In this guide

What's New

Recent changes and new features rolled out to Mployr. Newest first.

November 2026

My Mailbox: email templates for each mailbox

A Templates button beside the message in Profile → My Mailbox lists the templates of the mailbox you're sending from. Pick one to fill the email, or save what you've written as a new template. Everyone who uses a shared mailbox shares its templates, and a personal mailbox's are yours alone. See the Email guide.

Automations: Send Email from a mailbox, with its templates

Send Email has a From: the business's sending address, as before, or a mailbox you send from in My Mailbox. Email from a mailbox goes out with its signature and is kept in its Sent folder. If you later lose access to that mailbox, the automation stops sending that email rather than sending it from somewhere else

Email Template fills the email from one of that mailbox's templates, copying in its subject and message

The email's Body is now the same formatted editor as My Mailbox, so you write the email as it will be sent. An email written before keeps its paragraphs and line breaks, which used to be lost when it was sent

A CRM activity an automation creates from a project - a follow-up when a project is completed, say - is linked to the project's client and lead, and says which project it came from

See the Automations guide.

Undo in Automations, Workflows and My Mailbox

Automations - Undo (or Ctrl+Z) puts back automations switched on or off, one or the ticked ones, and automations moved to a folder, with Move to folder... or by dragging

Workflows - a template's steps have Undo for Toggle Active

My Mailbox - Undo puts back a message dragged onto a folder in an Outlook mailbox, unless it has been moved again since

October 2026

Workflows: step tasks, on hold, and self-service templates

A step's tasks are ticked off as the step is done - on the person's Onboarding tab by whoever does the step, and by a new starter in their own onboarding. A Required task has to be ticked before its step can be completed

Put on Hold and Resume a workflow from the person's Onboarding tab. Holding and cancelling ask for an optional reason, kept in the workflow's notes

Any onboarding template can be self-service: switch on Self-service and choose Employees or Contractors. New starters of that kind are given it when they're added or accept their invitation

Set as Default picks the template for you in Start Onboarding, the offboarding on Terminate, Start Self Onboarding and Assign Workflow

Someone always hears when a new starter's onboarding moves on, and a new starter is told about their own steps once, in their own words, and sent to their onboarding

Dates and Overdue follow your business's day, and a workflow can't be started from a template with no active steps

Workflow lists show the name a person goes by, and Active Workflows, Onboarding and Offboarding load a page at a time

See the Workflows guide.

Email: a team mailbox can be the default sender

A business mailbox shared with some groups only - an info@ that one team reads, say - can now be marked Set as Default under Email → Accounts, so quotes, invoices and payslip emails go out from it while only that team can read it. A person's own mailbox still can't be the default.

A shared mailbox's calendar can show on My Calendar - tick Show this mailbox's calendar on My Calendar when you connect it with Microsoft

A Gmail address can be added from the Gmail tile under Settings → Integrations, which sets up a private account on Gmail's settings with a Google app password

In a business without the Email module, My Mailbox offers to connect your Microsoft 365 mailbox under Settings → Integrations

Add Recipients on an email list finds anyone by name or email, and removing an address from Suppressions works - and asks first

See the Email guide.

Reports: email any report on a schedule

Schedule is on Reports → Time Tracking, Reports → Team Productivity, every saved report (on the report and in its menu on the Reports list) and each accounting report

Choose how often and at what time, the file (Excel, CSV or PDF) and the period it covers - such as last week or last month, counted back from each send - then send everyone the same copy, or each person their own copy holding only their rows, with a CC on each person's copy if you like

Each schedule is also an automation, so View Schedules opens Automations with its run history

Reports → Time Tracking has Export - download the report as laid out on screen, or email it to up to 10 reviewers

The accounting reports are a section of the Reports page, and the All Sections filter takes several sections at once

A People report linked to Payroll, Leave, Timesheets or Expenses shows their columns - they came back empty

See the Reports guide.

Automations: run at your own time, and email reports

Scheduled Time runs at the day, time and time zone you set - every day, weekdays, chosen days, fortnightly, monthly, quarterly, yearly or a cron expression. The Next Run column shows when each rule runs next

Send Report emails Time Tracking, Team Productivity or a saved report - the same copy to everyone, or each person their own

Start Onboarding, Start Offboarding and Start Workflow pick the template from a list

Onboarding Started and Onboarding Completed fire for onboarding workflows only - use Workflow Started and Workflow Completed for every kind

A notification sent by a task or lead rule opens that task or lead

See the Automations guide.

Microsoft 365: Teams transcripts for Meeting Notes

Allow Teams transcripts in Profile → Meeting Notes lets your Outlook connection read Teams meeting transcripts, so notes can be written from them. It needs a Microsoft 365 administrator's approval once for your organisation. See Connecting Microsoft 365.

Uploads: large files now go through

Files over about 4MB used to fail on most upload screens, whatever limit the screen showed. They now upload up to the limit shown - 10MB for most documents, certificates and attachments, and 500 MB for videos and files in the learning library. The same goes for the screenshots on a support request and the files on a form.

