Manager

Lead your team. Reviews, leave approvals, 1:1s.

account security

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.

comms

Send shoutouts and configure the daily digest

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

Use the comms feed

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

documents

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

Tour the employee profile

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

Log an employment change

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

Manage your tasks

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

exits

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.

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

Sign in for the first time, or after a password reset.

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 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

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.

leave

Approve or decline leave from your team

Manager guide to the leave approval queue, decisions, and notes.

Cancel a leave request

Cancel a request you've already submitted, whether it's pending or approved.

Request leave

Submit a leave request, see your balance, and track approval.

Two stage leave approvals

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

Understand your leave balance

How accrual, taken, and adjusted leave combine into the balance you see.

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.

performance

Issue a performance document

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

Run a 1:1 with a direct report

Schedule a recurring 1:1, capture notes during the meeting, complete it.

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.

policies

Acknowledge a policy

Read a policy assigned to you and confirm acknowledgement.

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.

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

Configure your notification preferences

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

Recover from a lost 2FA authenticator

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

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.

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.

whs

Complete a Risk Assessment Plan

Document workplace hazards, score the risk, and capture your controls.

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.

workflows

Approve or reject a workflow step

Action a workflow approval that is waiting on you.

Monitor active workflows

See every workflow currently running, what step it is at, and who is holding it up.