Before you can start using Citation HR Software to it's full potential, you need to get your account setup and running. This needs to be done by the admins in your organisation.
We have multiple resources to assist you, from individual online implementation sessions, to weekly webinars, on demand training videos or helpful Knowledge Base articles.
Implementation Sessions
Depending on your subscription with Citation HR, you may have some individual implementation sessions included with one of our helpful Customer Service Consultants. If they are included in your subscription,, you will receive an email with the details to book your first session within your first few days.
Quick-Start Account Setup Sessions
If you don't have individual implementation sessions included in your subscription, or you want to get a head start before your session, you can join our weekly webinar taking you through all the initial setup steps you need to complete to get you up and running with Citation HR Software.
Book now to reserve your place! Run every Wednesday at 1pm AEDT.
On-Demand Training Videos
We have two training videos aimed at admins that you can access on demand to assist with setting up your account . The first video takes you through the steps you will need to complete for your initial account setup of Citation HR Software. The second video takes you through some additional features that you may want to setup on your account.
There is also an introduction to Citation HR Software video that you can watch prior to setting up your account. Once setup, we have a video that will take you through how to start using Citation HR Software.
Training On Demand: Citation HR Software Account Set-Up - For Admins
Training Live & On Demand: How to start using Citation HR Software - For Admins and Managers
Knowledge Base Articles
Our Knowledge Base is full of helpful articles to help you get the most out of your Citation HR Software. You can browse the topics or enter key words into the search bar.
The following articles will guide you through the setup process and include the same content as our 2 on-demand training videos for admins.
Citation HR Software Account Set-Up: Getting you up and running
Training on Request
We can provide individual, personalised or bespoke training sessions on request. Please use the link below to see what's available and associated costs.
Training: Individual, Personalised and Bespoke Training - What's Available?
Health Checks
Are you an existing customer? Have you had any configuration to your account? Do you think your system needs a health check to ensure you are utilising Citation HR Software to it's full potential?
Contact your Customer Success Manager to request and arrange your system health check.
If you don't have the details for your Customer Success Manager, email clientsuccess@citationgroup.com.au to request their details.
If you are looking for information on how to use Citation HR Software, see Training Admins & Managers to use Citation HR Software - Overview of What's Available.
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