Help Centre: search covers the guides

Searching the Help Centre now reads the user guides as well as the articles, and opens a guide at the section that answers your question. The articles have been checked against the product and corrected, with new ones on automations, connecting email, missed clock-outs and a pay run that won't finalise.

Lists: filter on several values at once

Status, type and category filters take more than one pick at a time - on jobs and applications, courses and enrolments, forms and their responses, insurance policies, grievance cases, health and safety records, support tickets, tasks and more.

Superannuation: one default fund

Ticking Set as default fund on a fund takes Default off the employee's others, so there is only ever one

A fund an employee adds during onboarding becomes their default, and Make default switches between two funds

An import from Xero leaves the default fund you've chosen alone

See the Superannuation guide.

Accounting: buttons that now save

Expense claims - Reject records your reason, and Mark as Paid records the payment date

BAS - Lodge records the date you lodged a statement and its reference, and Amend creates an amendment

Credit notes - Refund pays the remaining credit back from the bank account you choose

Asset categories keep their Depreciation accounts, so Run Depreciation and Dispose work once they're set

Products have a Track stock switch on the product form

Adding a stock-tracked product to an invoice works when you have more than one stock location

See the Accounting guide.

Smaller fixes

Edit on a workers' compensation claim saves, and can correct the person on the claim

Signing in with Microsoft works however your email address is capitalised
Setting up multi-factor authentication draws its QR code in your browser
The Help Centre's request form lists the right categories

Notifications: choose in-app, email or phone for each type

Under Settings → Communications, each notification type now has its own In-app, Phone and Email switches, so a type can be emailed to you without appearing in the bell, or the other way round.

Email Notifications and In-App Notifications switch a whole channel off, and Notification Sound plays a chime when something new arrives while Mployr is open

Email Digest sends one summary - daily, weekly or monthly - instead of an email for each notification. Urgent alerts are still emailed straight away

The Phone switches and Quiet Hours are for the Mployr mobile app

New notifications: your payslip is ready, a published shift of yours is changed or cancelled, leave is cancelled, a reminder when your timesheet is due, a reply on your support ticket, a quote of yours is accepted, a new response to your form, and a course you've been enrolled in

See the Notifications guide.

Grievances: documents, FWC details and resolving a case

A case's Documents tab now works - Upload Document adds statements, evidence and correspondence, and each file shows who uploaded it and can be downloaded again

Escalate to FWC opens the case's Fair Work Commission record. Under FWC Details, Edit Details records the reference number, filing date, case officer, status, outcome and orders, and Hearings lists each conciliation, conference or hearing

Resolve asks for the Resolution Details and Outcome, which then show on the case

A new case is a Dispute or a Grievance, with a Category for what it's about, and starts on your default priority

The dashboard's tiles show real counts, and complainants and investigators are named in the lists

See the Disputes & Grievances guide.

Expense claims: a receipt for each item

Each item on an expense claim has an Attach button in its Receipt column. An item coded to an account with Requires Receipt shows Missing until its receipt is attached, a claim that can't be submitted names the items still waiting for one, and editing a draft claim keeps the receipts already attached. See the Accounting guide.

Files on orders and bills

An order and a bill each have a Documents card - click Attach file to keep the signed agreement with its order, or the supplier's invoice with its bill. Only people who can see the order or bill can open its files. See the CRM guide and the Accounting guide.

Projects: link a board to its order, and filter tasks by status

Link order in a project's header names the CRM order the project delivers, so time tracked on the board counts towards that order. The Order field on the project's Edit page does the same

On a board's task list, All statuses beside Search tasks... shows only the statuses you tick - To Do and In Progress without Done, for example - and is remembered for each board

See the Projects guide.

My Profile: a business card with a QR code, and Meeting Notes

The Business Card card shows your details with a QR code - anyone who scans it with their phone camera can save you as a contact. Customise chooses which phone numbers and email addresses go on it, Save contact downloads a contact file, and Image downloads a picture of the card

Profile → Meeting Notes turns a meeting into written notes - from a Teams meeting, a recording, an audio file or a transcript - with a summary, decisions and action items you can turn into tasks. Your meeting notes are private to you, and notes and transcripts can be exported

See the Getting Started guide.

Leave: paid from the balance, notice periods you set, and part days

Leave is paid from the employee's balance, up to what they have when the pay run is calculated - anything beyond it is unpaid. Carry in each person's opening balance before you pay leave, under Leave settings on the Leave page

Leave settings (the button used to be Accruals) has a Notice periods card - switch Requires notice on or off for each leave type and set the Days' notice. Unpaid leave no longer needs a week's notice unless you say so

Two part-day requests can share a day when their hours fit inside it together - personal leave for the morning and unpaid leave for the afternoon, for example

See the Time & Attendance guide and the Payroll guide.

