Help & Training
Learn Hexis, task by task.
A proper help centre for the work your team does every day. Every guide explains what a feature is for, shows you the screen, and walks a real example end to end — 121 of them, across 10 suites.
New to Hexis
Getting started
The short path from your first sign-in to a workforce you can run — how Hexis is organised and what to do first.
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Search the guides
Search 121 how-to articles across 10 suites — each with an overview, the screen it lives on and a worked example.
The platform
How Hexis is organised
The whole workforce lifecycle — hire, onboard, roster, pay, engage and comply — and the suites that deliver each stage.
Browse by suite
Start where you work.
Each suite has its own help section — open one for everything it covers, grouped by the job you’re doing.
All guides
Find the task you need.
Search by task, filter by suite or depth, and open a full walkthrough.
Open and read a worker profile
Find any worker and read their full record — identity, role, pay class, tickets, leave and skills — in one place.
Manage a worker’s personnel file
Upload, categorise and track every document on file for one worker — contracts, certificates, identity and more — with expiry built in.
Verify worker skills
Work through pending skill claims, check the evidence in place, and approve, reject or ask for more — singly or in bulk.
Reorganise the org chart
Move a team and everyone under it to a new parent in a few clicks, with the whole subtree following the change.
Transfer or promote a worker
Move someone to a new position, team, cost centre or reporting line — recorded against their history, not retyped.
Send an onboarding invite
Invite a placed candidate to begin onboarding — the first formal step that turns a hire into a starter.
Onboard a new starter end to end
Take one person from accepted offer to roster-ready: identity and right-to-work, pay and super, induction, then provisioning.
Run a probation review
Log check-ins through a probation period and make the end-of-period decision — confirm, extend or release — with the evidence in view.
Request leave
Pick a leave type and dates, see your balance and how it affects the roster, and submit for approval in one go.
Approve a leave request
Review a worker’s leave request with their balance and the shifts it affects, then approve or decline in one tap.
Enrol in a benefit plan
Read a plan’s cost and eligibility, elect your amount, and enrol — with the cost shown before you commit.
Set up salary packaging
Arrange a worker’s pre-tax packaging items for the year, with a cap meter that keeps the total within the limit.
Set and track a goal
Author an objective with measurable key results, align it to a parent goal, and watch progress roll up automatically.
Open a review cycle
Create a review cycle and open it to generate every self and manager review packet across the in-scope workforce.
Complete a performance review
Rate competencies and goals, set an overall rating and write a summary — then submit your self or manager review.
Offboard a worker
Walk a leaver through to a clean close — reason, engagement end, the exit checklist and the final-pay handoff.
Raise a job order
Open a new role to fill — client, site, headcount, pay and requirements — so sourcing can start straight away.
Approve a client requisition
Review a requisition a client submitted and approve it to open the job order and start the pipeline.
Compose and post a job ad
Write the ad copy for an open role, preview it as candidates will see it, and distribute it to your job boards.
Add a candidate
Capture a new candidate by hand — identity, contact, target role, right-to-work and CV — straight into your pipeline.
Capture candidates with an application link
Create a shareable, branded application link that turns visitors into candidates in your pipeline automatically.
Merge duplicate candidates
Work through suggested duplicate pairs and merge, keep both, or open the existing record to keep your data clean.
Refresh a talent pool
Re-evaluate the people in a talent pool against current criteria and act on the ones who’ve gone stale.
Build a shortlist for an order
See candidates ranked against one job order by match quality, compare them, and pick who to take forward.
Score a candidate with an assessment
Send a candidate a skills-and-fit assessment and read their rubric-scored result to decide whether they advance.
Advance candidates through the funnel
Move candidates from new through screening to offer-ready, with a clear read on what’s flowing and what’s stalled.
Schedule and track interviews
See today’s interviews, the week ahead and the backlog, schedule what’s waiting, and confirm outcomes are logged.
Confirm a placement
Turn a chosen candidate into a confirmed placement, set the commercials, and hand them to onboarding.
Cover an unfilled shift
Fill a gap in the roster with the best-matched available worker and send the offer in a couple of clicks.
Create a single shift
Add one shift to the roster — site, time, role and pay — with compliance checked as you fill it in.
Build a roster on the board
Lay out a week of shifts on the worker-by-day board, check coverage, and publish the roster in one place.
Build rosters from patterns
Save a recurring schedule once as a pattern, then generate weeks of shifts forward from it without rebuilding by hand.
Set up crew rotations
Run fly-in fly-out or swing rosters by layering on/off blocks over a pattern so crews cover a remote site back-to-back.
Forecast labour demand
See how much labour each site will need in the weeks ahead, based on recent actuals, before you build the roster.
Plan capacity for the weeks ahead
Check whether your deployable pool can cover forecast demand, week by week, after leave and expected shrinkage.
Track the labour budget
Watch the committed roster’s cost against each client’s budget for the period and catch overruns before pay runs.
