Admin

Setup, configuration, compliance, billing.

account security

Account security best practices

Simple steps every user can take to protect their account.

Audit logs and admin actions

What the platform records about user and admin activity, and how to review it.

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.

comms

Manage email templates

Create and edit email templates for the communications you send most often.

Customise onboarding email sequences

Edit the timed emails new starters receive before and during their first month.

Switch between visual and code editor

When to use the WYSIWYG editor and when to drop into HTML for an email or comms post.

Send shoutouts and configure the daily digest

Recognise teammates publicly and decide what each employee sees in their morning summary.

Send a one-off email to a group

Use the Send Email wizard to message a specific group of employees.

Use merge tags in emails and comms

Personalise emails with each recipient's name, manager, start date, or any other employee field.

Track email delivery and engagement

See whether emails sent from the platform were delivered, opened, and clicked.

Use the comms feed

Where employees see organisational updates, shoutouts, and the daily digest.

documents

Manage document templates for your organisation

Customise the document templates the platform uses when you generate contracts, warnings, and other HR documents.

Generate a document with AI assist

Create contracts, warnings, PIPs, and other HR documents in minutes using AI-assisted templates.

Track signature and acknowledgement status

See who has signed, who has acknowledged, and who you still need to chase.

Sign a document electronically

Sign your contract or any other HR document the platform sends you.

Use the AI document template builder

Turn an existing document into a reusable platform template with merge tags, AI fill spots, and brand styling.

Upload an existing document to an employee's record

Add an existing PDF, Word document, or image to an employee's file.

View documents shared with you

Find your contract, policies, certificates, and any other documents on your record.

employees

Add a new employee

Walk through the 7 step wizard, or import a whole team via CSV.

Tour the employee profile

Every tab on the employee profile and what it's for.

Invite an employee to the platform

Send an existing employee record their first sign-in invite.

Log an employment change

Record a promotion, transfer, salary change, or other employment variation through the change form.

Import employees in bulk

Bring a whole team across in one go via CSV or Excel upload.

Manage your tasks

One inbox for every task assigned to you across the platform.

exits

Start an offboarding

Kick off the offboarding workflow when someone is leaving.

Use the offboarding checklist

Track every task that needs to happen before someone's last day.

forms

Build a custom form

Create a form with the fields you need, then share it with your team.

Distribute a form via share link

Share your form with your team using a single URL.

Manage published forms

View, pause, edit, or retire forms that are out in the world collecting submissions.

Trigger a workflow on form submission

Set up a form that automatically runs a workflow when someone submits.

View and export form results

See all submissions to a form, filter, and export.

getting started

Find your way around the platform

A tour of the sidebar so you know where everything lives.

Sign in to Your HR Toolkit

Reset your password

Reset your password if you've forgotten it.

Set up two-factor authentication

Add a 6-digit code to your sign in for stronger account security.

Use the platform setup wizard

Six step wizard to get a new YHRTK organisation configured from scratch.

Use Ask YHRTK

The AI helper at the bottom right of every page that knows the platform inside out.

Use the notifications centre

One place to see and action everything the platform has alerted you about.

hr hub

A tour of the HR Hub

The admin's day-to-day HR home — what's there and how to use it.

Use the Compliance Calendar

Track HR and legislative deadlines month by month, and add your own org-specific tasks.

Read the HR Updates feed

Stay across legislative changes, compliance updates, and platform announcements.

Manage public holidays

Configure which Australian state public holidays your org observes so leave deducts correctly.

Run the Culture Builder wizard

Define your organisation's cultural values with AI assistance, in about 30 minutes.

Track contracts outstanding

See every employee who has not signed their employment contract and chase them.

View Our Culture page

Where everyone in the org sees your mission, values, and culture action plan.

Use the resource library

Find ready made HR templates, calculators, and quick reference guides bundled with the platform.

Use the HR Document Library

Browse, search, and assign every HR document template, policy, and reference doc your org has.

leave

Configure leave settings

Set the org wide rules for leave year, two stage approvals, blackout dates, and notification cadence.

Configure long service leave by state

Set the LSL accrual rules for each Australian state your employees work in.

Configure work patterns

Tell the platform which days each employee works so leave deducts correctly.

