RealworksHR is cloud-based software, which means you don't need to install it. It runs through your web browser instead.
To be able to use RealworksHR, please check you meet the following requirements:
Once registration has been completed, an email containing login details will be sent.
Click the link in the email or visit https://app.realworkshr.com.au to use these details to access the RealworksHR platform.
If you are unable to access your RealworksHR account due to an incorrect password follows the steps below to receive an email containing a new password:
Payment for RealworksHR can only be made within RealworksHR via a credit card. Accepted cards in RealworksHR: Visa, Mastercard and American Express only.
REIQ accredited agencies receive exclusive rates and will have their logo included on every form.
Should the status of your agency need to be updated, please contact the RealworksHR team on 1300 697 347, or send an email to: firstname.lastname@example.org.
As your RealworksHR subscription comes close to renewal (30 days from renewal date) you will see a reminder banner appearing:
When Principal users click on the link in this banner they will be redirected to the Current Subscription(s) area of RealworksHR.
When Non principal users click on this link in the banner they will be redirected to the My Details area.
Subscription renewal is also available through the Account Details button.
NB: Only Principal Users are able to view this section.
If a subscription payment has been made, or if your agency has set up auto renew on their RealworksHR subscription, you will see the following screen:
While renewing your RealworksHR subscription you have the option to set up automatic renewal, based on credit card details saved.
Once this box has been checked, the selected subscription will auto renew three days prior to subscription expiry to ensure no interruption of service. This will continue until one of the following conditions has been met:
All Tax Invoices are emailed to the Principal User that completed the subscription payment.
If another copy of any paid RealworksHR invoice is required, they are available to Principal Users in the Account Details/Transactions section.
This section outlines how to create, delete, edit and use the forms.
Forms may require certain information to be filled out, such as the employee or contractor details. This is done through the Form Create Wizard
As sections of the wizard are completed the progress bar will increment to show completion %.
NB: Fields marked with * are required
The section buttons can be used to navigate through completed sections for review purposes.
After filling out all required fields the Wizard Summary screen will show, allowing you to review all entered information prior to creating the form.
Once the information has been reviewed, click the <Submit> button to generate the form.
If further changes are required for a form still in the draft state the Form Create Wizard can be reopened by clicking the <Wizard> button. This can be done from either the main forms list or while viewing the form.
If a form has been finalised and requires changes see Duplicating Forms below.
Finalising a form locks the form so no further changes can be made. When you finalise a form it will also remove the "DRAFT" watermark stamp. If you wish to edit a form once it has already been finalised, it may be duplicated into a new draft.
NB: Accounts with Trial subscriptions are unable to finalise forms.
This feature is used so that you can download a PDF version of the form to your local computer. From there you can also open it to print.
NB: Accounts with Trial subscriptions are unable to download forms.
This feature will allow you to duplicate a currently completed form and all information contained within.
Any form can be duplicated, regardless of whether it is in a finalised or draft state.
When duplicating a finalised form, the new copy will be in a draft state for editing.
There are two methods to duplicate a form:
The act of deleting a form/template removes the form/template from your form/template listing.
Once deleted, a form/template cannot be recovered.
This delete action is only available from the list view.
This feature allows you to add files to your forms, allowing you to send or print a form with the selected attachments appearing as a single PDF.
NB:Various types of files are able to be attached to forms, for record keeping, whilst only PDF’s are able to be appended to the form when printed/emailed.
Please note: you will not be able to view the attachments within RealworksHR, only when the form is printed.
To attach a file to a form:
Within RealworksHR you have the ability to electronically sign your forms and agreements (availability and selection of forms depends on legislation).
Sign on Screen allows you to sign your form on screen (using a tablet device) whilst you are physically present with your client. This process is the equivalent to using pen and paper.
The signing person will be prompted to acknowledge and agree that, in general, they are aware that they are signing their form electronically and agreeing to the legal obligations of that form, as well as agreeing to receive electronic communications.
Remote signing is used when you need a document to be signed by a party that is not present in the same location as you. The signing request will be emailed to the recipient and electronically signed remotely.
To use this facility you must have an account with DocuSign and authorise RealworksHR to access this account. Once you have set up and authorised your DocuSign account in RealworksHR, you will be able to choose to send your forms and agreements for remote signature without interruption.
Note: If your client does not agree to the Electronic Signing consents, they will need to click <I Disagree> and <Cancel> the process, and you are obligated to print out the document and get it physically signed with ink.
Remote signing is available to users with a current DocuSign account. For details on DocuSign account configuration and usage, see the DocuSign Support page.
Forms that are available to be signed remotely will show the following tag in the forms list:
DocuSigned documents are returned to the DocuSign account holder via email when all signatures are completed.
DocuSigned documents are also available within RealworksHR, via the sent form, using the Electronic Signing button
Forms that have been sent for remote signing via DocuSign will also be available via logging into your DocuSign account.
When a form has been successfully signed via Remote Signing, the status will show status as completed and will provide the RealworksHR user with an option to Download Signed Document.
DocuSigned forms are also sent to the signing agents email address (as per the DocuSign account set up).