Getting Started with Citation HR - What is the Onboarding Journey?

CitationHR_onboarding-streams-170924.png

Citation-HR-ID-Swirl-Main - 500px.png  Welcome to the Citation HR family!

Keep an eye out for your welcome email

Within 24 hours of joining the Citation HR family, you will receive a welcome email providing your organisation with the details needed to access your HR Advice Line and login into your Citation HR Software account. This first email is to book your session with one of our Advisory Consultants to commence the compliance audit. In many ways, Citation HR Software is the key to Citation HR, so, in order to reap the benefits of this state-of-the-art people management tool, it is important that you become familiar with the system. In our welcome email, we direct you to a number of support and guidance tools that will not only give you a guided tour of Citation HR Software but show you how to get started with the complete workplace relations system that takes the headaches out of people management.

Citation-HR-ID-Swirl-Main - 500px.png  Access the 24/7 Advice Line

Do you have any questions or concerns regarding a workplace relations issue?  

You are now part of the Citation HR family. If you have any questions or concerns about a current workplace relations issue, no matter how big or small, please contact our Advice Line on (02) 9083 0000 or advice@citationhr.com.au for Australia and 09 303 1778 or advice@citationhr.co.nz for New Zealand.

Citation-HR-ID-Swirl-Main - 500px.png  Book in HR Compliance Audit

We want to help you become compliant

The compliance audit will usually be conducted within 10 days of you joining Citation HR. The process involves checking whether your workplace practices, policies and procedures comply with Australia’s employment laws. The report will identify any risks, compliance gaps, and causes for concern. We will also make an assessment of whether your business is complying with best-practice standards

Your Compliance Audit Report

Within 10 days after the audit is completed, we will provide you with an easy-to-understand report, which will identify any gaps in your existing workforce management framework, and set out the corresponding solutions and action points that will ensure you become legally compliant and meet best-practice standards.

Our partnership with you is our priority, which is why you will also be provided with a best-practice handbook and template contracts that will be tailored to your workplace needs. These tailored documents will be stored in your Citation HR Software account under the "Your Documents" tab.

Audit Report Recommendations

Have you implemented the recommendations in our audit report? Finally, we will call you to discuss how you are progressing with implementing the recommendations in our compliance audit report, and to see whether you have any questions about what you need to do in order to ensure that your workplace is compliant with all employment laws.

Citation-HR-ID-Swirl-Main - 500px.png  Citation HR Software Implementation

Get to know Citation HR!

Within approximately 48 hours of joining the Citation HR family, you will receive an email from Customer Services explaining the onboarding and implementation process and asking you to book a session with one of our Customer Service Consultants. The booking link is contained in the email sent to you.  During your implementation session, we will provide you with an overview of Citation HR Software and your Consultant will support you to get your account up and running, ready to launch to your managers and employees. 

Citation-HR-ID-Swirl-Main - 500px.png  Learn How to use Citation HR Software

Your Consultant will provide you with a number of sessions where they take you through the functionality of Citation HR Software, ensuring you know what is available to you. 

Citation-HR-ID-Swirl-Main - 500px.png  Activate Health & Safety Management System (Optional and subscription dependent)

If you have purchased our Work, Health & Safety Module, you will be provided with the information to start your Audit and get your system up and running. 

Citation-HR-ID-Swirl-Main - 500px.png  Reach out to Customer Services when you need support

The Customer Services Team are here to ensure you are getting the most you can out of your Citation HR Software so you can focus on what is really important – growing your business!

If you need support with your Citation HR Software, we encourage you to talk to our Support Team by calling (02) 9083 0083 for Australia and 09 303 1550 for New Zealand or via email at support@citationhr.com

Citation-HR-ID-Swirl-Main - 500px.png  Ongoing Optimisation

Once you have completed the audit compliance process and started to use Citation HR Software, you should be settled in with the Citation HR family. As a result, we want to emphasise that our job doesn’t stop once the compliance audit process is completed. One of the most valuable tools in the Citation HR package is the Advice Line. It means that you can contact us whenever you need help or advice.

In addition, it is important to understand that Citation HR Software is not frozen in time. Instead, all workplace management documentation is regularly updated when there are changes to Australia and New Zealand's employment laws. We will also be in touch to inform you of these changes via our alerts and newsletters. Furthermore, we regularly hold popular webinars, events, workshops and briefings. Each of these is intended to keep you in the loop. 

 

 

Who will be the key users of Citation HR?  It is important that your business identifies who will be the key users of Citation HR's services.  You will need to consider who should be involved in the welcome call and who should participate in the compliance audit.