Activation Hub
Contents
To Navigate to this Dashboard and the Widgets (and access Activation Hub information) follow these steps:
- Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen).
- Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen).
- Scroll down and select "Activation Hub."
- When the Activation Hub Dashboard opens, scroll down to the Widget you need in order to the Activation process for either your Free Trial Account or when converting your Account to an official Customer Account.
Free Trial Details
The Free Trial Details Widget enables Free Trial Users to configure the settings necessary to create and brand a Free Trial account for their company. It is the first Widget your will see in the “Activation Hub.” The details entered in this Widget are also used if/when a Free Trial User is converted to a Customer, including calculation of the pricing). It is important to enter all information into this Widget accurately to ensure that your Free Trial account is created and activated correctly.
The Free Trial Details Widget contains the following functionality that enables Users to create their account, refer other Users (and receive a commission for the sale), or delete Demo data if/when converting a Free Trial Account to an official Customer Account.
All the information that is input into Free Trial Details Widget will be retained and transferred to the official Customer Account (if/when one is created). This information will also be used to create a Pricing Estimate via the “Calculate Pricing” Widget if/when a Free Trial User decides to convert to a Customer Account.
| Field Name | Description |
| ABN / ACN | Enter the ABN /ACN for your organisation. |
| Primary Contact | Enter the contact details for the Primary Account contact, including:
|
| Address | Enter the address details for your business/organisation. |
| Number of Active Employees | The Free Trial System includes a certain number “Trial” employee records, plus Trial Users can also add two of their own [‘X’ Trial Users + 2]. If/when converting a Trial Account to an official Customer account, Users can “Delete Demo Data” (see below) and keep the +2 Trial Records (if entered). For the purpose of calculating the correct Pricing for your Customer Account (including the number of Employees you want to include in your Account), refer to the “Calculate Pricing” Widget below. |
| Free Trial Start / End Date | The initial Free Trial length is 7 days. Users can extend their Free Trial via this tool by an extra 7 days. Free Trials can be extended further, however, to extend the Free Trial via 14 days (7 + 7 days), Users will need to contact Subscribe-hr to make that request. |
| Free Trial Start / End Date | The initial Free Trial length is 7 days. Users can extend their Free Trial via this tool by an extra 7 days. Free Trials can be extended further, however, to extend the Free Trial via 14 days (7 + 7 days), Users will need to contact Subscribe-HR to make that request. |
| Brand My System | Upload your Company logo and use the colour palette settings to brand and style your Account. |
| Refer Subscribe-HR | Users can refer Subscribe-HR to friends and associates via the “Refer” step. The referral process works as follows:
The Referee will the receive a series of emails from “Subscribe-HR,” including:
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| Delete Demo Data | If/when you convert your Free Trial Account to an official Customer Account, you can delete all the Demonstration data (including trial Employee records) to purge your Account and start from scratch with a clean slate. |
Create Key System Settings
[Coming Soon]
Data Manager
The Data Manager Widget enables Free Trial to view, edit and delete the full suite of configurable/customisable Employee and Employee related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.
The Data Manager Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.
| Field Name | Description |
| Lookup Data Management | Users can access “Lookup Table Data” to view, edit or delete data and configure/customise it to suit their needs. |
| Export Template (Support Data) | The Export Template creator for “Support” related information (which is classified as all data needed to link to an “Employee” record) enables Users to create and export a correctly formatted Excel template, containing all the correct fields, that Users can then use to input, validate and import the correct Support data into their Free Trial or Customer Account (instead of having to input this data manually, one record at a time).
Users can then use the Excel spreadsheet to input relevant Company data and then upload that data into the System using the “Upload Template” (see below) NOTE: The Excel file that is created by the Export Template tool is formatted to appear in a specific format with specific formulas embedded into the spreadsheet to validate data before it is imported back into the System/User Account/. Users should not try to change the format or formulas in this spreadsheet as this may prevent the data from being accurately uploaded into the System by the Upload Template tool. To format the Support Data spreadsheet, click on #2 “Export Template (Support Data)” and specify the following information:
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| Upload Template (Support Data) | The Upload Template creator for “Support” related information enables Users to upload data for specific fields and records in the Subscribe-HR System (instead of having to input the data manually, one record/field at a time). |
| Import/Update Super Funds | This Tool enables Users to access the appropriate file/template (of all Super Funds) to accurately update Super Funds for Employees. Please visit Apra Super List download, then scroll down that page and download the list called: "List of RSES and RSE Licensees and MySuper Authorised products." Once you have downloaded this list DO NOT change anything in the list/file, upload it immediately into the Subscribe-HR System.
