HRA Cloud
System Status
Data Synchronization and Integration
Getting Started
- ★ Get to know your HRA Cloud system: Register for our Capability Demonstration!
- ★ Maximise HRA Cloud for Your Business - Get Set Up!
- ★ Your Checklist to Getting started with HRA Cloud
- ★ How to get the most out of your technical support enquiry?
- ★ How can I view technical support tickets submitted to Client Experience?
- ★ What is HRA Cloud?
Frequently Asked Questions
General Account Management
HRA Cloud Capability Demonstration Videos
Employee Self Service
- ★ NEW FEATURE: Single Login - How can I switch between Core HRA Cloud and Self Service?
- ★ Overview of the Employee Self Service Module
- ★ Your Checklist to Getting Started with Employee Self Service (eSS)
- How do I set up a new eSS User & activation process
- Can I use the same login for the HRA Cloud system and eSS?
- How to send bulk messages to eSS Users (eg Employee, Candidates, Volunteers)
For eSS Users
- User: How to log in to HRA Cloud Employee Self Service (eSS)
- eSS User - How can Users view and acknowledge tasks & messages in eSS?
- How to navigate around eSS?
- Incident Reporting in eSS
- Hazard or Risk Reporting
- Assessors (Primary & Additional): How do I complete Online Performance Reviews for my employees in eSS?
Online Performance Review
- ★ HRA Cloud’s NEW Online Performance Review Process & Functionality
- ★ Your Checklist to Getting started with Online Performance Reviews
- Bulk Launch Checklists Feature
- How to assign Current and Future Objectives within the Online Performance Review (OPR) Process
- Overview of the Online Performance Review Module
- HRA Cloud Key Result Areas Directory (Online Performance Reviews)
Work, Health and Safety Management
- ★ Your Guide to Setting up your Workplace Health and Safety Module
- WHS - Bulk Import of Register Items
- Overview of the Workplace Health and Safety (WHS) Module
- WHS Document Types Viewable in Employee Self Service
- Health and Safety Representatives Register
- Hazard or Risk Tab
Work, Health and Safety Management (LEGACY)
Training and Qualifications
- ★ Your Checklist to Getting Started with Training & Qualifications
- Importing competencies to a worker record
- How to import competencies in HRA Cloud
- Records and Competencies Matrix Report
- Adding a Training / Competency Item to a Record
- Overview of the Training and Qualifications Functionality
Task & Alert Management
- How To Set A Reminder
- What alerts are available in the HRA Cloud system?
- What Actions Trigger Which Alerts?
- How to update your Alert subscriptions
- How can I create and assign a new task?
- Can you assign a task to another person?
Document Management
- New search filters under document tabs
- Branch Restrictions for Documents
- Updating Document Information
- Creating links for documents
- How to amend a document
- Document Exception Report
Employee Management
- How to view a worker record?
- How to terminate an employee?
- Position Management
- Creating and Managing your Organisation Chart
- Checklist Tasks Report
- OPR Admin Functionality
Candidate Management
User Access Control
- ★ User Access Roles Available in HRA Cloud
- How can I create a new User and authorise levels of access?
- Administrators: How to reset / change core HRA Cloud user's password
- User: How to reset your core HRA Cloud User password
- Stay logged in?
- How To Update A Username
Branches
Company Branding
- How to upload letterhead and logo per branch
- How can I insert a signature (image and HTML)?
- How can I change the email display name?
- How can I insert a signature as an image?
- How to set and adjust headers, footers and margins for documents generated in the system?
- How can I brand my HRA Cloud account with my business' branding (logo and letterhead)?
Notes Management
- Editing and Printing Notes
- Top Caller Report
- Note Summary Report
- Note Detailed CSV
- What does the "Sensitive" check box do?
- How do I delete a note?
Meridian Integration
Xero Integration
- August 2019: New HRA Cloud-Xero 2-Way Connector – How does the integration work? (Australia Only)
- August 2019: How can I set-up and configure the 2-Way HRA Cloud-Xero integration? (Australia Only)
- August 2019: Setting up Xero: A few scenarios to consider... (Australia Only)
- August 2019: How do I authorise the Xero & HRA Cloud relationship and map branches between systems? (Australia Only)
- August 2019: What employee information can be updated and created with the HRA Cloud-Xero 2-Way Connector? (Australia Only)
- August 2019: What payroll information can be updated and created with the HRA Cloud-Xero 2-way Connector? (Australia Only)
Security (Access Control) Management Reports
Record Management Reports
- Reports Roles and Permissions
- Position History Report
- Record Export CSV Report
- Record Count Report
- Record Audit Report
- Organisational Chart Report
Updates
HRA Cloud Configuration
- ★ You're New to HRA Cloud - Here's How to Kick Start Your Implementation Project
- ★ HRA Cloud - Your Account Set-Up Project
- How can HRA Cloud be configured to suit my business needs?
- What factors should be considered when seeking HRA Cloud configuration?
- Configuration - Checklists and Menu Items
- Configuration - Templates