How can we help?

Getting Started

• Getting started
• Create a workflow
• Create a position
• Invite an employee

Dashboard

• Your dashboard

How to guides

• Pre hire registration
• Migrate employees from one Xero org to another
• Extra tax withholding requests
• Leave applications
• Annual leave in advance agreements
• Cash out annual leave

Workflows

• Create a workflow
• Workflow steps
• Copy a workflow
• Re-assign a workflow
• Create a self service workflow
• Start a self service workflow
• Send a reminder for a workflow
• Completion notifications
• Flow history

Workflow templates

• Client identity verification

Tasks

• Adding tasks
• Copying tasks
• Task types
• Set custom field task
• Skipping tasks

E-Sign

• E-sign basics
• Creating an e-sign template
• Adding fields to a template
• Field validation
• Ordered signing
• Adding an e-sign template to a workflow
• Sending a one-off document for signature
• Signing a document
• Tracking e-sign documents
• Updating an e-sign template

Positions

• Create a position
• Assign a user to a position
• Schedule workflows for a position

Custom Fields

• Custom fields basics
• Creating and using a custom field

Reminders

• Creating a reminder

Automations

• Document rules

Entry Points

• Entry points
• Approving access requests

Users

• User basics
• Invite a member
• Invite a supervisor
• Invite an admin
• Filtering users and saved filters
• Export users
• User notes
• Message a user
• User notifications
• Reset user MFA
• Archive a user
• Change a user's role
• Invite a member by QR code

Certifications

• Certification basics
• Adding certifications
• Assigning certifications to positions
• Assigning certifications to an employee
• Approving certifications
• Requesting certification updates from an employee
• Configuring expiry notifications

Videos

• Add a video

Businesses

• Add a business
• Switch between businesses
• Leave a business
• Archive a business
• Remind users

Logging In

• Employee login
• Magic link expired

Superannuation

• Setting up super stapling
• Troubleshooting an unsuccessful ATO connection

Xero Integration

• Connecting to Xero
• Syncing employees to Xero
• Importing employees from Xero
• Disconnecting from Xero
• Refreshing a Xero connection
• Frequently asked questions

Deputy Integration

• Connecting to Deputy
• Syncing employees to Deputy
• Adding a Deputy task to a workflow
• Disconnecting from Deputy
• Frequently asked questions

Visa Checks

• Visa check basics
• Adding a visa details task to a workflow
• Completing a visa check
• Reviewing visa check history

Billing

• Adding a subscription
• Linking a business to a subscription
• Invoices
• Cancelling a subscription

FAQs

• Data and Security
• PDF Upload Errors