Getting Started

Welcome to Mployr System - your complete business management platform. This guide will help you get started with the essentials.

You'll receive an email invitation with a link to set up your account
Create a secure password (minimum 8 characters, including numbers and symbols)
Optionally enable two-factor authentication for added security
Complete your profile information

If a sign-in fails, the message tells you what actually went wrong - an unrecognised address, a password that didn't match, or an account that needs attention - rather than a generic failure. Whenever your password is changed or reset, Mployr emails you a confirmation so an unexpected change doesn't go unnoticed.

If you belong to more than one business, switching between them requires a role at the business you're switching to. If a business isn't offered in the switcher, ask that business's administrator to assign you a role.

Setting Up a New Business

If you're the person setting Mployr up for the first time, you'll land in the guided setup rather than the dashboard:

Welcome - choose whether to start with a pilot group before going live for everyone

Modules - pick the modules your business needs. You can change this selection later as setup progresses

Connect integrations - link Xero, Microsoft 365, Google and others up front so later steps can import from them

Business details - entity type, addresses, GST basis and the other registration details

Import your data - bring people in from a CSV file or straight from Xero inside the step

People first - add your team, then work outwards into the rest of the modules

Steps stay in a fixed order and each one verifies its configuration before it's marked complete, so you can leave and come back without losing your place. Running a pilot limits notifications and communications to your early-adopter group until you switch the business over to live.

Dashboard Overview

The Dashboard is your central hub showing key information at a glance:

Quick Stats - Employee count, pending tasks, upcoming events

Recent Activity - Latest actions across the system

Notifications - Important alerts requiring your attention

Quick Actions - Common tasks like adding employees (see the People Management guide) or creating documents

Customising Your Dashboard

Click the settings icon in the top-right corner
Toggle cards on/off based on your preferences
Drag cards to reorder them
Your preferences are saved automatically

The sidebar contains all main modules:

Expand/Collapse - Click the arrow icon to toggle sidebar width

Nested Items - Click a section header to expand sub-items

Mobile - Tap the menu icon in the header to open navigation

Quick Access

Always visible in the header:

Search - Find anything across the system

Notifications - Bell icon shows unread count

Settings - Gear icon for preferences

Profile - Your avatar for account options

Your Profile

Access your profile from the user menu (bottom of sidebar). Alongside your details, My Profile gives you:

My Day - an AI day planner that reads your tasks, calendar, shifts and approvals and proposes an order to work through them. Where it can't see something (a module you don't have access to, or a calendar that isn't connected) it says so rather than reporting a clear day

Productivity - a read of how your period has gone: tasks closed, hours recorded, and where your time went

Card layout - arrange the cards on My Profile however you like; Mployr remembers each person's arrangement

Personal Information

Name, email, phone
Profile photo
Preferred language and timezone

Security Settings

Change password
Two-factor authentication
Active sessions
Login history

Notification Preferences

Email notification settings
In-app notification preferences
Digest frequency options

For the full range of personal preferences - theme, language, privacy, and connected apps - see the Settings guide.

Getting Help

Jak, the AI help assistant - ask a question in your own words and Jak answers from your actual navigation and permissions, so it points you at screens you can really reach rather than guessing

In-App Help - Click the help icon (?) for contextual assistance

Knowledge Base - Browse articles organised by topic

Support Tickets - Submit a ticket for technical issues. You'll get a confirmation email with a link to follow the ticket, you can reply to it as a conversation, mark it urgent, and reopen it if the answer didn't land

Keyboard Shortcuts - Press ? to view available shortcuts

Next Steps

Complete your profile setup

Explore the modules relevant to your role - for example, view your payslips and request leave in the Payroll guide

Set up notification preferences
Review assigned tasks and pending items

Frequently asked questions

I didn't receive my invitation email - how do I log in?

Your account starts with an invitation email containing a setup link. Check your spam or junk folder first. If it still hasn't arrived, ask your administrator to resend the invitation - they manage user access for your organisation.

I've forgotten my password. How do I reset it?

On the login page, click Forgot Password, enter your email address, and follow the reset link sent to your inbox. When you set a new password, make it at least 8 characters including numbers and symbols, as described under First Login.

How do I turn on two-factor authentication?

Two-factor authentication is offered during First Login, and you can enable it any time afterwards from Security Settings in your profile, alongside your password and active sessions. See the Settings guide for the step-by-step setup.

How do I change my profile photo or contact details?

Open your profile from the user menu at the bottom of the sidebar. Under Personal Information you can update your name, email, phone, profile photo, and your preferred language and timezone.

I can't find a module in the sidebar - where is it?

The sidebar only shows the modules your role has access to, and sections can be collapsed. Click a section header to expand its sub-items, or use Search in the header to jump straight to what you need. If a whole module is missing, your role may not have access to it - your administrator can confirm.

How do I get help while I'm working?

Ask Jak, the built-in AI assistant - it answers based on the screens and permissions you actually have. You can also click the help icon (?) on any page for contextual assistance, browse the Knowledge Base by topic, or submit a support ticket for technical issues. Press ? to see the available keyboard shortcuts.

I raised a support ticket. Can I add to it or chase it up?

Yes. Ticket submission sends you a confirmation email with a link to the ticket. From there you can reply to the support team, mark the ticket urgent, and reopen it if it was closed before your issue was actually resolved. If you lose the link, the resend-token option emails you a fresh one.

Why can't I switch to another business I work for?

Business switching requires you to hold a role at the destination business. If you can see the business but can't switch into it, an administrator there needs to assign you a role first.

In this guide