Run the shift marketplace
Let workers bid on open shifts, see the bidders ranked by fit, and award each shift to the strongest match.
Swap or hand off a shift
Work the queue of swap and pickup requests, check the replacement is eligible, and keep both rosters in sync.
Set worker availability
Record when a worker can, can’t or prefers to work, so the roster only offers them shifts they can actually take.
Clock in and out for a shift
Start and finish a shift the way the site requires — tap, scan or confirm — with a clear go or no-go each time.
Approve timesheets
Review submitted timesheets, clear any exceptions, and approve the clean batch so the period can close into pay.
Submit and approve an expense claim
Lodge a receipt, mileage, allowance or per-diem claim, then approve, reject or mark it reimbursed from the register.
Run a pay cycle end to end
Turn approved time and leave into gross, tax, super and net pay, then finalise the run with the numbers checked as you go.
Clear the payroll exception queue
Triage everything a pay run flagged for a human — missing details, shortfalls and compliance blocks — so the run can finalise cleanly.
Find payslips and earnings statements
Every finalised run produces a payslip per worker — find them, then open the earnings statement behind any one to see the pay built line by line.
Lodge STP and super submissions
Track every government lodgement a finalised run produces — STP to the ATO, super to the clearing house — and confirm each was accepted.
Manage superannuation contributions
See the super accrued each payday per worker and fund, track it to its due date, and confirm it was paid on time.
Understand tax and PAYG withholding
See the marginal tax scale Hexis applies, what it withholds at sample earnings, and how PAYG was calculated on each run.
Set up award interpretation and pay rules
See how Hexis turns awards and agreements into the pay rules behind every line, read the actual rate card, and get each worker’s rate right.
Process back pay and arrears
When a backdated pay rise hits periods already paid at the old rate, see the arrears re-computed per period and paid in the next run.
Run a parallel run before go-live
Before cutting over, run pay in parallel with your old system and read the verdict — identical, within tolerance, or divergent.
Forecast payroll cost for a scenario
Model a what-if roster and get a projected labour cost — gross, super and on-costs — using the same rules a real run would.
Read payroll cost analytics
See what payroll is costing across recent periods — headline totals, the cost trend, and where the latest period’s money went.
Add and set up a client
Create a client company, place it in its group hierarchy, and connect it to the rules that govern its work.
Manage client sites
Keep every place your workforce attends — address, location and worker count — current across all clients in one view.
Read the client KPI dashboard
See client health across the whole book — sites, workers, open pipeline and group rollups — refreshed every night.
Work the CRM pipeline
Move opportunities through the sales stages on a board that shows count and value at every step.
Log and track CRM activities
Record calls, meetings and tasks against accounts, and work your open and overdue tasks from one list.
Build and send a quote
Assemble a priced quote from rate cards, add adjustments, and send it for signature — the front of quote-to-cash.
Manage contracts and statements of work
Hold each client’s contracts and statements of work — value, term and status — in one register you can track at a glance.
Raise and send invoices
Turn approved time and rate cards into a tax invoice, run the compliance check, and send it to the client.
Track invoice ageing
See how much is owed and how stale it is, split into ageing buckets, with the worst-aged debtors pulled forward.
Raise and issue an RCTI
Raise a recipient-created tax invoice on a subcontractor’s behalf, from their pay lines, and issue it correctly.
Work with rate cards
Set what you pay and what you charge per client and role, so every invoice and quote prices to a known margin.
Watch margin alerts
Catch rate cards whose margin has slipped below its floor after a pay or on-cost change, before it erodes profit.
Run collections and dunning
Chase overdue invoices with an escalating reminder ladder, working a worklist of exactly what to send right now.
Recognise revenue across schedules
Spread invoiced revenue across the period it is earned, tracking what is recognised versus still deferred.
Send a one-off message
Pick a channel, choose who it goes to, write or drop in a template, and send — to one worker or a handful.
Launch an outreach campaign
Define an audience, pick a template and channel, dry-run who it reaches, then send a campaign to many people at once.
Manage your message templates
Keep a clean library of reusable, on-brand messages — find, filter and tidy the templates every campaign and trigger draws from.
Build a message template
Compose a reusable message with merge variables, set a subject, preview against real-looking data, and save a version.
Set up an automated message trigger
Connect a workforce event to a template so the right message sends itself — with throttles, de-duplication and a test mode.
Manage opt-outs and consent
See who has opted out of which channel, understand why, and opt someone back in — every change kept on the record.
Run a survey
Put a measurement run into the field — pick a template, choose the audience, set the cadence and anonymity, and launch.
Build a survey
Author a measurement run end to end — template, audience, schedule and anonymity — all on one screen, so the pieces fit.
Read your survey results
See response rate, score per question and a cohort heatmap that makes the at-risk group obvious at a glance.
Track team sentiment
See the mood in workers’ own words — positive, neutral or negative — and where it’s shifting, across every open comment.
Track employee Net Promoter Score
Follow your eNPS — the share of promoters minus detractors — on a single gauge, with the trend and the cohort breakdown.
