1. Set Up Your Access & Users

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

Set up HR users 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.

Enable employee access Find out how to enable employee access so they can view their own information anytime via the app and Personal Hub. Empower your team with self-service tools.

Work hub guide Learn how to manage your team’s leave requests and timesheets from your work hub. You can also view tasks, create new ones, and access shared documents easily.

Work hub for managers dashboard Learn what appears on your work hub dashboard and how to navigate it for easy access to key information, tasks, updates, and more—all in one convenient place.

Personal hub Learn how to use your Personal Hub to access payslips, manage tasks, view files, and stay on top of your work in one convenient place, anytime you need it.

2. Start Hiring & Onboarding

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

Hiring Smartly's Hiring feature give 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.

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.

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

3. Manage Your People

Keep records tidy, tasks moving, and info centralised.

Managing your employees' records Easily manage employee personal and employment details, plus upload and store important files—all in one place. Stay organised and keep records up to date.

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, it sends employees an email when a task needs to be completed, saving time and reducing work.

Streamline your people management processes 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.

4. Stay Compliant

Track important dates, ensure right-to-work, and access legal advice.

Your important company and people information in one place Smartly’s People dashboard consolidates employee data like position, manager, pay group, and contract group into a single, easy-to-view interface for quick insights.

Key company and employee details at a glance Admins and managers get one-click access to critical company and employee information—documents, tasks, and details all available in one convenient spot.

5. Manage Time & Leave

Approve leave, track hours, and keep payroll aligned.

Managing your team's leave with Work Hub Learn how to manage your team's leave requests from your work hub

Managing your team's timesheets with Work Hub Learn how to manage your team’s timesheets from Smartly work hub, track progress, streamline payroll tasks. Everything you need in one easy-to-use platform.

6. View Reports

Create and view reports in Smartly to quickly access the information you need.

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

Reporting guide Everything you need to know about Smartly reports in one place! How to use the report generator, how to customise your 'Check payroll' reports, plus descriptions of all available reports.

7. Support & Resources

Help when you need it, and links to useful extras.

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