Start from your situation
Managing HR for clients? Here is what to do, in order.
One practice, many organisations. Get each client to invite you, work in one client at a time, bring in what they already have and keep their deadlines in view. Here is the order, with a link for each step.
Create your account, then ask each client to invite you into their organisation.
From first client to a routine you can repeat
7 steps, in order. Each one links to the page that explains it.
Ask each client to invite you
The client's owner or an administrator invites you by email and chooses your role, such as HR, compliance or a read-only auditor. You sign in with a one-time link, an emailed code or a passkey, and one login covers every client.
HR consultantsSwitch into the client and see what needs attention
Use the organisation switcher to move between clients. Home shows what needs attention in the client you are in: what is missing, what is due and who needs to act. You work in one client at a time for now.
Compliance overviewBring in what they already have
Import the client's existing HR folders as a ZIP, or import a CSV. HRHive matches files to people, you review everything before it is saved, and an import can be rolled back. Or add people one at a time.
Employee recordsSet up starters, contracts and policies
Send each new starter one emailed link for their details and documents. Build contracts and written statements from plain questions and send them for signing. Send policies and ask for acknowledgements.
OnboardingChase right to work, without completing it
See where each right to work check stands, ask for documents and chase what is outstanding. Someone the client has authorised completes the check, and HRHive records who, when and how.
Right to workKeep each client's deadlines in view
Expiries and follow-ups are reminded 90, 60, 30, 14 and 7 days before and on the day, and right to work follow-ups at 90, 60 and 30 days. Check each client's compliance overview as part of your routine.
RemindersShow your work
When a client asks, print the personnel file, a right to work check record, the Workforce Register or the Compliance Summary.
Evidence packs
What you will have at the end
- An invitation into the client's organisation, with the role you agreed
- The client's people and documents in one place, kept apart from every other client
- Starters, contracts and policies going through HRHive
- Right to work follow-ups in view, with the client's authorised person completing the checks
- Evidence you can print when someone asks