Payroll: seasons for awards with harvest rules

Where an award has harvest, vintage or crushing rules, Settings beside the award under People → Payroll → Awards now takes a list of seasons - each with its dates, repeating every year if you like - or the award's own standard season where it defines one. See the Payroll guide.

New: Website Analytics

Marketing → Website Analytics is now on for every business (it can be switched off under Admin → Modules). Click Add website, paste one line of code into your site, and see who visits, where they come from and what they do - pages, traffic sources and campaigns, engagement and page speed, goals and conversions, and who's on the site right now - including which visitors are your CRM contacts.

Campaigns show their website results. The Campaigns list has Site visits and Conversions columns, and a campaign's Website results tab breaks its visits down by source, ad or link content, landing page and device, with conversion value and cost per conversion

A tracking link can name the Marketing campaign it belongs to, which fills in its UTM campaign for you

The Marketing Dashboard now reports what the team did, what's planned and what it produced - activity by week and by kind, the campaigns running in the period, and work by person

Admin: one page per person, with Responsibilities

On Admin → Users, clicking someone opens their page, where their details and Responsibilities are edited in place.

Responsibilities are switches for what a person does on top of their role - Payroll, Accounts, Bookkeeping, HR, Work health & safety, Recruitment and Training. Each one adds the access that job needs. Owners and admins already have them all

See the Administration guide.

Notes: tag people and reply in threads

Notes on tasks - on project boards and in My Tasks - now work like a conversation. Type @ to tag someone, and anyone you tag who can see the note is notified. Reply to a note to start a thread under it, and everyone who has written in the thread hears about new replies. Task rows show when a task has notes. See the Projects guide.

Contacts: a Timeline for every customer

A Timeline card on company and contact pages shows everything that's happened with the customer, newest first and grouped by day - emails, activities, notes, lead moves, quotes, orders, invoices, payments and tasks. Chips narrow it to what you want to see, and Load earlier goes further back.

Companies also have a Time card with everything tracked for them - through their orders, projects, linked tasks and CRM activities - split into billable and non-billable time. See the CRM guide.

Time & Attendance: public holidays by name, and no overlapping timesheets

A public holiday now shows by name on its day, in the new timesheet grid and on the timesheet, and a holiday with no rostered shift is no longer prefilled with the roster pattern's usual hours

A leave request's per-day list names public holidays too. Don't count leaves a holiday out of the request so it's paid as a public holiday, and Count it puts it back

Timesheets can no longer overlap - a new timesheet that shares a day with one the employee already has is refused. Duplicate on several timesheets asks which period to copy them into, and skips anyone who already has a timesheet there

See the Time & Attendance guide.

Time tracking: add time in hours, and run more than one timer

Add Time on Profile → Time Tracking now takes a date and a number of hours (such as 2.5 or 2:30) as well as a start and end time. Choose Hours or Start & end - Mployr remembers which you use

Start Another Timer runs a second timer beside the first, and a stopped timer stays in the sidebar with Start Again until you remove it

Time tracked against client work - a project, an order, a task on a board or for a client, or a CRM activity with a company - now starts as billable. Time with nothing attached doesn't. You can still change either
Where your calendar creates time entries, they're now accepted as tracked time by default, and saving your own entry that's waiting for review confirms it

Reports → Time Tracking names the company each entry is for. Entries can be marked billable or non-billable, confirmed or deleted - one at a time or several at once

My Tasks and My Calendar

My Calendar has a week view laid out like Outlook - hours down the side, entries placed at their times with overlapping ones side by side, and all-day entries along the top. Click an empty slot to book into it

My Tasks shows each subtask with its parent's name. Opening a board task takes you to its row on the board, highlighted, and a task with no board that's linked to a record opens that record. In the Category filter, Project now lists each board your tasks are on

In Add Task, choosing For Client asks for the client next and narrows Project and Link To to that client's records

On a project board, tick several tasks and edit one of their cells - including assignee, co-assignee, estimated hours, budget and custom fields - and the change applies to every ticked task

Payroll: pay settings by date, final pay, and award accuracy

Pay settings take effect from their date. Work from the Effective From date is paid on the new settings - even part-way through a pay period - while earlier periods keep the settings in force at the time, even when recalculated. A future-dated change waits for its day and shows in Pay History as Scheduled

Final pay - unused TOIL and banked RDOs are paid out correctly on termination and shown in the final pay preview. Banked RDOs are paid as part of the termination payment (ETP) without super, and termination pay is never priced below the award rate

Super funds - a fund is now chosen from the ATO's register of super funds, searching by name or USI - by the employee during onboarding or on My Profile, or on their People record. A self-managed fund records its ABN, electronic service address (ESA) and bank account

Long service leave on payslips can stay hidden until the employee is entitled - see Payroll → Settings

Clerks - Private Sector Award - pay follows the award's rules on overtime, shiftwork, recall to duty, rest breaks, juniors and averaging. For employees on the award, timesheets record Overtime details and whether 24 hours' notice of overtime was given (OT notice), and a part-timer's Agreed part-time hours are kept on their Remuneration tab

See the Payroll guide and the Superannuation guide.