Recognise a teammate
Give a teammate kudos tied to a company value — with an optional badge or points — and keep good behaviour visible.
Report an incident and drive it to close-out
Capture what happened from any device, then triage, investigate, action and close the incident on its record.
Report and control a hazard
Log a hazard, risk-assess it on the matrix, add controls and set a review date so the risk stays managed.
Log observations and run toolbox talks
Capture what workers see in the field and record short pre-start safety briefings with who attended.
Run a safety inspection
See upcoming inspections, complete one against a checklist, and turn each finding into a tracked fix.
Issue a permit to work
Raise, approve, activate and close a high-risk-work permit so the right controls are in place before work starts.
Author a SWMS or JSA
Write a Safe Work Method Statement, publish it, and have it reach workers to acknowledge before they start.
Build a custom safety form
Shape your own inspection checklists, permits and audits from typed fields, then publish them for use on site.
Manage the chemical and SDS register
Keep every hazardous chemical on site recorded with a current Safety Data Sheet and surface what is overdue.
Manage contractor safety
Prequalify contractors, check their insurance and inductions, and see at a glance who is site-ready.
Track corrective actions to closure
See every open safety action across the org in one worklist, and drive what is overdue or unassigned to done.
Your personal safety view
See what you reported, what you owe, and what you still need to acknowledge — all in one personal view.
Verify a worker document
Check a worker’s identity, right-to-work or credential document against the record and capture the verification in one pass.
Renew an expiring clearance
Start a renewal on a clearance before it lapses, verify the new evidence, and set a fresh expiry with no gap in eligibility.
Work the clearance register
Scan, filter and triage every worker clearance across the workforce from one searchable table.
Read the clearance matrix
See your whole workforce against every required ticket in one grid — current, expiring, lapsed, in progress or not held.
Set up clearance types
Define what credentials exist in your organisation — name, category, validity period and whether they need verification.
Manage medical clearances
Track fitness-for-work medicals across the workforce and stop deployment when a medical lapses or a worker is found unfit.
Clear the obligations register
Track every mandatory safety action with its deadline, and close each one by marking it satisfied or waiving it with a reason.
Browse policies and rules
See every enforceable policy in your organisation, which industry profile it belongs to, and whether it actively blocks or just documents an expectation.
Run policy attestations
Track who has acknowledged each policy, chase the outstanding sign-offs, and record your own acknowledgements.
Run an internal audit
Run audit engagements, track findings to remediation, and keep control tests current from one internal-audit surface.
Hold a management-system review
Record the periodic leadership review of your management system — inputs, outputs, decisions and actions — with a clean lifecycle.
Assess vendor and third-party risk
Keep a register of your suppliers with their criticality, the data they touch and their risk band, and surface the assessments that are due.
Browse the course catalog
Find the right course fast — filter by category, delivery and mandatory status, then enrol straight from a card.
Assign a course to your team
Send a course to one worker or a whole group with a due date, and track who has started, finished or is overdue.
Track your own learning
See everything you’re enrolled in, what’s due, and pick up exactly where you left off.
Build a course
Create a course from scratch — set its details, add ordered modules, then publish it to the catalog.
Build a learning path
Bundle existing courses into an ordered curriculum that builds a role or skill, then publish it for workers to follow.
View your certifications
See every credential you hold, which are valid, and which are about to lapse — with the evidence attached.
Renew an expiring ticket
Catch credentials before they lapse and refresh them — so a forklift licence or white card never stops a shift.
Read the competency matrix
See, in one grid, which workers hold which required courses — and where the gaps are for each role.
Set up compliance training
Keep a team on top of mandatory training — see who’s compliant, who’s overdue, and assign the fix from one screen.
Run learning reports
Measure training completion, compliance and credential coverage across the workforce, and export the numbers.
Browse and filter the asset register
See everything your operation owns in one filterable table — tag, category, value, status and site.
Assign equipment or PPE to a worker
Hand out a radio, laptop or PPE kit and record who has it, when and in what condition, so nothing goes missing.
Track who holds what and chase returns
Read the custody ledger to see what is still out, who has it and what condition it came back in — then return items.
View the equipment assigned to you
See the radios, PPE and devices you have been issued, when you got them and the condition they came in.
Read an asset record and move it through its lifecycle
Open one item to see its state, value, holder and full history — then store, service, retire, dispose or mark it lost.
Schedule and log preventive maintenance
Put recurring service plans on your kit, see what is overdue or due soon, and log each service as it is done.
Reserve a shared asset for a window
Book a shared item — a vehicle, a generator, a test kit — for a date range, with double-booking blocked for you.
Manage crew accommodation and room bookings
Run the crew-camp board — rooms, beds and stays — and book people in for a window without overfilling a room.
Read the asset reporting roll-up
See how big and valuable your base is, its split by status, what is due for service and how custody and bookings are tracking.
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Your Hexis team is one message away — and the in-product assistant can walk you through any of these tasks while you work.