Once you have completed your organisational setup, it’s time to prepare your team for Hiro by working through the following onboarding steps:
Positions Register
Start by setting up your positions. Positions let you define hourly rates, which are required for timesheet entry — and are also a prerequisite for creating user accounts. Each user account must be linked to a position, as this is where Hiro sources their hourly rate for use in timesheets.
You can manage positions in the Human Resources → Positions Register. For more guidance on setting up hourly charge rates, refer to: Configure Hourly Charge Rates.
You can also add optional position descriptions. These will be downloadable as Microsoft Word and PDF documents.
Create Hiro User Accounts
With your positions configured, you can invite staff to Hiro by creating user accounts.
Go to Settings → User Accounts, then click the blue “New user” button. You’ll be asked to enter basic details about the person you're adding.
For a full walkthrough of the New User screen — including an explanation of the different tabs and available settings — see: Step-by-Step: Creating a New User
After you create a user account, Hiro automatically sends them an email with instructions to log in and set their password.
User Privileges
Access levels for each person are managed separately on the User Privileges & Notifications page. This allows you to control who can see or do what in Hiro based on their responsibilities.
To learn more about how privileges work and how to assign them, see: Privileges – who can access what in Hiro.
Install Microsoft Outlook Plug-in
If you plan to archive emails into Hiro from Outlook, each user will need to install the Microsoft Outlook plug-in on their computer.
You’ll find the setup program and step-by-step installation guide here: Installing the Microsoft Outlook Plug-in for Email Archive.