Navigating around Citation HR Software

Logging In

You can access Citation HR Software at In the top right hand corner of the screen, you will find the "Login" button that will direct you to your Citation HR Software account.



You will always be logged into a module within Citation HR Software. The module you are logged into will have a blue background. Your role permissions determine which modules you are permitted to view, manage and control. It is recommended that you contact your Citation HR Software Administrator if you cannot see or access the modules you need.

The Citation HR Software modules are:

  • Employee Management
  • Contractor Management
  • WHS Management



Each module is segmented into staged workflows. For example, the "Employee Management" module is segmented into 3 key stages: 'Pre-employment/Hiring'; 'Employee Management'; and 'Termination'. The buttons shown below will provide you with access to a range of workflows that are specific to that stage.

Each specific workflow is designed to ensure that your business is compliant and meets best practice standards at all stages throughout the employment lifecycle.




Each tab has a different function. The name of each tab indicates the type of information and functions available under each tab.

For example, some tabs (i.e. Candidates or Employees) list records, some hold documents or others show tasks or approvals to be completed.



Switching Between Branches

Citation HR Software utilises a structure made up of branches to help you segregate and organise various types of records.

Generally the branch structure is set-up to reflect your organisational structure. Branches can be set up to reflect your regional structure, cost centre structure and/or even job types.

To switch between branches you can either:

1. Select a branch from the drop down menu in the top left-hand corner where the branch name is indicated.


2. Select the "Switch branch" icon near the top left-hand corner of the screen, a popup box will prompt you to select the branch you would like to switch to.


Please see the How can I create a new branch and for How can I switch between branches articles for more detailed information.



Tasks are usually created when adding a note against an employee or candidate record. Tasks can also be created at various points throughout the process of completing a workflow.

Users can create a task to serve as a reminder for themselves or can assign a task to another User for action.

Please see the How can I create and assign a new task article for more detailed information.


Menu Dropdown & Account Settings

If your user permissions allow it, The "Account Settings" will provide you with access to the administrative setting of Citation HR Software. This includes access to Account Settings, Usernames and Passwords, reporting as well as the import options available for integration.

The options will be spread out in the tool bar at the top of the screen. Click on the relevant drop down menu to see the required options.









Get Help


Search Options

There are various search options available throughout Citation HR Software. These search capabilities enable you to filter the records and documentation within the system by particular data such as document name, branch, sub-branch and currency of record.

Please see the How can I search within the Citation HR Software article for more detailed information.



It is our priority to inform you and your business of any changes to Australia and New Zealand’s workplace laws. The Noticeboard within Citation HR Software is regularly updated with workplace relations information alerts, newsletters from Citation HR.


Help Button

Citation HR Software is user-friendly. However, if you require assistance, please select the "Help" button which is located at the bottom right hand corner.

The "Help" button will empower you to:

  • Search Citation HR Software's Knowledge Base for readily available answers to frequently asked questions on Citation HR Software; and

  • The "Leave us a Message" button (activated after you have searched the Knowledge Base) enables you to submit a ticket for support with the Client Experience team.