Invoices: due on each customer's payment terms

Choosing a customer on a new invoice or recurring invoice sets the due date from that customer's Payment Terms, unless you've already set the terms or due date yourself, and invoices raised by an automation follow the customer's terms too. A new company starts on the business default - Default Payment Terms under Accounting → Settings → Invoice Defaults. See the Accounting guide.

CRM: price increases on orders, and terms templates for quotes

An order's Billing card lists each schedule's Price increases - the increase, how often it applies, when it next rises and the new amount per period

Billing from an order stops at the end of the contract term, and a final part-cycle is charged only for the days the contract still covers

Quotes can use saved Terms & Conditions templates - pick one on the quote, or write your own and Save as template. Manage them under CRM → Settings → Quotes

See the CRM guide.

Email: shared mailboxes in My Mailbox

When you connect a mailbox under Email → Accounts, choose who it's for - Just me, Specific groups or responsibilities (a team address like hr@ or accounts@) or Everyone in the business

Connecting a Microsoft 365 mailbox can now Sync this inbox into My Mailbox as well as send from it - including a shared mailbox you sign in to as yourself (your login needs Full Access to it)

My Mailbox labels shared mailboxes Shared. Drag a message onto a folder to file it, drag to widen the columns, and the accounts and folders you had open are remembered

See the Email guide and Connecting Microsoft 365.

Documents and email templates: faster placeholders

The Placeholders panel on document and email templates has a search box, and clicking a placeholder inserts it at the cursor or replaces the highlighted text - dragging still works. Document templates can also be archived from the list instead of deleted, and unarchived later. See the Documents & Signatures guide.

Smaller changes

On a company, Payment Terms, credit limit and bank details are shown only to people who can see invoices

Resetting your password works however you capitalise your email address

My Tasks has a Linked To column - the client and lead each CRM activity is for, or the record a task is linked to

Time you've already worked can go straight onto a task - Log Time Already Spent in Add Task, or Log Time on any row in My Tasks

Meeting Notes export as Word documents, and its list is a table you can filter by status and source
Employee onboarding no longer asks for a tax file number declaration - the employer records it in Payroll

Automations can check whether a lead is a Future Lead (still waiting on its activation date)

My Day links each planned task to the task itself, and its overdue count opens My Tasks

Under Admin → Modules, Quotes, Orders, Site Records, Subcontractors and Catalogue Locations now have switches of their own, and a module that's switched off is hidden from the menu and Quick Launch alike

Retired

CRM → Prospects has been retired. Companies and people that were only prospects are now listed under Contacts - filter by the Prospect type to find them

Marketing → Analytics has been retired - its link now opens Website Analytics

Email → Shared Inbox has been retired - shared mailboxes now sit in My Mailbox, labelled Shared

September 2026

New: Enrich your business profile

On Business → Profile, Enrich looks your business up on the Australian Business Register and on your website, then offers what it finds - your legal and trading names, ABN and entity type, phone, email and social links, your logo, a brand theme built from the logo's colours (a black-and-white logo gets a monochrome theme), and your trading hours. Tick the ones you want and apply them. See the Administration guide.

Payroll: award arrangements, TOIL agreements and IFAs

Payroll → Arrangements brings TOIL agreements, Individual Flexibility Arrangements (IFAs) and annualised wage arrangements together, and each person's are on an Arrangements tab on their profile and on My Profile

TOIL is now a written agreement both parties sign before its hours can be taken. Each agreement shows whether it's been signed, and the employee can ask to be paid out instead (Request payment)

IFAs are checked against the award before they're made (Test against the award). One that fails the better off overall test can't be made unless someone with the authority overrules it after a warning, and the result stays on the arrangement. An IFA can't be made before the employee starts

Xero Payroll - a finalised pay run shows whether it has reached Xero, and Send to Xero sends it (or sends it again) as a draft. Posting the pay run and filing with the ATO are still done in Xero. Leave now reaches Xero as leave applications, and the payroll mappings show what each Xero item is linked to

See the Payroll guide.

New starters read and sign their onboarding documents inside the signing step - each one generated for them with their details filled in - and can't continue until every one is signed. An annualised wage arrangement is signed by the new starter as its own step

A new starter can decline a document, and change their mind later. The business is told when they decline, and can Re-issue the document from the Onboarding tab on their People record

See the People Management guide.

Time & Attendance: imports, leave accruals and roster checks

Import brings shifts into Timesheets and Rosters from a CSV (imported roster shifts arrive as drafts), and opening balances and booked leave into Leave. Imported timesheet shifts are held to the same rules as ones entered by hand

Accruals on the Leave page sets how each leave type accrues - or leaves it following the award - and Carry in opening balances brings in balances from your old payroll: preview, then apply. An employee's own terms are set on their leave balances tab

Rosters now warn when the person on a shift doesn't hold a qualification it needs on the day, isn't on the classification it needs, or hasn't had their award's rest break since their last shift. It's a warning, not a block, and the shift-swap list says what each person offered is missing

See the Time & Attendance guide.

