Your Checklist to Getting started with HRA Cloud

Optimising HRA Cloud for Your Business

HRA Cloud is a cradle-to-grave employee-lifecycle management tool that provides you with compliant and up-to-date employment documentation as well as best-practice guidance on all employment law matters.  

HRA Cloud is user-friendly however the system works best once it is optimised for your business.  It is important that you familiarise yourself with the system to ensure you are getting the most you can out of HRA Cloud.  

This checklist provides you with a framework that will ensure business optimisation. Please refer to the Knowledge Base articles set out below for step-by-step guidance on how to complete each stage of the set-up framework.

But first, click here to watch an overview of HRA Cloud and what it can do for your business.

Setting the Foundation

Stage 1 - Branch Setup

HRA Cloud utilises a structure made up of branches to help you segregate and organise various types of employment records according to the branch each record is assigned to.  You will need to identify the branch structure that best reflects your organisational structure. For example, branches can be set up to reflect your regional structure, cost centre structure and/or even job types.

By way of example, if your business has a site/office in New South Wales and Victoria, it is recommended that your HRA Cloud account is set up with a New South Wales branch and a Victoria branch to reflect your business' state presence.

- How can I create a new branch?


Stage 2 - Worker File Setup

Worker Records (Employees / Contractors / Volunteers)

To ensure that your workplace and HR management processes are integrated with HRA Cloud, you will need to upload existing candidates, employees and/or contractors into the system.  For each employee, you will need to assign them a unique Employee ID number for automation purposes and will also need to assign the employee to the branch that is relevant to them.  

Please refer to the relevant guide/s for step by step instructions on how to complete this bulk integration.

- Xero Guide

- Meridian Guide

- Wage Easy Guide

- MYOB Guide

- Excel Guide

- SEEK Guide


Worker History (Employees / Contractors / Volunteers)

It is now important to ensure that each of these new candidate / employee / contractor files are complete with up-to-date information and documentation on the employment history to ensure that manager/s are appropriately informed on all employee matters when managing staff throughout the employee-lifecycle.

HRA Cloud allows for you to upload in bulk all types of employment documentation, such as contracts and letters, which will automatically be saved to each candidate / employee / contractor file through the use of unique Employee ID numbers.

Overview: Uploading documents in bulk - What are the Methods?

How can I manually upload employment documentation?


Stage 3 - Company Branding

HRA Cloud allows for you to set up the system with your company logos, letterheads and email signatures.  This means that whenever you create a document through the completion of HRA Cloud's workflows and checklists, the documents will be automatically generated with the relevant company branding.

- How can I brand my HRA Cloud account with my business' branding (logo and letterhead)?

How can I insert a signature (image and HTML)?

 Stage 4 - Training and Qualifications

Workers can create, manage and update their own competencies, training and qualifications through their eSS portal. Your business will first need to set up core HRA Cloud to reflect the job requirements for each role and function.

As part of the launch you might require each worker to review their current training and qualification and update any licenses or certificates that may have expired.

 - Your Checklist to Getting Started with Training & Qualifications

To ensure not to miss any alert (e.g. document expiry, etc), you need to be subscribed to receive these alerts.

 - What alerts are available in the HRA Cloud system?

 - How to update your Alert subscriptions
 - What actions trigger which alerts

Stage 5 - User Setup

You will need to identify the manager/s within your business who should have access to and be able to control the management of HRA Cloud. You will then need to set-up them up as a User of HRA Cloud.  There are different ways of controlling the level of access for each User through the assignment of roles, branch access settings, blacklisting and document control settings. The 'Account Admin' will have the necessary permissions to set-up each User according to the business' needs.  

How can I create a new User and authorise levels of access?

Completion - HRA Cloud is now ready for use and your business is empowered to start reaping the benefits of the system. You and your Management team can now start to do the following:

  • Manage user settings and permissions
  • View and manage worker records (employees/ contractors / volunteers)
  • Generate employment documentation such as contracts, policies, letters, guides, form and more
  • Complete checklists for all types of employment matters

Ongoing Optimisation

Employee Management & Documentation

HRA Cloud provides your business with hundreds of employee, contractor and WHS documentation templates.  Documents are created through the completion of workflows and checklists that automatically draw employee data from the HRA Cloud system to generate pre-populated employment documentation that is tailored to your business.  HRA Cloud provides you with templates, guides, policies and tools, capable of configuration for any industry.

Workflows and checklists exist for each stage of the employee life-cycle, from pre-employment right through to termination.  Each specific workflow will guide you through the steps required to manage your employees at all stages according to best practice standards to ensure compliance.  HR management processes are simplified through the use of HRA Cloud.

- What templates, workflows and checklists are available through HRA Cloud?

How can I create new employment documentation?

- How can I create a new policy?

Maximise HRA Cloud for your Business - Other HRA Cloud Modules

HRA Cloud integrates seamlessly with Self Service, Online Performance Review and Work, Health and Safety modules. Check out our checklists below:

Self Service

Online Performance Review Module

Work, Health and Safety Module



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