This guide offers an introduction to myhrtoolkit and highlights some initial areas of interest to Users.
Myhrtoolkit is an easy-to-use HR software based in the cloud that can help manage items such as holidays, training, appraisals and more. As it is Software as a service (SaaS), there is no installation or setup required.
It gives users information at their fingertips that can be accessed anywhere with a suitable internet-connected device.
Myhrtoolkit has 3 levels of access:
- Users - Can only see their own information.
- Managers - Can see information about the employees they manage.
- Controllers - Can see all information, reset login credentials and change system settings.
Logging in for the first time
When logging into the Toolkit for the first time, you will be asked to confirm your Date of Birth as a security check.
You will then need to create your username and password before going to Myhome.
If the optional 'Security Questions' feature has been enabled by your system's Controller, you will be asked to provide the answer to at least one of the questions presented.
You will then proceed to the Myhome page.
What is Myhome?
Myhome is your area to review your personal and work information. It is also where you can interact with your organisation by performing actions such as submitting holiday requests.
Message Board is the central area for most notifications as well as the first page you see when you log into the Toolkit
Message Board notifications might be sent to you by a Manager, Controller or the system and may include (but is not limited to):
|Documents||Alerts you when a manager allocates a document to you. You can download the document from the Message Board. A full set of documents allocated to you can be seen via the Document Library.|
|Holiday Requests||Alerts you when a Manager responsds to a holiday request that you have made.|
|Messages sent via Comms||When someone sends you a message via the Comms feature, it will appear in your message board for you to view.|
|Task Reminders||If you are assigned a task by your Manager, reminders will appear on your Message Board.|
My File stores your personal and work information
Some of the information held in My File is editable by yourself, such as:
- Home Address
- Mobile Number
- Emergency Contact
- Work Email Address
You should check that all the data is correct by navigating to the relevant area, adding any required information and pressing "Update".
Within Holidays, you can review your entitlement, view your holidays and submit holiday requests
|Holiday Summary||Allows you to view your annual and outstanding entitlement as well as the holidays that you have requested, booked and taken.|
|Calendar||Depending on your organisation's settings, the calendar will display items such as colleague's holiday, allowing you to see available days.|
|Request Holiday Dates||Gives an overview of your entitlement and a holiday request form - below.|
|You simply enter a "From" date, "To" date, the amount of time off your request is, and any notes that you may be required to enter.|
When you submit a request, it is sent to your manager for review. Their response to your request will be posted on your Message Board. You can remove the notification by selecting "Noted".
Within myhrtoolkit, there are 2 types of absence:
General Absence - e.g. Dentist, Maternity leave etc.
Depending on your organisation's settings, you may be allowed to report your own sickenss absence.
To do this, click on the Report Sickness Absence tab, and the system will guide you through a self-certification form. This will allow you to upload any notes or documents relating to the sickness.
You are also able to view your historic sickness absences and general absences.
The Document Library has a range of tabs for different types of documents.
Your manager may allocate company documents to you. When this happens, a notification will be placed on your Message Board and you may receive an email. You can view all of your assigned documents from the Document Library.
The 'Pending Docs' tab allows you to quickly review any unread documents.
How do I set a 'Good' password?
When creating your password, it is important that you choose a password that is both secure and memorable.
The system will display your organisation's minimum password and the strength of your password.
Avoid passwords that you use for other purposes or one containing your name, your partner's or children's names, or your DOB.
Do not use a password that anyone else knows; one that uses a password containing any PIN code or password that gives access to your own financial information.
How can I change my username or password?
While logged in, navigate to Settings > Account > Change my login details - it's at the top-right of the screen.
What if I forget my password?
If you've forgotten your username, you will need to ask your Controller to send you a reset link.
I don't understand something in myhome, what should I do?
If you're unsure of something in myhome, click on the area you're unsure about (e.g. holidays) and at the end of the navigation tabs will be a question mark button. Clicking this will take you to a support guide for this area.
Alternatively, you can click the 'Support' button at the top-right of the Toolkit to view this Support Centre's guides.