Activation Hub Dashboard

Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen).
Click on the "Dashboards Menu" Dropdown (this is the second the second dropdown menu from the top of the system/screen and will default to 'Standard Reports' for Free Trial Users).
Scroll down and select "Activation Hub."
When the Activation Hub Dashboard opens, there are 14 Widgets that you need to work through in the following order to configure and set up a Free Trial account for your organisation:

Free Trial/Staff System Details.
Create Key System Settings.
User Management.
Data Manager.
Recruitment.
Free On/Cross/Offboarding.
Core-HR.
Performance Management.
SHaRe Surveys/Digital Forms.
Reporting and Dashboards.
Push Notifications &and Workflows.
Calculate Pricing. This will change to Customer Pricing when a Free Trial is Converted to a Customer System. It will show: Pricing Document provided during sales, Order Form which has been signed and the Scope.

Subscribe-HR's Activation Hub Dashboard is the central hub for the self-configuration and self-activation of all the System's HR Software solutions as well as the basic System settings. The Activation Hub has been set up to enable both Free Trial Users and Customers to activate and configure the entire System from one location. From creating Key System Settings and Uploading Data, to managing the creation and activation of Users or configuring Performance Review cycles, everything the User needs to set up the System can be done via the Activation Hub. This one-of-a-kind feature makes it faster and easier for Users to get the System set up to meet the unique needs of their organisation, or it enables the Subscribe-HR Implementation Team to get Customers up and running quickly.

NOTE: It is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.

The Activation Hub is Subscribe-HR's one-of-a-kind feature that enables Users to configure and activate the main features of Subscribe-HR's Codeless Cloud HR Software. The self-activating and self-configuring nature of the Activation Hub means it can be used by you, the User, or the Subscribe-HR set-up Team to set your system up quickly.

Widgets on the Activation Hub can only be maximised (not minimised) and display a maximum of 10 menu items only. If there are more than 10 menu items in a Widget, 'More Available....' will be displayed on the top right of the Widget, next to the 'small square (with rounded corners). To view the full list of menu items, click the small square to maximise the Widget and this will display all menu items.

Free Trial/Customer System 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 you will see in the “Activation Hub.” The details entered in this Widget are also used if/when a Free Trial User is converted to an official Customer Account, 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: First name. Last name. Email address. Contact number.
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. Community Dashboard Colour and Image can also be managed in here (Image Size 1500 x 250 pixels). There are also global settings here to allow SA users to turn off the ability for other Users to Remove and Insert Widgets from Dashboards.
Refer Subscribe-HR	Users can refer Subscribe-HR to friends and associates via the “Refer” step. The referral process works as follows: Click on “Refer Subscribe-HR.” In the lightbox there is a table (which will hold all the referrals you make). Click “New Referral.” Complete the following information for the referral (all of which are mandatory): Company Name. First Name. Last Name. Email Address. The Referee will the receive a series of emails from “Subscribe-HR,” including: Your Free Trial is being created. Your Free Trial has been activated and here are your login details. An introduction to the Subscribe-HR system.
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.
Send System Summary E-mail	Yes or No. If Yes. You can select Frequency of either Weekly or Monthly. If weekly the e-mail will send to all SA users on Friday at 10am. If Monthly the e-mail will send to all SA users On the first Monday of each Month at 10am. The information in the Preview, is live data. Please note that the System Summary Information updates on the last day of every month. So weekly summaries will not change until this time. Weekly frequency, can be used to prompt you to take this information to management meetings - for example.

Create Key System Settings

The Create Key System Settings Widget allows Users to configure the following settings:

Locations.
Departments.
Divisions.
Business Areas.
Cost Centres.
Multi-Currency.
CPD Settings.
Public Holidays.
Entitlement Profiles.
Job Description Library.
FTE Default.
FTE Country Settings.
Country of Origin.

NOTE: Before getting started on the Key System Settings Widget please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.</b>

Field Name	Description
Location/s	View, Edit and Create the Location/s that your organisation operates/has offices in.
Department/s	View, Edit and Create the Department/s within your Organisation.
Division/s	View, Edit and Create the Division/s within your Organisation.
Business Area/s	View, Edit and Create the Business Areas within your Organisation.
Cost Centre/s	View, Edit and Create the Cost Centre/s within your Organisation.
Multi-Currency	For Users with offices/locations in multiple countries (making payments to Employees in multiple currencies), you can 'Activate' the Multi-Currency feature here. To activate Multi-Currency settings: Click 'Activate Multi-Currency Support.' Select 'System Base Currency' from the dropdown menu. Click "Save." When activated, the Multi-Currency setting applies as follows: The currency selected/specified will be set as the 'base' currency for the entire system. When creating a 'New Employee,' if that Employee is located in a different country/paid in a different currency, you can specify the local currency for their Salary in the 'Currency' step of the New Employee Wizard (which will only appear if 'Multi-Currency' is activated). You then enter the amount they will be paid in the local currency specified. The 'Currency' field in the New Employee Wizard will default to the currency set as standard/default in the Multi-Currency features unless it is changed to a different local currency. If a local currency is applied to the Employee, the base and local currencies will then be displayed on the 'Salary' page of the Employee Record, as well as the conversion rate. The conversion rate is updated every 24 hours. To change the local currency for an Employee (if they move to a different country to fill Job Role), follow these steps: A System Admin User changes the 'Local Currency' for that Employee via the Activation Hub > User Management > 'User Management Control Centre.' A new 'Salary' is created for the Employee via Core-HR > Employee > Salary. Enter the Salary amount in the new local currency. The new 'Local Currency' will then be applied to the new 'Salary' from that point forward. The local currency type will not be applied to current/active or previous salaries for the Employee - only to Salary records that are created AFTER the currency has been changed. NOTES: If the Multi-Currency option is not activated, the System will default to AUD for all Users and a different/local currency option will not be available in the Employee Wizard (when setting up a New Employee). The Multi-Currency functionality does not apply retrospectively to Employee Salary records that were created prior to 'Multi-Currency' being activated in the Activation Hub. To apply a local currency (different to the 'base' currency) to an Employee's Salary - follow the steps outlined above (where it says 'To change the local currency for an Employee...).
CPD Settings	View, Edit and Create the CPD settings, including: Job Name. CPD Period Type. CPD Start Date. CPD End Date. Repeat CPD Period Annually. Annual CPD Target (in hours). Current/Active.
Public Holidays	View, Edit and Create the Public Holiday settings. The Public Holiday for all States and Territories in Australia are updated annually in advance based on an API provided by the Australian Government.
Entitlement Profiles	View, Edit and Create New Leave Entitlement Profile settings, including: Leave Type. Name. Basis of Calculation. (For New Zealand) If you select Annual Fixed Days option, you will then get: Number of Days, Max Accrual Amount, Exclusion Period, Exclusion Period Units. Percentage Value. Carry Balance Forward. Leave Exemptions. NOTE: Entitlement Profiles are accrual-based. If there is a Payroll Integration, Entitlement Profiles in Subscribe-HR will need to align with/be synced to the Entitlement Profiles in the Payroll Solution.
Job Description Library	View, Edit and Create Entitlement Profile settings, including: Job Description name. Description/Notes. IMPORTANT THAT THIS INFORMATION IS INCLUDED. SO THAT THE JOB DESCRIPTION OPTION IN TEAM DASHBOARD PERSONAL DETAILS WIDGET SHOWS UP FOR USERS TO ACCESS THEIR JOB DESCRIPTIONS. MY INFO, MANAGER AND P&C USERS. Interview Questions. Date. Authorised By. Attachment. IMPORTANT THAT THIS INFORMATION IS INCLUDED. SO THAT THE JOB DESCRIPTION OPTION IN TEAM DASHBOARD PERSONAL DETAILS WIDGET SHOWS UP FOR USERS TO ACCESS THEIR JOB DESCRIPTIONS. MY INFO, MANAGER AND P&C USERS. NOTE 1: Please include either the Job Description Name/Notes and or the PDF for the Job Description option to be shown in the Personal Details Widget for Employees, Managers and P&C Dashboards. Best Practice it include both but only one is required for this to appear. If neither are entered, this option is not available. See also My Info Dashboard, Manager Dashboard and P&C Dashboard. Please also check Onboarding set-up and the Onboarding WizardWiki page to understand how Job Descriptions are used in Welcome Packs and Crossboarding Packs. For Multi Job Functionality, please make sure all Job Descriptions Include Notes/Body Text and Attachments. NOTE 2: In order for a Job Description to appear (and be selected from the dropdown menu) in the Job Description step of the following Wizards, it must first be created in the Job Description Library: New Employee Wizard. New Job Wizard (within the New Employee Wizard). Onboarding Wizard: please review the Onboarding Wizard Wiki page for further information about how Job Descriptions work in Onboarding Workflows (and the PDF that is sent to Employee on completion). Crossboarding Wizard. Vacancy Requisition Wizard. New Vacancy Wizard.
FTE Default	Create Default FTE Setting and Update Default FTE Setting. Default FTE Number. This will be used to calculate the FTE on the Employee-Job. This will be used if there is no FTE Country Setting. Actual Hours which are entered on the Employee Job Record, will be divided into this number to provide the FTE for this Person, which is shown in the FTE field on the Employee Job Record. FTE Reporting in Team Dashboards also uses this information.
FTE Country Settings	Create, Update, Delete. Default FTE number for an Employment Country. The Employment Country which is record against the Employee in the New Employee Wizard (From Scratch, From Applicant), will look at the FTE Country Number and use this. The Actual Hours on the Employee Job will be divided into the FTE Country Number to calculate the FTE which is also seen on the Employee Job Record. FTE Reporting in Team Dashboards also uses this information.
Country of Origin	This can be selected to assign specific country of Origin Settings to the Subscribe-HR System. For Example, if New Zealand is selected, NZ Settings will be automatically placed into the Subscribe-HR system. To reset this, please speak to support or your account manager.

