admin activity, and how to review it.
Account security best practices
Simple steps every user can take to protect their account.
How we keep your platform secure
An overview of the security controls protecting Your HR Toolkit and your data.
Where your data is stored
How the platform's hosting and storage work, and what certifications back the infrastructure.
documents
Generate a document with AI assist
Create contracts, warnings, PIPs, and other HR documents in minutes using AI-assisted templates.
Manage document templates for your organisation
Customise the document templates the platform uses when you generate contracts, warnings, and other HR documents.
Upload an existing document to an employee's record
Add an existing PDF, Word document, or image to an employee's file.
Sign a document electronically
Sign your contract or any other HR document the platform sends you.
View documents shared with you
Find your contract, policies, certificates, and any other documents on your record.
employees
getting started
Find your way around the platform
A tour of the sidebar so you know where everything lives.
Reset your password
Reset your password if you've forgotten it.
Sign in to Your HR Toolkit
Sign in for the first time, or after a password reset.
Set up two-factor authentication
Add a 6-digit code to your sign in for stronger account security.
leave
onboarding
Manually trigger or re-trigger onboarding for an employee
Start an onboarding workflow without going through Add Employee.
Customise the default onboarding workflow for your org
Tailor the tasks, emails, and timing of the new starter experience.
Track who's mid-onboarding
See every employee currently being onboarded, where they're stuck, and what's overdue.
policies
Use AI to draft a policy
Customise a master template to your organisation in seconds with AI assistance.
Assign a policy by role, department, or individual
Decide who needs to read and acknowledge a policy.
Create and publish a new policy
Draft a policy from scratch or from a template, then publish it to your team.
Track who has and hasn't acknowledged a policy
See acknowledgement progress on each policy and follow up on outstanding ones.
Update a policy and re-acknowledge
Edit an existing policy and ask staff to re-acknowledge the new version.
Upload and publish a policy
Add a policy to your library and ask employees to acknowledge it.
Withdraw a policy without losing the audit trail
Take a policy out of circulation while keeping your acknowledgement records.
recruitment
Create a job and open it for applications
Set up a new role, then publish it to start receiving applications.
Capture interviews and evaluations
Schedule an interview, record assessment notes, and capture a recommendation.
Generate a job ad with AI
Turn your draft job description into a polished, job-board-ready ad in seconds.
Move a candidate through the pipeline stages
Track a candidate from application through to hire (or rejection) using the recruitment pipeline.
Send and track reference checks
Request references from a candidate's referees, capture the response, and lock the record.
reports
Use the AI Reports Assistant
Ask questions about your workforce data in plain English and get answers.
Run the award compliance report
See which employees have a Modern Award assigned and which don't, with their pay rates.
A tour of your dashboard
What's on your dashboard depends on your role. Here's everything you might see.
Build a custom report
Pick the columns and filters you want, then export the data.
Run the headcount report
See how many active employees you have, broken down by employment type and department.
Run the leave report
See leave taken across the organisation, broken down by type and by employee.
Run the onboarding report
See completion rates for new starters and identify anyone overdue.
Run the turnover report
Track starters and leavers month by month, with a calculated turnover rate.
support
whs
Complete a Psychosocial Hazards Risk Assessment Plan
Identify and manage workplace psychosocial hazards, as required under WHS regulations.
Complete a Risk Assessment Plan
Document workplace hazards, score the risk, and capture your controls.
Complete a Sexual Harassment Prevention Plan
Document the steps your organisation takes to prevent sexual harassment, as required by Australian law.
Use the hazard register
Log hazards, score the risk, assign controls, and keep them under review.
Report a workplace incident
Log a workplace incident, near miss, or injury with the right detail.
Investigate an incident
Move an incident through investigation, corrective actions, and closure.