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Upgrading from Appogee Leave to HR Success

Applicable packagesLeaveTimeHR EssentialsHR Success

Required RolesTeam Manager HR ManagerAdministratorADU Manager

When you upgrade your account from our Appogee Leave tier to Appogee HR Success , you'll be given access to the following additional areas: 

Some of these areas may not appear on your account initially - they are also switched off for all employees until you are ready to go live. 

To add the HR elements to your own profile so you can set up the HR Essentials features, go to Roles & Access > Login & Access and tick the required areas in the Access column for your account. 

  • HR - this will give you Company Docs, Profiles & Checklists
  • Clock in - this will give you access to the clock in & out feature for timesheets
  • Location - this will give you access to the Location module for employee working location tracking
  • Goals - this will give you access to the Goals module for objective tracking
  • HR Success Upgrade & Trial - this is to allow you to switch off the HR Success features for users when you are either trialling or just upgraded. This option will not be available permanently

This article will take you through the key configuration options for the HR Success package. 

Company Docs

Company Documents are documents or files that are related to the company and can be shared by all employees or at a team level. A Company Document can be a file, link or note that you wish to make available to multiple employees.

Company Documents are categorised into Company Document Types for ease of access and navigation. To set these up or configure the ones already here, go to Company Docs > Config. 

Once your Company Document Types have been set up, you can upload your documents. When you upload a document into the system you can set up Acknowledgement Rules, which send requests to employees to confirm to you that they have read the document. 

You can read more about Company Docs and Acknowledgements in the following articles: Company Docs and Company Document Acknowledgements


Employee information is held within the Profile area. Within Profile, you will see the high level areas of Personal, Employment, Performance, Learning and Assets. 

Within each process area, you will see categories and fields - this is where you can input employee information. You can customise these categories and fields so that the data you store about your employees is displayed in the way you would like. Additionally, you can choose what level of access Employees & Team Managers have to each of these fields. 

To customise the Profile area, go to Profile > Admin & Config > Record Categories & Fields. 

You'll see each of the HR Process areas here, along with the Categories. Click on any of these to customise it as you choose. 

You can read more about the customisation options within the Profile in the following articles: Categories & Fields and Making changes to Categories & Fields

Clock in / out

The Clock in / out module allows employees to mark when they have started and finished working, as well as track when they've taken breaks. Clock in and out times are then automatically added into Timesheets. 

Within the Timesheets, there will be expected working hours for your employees. These are derived from the Work Profiles you already have for Leave. If you'd like to amend any of these, you can set up separate Time Working Rota in each of your Work Profiles. 

You may also wish to set up Clock in notifications to remind employees that have not clocked in. This can be done by going to Clock in / out > Config. 

You can read more about the Clock in / out options in the following article: Timesheets.


Location is where employees can plan and mark where they are working from. You can set up different Office Locations and Zones within these, as well as set capacities in any of these areas for further location management. 

In order for employees to start making use of this feature, you'll need to set up Office Locations. This can be done by going to Organization > Office Locations

Office Locations can either have an address or not (in the case of home workers), as well as optional Zones within the Office Locations. 

As part of the set up, you can also identify whether the Locations & Zones have capacities - the number of spaces available for employees to book. 

You can read more about Location Planning and Capacity Management in the following articles: Office Locations and Location Recording.


The Newsfeed in Appogee HR allows you to share posts about your organisation with your employees. This could be for company wide announcements, social events or customer feedback, for example.

Posts are added to customisable categories; security settings within the categories can also be customised. 

When you first get access to the Newsfeed, it will be in Setup Mode. This will allow you to configure your categories and the relevant security access before switching the Newsfeed on for your employees. 

Once you are happy with the setup of the Newsfeed, you can enable it for your employees by going to Newsfeed > Config > Visibility.

Making a Post:

Select the Category you'd like your post to appear in and fill in the details. Your post does not need to have a title, but it can help users identify what the post is about. 

Once you're happy with the details, click Create Post. 

Employees will receive email notifications to let them know of the new post. Depending on the security permissions, employees may be able to like or comment on posts. 

You can read more about the Newsfeed in the following article: Newsfeed.


The Onboarding Portal allows you to send information and request details from your new starters before their first day. 

To set up your default portal, go to Onboarding > Configure Portal

Work through each of the tabs on this page to set up your configuration. When you add a new starter to the system you'll be able to customise some of the messaging. You can do this from the Add Employee section of the menu. 

The HR Onboarding Fields area will allow you to configure any additional fields you'd like to populate at the point of adding the employee to the system. This could be things like salary or tax information. 

To set this up, go to Onboarding > HR Onboarding Fields. 

Click on Select Fields to choose which fields from your HR Profile that you want to include. 

Now when you add a new starter to Appogee HR you can include some additional information. 

You can read more about Onboarding in the following article: Configuring the Onboarding Portal for your Company.

HR Reporting & Notifications 

HR Reporting allows you to collate your employee data from the Profile areas in one view. You can save report templates so that you can run them on a regular basis without having to recreate them each time. Saved reports can also be set up to automatically generate on a weekly or monthly basis.   

You can create a report by going to  Reporting > HR Report Builder.  Use the various filters and sorting to achieve the result you want. 

Alternatively, we have provided you with some example Reports you can either edit or run, by going to Reporting > HR Reports. 

You can read more about HR Reporting in the following article: HR Reporting.

HR Notifications allow you to be informed when a change occurs on an Employee Profile. You can choose whether the notification goes to users with certain roles or specific employees. Notifications can either be triggered when a Profile is updated - either information is added or changed - or relative to a date occurring, e.g. 1 month before Right to Work Expiry Date. 

To set up your Notifications, go to Profile > Admin & Config > Notifications. 

Here, there's two types of notifications on employee profiles: Field Change or Relative Date. Field Change Notifications send alerts when an employee profile field is updated, while Relative Date Notifications are sent in line with dates occurring. 

The system already comes with default Notifications so you can review these or create your own. 

You can read more about Notifications in the following article: HR Notifications.


The Reviews section will allow you to create and set up Performance Reviews or Appraisals. Within each Review, you can set up Employee & Manager Assessment and 360 Feedback, these are created as Review Templates. Additionally, Review creation can be automated using Review Cycles.

To set up your Review Templates, go to Reviews > Config > Review Templates. We have provided you with some defaults which you could edit or create your own. Within each Review Template you can choose to include different component parts. 

When you're happy with the Review Templates, you can automate the creation of your Reviews by setting up Review Cycles. Go to Reviews > Config > Review Cycles. 

Here you can choose which Review Template & frequency you'd like your Reviews to be created. 

You can read more about Reviews in the following articles: Review Templates, Review Cycles and Rating Scales.


The Goals module allows you to set up and track Company, Team and Personal Goals or objectives within the system. Goals can be shared across the organisation for transparency or kept private between managers and their direct reports.

There's a few general settings that need configuring before you're able to start creating goals. To get started, go to Goals > Config. 

These pages give you flexibility for visibility and approval processes relating to your company, team and individual Goals. 

Once you're happy with these settings you can create your Goals by clicking New Goal on any of the Goals pages. 

You can read more about Goals in the following articles: Goals Configuration and Using Goals.

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