Be financial services
made simple
Use Australia’s leading cloud-based HRIS and payroll platform that is designed for financial services businesses. We have made it easy to manage employee onboarding, rostering & performance management and this has helped financial services organisations achieve big savings in time and productivity. As a subscriber you will also enjoy HR support from our team of degree qualified HR professionals
4 reasons why your financial services business needs Happy HR
1
Fast and efficient onboarding
Onboarding can take a lot of time. We make onboarding and offboarding a breeze and it takes less than 2 minutes to invite an employee!
2
Legal compliance
It’s a legal requirement to keep your professional certificates, licenses and employee documents on file. Happy HR informs you when a document is going to expire so you're always compliant.
3
Training and development
Scale the training of your staff to ensure that employees understand workplace standards and more easily at the click of a button!
4
Better ROI on your time
Reduce your HR administration by over 90% so you can get back to managing your business.
Seamlessly connect to your favourite apps!
Boost your productivity, reduce paperwork and save administration time by seamlessly integrating with apps including Xero, Quickbooks, Tanda, MYOB, Cloud payroll, Reckon and Deputy to name a few.
Happy HR Industry Features
Manage the hiring process seamlessly in one platform with job ads, interview guides, video applications, reference checks and candidate review. You can also use our fixed fee recruitment services that come with a three-month guarantee!
Happy HR allows you to manage the whole paperless induction process in the cloud. Send your recruit their employment offers electronically at the click of a button. You will reduce the time spent preparing, sending and receiving contracts by over 90%. The employee then can accept their contract, position, policies all before their first day at work!
Happy HR enables you to have legally compliant employment contracts that can be customised for full time, part time, casual, contract, sub-contractor and volunteers. Choose from a suite from
over 45 + HR policies. You will have peace of mind as our contracts and policies are constantly reviewed by our in-house team of employment lawyers to ensure legal compliance.
It is a legal recruitment that employees are performance managed in line with the Fair Work Act.
Happy HR has an easy to follow workflow that ensures you remain compliant when conducting performance appraisals, performance improvement plans, development plans, disciplinary actions and warnings etc. The platform sends out notifications and time stamps all activities to ensure you and your managers are following the correct performance management processes.
It is a legal recruitment that grievances are managed in line with the Fair Work Act.
Happy HR has an easy to follow workflow that ensures that you remain compliant when conducting the entire grievance investigation process. The platform sends out notifications, time stamps all activities to ensure you and your managers are following the correct grievance management process.
Developing and training staff is one of the easiest ways to deliver an increased ROI on your employees. You can use training plans as another way you can eliminate risk by effectively training staff on workplace safety. Our training module allows a user to conduct group or one on one training sessions, conduct a training assessment, pass or fail participants and send out a certificate of participation to successful employees. You can also set reminders for future training.
Happy HR allows you to add procedural documents, control what position can see what procedural document and send out notifications on updates to the procedures etc. By having procedures that are easily at hand, allows employees to remind themselves of company processes.
Boost your productivity, reduce paperwork and save administration time by seamlessly integrating with apps including Xero, QuickBooks, Tanda, Cloud payroll, Reckon, MYOB, Deputy and Key Pay to name a few. Integrating with one of our partners is done at the click of a button.
The Happy HR dashboard has a range of HR reports that provides a user with real time insights into the current state of your HR health.
You can monitor events, gender diversity, leave, activities, approvals, happiness etc. at the click of a button.
Induction Steps
1
Pre-introduction call
You’ll receive a call from your HR Consultant welcoming you to Happy HR. They will give you an overview of the process you will work through together.They will also ask for any relevant documentation you may have (PDs, policies, etc).
2
Introduction call
You’ll discuss the strategic, financial and operational goals of the business so your HR consultant can align the documents to your needs.
3
Document review
Your HR Consultant will present all the documents to you (Contracts, policies, PDs) to ensure you understand them and are confident they are reflective of your business needs.
4
Systems check
Together we will review all key areas of the Happy HR platform to ensure they are configured exactly to your needs.
5
Key employee invite
Your HR Consultant will show you how to invite company admin and key staff members into the system.
6
Training
Training will be conducted with all key staff. They will be educated on where/how to get support if needed.