Time tracking: reports, orders and productivity

Reports → Team Productivity shows worked, tracked and billable time for a manager's team or an admin's whole business, and can be narrowed to particular employees

Reports → Time Tracking brings everyone's tracked time together in one place

Time can be tracked to a CRM order - timers and Add Time offer an Order picker, and the order's Time card shows what was tracked to it or to a project linked to it (Link project)

Add Time on Profile → Time Tracking records time you didn't run a timer for, and a calendar appointment can be marked Billable so the time entry it creates arrives billable

The Productivity card on My Profile reads tracked and billable time as a share of time worked, counts rostered days without a timesheet yet as unconfirmed, and measures your target against what's due so far

See the Reports guide.

Projects: copy, export and milestones

Copy to Boards copies tasks, milestones and risks into other boards, and Export downloads a board's tasks, milestones and risks as Excel or PDF

Milestones can be completed (and reopened), edited and deleted
Drag a task onto another to make it a subtask, and drag it back to the left to move it out again

Set the category on several projects at once with Change Category on the projects list

Project templates keep their board groups, and each task's group can be set

See the Projects guide.

CRM and contacts: orders billed in parts, LinkedIn messages

Orders can be invoiced in parts. Activate billing lets you bill just a deposit, the Billing card shows each one-off item beside the invoice that billed it (or Not invoiced), and Create invoice bills the next part. Completing an order with items still unbilled asks first, with Invoice and complete as an option

LinkedIn message on a contact drafts a LinkedIn message or connection note in Mployr - write it yourself or use Draft with AI - then Copy & open LinkedIn to send it there. I sent it - log it records it on the contact as a LinkedIn activity

See the CRM guide.

People: invitations, and sales results on profiles

Invite User (under Admin → Users) now sends an invitation, and nothing is created until the person accepts - they're listed as Invited until then. Someone who already uses Mployr with another employer chooses which of their details to bring across, and nothing is shared unless they tick it

People in a sales role get a Sales card on My Profile, and a Sales tab on their employee profile - won, win rate, orders booked and weighted pipeline for the week, month, quarter or year, against the previous period. Click a bar to see the records behind it

See the People Management guide.

Accounting: PAYG withholding on its own cycle

Set the PAYG withholding cycle under Accounting → Settings → GST & BAS. On Monthly (medium withholder), months 1 and 2 of each quarter go on their own instalment activity statement (IAS), and the quarterly BAS reports only the third month's wages and withholding. Generate FY on BAS Statements raises every statement the financial year needs. See the Accounting guide.

Documents: who signs a generated document

Generating a document from a template that has signature blocks now asks who signs each block, and adds them as the document's signers - sending it for signature is still done from the document's Signatures tab. An opened template also has a Generate button. See the Documents & Signatures guide.

Smaller changes

Jak stays open beside the page while you work

Moving a project or an automation into a folder? You can now make the folder from inside the move dialog

Insurance → Policies has an archive for finished policies, and a policy's certificates and documents can be added by drag and drop

The Asset Register can be filtered by who's holding the asset (Assigned To)

The free workplace policy templates at mployr.com.au/policies have been brought into line with current Australian law

August 2026

New: Automations

A new Automations module: when something happens, run the steps that always follow. Pick a trigger from almost any module, add conditions, and chain actions - send an email or SMS, create an activity or task, approve a timesheet, raise an invoice, update a lead's stage, or wait a while and then act. Rules live in folders, every run is recorded, and duplicate rules are blocked. See the Automations guide.

New: Email

Email is now its own module. Connect your own accounts (Microsoft 365 OAuth or SMTP), verify your sending domains, wrap campaigns in reusable layouts, and build static or dynamic lists. Everything Mployr sends for you - payslips, invoices, campaigns - goes out through your own accounts rather than a shared sender, with logs, suppressions and unsubscribes to match. See the Email guide.

New: Work Health & Safety

Hazards with risk assessment and the hierarchy of control, incidents from report through investigation to closure, scheduled inspections, corrective actions tracked to verification, and workers' compensation claims with benefits, medical certificates, assessments, appeals and staged return-to-work plans. See the Work Health & Safety guide.

