Quick Help for Exploring yolaHR

Use this guide during a demo or trial to move through the main workspaces, test important workflows, and understand how yolaHR connects HR, payroll, approvals, payments, leave, performance and employee self-service.

Suggested route

Test yolaHR in this order

This sequence gives you the shortest path from company setup to payroll, approvals and employee self-service.

Create or open a company account

Choose a plan, verify email, complete company setup, and confirm the company dashboard loads correctly.

Add employees and roles

Create permanent, regular, casual or consultant profiles. Assign departments, managers, salary details and self-service login access.

Run daily HR workflows

Submit leave, expenses, advances, per diem and overtime from the employee portal, then approve them from the manager or admin approval inbox.

Process payroll and payments

Review statutory deductions, earnings, benefits, loans and approved claims. Generate payslips and test payment batches from the wallet.

Review performance

Create assessments, submit employee responses, complete manager reviews, calibrate the 9 Box matrix and inspect AI insights.

Workspaces

Which area should I use?

Company Admin Dashboard

  • Manage company profile, users, roles and settings.
  • Add employees, leave categories, deductions, benefits and earnings.
  • Run payroll, approve payroll, view reports and manage payments.

Manager Workspace

  • See approval requests routed to the manager.
  • Review team goals and assessments for the manager's department.
  • Complete manager assessments and talent calibration without payroll access.

Employee Portal

  • Apply for leave, expenses, salary advances, loans, per diem and overtime.
  • View payslips, leave history, profile and personal documents.
  • Submit self-assessments and manage personal profile details.

Super Admin

  • Manage plans, companies, billing, payment gateways and platform settings.
  • Configure email templates, SMTP, OTP and platform-level security.
  • Review platform reports and subscription health.
Demo scenarios

Feature flows to try

1. Employee onboarding
  1. Create an employee with department, manager, salary and bank or mobile payment details.
  2. Upload profile photo and employee documents.
  3. Confirm default document folders and statutory deductions are created.
  4. Email self-service login details to the employee.
2. Leave request and approval
  1. Log in as an employee and apply for leave.
  2. Confirm the leave type, reason and attachment appear in leave history.
  3. Log in as the assigned approver and approve or decline the request.
  4. Check leave balances and reports.
3. Expense, per diem and pay now
  1. Submit an expense or per diem with a supporting document and preferred payment method.
  2. Approve as Pay Now or Add to Next Payroll.
  3. Confirm Pay Now appears in payments and payroll items appear only in the next payroll.
  4. Check payment statement entries after processing.
4. Payroll processing
  1. Select employees to include in the payroll run.
  2. Review gross pay, statutory deductions, loans, benefits and approved additions.
  3. Edit a payslip preview if needed, then rerun/commit the payslip.
  4. Approve payroll, publish payslips and download PDF payslips.
5. Performance and manager review
  1. Start from Performance Settings: Build and Manage Performance Assessments.
  2. Create an assessment period and question set.
  3. Submit the employee self-assessment from the employee portal.
  4. Open Manager Workspace to view submitted employee answers and complete manager assessment.
  5. Review AI Insights, then open the 9 Box Talent Review Matrix tab to calibrate performance and potential.
What to check

A quick acceptance checklist

Access control: Admins should see company dashboards, managers should see approval and team performance views, and employees should only see their own portal.
Payroll accuracy: Confirm statutory deductions, benefits, loans, advances, overtime and approved claims appear correctly on payslips and reports.
Approval routing: Submit requests from the employee portal and confirm the correct approver receives them.
Subscription rules: Confirm expired or locked plans prevent restricted actions while still allowing renewal.
Need a guided walkthrough?

We can help you test the right flows for your business.

Share your employee count, payroll setup and approval structure, and the yolaHR team can help map the demo to your real workflow.

Contact yolaHR