User Management

The User Management Widget allows Users to:

Create and assign User Groups.
Create a New Employee and assign User Group/s.
Bulk Assign Employees to User Group/s.
Manage active and inactive Users.
Update Employee settings, including:
- Update User Groups.
- Update Timezone and Currency.
- Deactivate Users.
- Change User Email address.
- Reset User password.

The User Management Widget is the Hub of System access settings for managing Employees. This functionality has been designed to enable “touchless” configurability and customisation for Users. The configurability options available within the Data Manager Tool make it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business right from the Free Trial and all the way through to conversion and implementation of their official Customer Account.

NOTE: Before getting started on the Data Manager Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY WILL RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.

Field Name	Description
User Groups	This tool enables Users to create new User Groups, edit User Group details and edit User Group permissions. The actions available are: Create New - create and configure a new User Group. Edit Details - edit or re/configure an existing User Group. Edit Permissions - edit/update the permissions for existing User Groups.
Launch Single User	This tool enables Users to create a New Employee record and assign (a) User Group/s to that Employee.
Bulk Assign Users	This tool enables Users to bulk assign (a) User Group/s to multiple Users/Employees. Users can select one or more User Group/s to assign User Groups to the following types of Users/Employees: 1. Select Group/s - Select/assign single or multiple User Group/s to User Account/s/Employee/s as outlined below. 2. Timezone - Select the Timezone of the User Account/s/Employee/s (if assigning User Groups to individuals in different Timezones, then this needs to be done separately/per Timezone). You can then Bulk Assign - Manage Timezones via the Bulk Assign option. 3. Select People From: Active Users - With User Group and Employee Record - assigns the specified User Group/s to Users that already have an Employee record and other User Group/s assigned. Once (a) new User Group/s are assigned, this User's record will appear on the 'Active Users (with User Group & Employee Record) Tab in the 'User Management Control Centre' (see below). No User Group - Employee Record Only - Select Single/Multiple Employees - assigns the specified User Group/s to Users with an Employee Record only (they do not have any other User Group/s assigned). Once (a) new User Group/s are assigned, this User's record will appear on the 'Activated' (Users with User Group & Employee Record) Tab in the 'User Management Control Centre' (see below). It can take up to 5 minutes for the Accounts to be Activated. The User who Activated the Accounts will receive an e-mail with a list of people that were Activated. If there is anyone who could not be Activated (Errors), these people will be show in this e-mail also. NOTES: This option can only be used to assign (a) User Group/s to an Employee/s record for the first time. Thereafter if/when adding new/extra User Group/s (assuming that the Employee has 'activated' their User Account (after the first/initial activation email was sent)), use the 'Active Users' option (not the 'No User Group' option). The User Account activation link sent via email to the User expires after 24 hrs. If the link expires, System Administrators will need to use the 'Send Reset Password' action on the 'Activation Sent' Tab to resend it. No User Group - Employee Record Only - Select All Employees - assigns the specified User Group/s to Users for all Employees if they do not have any other User Groups assigned. Once (a) new User Group/s are assigned, the records will appear on the 'Active Users (with User Group & Employee Record) Tab in the 'User Management Control Centre' (see below). It can take up to 5 minutes for the Accounts to be Activated. The User who Activated the Accounts will receive an e-mail with a list of people that were Activated. If there is anyone who could not be Activated (Errors), these people will be show in this e-mail also. NOTE: This option can only be used to assign (a) User Group/s to an Employee/s record for the first time. Thereafter if/when adding new/extra User Group/s (assuming that the Employee has 'activated' their User Account (after the first/initial activation email was sent)), use the 'Active Users' option (not the 'No User Group' option). User Group Only - No Employee Record - assigns the specified User Group/s to Users a with an/other User Group/s only (they do not have an Employee record). Once (a) new User Group/s are assigned, this User's record will appear on the 'User Group Only (No Employee Record)' Tab in the 'User Management Control Centre' (see below). Upon selection of one of the above options, a table of Users with that specific User Record type is displayed. To assign (a) User Group/s to an individual Employee/User record in the list, tick the square check box on the right hand side of the row (the box will turn green). Once all Employees/Users to whom the User Group/s selected have been specified (ticked), click 'Next.' Check the summary of the User Group/s, Employee/s and User/s selected. If correct click 'Update User Group,' and if not, return to the previous steps in the Wizard, correct any errors and once corrected, update the User Group/s. NOTES: When creating a User Account/assigning User Group/s - Users must have a unique email address in the 'Work Email' field on their User/Employee record. If the work email is missing from either the User/Employee record (one of which will be relevant depending on which of the three 'User/s' options is selected above), or if there is another User/Employee in the system with the same work email address, then assigning (a) User Group/s at this step will fail. If an Employee/User appears in the list and a work email has not been assigned, add one via the button 'Please Add Work Email - Click Here.' The User Account activation link sent via email to the User expires after 24 hrs. If the link expires, System Administrators will need to use the 'Send Reset Password' action on the 'Activation Sent' Tab to resend it.
User Management Control Centre	This tool enables Users to create, update and manage Employee, User and User Group/s settings and permissions. User/Employee records are arranged on the Tabs in the User Management Control Centre as follows: Activation Sent - Employee User Account activated and activation email sent (but not yet completed/activated). The Employee/User will be able to access the System once they have activated their User Account. Activated (with User Group & Employee Record) - Users with an active Employee record/User Account and User Group/s assigned. Note: Employee/User Accounts remain active (even if 'Set as Leaver' and Offboarded) unless/until 'De-Activated' (via the 'Action' dropdown menu). When the Account has been deactivated, the Employee/User will then move to/appear under the 'Inactive' Tab. If an Employee/User has been Deactivated, and at some point in the future, their User Account and Employee record are 'Reactivated,' they will move to the 'Active Users (with User Group & Employee Record)' Tab. If the User Account was previously only had User Groups assigned (and no Employee Record), the User will move to the 'User Group Only (No Employee Record)' Tab. Inactive - Selecting this Tab will display all Users/Employees who have been deactivated from your System, or New Employees that have not been Onboarded, but for whom an 'Inactive' User Account with ESS User Group assigned was created when their Employee record was created in the System (this is standard). No User Group (Employee Record Only) - Users with an active Employee record but with no User Group/s assigned/User Account. These Users (Employees) can't access the System (as they haven't been assigned any User Groups and System access is tied to User Group access/permissions. Once (a) User Group/s is/are assigned, the record will move to the 'Activation Sent' Tab and the Employee will be able to access the System once they have activated their User Account. User Group Only (No Employee Record) - Users with no active Employee record but with (a) User Group/s assigned/a User Account. If/when an Employee record is created and assigned to a User with User Group only access, they will move to the 'Active Users (with User Group & Employee Record)' Tab. The Actions available in the User Management Control Centre include: Send Reset Password - Re/sends the activation email that contains the details necessary to activate the User's Account (for example if the link expired before the user clicked on it), including setting a password. Cancel Activation - cancels the User/User Account activation email, and prevents User from setting a password and activating their User Account. De-activate User - deactivates the User/User Account so that they can no longer access the System. Reactivate User - reactivates a previously cancelled User/User Account activation/activation email. Reactivate User and Update User Group - reactivates a previously deactivated User/User Account and provides the options to re/assign User Group/s. Assign User Group and Profile - assign User Group/s to the User/Employee profile. Update User Group - update User Group/s that are assigned to the User/Employee profile. Update Currency - update the Currency for the User/Employee. Assign Local Currency - assign the Local Currency for the User/Employee. Note this is only available if 'Multi-Currency' is activated (please refer to the Key System Settings above). Update Local Currency - update the Local Currency for the User/Employee. Note this is only available if 'Multi-Currency' is activated (please refer to the Key System Settings above). Update timezone - update the Timezone for the User/Employee. Change Email Address - change the Work email address for Active Employee/s/User/s. Requesting/submitting a change of Email Address triggers an email that is sent to the User's new Work Email. Once the User received the Email and clicks on the link - their Work Email address will be updated in the System. This will also update their User Account Email (the email address used to log into/access the System). NOTES: There are three types of email addresses used in Subscribe-HR: Personal/Home - which is used for communicating with Applicants up to the point when their Employee/User Account is activated. Onboarding Welcome Packs/Workflows are sent to 'New Employees' via their 'Personal' email (Email Address Home/Personal) because they haven't yet completed the Onboarding process (which means they haven't signed their contract and aren't yet technically/officially an Employee). Work - which is used when activating an Employee's User Account (after they have completed their Onboarding Welcome Pack/Workflow, agreed to/signed their contract and can be officially classified as an 'Employee' of the organisation). This email field requires/uses an official 'Work' email address (for security reasons it is advised not to the an Employee's personal email address to activate their User Account). A 'work' email is mandatory (in the 'Email Address Work' field) to activate the Employee's User account (the 'Work' email also becomes the 'User' email - they are one and the same), because all System related Workflows/Notifications (and the Employee/User's access to the System) is linked to their 'Work' email address. A personal email address must not (for security/compliance reasons) be used in the 'Work' email field when creating an Employee record and then activating that Employee's User account. User - which is used when creating/activating an Employee's User Account, or when creating a User account for an individual without an Employee record (for example, someone from outside the organisation like a Recruitment Agent/Agency). This email field also requires/uses a 'Work' email address. For Employees that have already been created in the System, their Work email address is used to activate their 'User' account (which gives them access to the System/enables them to log in). When creating a User Account for a User without an Employee record (for example, an individual outside the organisation (like a Recruiter), the 'Work' email address field is also mandatory. However, for 'User only' Accounts (Users with no Employee record), the User may enter any email address in this field (even if it is a personal email address), because they won't have an official 'Work' email address from your organisation. It is advisable not to provide/assign System access to anyone using a personal email address unless absolutely necessary. Where possible (e.g. for a Recruiter) it is preferable (for security/compliance reasons) to use their own 'Work' email address in this field (that is - an official 'work' email address from their own organisation. Send Reset Password - resets the Employee/s/User/s password and sends a reset notification email to the User's 'Work' email. Create Employee Record - create a new Employee record for a User (a User with a User Account/User Group/s but no Employee record). NOTES: For compliance purposes and to ensure data integrity when integrating with third-party applications (Payroll, e-Learning), the User/Employee's Work Email address must used (or an email address added to the 'Work Email' field) for the creation of the User/Employee account that provides access to the System. The 'Work Email' is mandatory for the the creation of a User Account in the Team Dashboards system only.

