Use tasks and automations to streamline your people management processes

No more last-minute scrambles to get licences renewed, annoying calendar reminders or people-chasing. Our tasks and automations take the stress out of your day-to-day people admin tasks.

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Create custom tasklists to best suit your business

Admins and managers with HR access can create task lists from scratch, giving you the freedom to personalise them to fit your business. Easily add task lists for jobs like expense claims, equipment requests, mileage reimbursements, and employee inductions.

Templates to get you started

We've put together some task list templates like renewing first aid certificates and onboarding new employees to get you started. Add, edit and remove tasks within the templates depending on your needs.

Easily assign tasks to others in your team

Assign and keep track of progress all in one place. Assign individual people to each task within your task list and they'll be notified that they've got a task to complete. Once a task has been completed you can see its progress in the task list.

Automated reminders when licences and certificate expire

Automate your certification and licence renewal processes, such as Site Safe Passport, and first aid certificates. Once set up, the automation will run in the background and will send employees an email when a task needs to be completed. 

Repeatable induction processes

Create repeatable induction processes, with tracking and reminders to ensure everything is completed on time. Use our base induction checklist to get you started and adjust to suit your business, then easily reuse for a streamlined induction process. 

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Not using Smartly payroll?

So you can manage your payroll and people all in one place our People Management product is available as an add on to either of our Payroll plans and is not available as a stand alone product.

Still have questions?

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