Getting Started with Leo HR
Moving your HR into a proper system doesn't need to become another major project.
Leo HR is designed to help employers bring their employee information and everyday HR administration into one straightforward platform.
Whether you're moving away from spreadsheets, replacing another HR system or putting formal HR processes in place for the first time, getting started with Leo is designed to be simple.
1. Create Your Leo HR Account
Start by creating your employer account.
You'll be able to access the Leo HR platform and begin setting up your organisation.
From there, you can start bringing your employee information and HR administration together.
2. Add Your Employees
Build your workforce inside Leo so important employee information is available from one central location.
Instead of relying on separate spreadsheets, folders and email trails, Leo gives you a structured employee record that connects with the wider HR platform.
3. Bring Your HR Documents Together
Upload and organise the documents your organisation already uses.
Leo provides dedicated areas for company and employee documents, helping you create a clearer home for your HR information.
4. Set Up Your HR Foundations
Good HR starts with good foundations.
Leo helps employers organise the essential information and processes that support the employment relationship, giving you greater visibility over what is already in place and what may need attention.
5. Invite Your Employees
Leo includes a dedicated Employee Portal.
Employees can access relevant employment information and documents through their own account, reducing the need for routine information to be managed through emails and separate files.
6. Start Using Leo for Everyday HR
Once your organisation is set up, Leo becomes the central place for managing everyday HR activity.
Use it for employee records, absence, return-to-work administration, probation, compliance, HR matters, documents, learning and other workforce responsibilities.
7. Ask Leo When You Need Help
HR doesn't always follow a predictable script.
When a question or employee situation arises, Ask Leo provides AI-powered HR guidance directly within the platform.
That means you don't have to leave your HR system and start searching for answers elsewhere every time you're unsure what to do next.
Moving From Another HR System?
If you're already using HR software, moving to Leo gives you the opportunity to bring your employee information, HR processes and intelligent support into one platform.
The aim isn't simply to replace one database with another.
It's to give employers a more useful HR system.
Moving From Spreadsheets?
You're not alone.
Many businesses begin managing HR through spreadsheets, documents, email and calendar reminders.
Leo gives you a structured next step, bringing that information into a system designed specifically for managing employees and HR processes.
Ready to Get Started?
See how straightforward managing HR can be when your employee information, processes and AI-powered support are connected.