Data Manager

The Data Manager Widget enables Free Trial Users to configure all the data related settings for setting up a Free Trial (and if/when converted, official Customer) account. Within the Data Manager Tool, Users can view, edit and/or create all the System and Employee related data needed in the Subscribe-HR System using their own organisational data if desired (as opposed to relying on the standard content provided by Subscribe-HR). This functionality has been designed to enable “touchless” configurability and customisation for Users. The configurability options available within the Data Manager Tool make it possible for Users to configure the Subscribe-HR System to meet the unique needs of their business right from the Free Trial and all the way through to conversion and implementation of their official Customer Account.

NOTE: Before getting started on the Data Manager Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY WILL RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.

IMPORTANT NOTE: Workflows are temporarily deactivated during the data upload process into the Subscribe-HR System so that the data being uploaded without triggered any active workflows.

Field Name	Description
Lookup Data Management	The “Lookup Table Data” contains the Code Library of all data used/available in the Free Trial and within the Subscribe-HR System. Users can view codes, create, edit or delete Code Library data to configure/customise the Free Trial/System to suit their needs. To create a new Lookup Table – simply click on “the green +Create New” button. NOTE: Do not move forward to the data export/upload steps until all the data related to creating Employees has been set up in the system including: Locations. Departments. Divisions. Business Areas. Cost Centres. Multi-Currency. CPD Settings. Public Holidays. Entitlement Profiles. Job Description Library. Failure to create all necessary records for the above will result in errors during the data export/upload process.
Superannuation Funds	Subscribe-HR’s System contains all the Super Funds available via the APRA Super Funds list called “List of RSES and RSE Licensees and MySuper Authorised products.” This list will automatically sync on a monthly basis and there is no further action needed by Users. Users can view and search the list all available Super Funds and Fund details via this Tool. This list can’t be edited or added to.
Bank Feed	Subscribe-HR’s System contains a list of all the Banks available to Australian Users. This list will automatically sync on a monthly basis and there is no further action needed by Users. Users can view and search the list all available Banks and BSBs via this Tool. This list can’t be edited or added to.
Export Template (Supporting Data)	There are two options. Create New Records and Update Existing Record. This is for both Employee Data and Supporting Data. Update Existing Records. There is a limit of 500 Records for the export. If there are more than 500 records, you need to include a filter which is located at the bottom of the screen, to allow for exporting specific records which will add up to less than 500. The Update Existing Records option works in the same way as Create New Records, the difference being that when you "Export", the template that is exported, will export the data in the Data Base for those records. Which is why there is a data limit for 500, otherwise it would take too long for the system to export the records. NOTE. CODES and CODE LIBRARY CAN BE USED in the same way as Create New and Update Supporting Information and Employee Information. Create New Code Libraries and Update Existing Code Libraries. These are Supporting Data Options. Making Changes in the Template. Once you Export the Template, and then access it via you desktop/laptop, you can then make the changes in the XLS based on how you want to update the Data. Once this is done go to the Import (Supporting or Employee) Data option in the Data Manager Widget to perform the upload. See instructions below. Please note when you "Export the Template" for this option: Update Existing Records, there will be an ID field in the XLS. This ID field needs to remain, because the system need the ID to know which records have been updated. Do no change or remove this ID. You will also see the ID in the Preview, once the Data has been uploaded. Create New RecordsSubscribe-HR makes it possible for Users to do a bulk upload of relevant organisational data into the Free Trial (and/or official Customer Account). Instead of having to set up this information manually, one record at a time, the export/upload process for Supporting data makes it possible for Users to upload data via these Tools. Supporting Data is classified as any type of data that needs to be uploaded into the system before Employee related data is uploaded. For example, to upload Employee Job data, you first need to upload Jobs into the System (so that the Job types that Employees might hold, and to which they will be assigned, are already present in the System). Before you get started on uploading Supporting Data, please note that the correct process for uploading data into the systems is as follows: Format and export the “Export Template – Supporting Data” spreadsheet for each of the Supporting Data types (if necessary). Add data to each of the Supporting Data spreadsheets (see below for further explanation) and upload the spreadsheet via the “Upload Template – Support Data step.” Format and export the “Export Template – Employee Data spreadsheet for each of the Supporting Data types (if necessary).” Add data to each of the Employee Data spreadsheets (see below for further explanation) and upload the spreadsheet via the “Upload Template – Employee Data.” Users are requested to complete these steps in the order specified below or the process will not work. Outlined in this section is the format and export the “Export Template – Supporting Data” step. For the remaining steps, see the relevant section below. To format the Supporting Data spreadsheet/s, click on “Export Template (Supporting Data)” and specify the following information: Select the Template type you want to create/export from the dropdown list. Search the available fields to find the ones you want to upload data for. It is the fields in the right-hand side table that will be exported into the spreadsheet, so drag each field from the table on the left to the table on the right to add and remove fields that you want to include in the spreadsheet (you can reorder these fields too – to do so simply drag the fields up and down to reorder them). Mandatory fields are in red and can’t be removed from the right-hand column. Once complete, click “Export.” Users will need to create and export a formatted spreadsheet for each of the following 'Supporting' data types one at a time and specifically in the following order if those Supporting data types are required: Locations. Jobs. Please note Job Reports to Field cannot be exported - This field has been removed from the Export (Can't be used because system needs to know Jobs data before you can use Reports To). Once the Job data is Imported, please use the Support Information Management option in the Data Manager, to Assign Reports to for Jobs. Company Property. Leave Settings. Code Library - Important - Do this before you do Codes. You are only editing existing record. If you update, after you export the data, do not add new records. Do not Touch any Columns that are RED. If you are updating Codes, the items that are going to be exported by default will be ID, Code Library Name, Code Name, Code. Library Entry Name (Code Library) - Contains Gender. If you export this Data into the XLS, you will see ID (DO NOT CHANGE THE ID), Code Library - Gender (Do not Touch the Code Library), Code Name (Male, Female etc, YOU CAN UPDATE THESE, if you are updating only update records, do not add new record, Code (You can change the Code. You can select other available items and move them from left to right to be included in the XLS when you Export. If you are creating new Code Library, then you follow the same process, but this time you enter the information into the XLS rather than update existing information that was exported. Codes. Important - Do this After Code Library above. If you Update - You are only editing existing record. If you update, after you export the data, do not add new records. Do not Touch any Columns that are RED. If you are updating Codes, the items that are going to be exported by default will be ID, Code Library Name, Code Name, Code. Library Entry Name (Code Library) - Contains Gender. If you export this Data into the XLS, you will see ID (DO NOT CHANGE THE ID), Code Library - Gender (Do not Touch the Code Library), Code Name (Male, Female etc, YOU CAN UPDATE THESE, if you are updating only update records, do not add new record, Code (You can change the Code. You can select other available items and move them from left to right to be included in the XLS when you Export. If you are creating new Codes, then you follow the same process, but this time you enter the information into the XLS rather than update existing information that was exported. As an example, to create and export a spreadsheet for 'Locations' follow these steps: Click 'Export Template (Supporting Data).' Select 'Locations' from the 'Choose Template' dropdown menu. Select and reorder the fields in the table on the right-hand side to ensure it contains all the fields types you want to upload data for. Note: Fields in red are mandatory and can’t be removed from the table on the right-hand side. If they are removed, this will cause an error at the next step 'Upload Template (Supporting Data). If Location related fields that you need to use do not appear please add new fields (via Maintenance > Locations) before creating the export template for Locations. Click 'Export.' Once the Locations template has been exported, repeat this process for Jobs, Company Property, Leave settings, Codes and Code Library. Once data has been added to these spreadsheets and they are complete, they will then need to be uploaded back into the System in the next step: Upload Template – Supporting Data. If you do not format, fill and upload data for ALL FOUR Supporting data types BEFORE uploading Employee data in the next step (if the Employee data is predicated on any of the Supporting data types), the Employee data upload process may not work. IMPORTANT NOTES: The Excel file that is created by the Export Template tool is formatted to appear with specific columns, column headings and formulas embedded into the spreadsheet to validate data before it is imported back into the System/User Account. Mandatory System fields will be highlighted with red headings in the spreadsheet. DO NOT change the file name after export. DO NOT move the file to a different location (only open the file and add data from the location where the file was saved on download - this may be in your downloads folder). Save the file when complete and then upload the file from the same location. DO NOT change the heading row content/names, format or formulas on any of the tabs in this spreadsheet as this may prevent the data from being accurately uploaded into the System by the Upload Template tool. DO NOT reorder the columns. If you copy and paste data from other sources (especially other spreadsheets) the data must match the format specified for each column (hover over the red triangle on the top right corner of each heading row cell to see the correct format). The cells in some columns will contain dropdown/lookup menus. Depending on where you copy data from - if you copy and paste data into these cells, you may erase the lookup function and copy over it with a different data type. If you are copying data from a previous version of the Subscribe-HR Data Upload tool, you may copy and paste data into these fields, but only if the lookup data you’re copying for a particular column type matches exactly in both spreadsheets (old spreadsheet and new spreadsheet). If not, or if you have a data source that doesn’t contain the lookups, you MUST use the lookup dropdown menus to select the appropriate data for each cell for at least one of each response/answer types. Failure to do this will result in errors. If there are multiple records in a column that contains a data lookup with the same result, it is possible to copy and paste from one cell to another. The columns in the spreadsheet have been formatted to force Users to input the correct data type. If you do not input the correct type of data in the right field, the spreadsheet will not validate upon upload back in the Subscribe-HR System and the upload process will fail/result in errors. There is an inbuilt data validation process during upload and the Subscribe-HR System will flag and give you the opportunity to correct any/all errors during the upload/validation process (which is explained further below).
Upload Template (Supporting Data)	The Upload Template creator for “Support” related information enables Users to upload correctly formatted bulk 'Supporting' data for the fields and records specified in the previous step (instead of having to input the data manually, one record/field at a time). To upload the Supporting Data spreadsheet, click on “Upload Template (Supporting Data)” and specify the type of data you want to import from the dropdown list: Locations. Jobs. Company Property. Leave Settings. Code Library. See Above in the Export Section. You can Update Existing or Create New. Important - DO this before Codes. Once you are exported the Code Library/s into the XLS, and you make the update, you can import the Data, via the Import Button. Once this is done you will be able to Preview. In the Preview you will be able to Edit and Delete prior to Importing. If New, the same process is followed. See above in the Supporting Data Export. You can enter New Records into the XLS if you are creating new. The Preview for New will show you the new records which are being Created. You can Edit and Delete these through the Preview before you upload. Codes. See Above in the Export Section. You can Update Existing or Create New. Important - DO this before Codes. Once you are exported the Code Library/s into the XLS, and you make the update, you can import the Data, via the Import Button. Once this is done you will be able to Preview. In the Preview you will be able to Edit and Delete prior to Importing. If New, the same process is followed. See above in the Supporting Data Export. You can enter New Records into the XLS if you are creating new. You can enter New Records into the XLS if you are creating new. The Preview for New will show you the new records which are being Created. You can Edit and Delete these through the Preview before you upload. Select the relevant/appropriate file to upload. Click on “Preview.” Preview runs a validation process on the spreadsheet/data. If you have selected the incorrect spreadsheet/file to go with the relevant/associated data type, you will receive an error message. NOTE. CODES and CODE LIBRARY CAN BE USED in the same way as Create New and Update Supporting Information and Employee Information. Create New Code Libraries and Update Existing Code Libraries. These are Supporting Information options. ‘Preview’ runs a validation process on the data in the spreadsheet. If there are any errors in the spreadsheet, the type of error will be identified in the top row of the data table. The top row of the table you will see a list of colour coded fields and data types s well as a calculation of the number of errors (if any) for that data/field type. If there is an error you can click on the name of the error type (e.g. mandatory field, email address) and this will show only/all the row/s in the spreadsheet that contain that validation error type. The data with the error will also be highlighted in the colour associated with the error type (for example, a Boolean Value error will be purple). You can then click on ‘Clear Filter’ next to the name of the error type to clear those rows and return to an ‘all rows’ view. Validation error types are colour coded in the following manner: Boolean values: purple. Date format: orange. Numeric value: blue. Email address: pink. Lookup Row: brown. Mandatory field: green. In the table below the top validation errors row, you will see all the data (columns and rows) being imported into the System. Any validation errors will appear in the colour related to the type of validation error listed above. To edit/fix data issues, click on the green ‘Edit’ button for the row in which the error occurs, then once you've corrected the cell with the error in it, click the Orange ‘Review’ button to check and complete. Users can also ‘Delete’ data rows by clicking on ‘Delete.’ When all data is correct and has been validated, you will see an orange bar across the top of the table that indicates that your data is ready to upload and the ‘Upload Now’ button appears at the bottom of the data table. Click ‘Upload Now’ to upload data. NOTE: the data upload process takes a few minutes to complete. DO NOT leave the page, go to another tab, move to another App or browser window, or close the tab. Doing so may cancel the data upload process. Allow the upload process to run and complete itself before taking any further steps (you will see a green progress bar that indicates progress and confirms when the data Upload process is complete. If the data Upload process works without error, you will see a Data Table with no errors and you can click ‘Finish’ to complete the process. If further errors have been identified, the data table will be divided into two halves: Data without errors – this data has been uploaded into the System and no further action is needed. Data with errors – this data needs to be corrected and re-uploaded. There are three options for correcting data with errors, and by clicking on the ‘Fix Errors’ button, you will be able to choose which method you want to use. The options are: Edit Now The Interface - Fix the data upload error/s by editing the record(s) through the interface. As per the preview step, you can edit each error/cell in the data table via the interface. Once all errors have been corrected, the orange upload bar will reappear, as will the ‘Upload Now’ button. Re-upload the corrected data. If the data is uploaded without further error, click ‘Finish’ to complete the process. If there are further errors, repeat this process until all errors are corrected and all data has been uploaded. Export Errors – there are two ‘Export Errors’ options: If you can fix these errors quickly, click ‘Export Errors' and this will allow you to save the spreadsheet (which will be saved with ‘_Errors’ in the file name, e.g. Locations_Errors.xls). Update the spreadsheet quickly, save it, return to this popup window (don’t close it while you’re fixing the errors), make sure the you’ve got the correct name in the ‘Choose Template’ field, click ‘Re-Upload Corrected Errors File’ and then re-upload the corrected errors spreadsheet. If the data is uploaded without further error, click ‘Finish’ to complete the process. If there are further errors, repeat this process until all errors are corrected and all data has been uploaded. If you need more time to fix these errors in the exported errors spreadsheet, click ‘Export Errors’ and please take the time needed to do so. Close this window and once you’ve resolved all the errors, return to the Data Manager Widget, select 'Upload Template (File Name_Errors - e.g. Locations_Errors.xls)' step and re-upload the data (make sure the you’ve got the correct name in the ‘Choose Template’ field). Then repeat the upload process. Repeat the data upload process (outlined above) from scratch. Only after data has been uploaded correctly can you click ‘Finish.’
Assign Job Reporting	This tool enables Users to assign (and reassign) reporting relationships between Jobs. That is, between a Job and the Job it reports to.
Export Template (Employee Data)	Subscribe-HR makes it possible for Users to do a bulk upload of relevant Employee data into the Free Trial (and/or official Customer Account). Instead of having to set up this information manually, one at a time, the export/import process for Employee data makes it possible for Users to upload data via these Tools. Employee Data is classified as any type of data that needs to be uploaded into the system that is related directly to an Employee record. Please note that to upload Employee Job data (for example), you first need to upload Jobs (which is classified as 'Supporting' data - see previous 'Support' data export/upload step) into the System (so that the Job types that Employees might hold, and to which they will be assigned are already present in the System). Users will need to create and export a formatted spreadsheet for each of the following 'Employee' data types one at a time and specifically in the following order if those Employee data types are required: Employee. Employee Address. Employee Next of kin. Employee Bank details. Employee Background Checks. Employee Certificates and Licences. Employee Education and Qualifications. Employee Entitlement. Employee Incident. Employee Jobs. Employee leave profiles. Employee Property. Employee Salary. Employee Superannuation. (NO PAYROLL INTEGRATION) Employee Training records. Employee Working hours. To create and export a spreadsheet for 'Employee Data' follow these steps: Click 'Export Template (Employee Data).' Select 'Employee' from the 'Choose Template' dropdown menu. Select and reorder the fields in the table on the right hand side to ensure it contains all the fields types you want to upload data for. Note: Fields in red are mandatory and CAN'T be removed from the table on the right hand side. If they are removed, this will cause an error at the next step 'Upload Template (Employee Data). If Location related fields that you need to use do not appear - return to the 'Locations' step in the 'Create Key System Settings' Widget and add them before creating the export template for Employees. Click 'Export.' Once the Employee template is complete, repeat this process for all the other Employee related options listed above. Once data has been added to these spreadsheets and they are complete, they will then need to be uploaded back into the System in the next step: Upload Template – Employee Data. IMPORTANT NOTES: The Excel file that is created by the Export Template tool is formatted to appear with specific columns, column headings and formulas embedded into the spreadsheet to validate data before it is imported back into the System/User Account. Mandatory System fields will be highlighted with red headings in the spreadsheet. DO NOT change the file name after export. DO NOT move the file to a different location (only open the file and add data from the location where the file was saved on download - this may be in your downloads folder). Save the file when complete and then upload the file from the same location. DO NOT change the heading row content/names, format or formulas on any of the tabs in this spreadsheet as this may prevent the data from being accurately uploaded into the System by the Upload Template tool. DO NOT reorder the columns. If you copy and paste data from other sources (especially other spreadsheets) the data must match the format specified for each column (hover over the red triangle on the top right corner of each heading row cell to see the correct format). The cells in some columns will contain dropdown/lookup menus. Depending on where you copy data from - if you copy and paste data into these cells, you may erase the lookup function and copy over it with a different data type. If you are copying data from a previous version of the Subscribe-HR Data Upload tool, you may copy and paste data into these fields, but only if the lookup data you’re copying for a particular column type matches exactly in both spreadsheets (old spreadsheet and new spreadsheet). If not, or if you have a data source that doesn’t contain the lookups, you MUST use the lookup dropdown menus to select the appropriate data for each cell for at least one of each response/answer types. Failure to do this will result in errors. If there are multiple records in a column that contains a data lookup with the same result, it is possible to copy and paste from one cell to another. The columns in the spreadsheet have been formatted to force Users to input the correct data type. If you do not input the correct type of data in the right field, the spreadsheet will not validate upon upload back in the Subscribe-HR System and the upload process will fail/result in errors. There is an inbuilt data validation process during upload and the Subscribe-HR System will flag and give you the opportunity to correct any/all errors during the upload/validation process (which is explained further below).
Upload Template (Employee Data)	The Upload Template creator for “Employee” related information enables Users to upload correctly formatted bulk Employee data for the fields and records specified in the above step (instead of having to input the data manually, one record/field at a time). To upload the Employee Data spreadsheet, click on “Upload Template (Employee Data)” and specify the type of data you want to import from the dropdown list: Employee. Employee Address. Employee Next of kin. Employee Bank details. Employee Background Checks. Employee Certificates and Licences. Employee Education and Qualifications. Employee Entitlement. Employee Incident. Employee Jobs. Employee leave profiles. Employee Property. Employee Salary. Employee Superannuation. (NO PAYROLL INTEGRATION) Employee Training records. Employee Working hours. Select the relevant/appropriate file to upload. Click on “Preview.” Preview runs a validation process on the spreadsheet. If you have selected the incorrect spreadsheet/file to go with the relevant/associated data type, or if there are other validation issues then you will receive an error message. ‘Preview’ runs a validation process on the data in the spreadsheet. If there are any errors in the spreadsheet, the type of error will be identified in the top row of the data table. The top row of the table you will see a list of colour coded fields and data types s well as a calculation of the number of errors (if any) for that data/field type. If there is an error you can click on the name of the error type (e.g. mandatory field, email address) and this will show only/all the row/s in the spreadsheet that contain that validation error type. The data with the error will also be highlighted in the colour associated with the error type (for example, a Boolean Value error will be purple). You can then click on ‘Clear Filter’ next to the name of the error type to clear those rows and return to an ‘all rows’ view. Validation error types are colour coded in the following manner: Boolean values: purple. Date format: orange. Numeric value: blue. Email address: pink. Lookup Row: brown. Mandatory field: green. In the table below the top validation errors row, you will see all the data (columns and rows) being imported into the System. Any validation errors will appear in the colour related to the type of validation error listed above. To edit/fix data issues, click on the green ‘Edit’ button for the row in which the error occurs, then once you've corrected the cell with the error in it, click the Orange ‘Review’ button to check and complete. Users can also ‘Delete’ data rows by clicking on ‘Delete.’ When all data is correct and has been validated, you will see an orange bar across the top of the table that indicates that your data is ready to upload and the ‘Upload Now’ button appears at the bottom of the data table. Click ‘Upload Now’ to upload data. NOTE: the data upload process takes a few minutes to complete. DO NOT leave the page, go to another tab, move to another App or browser window, or close the tab. Doing so may cancel the data upload process. Allow the upload process to run and complete itself before taking any further steps (you will see a green progress bar that indicates progress and confirms when the data Upload process is complete. If the data Upload process works without error, you will see a Data Table with no errors and you can click ‘Finish’ to complete the process. If further errors have been identified, the data table will be divided into two halves: Data without errors – this data has been uploaded into the System and no further action is needed. Data with errors – this data needs to be corrected and re-uploaded. There are three options for correcting data with errors, and by clicking on the ‘Fix Errors’ button, you will be able to choose which method you want to use. The options are: Edit Now The Interface - Fix the data upload error/s by editing the record(s) through the interface. As per the preview step, you can edit each error/cell in the data table via the interface. Once all errors have been corrected, the orange upload bar will reappear, as will the ‘Upload Now’ button. Re-upload the corrected data. If the data is uploaded without further error, click ‘Finish’ to complete the process. If there are further errors, repeat this process until all errors are corrected and all data has been uploaded. Export Errors – there are two ‘Export Errors’ options: If you can fix these errors quickly, click ‘Export Errors' and this will allow you to save the spreadsheet (which will be saved with ‘_Errors’ in the file name, e.g. Employee_Errors.xls). Update the spreadsheet quickly, save it, return to this popup window (don’t close it while you’re fixing the errors), make sure the you’ve got the correct name in the ‘Choose Template’ field, click ‘Re-Upload Corrected Errors File’ and then re-upload the corrected errors spreadsheet. If the data is uploaded without further error, click ‘Finish’ to complete the process. If there are further errors, repeat this process until all errors are corrected and all data has been uploaded. If you need more time to fix these errors in the exported errors spreadsheet, click ‘Export Errors’ and please take the time needed to do so. Close this window and once you’ve resolved all the errors, return to the Data Manager Widget, select 'Upload Template (File Name_Errors - e.g. Employee_Errors.xls)' step and re-upload the data (make sure the you’ve got the correct name in the ‘Choose Template’ field). Repeat the data upload process (outlined above) from scratch. Only after data has been uploaded correctly can you click ‘Finish.’
Assign Manager	This tool enables Users to assign (and reassign) reporting relationships between Employees and Managers.
Support Information Management	Using this allows you to quickly edit and insert new records into Supporting data tables. E.g. Job, Locations, Working Hours. Supporting information can be linked to Employees. See option below. So if you upload data and want to check it and amend this data, use this option.
Employee Data Management	Using this allows you to quickly edit and insert new records into Employee data tables. E.g. Address, Bank Details, Jobs Working Hours Salary. So if you upload data and want to check it and amend this data, use this option.