Note:If you're doing this for the first time, it will be a new import. If you've done this before, you just be updating the information. |
| Export Template (Employee Data) | The Export Template creator for “Employee” related information enables Users to create and export a correctly formatted Excel template, containing all the correct fields, that Users can then use to input, validate and import the correct Employee data into their Free Trial or Customer Account (instead of having to input this data manually, one record at a time).
Users can then use the Excel spreadsheet to input relevant Company data and then upload that data into the System using the “Upload Template” (see below) NOTE: The Excel file that is created by the Export Template tool is formatted to appear in a specific format with specific formulas embedded into the spreadsheet to validate data before it is imported back into the System/User Account/. Users should not try to change the format or formulas in this spreadsheet as this may prevent the data from being accurately uploaded into the System by the Upload Template tool. To format the Support Data spreadsheet, click on #4 “Export Template (Employee Data)” and specify the following information:
|
| Upload Template (Employee Data) | The Upload Template creator for “Employee” related information enables Users to upload data for specific fields and records in the Subscribe-HR System (instead of having to input the data manually, one record/field at a time). |
| Support Information Management | This tool enables Users to see all the data they’ve uploaded/imported into the System in table format. Within the tables, Users can edit existing records or add new records related to “Support” data. |
| Employee Data Management | This tool enables Users to see all the data they’ve uploaded/imported into the System in table format. Within the tables, Users can edit existing records or add new records related to “Employee” data. |
e-Recruitment
The Recruitment Widget enables Free Trial Users to view, edit and delete the full suite of configurable/customisable recruitment related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.
The e-Recruitment Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.
| Field Name | Description |
| Careers Portal Settings | Configure your Recruitment Portal settings including Company logo upload and colour updates to match your organisations’ brand. |
| Recruitment Workflows | View, edit and create Recruitment workflows/processes. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own. |
| External Job Board Export Settings | Configure your external Jobs Board settings for data that will be exported to external Job Boards (like SEEK, Adzuna etc.). |
| External Job Board Accounts | Displays a list of the Jobs Board Accounts your are connected to, E.G. SEEK, Adzuna etc. |
| Apply and Confirm | This tool enables Users to view, edit and create texts that will be sent to Applicants pre and post application submission. |
| Privacy Policy | This tool enables Users to view, edit and update the Privacy Policy for the collection and handling of Applicant data during the Application process. |
| Communication Templates | This tool enables Users to view, edit and update the Recruitment communication template layout. Use Subscribe-HR’s standard content templates (included with the System) or add your own. |
| Advanced Recruitment Settings | This tool enables Users to view, edit and configure General System Settings for the Recruitment solution. |
User Management
[Coming Soon]
Free Onboarding
The Free Onboarding Widget enables Free Trial Users to view, edit and delete the full suite of configurable/customisable Onboarding, Crossboarding and Offboarding related data settings within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation for Users. This makes it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business fright rom the Free Trial and all the way through to conversion and implementation of their official Customer Account.
The Free Onboarding Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.
| Field Name | Description |
| Contracts | Select, edit, configure and send Contracts and Employment Agreements. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own. |
| Letters | Select, edit, configure and send Letters and Letters of Offer. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own. |
| Onboarding/Offboarding Workflows | Select, edit, configure and send Onboarding, Crossboarding or Offboarding Workflows/Packs. Use one of Subscribe-HR’s standard templates (included with the System) or add your own. |
| Start Onboarding | Once you have specified (and edited if required) a Contract/Employment Agreement, Letter of Offer and Workflow/Pack to send to an Employee, start the On, Cross or Offboarding process by clicking on “Start Onboarding.” |
Core-HR
[Coming Soon]
Surveys/Digital Forms
[Coming Soon]
Performance Management
[Coming Soon]
Workflows and Adding Functionality
[Coming Soon]
Reporting and Dashboards
[Coming Soon]
Calculate Pricing
[Coming Soon]