Customer's Feedback
HRIS Software That Reduces HR Admin By 90%
They’re second to none in terms of picking up the phone if I’ve got an issue and get a call back straight away. We want to help people the best we can so we need the right staff and support within our own four walls. Happy HR has so many different elements to it, it’s not just here’s your Employment Contracts and here’s your Policies.
Jason Olszenwski
Director, CC Partners
The support from Happy HR is second to none. Knowing that you can pick up the phone and talk to someone who is an expert in the field and will really guide us through it gives you a real level of comfort. We feel like we have an HR department.
Kerry Howell
Practice manager, Scott partners
I like the fact that we can go at our own pace, and it really is a great system that covers everything and more. The support is incredible knowing we can call aqualified HR professional to assist is wonderful.
Antoinette Puopolo
Director, Kids Resort
Yes - it would be a life with time needlessly spent on processes that don't generate the outcomes we want in our business! We're very well supported by HappyHR so it's a win-win for us.
Corey Wastle
Director, Verse
I can’t imagine life without Happy HR! I can’t imagine going back to our Word documents, spreadsheets, and facing the challenges that Happy HR so easily eliminates in our business so we can get on to running and growing our business.
Aidan Pennell
Director, Custom foods
It’s been such a great system to use that I am using it with other business ventures I have. I definitely recommend Happy HR to any business.
Rory Somerville
Director, RayWhite
Get rid of your HR anxiety – Today!
Happy HR™ Gives you all the tools you need to take care of the whole employee life cycle.
Happy HR's
Pricing Plans
Regardless of your business size we have the right plan for your needs.
The
#1 HRIS
Software for Finance Businesses
Being an effective HR manager means staying on top of many administrative tasks, some of which can often be tedious. With Happy HR software, you can make that easier than ever.
Our comprehensive solution allows HR departments in finance businesses to manage all employee information in one convenient place, with user-friendly software tools that enable easy access and streamline processes throughout the organisation. So whether you’re keeping staff paperwork and records up to date, or organising training for the whole organisation, our HR management software can simplify the process.
From onboarding new hires to tracking employee attendance and pay slips, Happy HR has a reliable HR software you can count on. Rely on us to take care of your staff’s admin, so you have more time for making important human resources decisions.
Our HR software for finance includes integrations that make it a comprehensive solution to enable managers in the finance industry to maximise their team’s efficiency and productivity. Our intuitive system allows for easy task automation and integration so businesses can get more out of their employees.
This technology reduces manual labour in finance-related activities, allowing teams to save time and maximise their output. It ensures cost-efficiency by cutting down on employee hours by automating tedious tasks such as payroll processing and expense tracking. And it can automate benefits management. Even better, it can be accessed anywhere at any time via our cloud-hosted platform.
Managing resources in finance has challenged many organisations. Our HR software is a comprehensive, affordable and powerful solution. In addition, our secure authentication process ensures secure user management and protects businesses from potential fraud. With features such as automated reporting, an intuitive dashboard interface and automatic data exchange across departments, our HR software is the perfect tool for managing financial teams efficiently.
A finance advisory business needs to have a comprehensive HR program in place for recruitment, onboarding new employees, managing benefits and payrolls, tracking performance, and more.
HR software is a great way to manage the range of activities that come with having employees. It provides an automated platform to make HR tasks easier and more efficient. With the right HR software solution for your unique business, you can reduce paperwork and manual labour, quickly track employee attendance and performance records, improve communication across teams, better secure employee data, and access real-time insights on how your team is performing.
Additionally, it can create efficiencies around payroll processing so you can easily update salary information or process payments faster. Investing in advanced HR software solutions is the best way to ensure your business runs smoothly while meeting payroll obligations and other regulatory requirements with minimal effort.
HappyHR is a great choice for companies looking for a comprehensive HR solution. From revamping the onboarding process to streamlining the payroll management process, this easy-to-use platform takes care of all your HR needs and can drastically reduce administrative tasks so your team can have more time to do what they do best. Try out HappyHR now and join thousands of companies already benefiting from its outstanding features and robust performance. Check out our pricing information and get your free demo setup today.
Frequently Asked Questions
Yes, Happy HR is easy and intuitive, and you do not have to be an IT wizard to take advantage of what it has to offer. <br> Our HR process enables clients to seamlessly run their organisations – not get in the way. We will ensure that we provide support, training, and webinars so you and your staff understand how to successfully use the Happy HR platform.
