Initial Account Set-Up: Getting you up and running
Step-by-step instructions on how to set up your account.
Topics include:
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- Brand your Citation HR Software Account
- Create your branch structure
- Create, upload or import Employee records
- Upload current and historical employee documents
- Upload company HR documents
- Training and Qualifications
Who should watch: Account Administrators.
Click here to watch a video on demand in your own time (45 minutes)
Supporting Article: Citation HR Account Set-Up: Getting you up and running
Account setup - Additional features
Taking your setup of Citation HR Software to the next level and assisting you to utilise all functionality within the system.
Topics include:
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- Overview of OPR and Objectives & Development
- Overview of Training & Qualifications
- Overview of WHS
- User access permissions for managers and other levels of user
- Launch to Managers and Employees
- Create eSS messages to support your launch plan
Who should watch: Account administrators
Click here to watch video on demand in your own time (40 minutes)
Supporting Article: Citation HR Account Setup: Additional Features; training your managers; launch to your employees
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