Getting started

1. Open the HRIS URL from your admin.
2. Sign in with corporate email (SSO / MSAL).
3. Walk Part 1 — Features using the sidebar map.
4. Then do Part 2 — Practice for your role (and Admin demo if training).
5. Use Ask Guide AI on any new screen.

Login & corporate SSO (MSAL)

Staff sign in with official corporate email through Microsoft SSO. This keeps identity under DVLA control.

1. Open the login page.
2. Choose corporate / Microsoft sign-in.
3. Complete MFA if prompted.
4. Enter the HRIS with menus for your role only.

Navigation basics (as in the app)

Ask Guide AI

Page-aware help that explains the screen you are on, next actions, and related pages.

1. Open any module page.
2. Open Ask Guide AI.
3. Read the page purpose and tips.
4. Ask a simple question if needed.

Part 1 — Features walkthrough

This is the main part of the guide. Walk each feature in the same order as the app sidebar. For every feature you will see: purpose, sub-features / screens, and what users can do. After you understand the product, go to Part 2 — Practice & demos.

Dashboard

Practise later: Staff case · Cheat cards

Public Careers (external portal)

Example: erp.abusuprojects.com/careers

Practise later: Recruiter case · Admin demo (vacancy/applicant)

Organization

Doc Templates (Workforce)

Official templates by domain: Training, Onboarding, Recruitment, Employee letters, Leave, Loan, Disciplinary, Generated documents, Letter settings.

Practise later: Admin demo Steps 1–5 · HR Admin case

Recruitment

Practise later: Recruiter case · Admin demo Steps 7–11

Onboarding

Practise later: Admin demo Step 12 · HR Admin case

Employees

Practise later: HR Admin case · Manager approvals

Leave

Practise later: Staff case · Manager case

Training & development

Practise later: Training Head case

Compensation & payroll

Practise later: Payroll Officer case

Approvals (Operations)

Practise later: Line Manager case

Self Service

Practise later: Staff case · Admin demo Step 13

Reports

Audit trail

Access control & Settings

Practise later: Admin demo Step 6 (create user) · HR Admin case

Security tips

1. Use your own corporate SSO login only.
2. Do not share passwords or stay logged in on shared PCs.
3. Open only modules your role needs.
4. Treat people and pay data as confidential.
5. Log out when finished.

Part 2 — Practice & demos

You have walked the menus and features. Now reinforce them: use role cheat cards, the Admin live demo with sample data, and the practice cases for your role.

Role cheat cards (2 minutes)

Use these after you know the features. Three daily jobs, where to click, and what “done” looks like.

Practice cases: learn by doing

After the features walkthrough, choose your role and practise end to end. Each step links back to the matching feature section. For exact sample values to type live, open the Admin demo (sample data).

Admin User Case: live demo with sample data

Story: You are Admin Ama Mensah. You will set up a small piece of DVLA structure, create a leave type, add a staff user, raise a job requisition/vacancy, capture an applicant, and start onboarding. Use the exact sample values below during training so every tab works.

Step 0. Login

Step 1. Create Branch

Go to Organization > Branches > Add / New.

Step 2. Create Directorate

Step 3. Create Department

Step 4. Create Unit

Step 5. Add a Leave Type

Step 6. Create a demo staff user

Step 7. Create Job Requisition

Step 8. Create / publish Vacancy

Step 9. Add / review Applicant

Step 10. Interview + score (optional)

Step 11. Offer letter + Hire conversion

Step 12. Start Onboarding checklist

Step 13. Staff self-service check (optional)

Case A: HR Admin structure to hire

Story: You are Ama, HR Admin. A new unit needs setup, then you support hiring an officer and onboarding them.

1. Confirm organisation structure: open Branches / Directorates / Departments / Units and add or verify the new unit. Open Organization guide →
2. Check access: ensure the hiring manager and recruiter have the right roles. Open Access control →
3. Support vacancy creation: work with recruiter on requisition/vacancy. Open Recruitment →
4. Watch applicants arrive from Careers into Applicants pool. Open Careers →
5. After hire, start onboarding: checklists, documents, induction, payroll activation. Open Onboarding →
6. Use Ask Guide AI on any new screen. Open Ask Guide AI →

Case B: Recruiter requisition to hire

Story: You are Kofi, Recruiter. Fill one open role from request to hire conversion.

1. Create / manage job requisition and wait for approval if required. Recruitment steps → Approvals →
2. Publish vacancy for external Careers where configured. Careers →
3. Review Applicants pool and shortlist.
4. Schedule interviews and capture scores.
5. Issue offer letter, then complete hire conversion.
6. Hand over to onboarding. Onboarding →

Case C: Training Head run a programme

Story: You are Akosua, Training Head. Deliver one short leadership programme end to end.

1. Check setup: categories, providers, locations. Training module →
2. Create the program and link needs if required.
3. Nominate / enroll learners.
4. Create session and take attendance.
5. Publish assessment / survey; staff complete via Self Service. Self Service →
6. Report outcomes in Training reports. Reports →

Case D: Line Manager approvals day

Story: You are Mensah, Line Manager. Clear pending team requests in one place.

1. Open Approvals hub. Approvals guide →
2. Process leave requests for your team. Leave →
3. Process loan requests if assigned. Compensation / loans →
4. Approve job requisitions when asked. Recruitment →
5. Check onboarding/training pending items if in your queue.

Case E: Payroll Officer pay cycle

Story: You are Efua, Payroll Officer. Prepare and complete one payroll period carefully.

1. Confirm pay setup (components, tax, structures). Compensation →
2. Review employee salary records for changes.
3. Process payroll for the period.
4. Review payroll run, then payslips.
5. Staff view payslips in Self Service. Self Service →

Case F: Staff self-service day

Story: You are Yaw, Staff. Handle your own routine HR tasks without visiting the HR desk.

1. Open Self Service → My Profile and confirm your details. Self Service →
2. Apply for leave and track status. Leave →
3. Open My Payslips after payroll.
4. Check My Loans if you have one.
5. Browse Internal vacancies if you want to apply.
6. Complete assessment/survey when Training assigns one. Training →

Quick reference: who does what