Our team of qualified HR consultants will collaborate with you to set up the system, ensure your HR policies are in line with your values and write your position descriptions to ensure that the activities in each position description are truly aligned to your strategic and operational goals.
We collaborate with you to become a master user and provide training to managers and employees as well. The software is easy to use and will reduce 90% of your HR administration. Also, if you need support, our dedicated Client Relationship Team is here to help you with all enquiries.
In general, clients are up and running in about 3-5 hours. You simply choose a plan, then fill out a simple questionnaire, which will populate ready to use legally compliant HR policies that are tailored to your company.
From there you create your position descriptions, organisational chart, and you are ready to go.
Happy HR will save you a significant amount of time and money. Having all your documentation in one place in an easy to find format means everything is at your fingertips.
Yes, it is. Happy HR takes data protection very seriously. Happy HR has policies and procedures to store personal information securely. We respect the privacy of our client’s personal information and our commitment to them is demonstrated by using the same principles required by Australia’s privacy legislation for dealing with customer information.
This information is strictly confidential and will only be used for the purpose for which it was collected and no other purpose without your written authority. Furthermore, we only provide access to those who are required to perform the administration activities.
We undertake that the information we receive will be kept confidential and will not be passed on to another party without your express permission or unless we are required to by law.
Happy HR is suitable for all businesses. You have a legal obligation to have HR policies to govern your business or you risk being like the other cases that ended up at Fair Work Australia last year because they did not have a legally compliant HR process and or HRIS system.
You will have access to 15 minutes of phone-based support per month. We also provide Zoom support, and virtual screen sharing so we can demonstrate features to you on the spot. We want to ensure that you and your staff know how to successfully use the Happy HR platform.
If you have a HR question, an anxiety, a question about performance management or how to handle a difficult situation, or need to talk to a HR professional about any situation in your workplace as your HR partner we are here to help by emailing help@happyhr.com
More Information To Get Started
What training can I get for myself and employees?
Happy HR is here to provide ongoing HR training, provide HR support, webinars to ensure that you maximise the use of the software. We want to ensure you get the benefits of the software but also the benefit of having us as your HR partner. As qualified HR professionals we are truly here to help.
How do I maintain my polices to ensure that they are up to date and legally compliant?
Our documents are approved by legal professionals. To ensure that you remain legally compliant, we recommend that clients use our easy-to-use copyrighted self-population questionnaire that pre-populates current HR polices that are legally compliant. This way when there is an update to a policy because of a change to HR legislation clients can remain HR compliant with our simple acceptance system. If you update your information by using the edit company tab in the Happy HR Admin document dashboard, they will also remain legally compliant. Our policies are compliant to Australian Commonwealth standards. You may make alterations to the documents, but these will no longer carry the assurance of Happy HR PTY LTD. Happy HR can organise for a legal professional to review your amendments. There is a small but reasonable fee to review your altered policies to give you peace of mind. Remember it is your obligation to run your company according to the policies should you accept them.
How do I induct new employees?
Staff induction is now done in a flash! Happy HR has an online induction process that you use via the organisational chart. All you do is simply fill in the new recruit’s email address, salary, offer expiry date and our platform allows new recruits to review and accept their letter of offer, position description and company HR policies all before their first day at work!
How do I create position descriptions?
You can create position descriptions that clearly outline the performance indicators, core competencies, experience and education required for each role. Simply go to the position description creator and choose a position description from an industry or use the creator to create a position. Remember a position description must have performance indicators. The process is easy to do, however if you are having trouble, you can call us to ask for help!
Can I modify my HR policies?
Yes, clients can modify their HR policies, but this may affect their legal compliance. Happy HR can organise for a legal professional to review your amendments. There is a small but reasonable fee to review your altered policies to give you peace of mind.
What is the performance improvement plans, why do they drive performance?
Our performance improvement plans are based on S.M.A.R.T Goals. S.M.A.R.T is an acronym for: Specific, Measurable, Action-orientated, Realistic and Time bound. The performance improvement plans are used to train a person who is not meeting the performance indicators as stipulated in the employee’s Position Description. A manager will place an employee onto a performance improvement when they are not meeting performance requirements. The manager and the employee mutually agree on the performance improvement plan, so both are aware of what obligations are required from each party to ensure the performance improvement plan is achieved.