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.

NOTE: Before getting started on the Recruitment Widget settings, please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.

Field Name	Description
Careers Page Branding	Configure your Recruitment Portal settings including Company logo upload and colour updates to match your organisations’ brand. This is where you will also find the URL for the Careers/Jobs Portal.
Applicant Processing Workflows	This tool enables Users to create, view, edit and delete Applicant Processing workflows/processes. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own.
External Job Board Accounts	Displays a list of the Jobs Board Accounts your are connected to, E.G. Seek, Adzuna, Trade Me 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.
Email Header and Footer	This tool enables Users to view, edit and update the header & footer for Recruitment correspondence templates.
Email Templates	This tool enables Users to create, view, edit and delete Recruitment correspondence templates. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
Advanced Recruitment Settings	This tool enables Users to view, edit and configure General System Settings for the Recruitment solution.
Careers Page Steps	This tool enables Users to specify if education, work history, referees and certificates & licences are mandatory (or disabled) in Applicant Processing Workflows.

Free On/Cross/Offboarding

The Free Onboarding Widget enables Free Trial Users to create, 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.

NOTE: Before getting started on the Free On/Cross/Offboarding Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.

NOTE CHANGE REQUEST Functionality: If you are using Change Request for Jobs and Salaries, including Multi Jobs, when you "Start Crossboarding" from the Action in the Change Request - Authorised Tab, you can send a Crossboarding Pack, relevant to the specific Job, by selecting the Job from the Merge Field Dropdown in the Crossboarding Wizard at the relevant stage. You should set-up Crossboarding Packs for different types of Crossboarding - E.g. Job Only Change which will include the Jobs Merge field, not Salary Merge Field, Salary Only which will include Salary fields only no Job Fields, and Job / Salary including both Salary and Job Merge Fields. If you perform a Change Request - One for Job Change and One for Salary, when the Manager or People and Culture user is Authorisating on of these e.g. Job, the system will pull into the Authorisation, the unauthorised Salary Change Request so they both be Authorised at the same time. You would then use the Action in the Change Request called Start Crossboarding and use the Crossboarding Pack that has both the Salary and Job Merge fields in it.

Field Name	Description
Contracts	This tool enables Users to create, view, edit and delete Contracts and Employment Agreements. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own.
Letters	This tool enables Users to create, view, edit and delete Letters and Letters of Offer. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own. Create Letters of Offer for Onboarding and Crossboarding. Also set-up "Resignation Acknowledgement" Letters in Offboarding Packs. Please note that there is also a Separate Certificate available as an "Action" in the Offboarding Widget, for people who have resigned or left, so you can send this Certificate to them as Proof of Employment.
Company Policies	This tool enables Users to create, view, edit and delete Company Policies. Use one of Subscribe-HR’s standard templates (included with the System) or add your own. Note: Only one .PDF can be attached per Company Policy. Company Policy Folder in Core-HR is where the initial Company Policies should be created. Or by using the Company Policy Wizard - New Policy option. Company Policies can be related to Jobs, Locations, Departments or they can be linked Directly to a Company Policy Step in On/Crossboarding Packs. Please note that if you want to use the No Policies - Send Policy function in the Company Policy Widget, and or the send Company Policies option in the new Employee Wizard, you need to Link Company Policies to Jobs, Locations, Departments in the Company Policy SubFolder, or by using the Company Policy Wizard.
Onboarding/Cross/Offboarding Workflows (Packs)	This tool enables Users to create, view, edit and delete Onboarding, Crossboarding or Offboarding Workflows/Packs. Use one of Subscribe-HR’s standard templates (included with the System) or add your own. NOTES: If you want to create a Letter of "Resignation Acknowledgement" in one of the Offboarding Workflows / Packs, you will need to create a 'Type - Letter' after selecting the Pack as being for Offboarding. This will allow the Leaver, to sign a "Resignation Acknowledgment" Letter when they are sent the Offboarding Pack via the Offboarding Wizard. You can also create an 'Offboarding Survey' as another example a step/document (Canvas) type to include in the Offboarding Pack/ Workflow. Resignation Letters can be sent for Authorisation prior to being signed by the Employee. Please note that Contracts should/can not be included as a step/option in an Offboarding Pack/Workflow. Contracts do not make sense in an Offboarding context/environment (and are therefore only available to include as a step/option in an Onboarding or Crossboarding Pack/Workflow.
Default Super Fund	This tool enables Users to select and update the Organisation's default Superannuation Fund. When Employees are Onboarded, if they select the Company's Super Fund (instead of nominating their own, or selecting the SMSF option, then the Fund specified here will be the Fund assigned to the Employee). NOTE: If there is no Default Super Fund selected here, and the Super Choices Form is part of the Onboarding Welcome Pack sent to New Employees, then the Welcome Pack will not be sent and Users will receive an error message telling them to 'Set up the Default Super Fund in the Onboarding Widget in the Activation Hub.' This step must be completed in the Activation Hub in order to successfully complete and send an Onboarding Welcome Pack. For more information, refer to the New Employee Wizard.

Core-HR

The Core-HR Widget enables Free Trial Users to view, edit and delete the full suite of configurable/customisable 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 Core-HR Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.

NOTE: Before getting started on the Core-HR Widget settings, please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.

