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.

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.

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

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.

Approve or decline leave from your team

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

Understand your leave balance

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

Two stage leave approvals

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

performance

Run a 1:1 with a direct report

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

policies

Acknowledge a policy

Read a policy assigned to you and confirm acknowledgement.

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.

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.