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Upgrading from HR Essentials to HR Success

Applicable packages
Leave Time HR Essentials HR Success

Required Roles Team Manager HR Manager Administrator ADU Manager

When you upgrade your account from Appogee HR Essentials 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 Success elements to your own profile, go to Roles & Access > Login & Access and tick the required areas in the Access column for your account. 

  • 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. 


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.


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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