Field Name	Description
Email Templates	This tool enables Users to create, view, edit and delete Core-HR related correspondence templates. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
Working Hours	This tool enables Users to create and assign Working Hours and Public Holiday profiles to Employees. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own.
OrgChart Settings	This tool enables Users to specify the following settings around which the OrgChart will be organised: Top Person in OrgChart. Top Job in OrgChart.
Company Policies	This tool enables Users to create, view, edit and delete Company Policies. Use Subscribe-HR’s standard content templates (included with the System) or create your own. Please link Company Policies to Jobs, Locations, Departments if you want to use the New Employee Wizard, Send Company Policies option. If you want to automatically send Onboarding, Crossboarding Packs with Company Policy Step/s based on Jobs, Locations, Departments, create the links here.
Company Property	This tool enables Users to create, view, edit and delete Company Property. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
New Job	This tool enables Users to create, view, edit and delete Jobs. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
New Employee	This tool enables Users to create a New Employee record and assign Company Policies to that Employee/Job.
Additional Employee Fields	If/when a new 'Mandatory' field is added to the Employee Masterfile (which often happens if/when there's a Payroll integration), these new fields can be added into/include in the New Employee Wizard by adding those field settings here. If the fields are not included here, this will cause an error in the New Employee Wizard (the Employee record will not be created).
Multi-Job	For Users with Employees that hold more than on Job role, you can 'Activate' the Multi-Job feature here. Ensure you set-up Job Descriptions for each Job, including Job Description text and PDF attachment for each. This will allow for Crossboarding and show Job Descriptions to users via the Personal Details widget in My Info, Manager and P&C Dashboards. To activate Multi-Job settings: Click 'Activate Multi-Job Support.' Click "Save." When activated, the Multi-Job setting applies as follows: Users can assign multiple Jobs to an Employee via Core-HR > Employees > Jobs. Note: The 'Multi-Job' settings defaults to no, so assigning multiple Jobs to an Employee will not work unless/until the Multi-Job setting is activated. Select Job Description from Library. Notes: If the 'Multi Job' setting is activated, and an Employee has been assigned more than one Job, new Employees will only receive information about the first/primary Job as part of the Onboarding Welcome Pack (if they're sent one during Onboarding). When Multi Job is enabled, assigning a new job to an employee no longer deactivates their previous job automatically; instead, the Current Job flag has to be managed manually.
Enable Company Directory	This tool enables Users to activate the Company Directory feature.
Training Manager	This tool enables Users to assign Training to Jobs. Doing this will update the Jobs - Training Sub-Folder and will deliver training for people taking on these Jobs, into the Mandatory Training Tab in the Training Widget (First Job and all other Jobs). There are three options: Assign Face-to-Face Training for a Job- A list of ALL Jobs will appear: to assign Face-To-Face Training, select 'Assign Training' from the Action menu and select options from the Face-to-Face Training menu. Specify which Training Items are 'Mandatory at the Start of Employment.' All Courses specified as Mandatory will appear on the 'Mandatory Tab' of the Training Widget. You can make these Training Items, Mandatory at the Start of Employment, from the Actions. If you click on the Mandatory Training Items Assigned Number, you will be able to view the list of Training items that have been assigned as Mandatory to that Job. You can then use the Actions to Remove as Mandatory at the Start of Employment, and you can also delete the Training Item as being Mandatory. Click Assign to Create New Face to Face Training Requirements. You can also Click Create New if you Click on the Training Number URL. If you click on the Job Name which is listed, you will view the list of Mandatory Training Face to Face items. Assign e-Learning Training for a Job - list of ALL Jobs will appear: to assign e-Learning Training, select 'Assign Training' from the Action menu and select options from the menu for each of the from Groups: General Training - (for all Employees) - - all Courses selected here will be will appear on the e-Learning Tab of the Training Widget. Mandatory Training (Job specific) - all Courses selected here will be will appear on the 'Mandatory Tab' of the Training Widget and on the e-Learning Tab. This includes Training Method "Content". Induction Training (Job specific) - all Courses selected here will be will appear on the e-Learning Tab of the Training Widget. Job Training (Job specific) - all Courses selected here will be will appear on the e-Learning Tab of the Training Widget. Assign "Content" Training for a Job - list of ALL Jobs will appear: to assign Content Training, select 'Assign Training' from the Action menu and select options from the "Content" Training menu. Specify which Content is 'Mandatory at the Start of Employment.' All Content specified as Mandatory will appear on the 'Mandatory Tab' of the Training Widget. If you click on the Mandatory Training Content Assigned Number, you will be able to view the list of Training Content that has been assigned as Mandatory to that Job. You can then use the Actions to Remove as Mandatory at the Start of Employment, and you can also delete the Training Content as being Mandatory. Click Assign to Create New Training Content Requirements. You can also Click "Assign Training" if you Click on the Training Number URL. If you click on the Job Name which is listed, you will view the list of Mandatory Content items. When you "Assign" Content, you can choose to Copy from Existing Content that has already been created against any other Job, or you can "Create New". If you "Create New", you can create this content from Scratch. If you Copy, once you select the "Content" to "Copy" this content will pre-populate relevant information into the required fields based on how it was set-up in the first place. Content Name will not be copied, you need to type in the "Content Name". Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first. To make updates to the "Mandatory Training" option in the dropdown, go to Maintenance > Code Library. Mandatory Training Field is used to define the types of training that the user has assigned, in the New Employee Wizard. It will show Mandatory Training and the "Training Content Name". Training Content is great for Induction based purposes. NOTE: The 'e-Learning' option will only appear if a third-party e-Learning App integration is installed/active.
Courses	This tool enables Users to create, view, edit and delete Training Courses. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
Timesheet Settings	This tool enables Users to set the default Timesheet Settings. The options includes: Timesheet Type - specify if your Timesheet timeframe/pay period is Weekly or Fortnightly. Fortnight Start Date - if Fortnightly was selected for Timesheet Type, this field will appear. Specify the initial start date for the first Fortnightly pay period/timeframe. All subsequent Fortnightly pay periods/timeframes will be calculated based on this date. Week Starts On - if Weekly was selected for Timesheet Type, this field will appear. Specify the day of the week that the pay period/timeframe starts on. Submit Late Timesheets - this setting enables Employees to submit late Timesheets (after the end of the Pay/Timesheet period). The standard 'default' for this setting is 'No.' If the Timesheet Type is Weekly - late Timesheets will only be allowed for 1 week in arrears/prior to the current calendar week. If the Timesheet Type is Fortnightly - late Timesheets will only be allowed for 2 weeks (1 Fortnightly timesheet timeframe) in arrears/prior to the fortnight that the current calendar week falls in. Timesheets Enable Breaks - this setting activates the break column in the Timesheet. The amount added to the break column will be automatically deducted from the total hours for each row/entry in the Timesheet. The standard 'default' for this setting is 'No.' Show Default Working Hours - this setting will pre-populate the Default Working Hours (From/To/Hours) using the 'Working Hours' profile that has been assigned to the Employee when a new Timesheet is started/created by/for an Employee. If a break has been automatically deducted in the Working Hours profile, that deduction will be reflected in the 'Hours' Field/Column on the Timesheet (meaning that the number of hours between 'From'To' may not match the number of hours in the 'Hours' column/field. These default hours (From/To) can be edited in the Timesheet. If the 'Enable Auto-Calculation of Hours' setting (below) is activated, when the 'From/To' time is changed, the the 'Hours' will be re/auto-calculated based on the From/To time. If the 'Enable Auto-Calculation of Hours' is not activated, then the 'Hours' will not change/be updated, even if the From/To times are changed. However, the Hours can also be changed manually (and independently of the From/To times) on the Timesheet by the User if required. The standard 'default' for this setting is 'No.' Enable Auto-Calculation of Hours - this setting enables the auto-calculation of the number of hours for each Timesheet row based on the ‘From’ and ‘To’ column/fields (if activated). If activated, if/when the From/To times are changed then the ‘Hours’ will be re/auto-calculated (even if/when the ‘Working Hours’ profile indicates that the number of hours is different to the amount generated by the auto-calculation based on the From/To times). If not activated, the ‘Hours’ will not be re/auto-calculated if the From/To times are changed. In both instances, the Hours can also be changed manually (and independently of the From/To times) on the Timesheet by the User if required. The ‘Standard’ default setting is ‘Yes.’ NOTE: The 'Timesheet Type,' and associated 'Fortnight Start Date' and 'Week Starts On' fields can only be set in the System once. It is important to ensure that the correct settings are entered as changes can't be made by the User after these settings are saved. To change these settings will require a manual reset by Subscribe-HR and changes must be made before any Timesheets are submitted for the first time.
Pay Scales	When you Activate Pay Scales, and then Click on the Pay Scales option again, you will see a List View where the Created Pay Scales can be seen (once they have been created). Click on the Pay Scale text to Activate the Pay Scale setting. Once Activated green "Active" text will appear to the right. You can 'Deactivate Pay Scales' by going into the Pay Scales option again (after it has been Activated) and select the 'Deactivate Pay Scales' option. To Create a New Pay Scale, click "Create New" and enter the Code, Description and Rate (hourly only). If the Multi Currency setting is Active, the Base Currency will be used. Click Save once the new Pay Scale details have been entered. If you Click on the button Pay Scale List, you will return back to the "List All" view. The 'Actions' that exists for Pay Scales are: Edit. Delete. Once Pay Scales have been Activated and entered, there are new fields available in the Employee Salary table. These fields are: Rate Type: Rate Type can be used if you still just want to enter an Hourly Rate (not a Pay Scale). See also Employee -- Salary. Pay Scales: If you use the "Edit" Pay Scale Action, you can change the Description or Rate. If the Description Changes, you can click 'Save' and that Description will update the Pay Scale information. If you click 'Edit and Change the Rate,' a field will appear to allow you to record and new Salary Date. If you enter a new Salary Date, this will create a new Salary Record for anyone/any Employee that held the previous Pay Scale Rate. The new record will be created with the same data as the previous record, with the new Pay Scale.