Payroll: Payday Super, STP Phase 2 pre-flight, and award accuracy

Payday Super - super is now due shortly after each payday. Every contribution carries its own due date, and the maximum contribution base is assessed annually ($270,830 for 2026-27)

Stapled fund lookup - the request for a new starter's stapled fund is built in. Until the live ATO connection is switched on, requests run in simulation mode: nothing is sent to the ATO and the answer is always to use the default fund. See the new Superannuation guide

STP Phase 2 pre-flight - before a pay run is submitted, each employee is checked for anything STP Phase 2 would reject. Submissions are simulated for now - nothing is sent to the ATO

Tax file declarations drive withholding - Medicare exemptions select the right scale, family reductions apply, and withholding variations are honoured. Changing a declaration recalculates an open pay run

Meal-break penalties, daily overtime caps, time-of-day penalty bands and public-holiday rules now follow each award's own terms

RDOs accrue from award rules and pay the day off from banked hours; banked TOIL is paid out on termination

1 July 2026 National Minimum Wage increase to $26.44/hr ($1,004.90/wk), with award minimums rolled forward to the FWC decision

Payroll: payslips

Email payslips straight from a finalised pay run - to everyone or a selection, with recipient, subject and message overrides - download them all at once, or give an employee a secure link to view theirs without signing in. Payslips now show a daily breakdown attributing pay to the day it was earned, leave taken this period, and each super contribution's due date.

Time & Attendance: missed clock-outs and live rosters

A shift left open nudges the employee, then auto-closes - and auto-closed time is never paid as recorded, holding the employee out of the pay run until it's corrected. Leaving the geofence while clocked in is detected too. Rosters show who's on the clock now and actual against rostered times. Roster patterns can rotate per day, and auto-generated shifts can be silenced.

Time & Attendance: leave that matches reality

Leave requests take per-day times and break windows. A request longer than the balance is split rather than refused - the covered part paid, the remainder as annual leave or unpaid, with the tail editable by the approver. Projections count days off the roster pattern rather than a weekday rule, and balances carry across the year boundary.

Accounting: full BAS worksheet, year-end close, fixed assets

The BAS worksheet (G1 to G19) built from your own data, with a per-business GST basis you can change until the BAS is finalised, capital purchases feeding G10, and expense-claim GST included

Year-end close rolls profit or loss into retained earnings

Fixed assets run book and ATO tax depreciation side by side, with disposals calculating gain or loss

Bank reconciliation suggests a best match per transaction, reconciles atomically, de-duplicates imports, and reports both current and reconciled balances

Recurring invoices and bills support 4-weekly cadence, a draft / approve / send generation mode, and ask what to do about past periods rather than guessing

Xero data is held separately from yours and applied only when you accept the diff, and you always choose the organisation explicitly

CRM: quotes and orders

The pipeline runs through to the money: lead → quote → order. Quotes are built from your catalogue, emailed, and convert automatically on acceptance. Orders carry billing status, effective-dated variations and archiving. Lead assignees now count as co-owners for access.

Projects: folders, favourites, archiving and real templates

Projects group into folders, can be starred, and archive off the working list. Templates now carry full task detail - assignees by role, status, budget and dependencies - and can be edited inline. Task statuses belong to a project rather than the whole business, and assignees can act on their own tasks without wider permissions.

Access: roles you can actually edit

The role manager lets you edit Mployr's built-in roles - the first change takes a private copy for your business - and set each role's data scope. Where one person needs something slightly different, per-profile permission overrides avoid a role with one member. Permissions are enforced on every request, and lists return only the records you're entitled to.

CRM: quotes go out for signature, and declining a lead

A quote can now be signed electronically. Add signers in the quote's Signatures card while you write it - once everyone has signed, the quote is accepted and becomes an order. Quotes also appear on the Signatures page

Decline to offer services records a lead you've turned away, with the reason. Declined leads are reported separately from won and lost work, and their value stays out of both. Set your reasons under CRM → Settings → Leads

Time tracking from your calendar

Calendar on Profile → Time Tracking turns your finished appointments and Outlook events into time entries - each meeting once, skipping cancelled, all-day and declined items and anything marked Free or Out of Office. Choose whether the calendar's times are accepted as your tracked time or arrive marked Needs review so you can correct them. Your business sets the default, and each person can choose their own.

People: contractors

People → Contractors keeps a register of the people you engage rather than employ (Add Contractor). Contractors complete their own onboarding - the business they invoice under, with its ABN checked, and their certificates of currency, each with an expiry date.

Payroll: a Compliance page

Payroll → Compliance gathers the obligations that sit beside the pay run in one place - Superannuation timing, Fair Work statements, Casual conversion and Employee records.

My Mailbox

Profile → My Mailbox shows your own Microsoft 365 mailbox and the shared ones you can reach in one place, with every folder - not just the inbox. A mailbox connected under Email → Accounts can be shared with user groups. See Connecting Microsoft 365.

Integrations: import from foundU

Connect foundU under Business → Integrations to import people, worked time, rosters and compliance records. Choose what each import covers under What to Import, and match foundU's employees to your own.

July 2026

AI across the product

Jak, the AI help assistant, answers from your actual navigation and permissions rather than guessing at screens you may not have

My Day on My Profile plans your day from tasks, calendar, shifts and approvals - and tells you what it couldn't see instead of claiming a clear day

Document templates can be generated from a description, streaming in as they're drafted

Documents: file storage

A general file store with folders and direct uploads, under Documents → File Storage.

