Help centre
How can we help?
35 step-by-step guides, written for the person doing the task. Inside PeopleTeam, a guided tour walks each role through its own screens.
Everyone
- Getting started with PeopleTeamSign in, finish your welcome steps and find your way around.Read guide
- Replay the product tourRun the interactive tour again, or jump to the part for one of your roles.Read guide
- Request time offBook annual, personal or other leave and follow it through to approval.Read guide
- How leave balances workWhere your balance comes from, when it grows and why it might look different to your payslip.Read guide
- Using the org chartExplore who reports to whom, jump to a person, and highlight departments.Read guide
- Update your profile and emergency contactsChange your contact details, address, photo and emergency contacts.Read guide
- Goals, check-ins and feedbackTrack your goals, answer regular check-ins and ask colleagues for feedback.Read guide
- Birthdays, anniversaries and new startersWhere celebrations appear, and how to share or hide your birthday.Read guide
- Read and acknowledge policiesFind company policies and documents, and confirm you’ve read them.Read guide
Managers
- Approve or decline leaveReview leave requests from your team, with balances and clashes shown alongside.Read guide
- Find and fix missing detailsSee whose records are incomplete, what's missing and where to fix it.Read guide
- Use AI to draft and reviewHow to draft advert and job description wording with AI, and how to read an AI review of an application.Read guide
- Support your teamSee who’s away, reply to check-ins and keep an eye on goals for your direct reports.Read guide
- Prepare and approve offersHow HR prepares an offer, who approves it, who can see the pay, and how revising and withdrawing work.Read guide
- Create and manage vacanciesRaise a hiring request, get it approved, set up the hiring team, scorecard and advert, then open it for applications.Read guide
HR
- Your organisation, branding and switching organisationsWhere to find organisation details, departments, branding, documents and settings, and how to switch between organisations.Read guide
- Add a new starterCreate an employee record, invite them and start their onboarding checklist.Read guide
- Publish and manage company documentsAdd policies and documents, choose who can see them, keep a version history and archive old ones.Read guide
- Onboarding and offboardingUse shared checklists so HR, IT, managers and the employee all know what to do.Read guide
- See PeopleTeam as someone elseCheck exactly what a person can see, without signing out or changing anything.Read guide
- Document templatesImport Word templates for job descriptions, employment agreements and job adverts, check them and approve a version.Read guide
- Create documents from templatesBuild job descriptions, employment agreements and job adverts from an approved template, save versions, finalise and file them.Read guide
- Signing documentsAsk people to sign an agreement electronically, add an employer countersignature, and check a signed document later.Read guide
- Leave types, balances and long service leaveSet up leave types, enter opening balances and understand state-based LSL rules.Read guide
- Set up recruitment for your organisationA checklist for HR and admins covering access, stages, careers page, email templates, AI and reminders, with where to find each.Read guide
- Upload volunteering data from Be CollectiveBring real volunteering hours, causes and skills into Community Impact with a CSV file.Read guide
- Workforce reportsHeadcount, turnover, leave liability and other reports, and how to export them.Read guide
Administrators
- Turn on and manage AI assistanceWhat the two AI switches do, what you need before turning on candidate AI, the monthly allowance, and what is and isn't recorded.Read guide
- Billing, seats and invoicesHow PeopleTeam charges for your organisation, what counts as a seat, and how to update your payment details or find an invoice.Read guide
- Members, roles and payroll accessWhat each role can do, how to change someone’s role and how to give payroll access.Read guide
- Connect Xero PayrollLink your Xero organisation so leave and balances stay in sync and pay is shown live from Xero.Read guide
- Troubleshoot the Xero connectionFixes for the most common Xero connection and sync problems.Read guide
- Use the audit logSee who changed what and when across your organisation.Read guide
Payroll & finance
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