Performance Management

The Performance Management Widget enables System Administrators/Free Trial Users to view, edit and delete the full suite of configurable/customisable Performance Management 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 Performance Management Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.

NOTE: Before getting started on the Performance Management Widget settings, please note that it is absolutely essential that you work through the set up and configuration of your Free Trial/System one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.

All Performance Review Cycle settings are located in the Performance Management or the Surveys Widgets on the Activation Hub. The settings that need to be configured prior to using Performance Management are:

Review Method - Specify if your Performance Review method is based on ‘Start Date’ (Employees complete their Performance Reviews annually based on their start date), or ‘Cycles’ (all Employees starting their Performance Reviews at the same time).
In order for the selected ‘Review Method’ to work (and for a Performance Review Cycle to be ‘activated’ or ‘sent’ to Employees), all of the following items need to also have been configured/completed in the System first.
Rating Scales - Configure/create all the ‘Rating scales’ that will be used for conducting and/or scoring the Performance Reviews.
Performance Review Forms - Configure/create the Performance Review Form/s to be used in the Performance Review Cycle.
Performance Review Cycles - Configure/create the Performance Review Workflow (including all the steps required to complete the Performance Review). Subscribe-HR’s Standard Performance Review Cycle template is available for all Customers to use ‘out-of-the-box.’
Business Objectives Library (Mission) - Configure/create the ‘Business Objectives’ that will be used for conducting Performance Reviews. Business Objectives are stand-alone (not linked to Goals).
Skills Library - Configure/create the ‘Skills’ that will be assessed in Performance Reviews. Skills assigned to Employees must refer to entries in the Skills library – they cannot be free text. Entries in the Skills library consist of:

Skill Type (selected from the Performance Skill Types Code Library).
Skill Name.

Goals Library - Configure/create the ‘Goals’ that will be assessed in Performance Reviews. Entries in the Goals library serve as suggestions; when Goals are defined for an Employee, they can use a Goal Name directly from the library, use a modified version of one, or be free text that doesn’t refer to any library entry. Entries in the Goals library consist of:

Business Objective (selected from the Business Objectives library).
Goal Type (selected from the Performance Goal Types Code Library).
Goal Name.

Values Library - Configure/create the ‘Values’ that will be assessed in Performance Reviews. Note Values are automatically included in the assessment (Ratings/Comments) Step if they have been set up the System. This is because they are relevant business wide (and don’t need to be assigned individually). Behaviours Library - Configure/create the ‘Behaviours’ that will be assessed in Performance Reviews. Email Templates - Configure all ‘Performance’ related Email Correspondence templates related to Performance Reviews. These emails will be sent to Employees throughout their Performance Review. Talent Cubes (optional) - Set up Talent Cubes to identify Employees with specific attributes relating to question responses in the Performance Review and/or Rating Scales. Example: Include a ‘Potential’ field in the ‘Review Canvas’ and store Employees in a Talent Cube based on their ‘Potential’ (which has been recorded by their Manager). Ratings/Scores Formula - The ‘Performance Score’ is an overall ‘average’ based on each of the Categories below:

All Skills rated in the Performance Review ‘assessment’ Step:
- Overall/Skills average used to create overall Performance Score.
All Values rated in the Performance Review ‘assessment’ Step:
- Overall/Values average used to create overall Performance Score.
All Goals rated in the Performance Review ‘assessment’ Step:
- Overall/Goals average used to create overall Performance Score.
All Behaviours rated in the Performance Review ‘assessment’ Step:
- Overall/Behaviours average used to create overall Performance Score.
Per the above, the methodology used for calculating scoring in Subscribe-HR is to use an average applied to each Category (Skills, Values, Goals, Behaviours). These averages are then used to calculate a total/overall ‘Performance Review Score’ (which is the average of the averages of each of the Categories included/rated within the Performance Review Cycle (weightings are not applied).
Please note that only the Categories included for definition and assessment in the Performance Review will be used to calculate the overall Performance Review Score.
The Overall Performance Review Score is also calculated based on the ‘Scoring Method’ selected on the Performance Review/Cycle that is sent to Employees. The standard/default option is the ‘Average of Manager’ Scores (only).

The Final/Overall Score is displayed to two decimal places and is available/visible in the following locations (in addition to the ‘Advanced Reports’):

In the ‘Performance Score’ section of the ‘Talent Profile Widget’ (the Overall Performance Review Score will only appear here after the Review/Cycle has been completed by all participants. It will not appear here if/when the final date/full Review/Cycle timeframe (in months and days) has been completed.
This Performance Score also feeds into the Remuneration Modelling Tool.
The Performance Score is also available via the ‘View Review Report’ Action relating to an individual Employee’s Performance Review. The ‘View Review Report’ Action is available to Managers and People & Culture Users on their respective Dashboards (it is not available to Employees on their My Info Dashboard). If the Review is not yet complete, the Score shown in this report will not be final and is subject to change depending on later interaction with the Review.

Field Name	Description
Email Templates	This tool enables Users to create, view, edit and delete Performance Management related correspondence templates. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
Performance Cycles	This tool enables Users to create, view, edit and delete Performance Management Cycles. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
Performance Review Forms	This tool enables Users to create, view, edit and delete Performance Review Forms. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
Rating Scales	This tool enables Users to create, view, edit and delete Performance Rating Scales. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
Skills	This tool enables Users to create, view, edit and delete Employee Skills. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
Goals	This tool enables Users to create, view, edit and delete Employee Goals. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
Values	This tool enables Users to create, view, edit and delete Employee Values. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
Behaviours	This tool enables Users to create, view, edit and delete Employee Behaviours. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
Review Method	This tool enables Users to specify and activate their preferred Performance Review method. The Review Method options are: Based on Cycles - this will tie individual Employees and /or Groups of Employees to the same Performance Review Cycle/s. This means that everyone assigned to that Cycle gets a Performance Review at the same time. Based on Start Date - this will tie the Performance Review Cycle to the Start Date of the Employee, and Reviews will be sent annually on the anniversary of their start date. Performance Management Widget – Review Cycle Wizard for Cycles based Performance Reviews How to use the Performance Review Cycle Wizard for ‘Cycle’ based Performance Reviews: 1. Click on "Select Review Process" button which is located on the top right corner of the Performance Management Widget. If a Review Cycle is already in progress, you will instead see a red "Stop Review Process" button which enables you to stop/cancel the current Review Cycle being used and select another option by following the instructions below. 2. A lightbox will appear prompting you to select from a dropdown the Review type. Select "Based on Cycle." 3. Click "Submit." 4. The System will take you back to the Performance Management Widget. "Current Review Method = (Cycles)" with a green "On" status will display on the top right of the widget. NOTE: you must click "On" again, which will open another popup, and then select "Activate" to activate that Review Cycle type (this step must be completed for the remainder of the process to work). 5. To create a 'Cycle' based Performance Review, click on "Create Review." 6. A popup appears confirming the review method being created is based on 'Cycles.’ Click "Delete" to remove the 'Cycle' method. Otherwise click "Activate" to turn it on and start sending Reviews. 7. You can now click "Send Review" to send a new Performance Review based on Cycles. This will guide the User through the "New Performance Review" Wizard. The Cycles Wizard the following to be specified: Name: the name of the Performance Review. Template: select the Performance Review Canvas that will be used for the Review. This needs to have been set up prior to creating the Performance Review. Workflow: select the Performance Cycle/Workflow. This needs to have been set up prior to creating the Performance Review. Copy From Previous Review: you can choose to copy Skills and/or Behaviours from a previous review. Note that Goals from previous Reviews and Ad Hoc that have not yet been completed are copied over by default. Review Cycle Scope: Employees: allows the User to specify which Employee/s (all, or selected) the Review will be sent to as part of the Review Cycle. Groups: allows the User to specify which Group/s the Review will be sent to as part of the Review Cycle. Departments: allows the User to specify which Department/s the Review will be sent to as part of the Review Cycle. 8. People & Culture Users can remove the Cycle method by clicking on "Stop Review Process." Confirmation will appear allowing you to cancel, or the User can click "OK" to remove the method. NOTES: 1. If the Review Type (Cycles or Start based) is stopped and/or changed, any active Review/Cycles will remain active until all participants have completed that Review/Cycle. 2. The System only allows each Employee to have one active Performance Review/Cycle assigned to them at any given time. 4. If changing from a Cycles to Start Date based Cycle ‘Type’ – if an Employee still has a live Review/Cycle assigned to them at the date when their start date anniversary is reached, then they will not be assigned a Start Date Review/Cycle until their next Start Date (only after completion of the previously active Review/Cycle). 5. If a Review Type is cancelled and/or changed, it is recommended that the Review/Cycle is also cancelled (so that the new Review Type and any associated Review/Cycle is assigned to nominated Employees straight away. 6. If the Review Type and the Review/Cycle are not both cancelled at the same time, then point #3 above applies. Performance Management Widget – Review Cycle Wizard for Start Date based Performance Reviews How to use the Performance Review Cycle Wizard for ‘Start Date’ based Performance Reviews: 1. Click onto "Select Review Process" button which is located on the top right corner of the Performance Management Widget. If a Review Cycle is already in progress, you will instead see a red "Stop Review Process" button which enables you to stop the current Review Process being used and select another option by following the instructions below. 2. A popup will appear prompting you to select from a dropdown the Review type. Select "Based on Start Date." 3. Click "Submit." 4. The System will take you back to the Performance Management Widget. "Current Review Method = (Start Date)" with a green "On" status will displayed on the top right of the Widget. NOTE: you must click "On" again, which will open another popup, and then select "Activate" to activate that Review Cycle type (this step must be completed for the remainder of the process to work). 5. To create a 'Start Date' based Performance Review, click on "Create Review." 6. You will then be prompted to enter details for the Review. This includes: Name: the name of the Performance Review. Template: select the Performance Review Canvas that will be used as the main form for the Review. This needs to have been set up prior to creating the Performance Review. Workflow: select the Performance Cycle definition. This needs to have been set up prior to creating the Performance Review. Copy From Previous Review: you can choose to copy Skills and/or Behaviours from a previous review. Note that Goals from previous Reviews and Ad Hoc that have not yet been completed are copied over by default. 7. When complete, click "Activate" or "Delete" to remove the 'Start Date' method. 8. You can click "Stop Review Process" to remove the 'Start Date' method. Confirmation will appear allowing you to cancel or proceed. NOTES: 1. If the Review Type (Cycles or Start based) is stopped and/or changed, any active Review/Cycles will remain active until all participants have completed that Review/Cycle. 2. The System only allows each Employee to have one active Performance Review/Cycle assigned to them at any given time. 3. If changing from a Cycles to Start Date based Cycle ‘Type’ – if an Employee still has a live Review/Cycle assigned to them at the date when their start date anniversary is reached, then they will not be assigned a Start Date Review/Cycle until their next Start Date (only after completion of the previously active Review/Cycle). 4. If a Review Type is cancelled and/or changed, it is recommended that the Review/Cycle is also cancelled (so that the new Review Type and any associated Review/Cycle is assigned to nominated Employees straight away. 5. If the Review Type and the Review/Cycle are not both cancelled at the same time, then point #3 above applies.