Support: tickets as a conversation

Raising a ticket sends a confirmation email with a link to follow it. You can reply, mark a ticket urgent, and reopen it if it was closed too early. Screenshots can be attached to tickets and feature requests, and you're emailed when a ticket is resolved or a feature request is implemented.

Notifications you can actually tune

Individual notification types can be switched on or off, not just whole categories. The bell is scoped to the business you're in, and notifications are only sent to people who can open the record behind them.

Reports

Relative date filters ("last 30 days", "this financial year") resolve each run, table reports can sort by fields on related records, filters on fields a data source doesn't have are rejected rather than silently returning nothing, and exports generate on request.

Onboarding

Guided setup keeps its steps in order, verifies each one, connects integrations first, and imports people from CSV or straight from Xero. Start with a pilot group before going live for everyone.

June 2026

A large release across most modules. Highlights below - see the linked guides for full detail.

New: Access control and permissions

Permissions have been rebuilt from the ground up. You now control exactly what each person can see and do, down to the individual record type and action.

Roles group a set of permissions together and are assigned to people. Mployr ships with default roles - Business Owner, Business Admin, Manager, Sales Manager, Sales Rep, Employee, Contractor and Inactive Employee - whose permissions you can edit.

Permission matrix - for every module and sub-resource (e.g. People → Bank Accounts, Time → Rosters), choose whether a role can View, Create, Edit, or Delete. Many areas also distinguish "own" records from "all" records.

User groups let you grant the same access to a set of people at once, instead of role-by-role.

Module access turns whole modules on or off for a role, so people only see the parts of Mployr that are relevant to them.

Manage all of this under Admin → Roles, Permissions, and User Groups. See the Administration guide.

New: Learning Library

The Learning module now includes a full course library. Build courses with lessons, attach a quiz using the quiz builder, set a certification that's awarded on completion, and track enrolments and expiry dates across your team. See the Learning & Performance guide.

New: 360-degree feedback

Performance now supports 360 feedback - gather input from a person's manager, peers, and direct reports alongside their self-assessment, then review the aggregated results. Sits alongside review cycles, goals, and reviews.

New: Products, Services & Inventory

A new catalogue lets you define the products and services your business sells, organise them into a category tree, and manage stock and locations. See the Products, Services & Inventory guide.

New: Insurance & Workers' Compensation

Track insurance policies, certificates of currency, premium payments, and lodge and manage claims (including workers' compensation) from one register. See the Insurance guide.

New: Disputes & Grievances

Log and manage workplace grievances and disputes as cases, track them through to resolution, and escalate to the Fair Work Commission (FWC) where needed. See the Disputes & Grievances guide.

Expanded: Accounting

Accounting has grown well beyond invoicing:

Credit notes and purchase orders

Recurring invoices and bills that generate automatically on a schedule

Budgets, forecasts and projections

A fixed asset register with depreciation

Bank feeds and reconciliation, including connecting your accounts through Xero

BAS preparation, with a record of its lodgement

See the Accounting guide.

Expanded: People & lifecycle

Org chart - a visual, zoomable tree of your reporting lines, including vacant positions.

Positions - define and manage roles independently of the people who fill them.

Onboarding & offboarding workflows that trigger automatically when someone is hired or terminated.

Final pay runs for terminations, including redundancy handling.

Invite as user - turn an employee record into a login in one step.

See the People Management guide.

Expanded: Recruitment

Talent pools to organise and re-engage candidates.

VEVO work-rights checks for confirming Australian work entitlements.

See the Recruitment guide.

Expanded: Payroll

Award library with automatic rate interpretation, plus guided review when an award is updated.

Flexible arrangements - Time Off In Lieu (TOIL), Individual Flexibility Arrangements (IFA), and annualised salary arrangements.

Custom pay categories and final/redundancy pay runs.

See the Payroll guide.

Improved: Documents & e-signatures

Generate documents from templates, then compare versions side by side and collect digital signatures from employees, clients, witnesses, and guarantors. See the Documents & Signatures guide.

New: Messaging

Send direct and group messages to colleagues without leaving Mployr. See the Messaging guide.

New: Mobile app Help & Support

The Mployr mobile app now has a built-in Help & Support section under Profile, with quick answers for clocking on, timesheets, payslips, leave, rosters and shift swaps - plus a one-tap way to contact support.

April 2026

New: Remember selected filters

You can now have Mployr remember the filters you set on list pages - so the next time you open the same page, your search text, status picks, date range, assignee filter, and so on are restored automatically.

How to turn it on

Click your avatar in the top right

Open Settings → System

Scroll to the Interface card

Toggle Remember selected filters on

Click Save Changes

The preference is stored per user, so enabling it on one device applies everywhere you log in.

