Citation HR Software is a cloud-based software that helps you easily manage your team. You can access it through any internet-connected device using a web browser. It will save your company (and you) a lot of time, make sure you stay compliant with the many workplace and employment laws and regulations, and will help you to foster a healthy workplace culture and employee experience. In short, HR tasks and managing people will become simpler and easier.
If you want to attend a live training session or watch an on-demand training session, please see How to start using Citation HR Software - Training Session for Managers. The session covers the same topics that are included in this article.
| Your guide to using Citation HR Software |
1. Welcome to Citation HR Software |
|
- Your Introduction to what Citation HR Software can do for you - modules and key functionality |
2. Logging into Citation HR Software |
|
To access Citation HR Software, you’ll need to have a valid username and password. Your Citation HR Software administrator will send this information to you. - Login - Citation HR Software and eSS - How to login and switch between the two portals |
3. Navigating around Citation HR Software |
4. Managing Employees |
|
- Employee Record and their virtual HR Folder Managers can record notes against employees at any time. Notes usually relate to employee performance, changes to employment status and/or discussions with the employee. - Notes - How to create a note against a record It’s important to ensure that each employee record is maintained with up-to-date HR documentation on their employment history. This will keep the management team appropriately informed on all staff matters when managing employees throughout the employee-lifecycle. |
5. Communicate with Employees via email and eSS Messages |
|
You can use Citation HR Software to send emails and eSS messages to your employees. This streamlines your record keeping requirements because a copy of the email is automatically stored against the employee record under the Notes tab. - eSS Task - How to assign a task including sending or receiving documents - What to do after a set eSS task has been responded to? - eSS Messages - How to send messages and documents to eSS Users (eg Employee, Candidates, Volunteers) |
6. Managing Employees via workflows and checklists |
|
While working through any HR checklist, remember that you can call to seek advice from the Advice Line to assist you in the process. You can record the notes of the call, and the advice you received, in the process of working through the checklist. - Checklists - How to initiate for an individual - Checklists - How to Bulk Launch to multiple workers at the same time |
7. Managing Employees with document templates |
|
In the process of generating a document, please remember that you can call to seek advice from the Advice Line who can assist you in understanding the contents of the document. - Employment Documentation - Overview of the different methods to create documents - Employee Documentation - How to create via Checklists (best practice) - Employment Documentation - How to create from the Employee Record |
8. Employee Professional Development |
|
Professional objectives and development needs can be identified during a performance review period or at any stage during a worker's employment. Employee objectives can be created and managed by either the employee via eSS, or by the Manager in Citation HR Software. - Professional Objectives and Development Needs - How to create and manage |
Related to