SHaRe Surveys/Digital Forms

The SHaRe Surveys/Digital Forms Widget enables Free Trial Users to create, view, edit and delete the full suite of Forms, Surveys and Documents within the Subscribe-HR System. This functionality has been designed to enable “touchless” configurability and customisation of Surveys and Digital Forms 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 SHaRe Surveys/Digital Forms Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.

NOTE: Before getting started on the SHaRe Surveys/Digital Forms Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.

Field Name	Description
Email Templates	This tool enables Users to create and edit allemail correspondence templates related to Surveys, Forms and Documents. Use Subscribe-HR’s standard content templates (included with the System) or create your own.
All Surveys	This tool enables Users to create, edit and check usage of all Survey, Form and Document templates. Use one of Subscribe-HR’s standard content templates (included with the System) or add your own.
Onboarding Surveys, Forms & Documents	This tool enables Users to create, edit and check usage of all On/Cross/Offboarding Survey, Form and Document templates. Use one of Subscribe-HR’s standard templates (included with the System) or add your own.
Recruitment Surveys, Forms & Documents	This tool enables Users to create, edit and check usage of all Recruitment Survey, Form and Document templates. Use one of Subscribe-HR’s standard templates (included with the System) or add your own.
Performance Surveys, Forms & Documents	This tool enables Users to create, edit and check usage of all Performance Survey, Form and Document templates. Use one of Subscribe-HR’s standard templates (included with the System) or add your own.
Core-HR Surveys, Forms & Documents	This tool enables Users to create, edit and check usage of all Core-HR Survey, Form and Document templates. Use one of Subscribe-HR’s standard templates (included with the System) or add your own.

Reporting & Dashboards

The Reporting & Dashboards Widget enables Free Trial Users to view, edit and delete the full suite of configurable/customisable Reporting and System Dashboards related data settings within the Subscribe-HR System, including Standard and Advanced Reports. 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 Reporting & Dashboards Widget contains the following functionality that enables Users to configure and customise functionality and data within both their Free Trial and Customer Accounts.

NOTE: Before getting started on the Reporting & Dashboards Widget settings, please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.

Field Name	Description
e-Recruitment Standard Reports	This tool enables Users to view and edit all e-Recruitment Standard Reports. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.
On/Cross/Offboarding Standard Reports	This tool enables Users to view and edit all On/Cross/Offboarding Standard Reports. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.
Core-HR Standard Reports	This tool enables Users to view and edit all Core-HR Standard Reports. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.
Performance Management Standard Reports	This tool enables Users to view and edit all Performance Management Standard Reports. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.
Other Standard Reports	This tool enables Users to view and edit any 'Other' Standard Report types that have been created. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.
My Standard Reports	This tool enables Users to create, view and edit any custom Standard Reports created by the User. NOTES: Standard Reports can’t be filtered by User Group. It isn't possible to define a fixed set of Reports to be displayed to display to particular Users/User Groups on the Standard Reports Dashboard. Standard Reports (and their content) are visible to Employees as follows: The data that Employees can see on individual Reports is predicated on the permissions assigned to their User Group. That is, not all Employees will be able to see all data on all Standard Reports (even if they can access/see the Report itself). Employees will only be able to see data on each/any given Standard Report that the permissions settings in the User Group/s assigned to their User Profile allow.
Advanced Reports & Metrics	This tool enables Users to view and edit all Advanced Reporting & Metrics. Use one of Subscribe-HR’s Standard Reports (included with the System) or add your own.
My Advanced Reports & Metrics	This tool enables Users to create, view and edit any custom Advanced Reporting & Metrics created by the User.
Dashboards Configuration	This tool enables Users to create, view, edit and delete all System Dashboards. Use Subscribe-HR’s Standard Dashboards (included with the System) or add your own. NOTE: Widget content is related to User Group permissions, therefore not all Widgets can be displayed on all Dashboards. E.G. The HR Surveys Widget is for People & culture Users only and can't be displayed on the My Info or Manager Dashboards. Please refer to the Team Dashboards page for further information about Standard Dashboard types and Dashboard configuration.

Push Notifications & Workflows

The Push Notifications & Adding Functionality Widget enables Users to create, view, edit and delete Workflows and Push Notifications, as well as System Folder and Fields.

NOTE: Before getting started on the Push Notifications & Adding Functionality Widget settings please note that it is absolutely essential that you work through the set up and configuration of your Free Trial one Widget at a time in the above order. For each Widget, please follow each step in numerical order, completing each step before you move on to the next. FAILURE TO WORK THROUGH THE SET UP AND CONFIGURATION OF YOUR FREE TRIAL IN THIS WAY MAY RESULT IN ERRORS. In many instances, there is a hierarchy in relation to some data inputs, and if previous data in the hierarchy isn't entered (or isn't entered correctly), subsequent data will not be able to be saved correctly.

Field Name	Description
Standard Workflows	This tool enables Users to create, edit, preview and delete the following Workflow types: Recruitment. Core-HR. Performance. Use one of Subscribe-HR’s standard Workflow templates (included with the System) or add your own.
Activate SMS	Click this to Activate the SMS Feature in Subscribe-HR. SMS can be set-up for individual Workflows or for All Workflows. You can also activate Multi factor Authentication to send the Authentication code via SMS. You will be taken through a Wizard. The Wizard will ask you to Activate SMS notifications. If you do this, you will be provided with the option to Activate SMS for All Workflows or Selected Workflows. Activate SMS for all Workflows. If you select this option, you will be able to Update User Profile Mobile Number and Employee Record Mobile Number. If it is a User Only without an Employee Record, in Employee Name it will say User Only. If the Employee has no User Record, you will be only able to Update the Employee Mobile. Click the Action to update the Employee Mobile and or the User Mobile. They will be the same for person with Employee Record and User Profile. For SMS Purchase, you will see the Price Per SMS, the Current Credits, SMS Amount (which will be based on Purchase SMS Credit (min 1,000). If you already have Credits, and you dont need to purchase anymore, you can skip this step. You can also purchase SMS Credits, through the System Summary Dashboard (SMS Widget) if you are a System Admin User. For Auto Top-up, you can select the Top-up Credit Number (Min 1,000), and you can also select a Trigger for Auto Top-up based on min number which is used to trigger the Top-up (Top-up Credit Trigger). There will be a Summary prior to you submitting the Purchase. When a Purchase is made, e-mails send to: accounts@subscribe-hr.com.au, info@subscribe-hr.com.au so that payment can be made via invoice. SA users for the Customer who made the purchase also receive e-mails notifying of the purchase. If there is Auto Top-up, this will also be defined in the purchase e-mail which sends to Subscribe-HR and also SA users of the customer system. Activate SMS for Selected Workflows If you select the Solution from which you wish to Activate SMS relating to specific Workflows. Then select the Action for Activate/DeActivate SMS for relevant Workflows. Then it will allow you to enter Mobiles for Employees/Users - Select the Action to do this. Then you can make a purchase of SMS - or Skip if credits already exists. NOTE: Auto Top-up can be Cancelled through the System Summary Dashboard by SA Users, through the SMS Widget. E-mail will be send to info@subscribe-hr.com.au - accounts@subscribe-hr.com.au and SA users for the Customer to let them know that Auto Top-up has been cancelled. There are no Refunds for remaining - unused SMS Credits.
Manage Folders	This tool enables Users to create, edit, preview and delete the following Folder types: Recruitment. Core-HR. Performance. Use one of Subscribe-HR’s standard Folders (included with the System) or add your own.
Add New Fields	This tool enables Users to create, edit, preview and delete the following Field types: Recruitment. Core-HR. Performance. Use one of Subscribe-HR’s standard Fields (included with the System) or add your own.
Dashboards Configuration	This tool enables Users to configure Dashboards including the Widgets that appear on each one.
Dashboards Tools & Widgets	This tool enables Users to configure Tools and Widgets available in the Team Dashboards System.

Calculate Pricing

The Pricing Estimator tool enables Users to estimate the cost of subscribing to use Subscribe-HR's Cloud HR Software Platform. Users specify which solutions they want to use and how many Employees/Users would be using/subscribing to the system, and the Pricing Estimator will provide a quote/estimate of the total cost of use per annum. It will also provide an estimate of any setup costs associated with the solutions you've selected to be part of your subscription.

Activation Hub Dashboard

Contents

Free Trial/Customer System Details

Create Key System Settings

User Management

Data Manager

Recruitment

Free On/Cross/Offboarding

Core-HR

Performance Management

SHaRe Surveys/Digital Forms

Reporting & Dashboards

Push Notifications & Workflows

Calculate Pricing

Navigation menu

Views

Personal tools

Navigation

Search

Tools