How Do I Complete HR Tasks Assigned To Me In The Employee Portal?

When your employer has HR Suite enabled, several HR sections appear in your employee portal: My Checklists, My Documents, Company Policies, Training, and My Reimbursements. Log in to the employee portal and select the relevant section from the navigation menu.

My Checklists

This section shows any onboarding, offboarding, or other checklists your employer has assigned to you. Each checklist displays its start date, overall percentage complete, and the individual tasks you need to action. Select a checklist to see its tasks, then work through each item. The checklist updates its progress automatically as you complete tasks.

My Documents

The Pending Document Requests area lists any documents your employer has asked you to provide. To fulfil a request, select Upload next to the relevant request, choose the file, add any notes, and confirm. You can also upload additional documents using Add Document. Already-shared documents appear in the Documents table below and can be downloaded at any time.

Company Policies

All published workplace policies appear here with their acknowledgement status: Pending, Acknowledged, or Updated ÔÇö re-acknowledge (shown when your employer has revised a policy you previously acknowledged). To read and acknowledge a policy:

1. Select View next to the policy.
2. Read the policy content. If a change summary is shown, review what has changed.
3. Select Acknowledge to confirm you have read and understood it.
4. Confirm in the prompt ÔÇö this action cannot be undone.

Training

The Outstanding Assignments section lists training items assigned to you, with due dates and status badges (Pending, In Progress, Overdue, Mandatory). To record a completed training item:

1. Select Mark Complete next to the assignment.
2. Enter the Completion Date, select a Result (Attended, Passed, or N/A), and optionally add an expiry date and notes.
3. Select Cancel or confirm to save the record.
4. To attach a certificate or other evidence, find the completed item in the Training Records table and select Upload.

My Reimbursements

Use this section to submit expense claims for reimbursement. Select New Claim, then fill in the form:

• Category ÔÇö select the expense type if your employer has configured categories.
• Description ÔÇö briefly describe the expense.
• Expense Date ÔÇö the date the expense was incurred.
• Amount ÔÇö enter the amount directly, or use Calculate from mileage to calculate from kilometres and a per-km rate.
• Receipt ÔÇö attach a receipt image or file (optional, max 10 MB).

Submitted claims appear in the Reimbursement Claims list with a status of Pending, Approved, Rejected, or Paid. You can download the receipt for any existing claim using Download.

For information on how employers configure and monitor these HR tasks, see How Do Employees Complete HR Tasks In The Employee Portal?