Where it works

Every list page with a toolbar, including:

CRM - Leads
Contacts - People and Companies
Accounting - Invoices, Bills, Expenses, Recurring invoices, Recurring bills, Assets
Support - Tickets
Recruitment - Jobs, Candidates, Applications
Projects - Projects list, Board
People directory
Admin - Users, Roles
Payroll - Pay runs
Plus: Products, Services, Add-ons, Documents, Forms, Insurance, Automations, Marketing campaigns, Email campaigns

Clearing saved filters

Using the Clear all button on a list page resets the filters for that page in the same way it always did. Turning the preference off stops new filters from being saved - your existing saved filters remain in place until you change them.

New: Dashboard cards use your theme colours

Dashboard and Accounting dashboard cards now pull their accent colours from your active theme rather than a fixed palette. If you switch themes - light, dark, or a custom theme you've saved under Settings → Theme - the dashboard re-colours to match.

No setup needed; this happens automatically.

New: Free tools on the Mployr website

A suite of free calculators is now available on the public Mployr website - no login required. Share them with your team, clients, or anyone who finds them useful.

Award Pay Calculator - check pay rates and entitlements against Australian Modern Awards. (/tools/award-pay-calculator)

BAS Estimator - estimate your next Business Activity Statement from your GST and PAYG figures. (/tools/bas-estimator)

Leave Accrual Calculator - work out annual, personal, and long service leave accrual for a given period. (/tools/leave-accrual-calculator)

Employee Cost Calculator - see the true cost of employing someone once super, leave loading, workers' comp and overheads are added. (/tools/employee-cost-calculator)

Browse them all at mployr.com.au/tools.

New: Industry guides

Landing pages tailored to how Mployr fits common Australian industries, including the workflows and integrations most used in each:

Professional Services

Hub: mployr.com.au/industries

Upgrades and fixes

Expense claim categories in Accounting Settings - fixed an issue where the error message on save was swallowed and showed a generic failure. The Save / Delete / Deactivate flows now surface the actual reason when something goes wrong.

Need something not listed?

Browse the full help library at the home page.

Can't find an answer? Ask Jak, the in-app AI assistant - click Ask Jak (Jak's picture) in the bottom right of any page.

Still stuck? Submit a support request.

In this guide

What's New

November 2026

My Mailbox: email templates for each mailbox

Automations: Send Email from a mailbox, with its templates

Undo in Automations, Workflows and My Mailbox

October 2026

Workflows: step tasks, on hold, and self-service templates

Email: a team mailbox can be the default sender

Reports: email any report on a schedule

Automations: run at your own time, and email reports

Microsoft 365: Teams transcripts for Meeting Notes

Uploads: large files now go through

Help Centre: search covers the guides

Lists: filter on several values at once

Superannuation: one default fund

Accounting: buttons that now save

Smaller fixes

Notifications: choose in-app, email or phone for each type

Grievances: documents, FWC details and resolving a case

Expense claims: a receipt for each item

Files on orders and bills

Projects: link a board to its order, and filter tasks by status

My Profile: a business card with a QR code, and Meeting Notes

Leave: paid from the balance, notice periods you set, and part days

Payroll: seasons for awards with harvest rules

New: Website Analytics

Admin: one page per person, with Responsibilities

Notes: tag people and reply in threads

Contacts: a Timeline for every customer

Time & Attendance: public holidays by name, and no overlapping timesheets

Time tracking: add time in hours, and run more than one timer

My Tasks and My Calendar

Payroll: pay settings by date, final pay, and award accuracy

Invoices: due on each customer's payment terms

CRM: price increases on orders, and terms templates for quotes

Email: shared mailboxes in My Mailbox

Documents and email templates: faster placeholders

Smaller changes

Retired

September 2026

New: Enrich your business profile

Payroll: award arrangements, TOIL agreements and IFAs

Onboarding: new starters sign in the step

Time & Attendance: imports, leave accruals and roster checks

Time tracking: reports, orders and productivity

Projects: copy, export and milestones

CRM and contacts: orders billed in parts, LinkedIn messages

People: invitations, and sales results on profiles

Accounting: PAYG withholding on its own cycle

Documents: who signs a generated document

Smaller changes

August 2026

New: Automations

New: Email

New: Work Health & Safety

Payroll: Payday Super, STP Phase 2 pre-flight, and award accuracy

Payroll: payslips

Time & Attendance: missed clock-outs and live rosters

Time & Attendance: leave that matches reality

Accounting: full BAS worksheet, year-end close, fixed assets

CRM: quotes and orders

Projects: folders, favourites, archiving and real templates

Access: roles you can actually edit

CRM: quotes go out for signature, and declining a lead

Time tracking from your calendar

People: contractors

Payroll: a Compliance page

My Mailbox

Integrations: import from foundU

July 2026

AI across the product

Documents: file storage

Support: tickets as a conversation

Notifications you can actually tune

Reports

Onboarding

June 2026

New: Access control and permissions

New: Learning Library