Import leave balances

Bulk update opening balances when migrating from another HR system or correcting historical figures.

Set up leave policy groups

Define the leave policies for different employee groups, like full time, part time, and casual.

Two stage leave approvals

How leave types that need both manager and HR admin sign off work.

management

A tour of the Management Hub

Your manager's command centre for everything to do with your team.

Find people in your organisation chart

Browse and search the visual org chart to see who reports to whom.

onboarding

Customise the default onboarding workflow for your org

Tailor the tasks, emails, and timing of the new starter experience.

Manually trigger or re-trigger onboarding for an employee

Start an onboarding workflow without going through Add Employee.

Track who's mid-onboarding

See every employee currently being onboarded, where they're stuck, and what's overdue.

performance

Issue a performance document

Create and send a written warning, PIP, or record of discussion through the AI assisted document generator.

Run a performance review

Take a team member through a structured review cycle with self assessment, manager feedback, and goal setting.

Set and track goals

Create goals and OKRs, link them to KPIs, and update progress through the year.

Use the Performance Management hub

Where formal performance matters live and how to track them across your org.

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.

Track who has and hasn't acknowledged a policy

See acknowledgement progress on each policy and follow up on outstanding ones.

Create and publish a new policy

Draft a policy from scratch or from a template, then publish it to your team.

Upload and publish a policy

Add a policy to your library and ask employees to acknowledge it.

Update a policy and re-acknowledge

Edit an existing policy and ask staff to re-acknowledge the new version.

Withdraw a policy without losing the audit trail

Take a policy out of circulation while keeping your acknowledgement records.

recruitment

How candidates apply for a job

What the public job application page looks like and the data you collect.

Build an interview guide

Prepare structured interview questions and a scoring rubric so every interview is consistent.

Capture interviews and evaluations

Schedule an interview, record assessment notes, and capture a recommendation.

Configure interview templates

Set up reusable interview templates per role family so hiring stays consistent.

Create a job and open it for applications

Set up a new role, then publish it to start receiving applications.

Move a candidate through the pipeline stages

Track a candidate from application through to hire (or rejection) using the recruitment pipeline.

Generate a job ad with AI

Turn your draft job description into a polished, job-board-ready ad in seconds.

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.

Build a custom report

Pick the columns and filters you want, then export the data.

A tour of your dashboard

What's on your dashboard depends on your role. Here's everything you might see.

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.

settings

Yearly Modern Awards refresh

How the platform keeps your award rates up to date and what to do at the annual review.

Manage billing and subscription

Where to see your current plan, update card details, download invoices, and change plan.

Build your organisation's cultural values

Define up to 10 cultural values that show across the platform.

Configure module-level permissions

Fine-tune what each role can access by enabling or disabling specific modules.

Configure your notification preferences

Pick what you want a notification for, and whether you want it via app, email, or both.

Integrations overview

What the platform connects to and how to set up each integration.

Generate a position description with AI

Let AI draft a position description for a job profile, then refine to fit your organisation.

Configure custom fields for employee profiles

Add fields to employee profiles that aren't part of the standard set.

Set up job profiles and Modern Awards

Define your organisation's job profiles and link them to the right Modern Award classification.

Manage API keys for integrations

Generate, scope, and revoke API keys for systems integrating with Your HR Toolkit.

Set up users and assign roles

Add platform users, manage their roles, and revoke access when needed.

Recover from a lost 2FA authenticator

Use your backup codes or contact your HR admin to regain access to your account.

Update your organisation's branding

Set your organisation's name, logo, and brand colours so the platform feels like yours.

support

How to get support

Reach the support team, escalate technical issues, request improvements.

surveys

360-degree feedback explained

How multi-rater surveys work in the platform, who rates whom, and what the subject sees.

Use AI insights from survey responses

Get a quick read on themes, highlights, and actions from your survey data.

Create and launch a survey

Build a survey, send it to your team, and watch responses come in.

Take a survey

Complete a survey you've been invited to.

View and analyse survey results

Read the results of a survey you've launched, including AI generated themes and exports.

timesheets

Approve your team's timesheets

Review and sign off your direct reports' weekly timesheets.

Submit timesheets for approval

Send your week's hours to your manager for sign off.

Clock in and out

Record your work hours each day so payroll has accurate data.