Smartly | People management

Smartly People Management helps you streamline HR admin, reduce compliance risk, and give employees a great experience – all in one place. It’s HR admin that powers your people – not one that slows them down. Whether you're just getting started or want to unlock more value, this page brings together all the tools and training to help you hit the ground running.

People Management Quick Start Guide
Download this pdf guide to help you navigate the processes to get your people, information and processes all started with People Management Download the pdf guide

Quick Start

Streamline HR tasks and manage your team with ease using Smartly’s People Management software. From hiring and onboarding to compliance and reporting, see how Smartly helps NZ businesses take the stress out of HR – all in one platform.

1. Set Up Your Access & Users

Get your team set up with the right permissions and views from the start.

Getting set up for People Management Learn how to set up HR admins and managers in Smartly to assist with people management, streamline tasks, and keep everything running smoothly and efficiently.

Manage your company files Keep all your documents in one centralised place with Company Files. Upload, store, and share documents with your employees for quick access and organisation.

Set up your training and compliance records Manage your dropdown options—positions, teams, assessments, qualifications, licenses, and certifications—all from one centralised place for easy organisation.

2. Manage Your People with Tasks and Automations

Keep records tidy, tasks moving, and info centralised.

Getting started with Tasks and Automations Learn how to use Tasks and Automations together to plan, track, and streamline admin processes.

Tasks Stay on top of your to-do list with the Tasks feature. You can create and assign tasks to yourself and others, as well as assign employees to oversee tasks.

Automations Automate your admin processes with handy Automations. Once set up, automations send employees an email when a task needs to be completed, saving time and reducing work.

3. Start Hiring & Onboarding

Create employee records, assign onboarding tasks, and reduce paperwork.

Hiring Smartly's Hiring feature gives you everything you need to make the most of Smartly when bringing a new employee on board - letting you set them up for success.

Onboarding Give your new employee the best experience possible and keep on top of the onboarding process with Smartly's Onboarding feature as part of People Management.

4. Manage your business with People Management

See your business hierachy in Org Chart, use reports to surface useful information, see how billing works or read our T's&C's.

Org Chart Keep all your documents in one centralised place with Company Files. Upload, store, and share documents with your employees for quick access and organisation.

People Management Reports Keep your records sorted and compliance on track with just a few clicks.

People Management Billing Learn how the price per employee per month model works for People Management

People Management Terms of Use

Resource Centre

The Resource Centre is a hub of employment related templates, checklists and guides. From warning letter examples, to expense policies, to guides for having difficult conversations with employees, and more. Get expert, up-to-date information when you need it.

Visit Resource Centre

Still have questions?

If you’ve got something niggly you need to chat through, give our experts a call. We love making the complex simple for you.

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Getting Started with Smartly People Management