Your HR Toolkit | Program Roadmap

Your HR sorted, chapter by chapter

Thirteen chapters covering every stage of the people lifecycle. Each one shows you exactly how to use the YHRTK Program, the Resource Hub tools, the HR Platform and the community together, so nothing slips through the cracks.

13
Chapters
110
Topics
50+
Tools
8
AI agents
Learn
Course modules in the YHRTK Program. Watch, work through, apply.
Build
YHRTK AI agents and Resource Hub tools to do the work.
Manage
Where it runs day to day. Use the YHRTK HR Platform, or apply the same steps in your existing HRIS.
Discuss
YHRTK Community. Compare notes, sense check, group sessions.
Always on

Three assets working together

Your HR Toolkit is built on three connected layers. Your HR Toolkit AI gives you the AI agents plus every Resource Hub tool in one logged in place. The Program teaches you how to run it all properly. The HR Platform is our full HRIS: use it if you want one place that runs the lot, or stay on your existing HRIS and apply the same steps there.

HR Platform
Your full HRIS. Employees, leave, onboarding, recruitment, performance, documents, surveys, workflows, WHS, reports.
Open the platform
Your HR Toolkit AI
8 AI agents plus 50+ Resource Hub tools in one place. Log in here so every policy, plan and doc saves to your account.
Log in to YHRTK AI
YHRTK Program
13 course modules, community and 1:1 support. The learning layer that ties it all together.
Enter program
The 13 chapters

Every step. In sequence.

Each chapter links straight to its course module, the AI agents and Resource Hub tools you'll use, how to run it day to day in your HRIS (ours or your existing one), and where to discuss it in the community. Click any chapter to open the playbook.

01
Foundation phase
Attraction & Role Design
Get the basics right before you hire anyone
10
topics
Module 1
YHRTK Program course module
Attraction & Role Design
Watch the lessons, work through the exercises, then apply the tools below.
Open module
What Great HR Practices Do
Build YHRTK AI · Resource Hub
Run the HR Compliance Audit to spot the gaps in how you attract and structure roles before they cost you the wrong hire.
Manage Your HRIS: YHRTK Platform or existing
Add as items in the Compliance Calendar to ensure they don't drop off the list.
Discuss YHRTK Community
Discuss the gaps you identified from your HR Compliance Audit in the community and see how others prioritised their fixes, or join a group session to sense check your approach.
HR Fundamentals
Build YHRTK AI · Resource Hub
Ensure all roles covered by a modern award have an Award Classification File Note completed using the Award Classification Record before you design or advertise the role.
Manage Your HRIS: YHRTK Platform or existing
Record under the Job Profile in the Job Architecture module: award, employment type and pay rate set for every employee before advertising a new role.
Discuss YHRTK Community
Ask how other members ensure they are meeting award requirements before hiring in the community, or join a group session for general guidance.
When Do I Need HR Advice
Build YHRTK AI · Resource Hub
Run the HR Health Check to see where your people practices are leaking value before you bring anyone new into the business.
Manage Your HRIS: YHRTK Platform or existing
Add identified risk areas to the Compliance Calendar so they don't drop off the list; flag urgent compliance gaps for immediate action.
Discuss YHRTK Community
Share the risk areas you identified from your HR Health Check in the community and see how others addressed similar issues, or join a group session to talk it through.
What Are the National Employment Standards
Build YHRTK AI · Resource Hub
Use the HR Fundamentals Agent. Ask: "Explain the National Employment Standards and what they mean for my business"
Manage Your HRIS: YHRTK Platform or existing
Configure leave entitlements and employment conditions against Job Profiles in the Job Architecture module in line with the NES; add any audit gaps to the Compliance Calendar.
Discuss YHRTK Community
Ask how other businesses are applying the National Employment Standards in practice in the community, or join a group session for clarity on your setup.
When Is Minimum Wage Updated
Build YHRTK AI · Resource Hub
Use the HR Fundamentals Agent or Pay & Performance Agent. Ask: "When is the minimum wage updated in Australia and how does it affect my team?"
Manage Your HRIS: YHRTK Platform or existing
Already in the Compliance Calendar by default: the annual review reminder fires each July, then update pay rates against Job Profiles in the Job Architecture module.
Discuss YHRTK Community
Discuss how others stay on top of minimum wage updates and pay changes in the community, or join a group session to make sure your approach is up to date.
What Is Fair Work Information Statement
Build YHRTK AI · Resource Hub
Use the HR Fundamentals Agent. Ask: "What is the Fair Work Information Statement and when do I need to give it?"
Manage Your HRIS: YHRTK Platform or existing
Set up the Onboarding wizard to automatically include the FWIS (and CEIS for casuals) in the new hire documentation pack.
Discuss YHRTK Community
Ask how other members manage issuing the Fair Work Information Statement in the community, or join a group session to confirm your process.
What Are Modern Awards
Build YHRTK AI · Resource Hub
Use the HR Fundamentals Agent. Ask: "What are Modern Awards and how do I know which one applies to my employees?"
Manage Your HRIS: YHRTK Platform or existing
Ensure every Job Profile in the Job Architecture module has the correct Modern Award and classification level recorded.
Discuss YHRTK Community
Discuss how other businesses determine which Modern Award applies to their team in the community, or join a group session for general guidance.
Which Award Is Your Employee Under
Build YHRTK AI · Resource Hub
Use the HR Fundamentals Agent. Ask: "How do I work out which Award this role is covered under?"

Use the Award Classification Decision Record to document and justify your classification decision.
Manage Your HRIS: YHRTK Platform or existing
Record the applicable award against the Job Profile in the Job Architecture module; upload the Award Classification Record to the employee's file.
Discuss YHRTK Community
Ask how others confirm the correct award coverage for roles in the community, or join a group session before finalising your decision.
How to Work Out Award Classification
Build YHRTK AI · Resource Hub
Use the HR Fundamentals Agent. Ask: "How do I work out the correct classification level for [role] under [Award]?"

Use the Award Classification Decision Record to document and justify your classification decision.
Manage Your HRIS: YHRTK Platform or existing
Record the classification level and pay rate against the Job Profile in the Job Architecture module; save the completed Award Classification Record to the employee's file.
Discuss YHRTK Community
Discuss how other members determine the correct classification level for roles in the community, or join a group session to sense check your approach.
What Is an Award Classification
Build YHRTK AI · Resource Hub
Lock in the right level and pay rate with the Award Classification Tool before you write the job ad or send the contract.
Manage Your HRIS: YHRTK Platform or existing
Record the confirmed classification under the Job Profile in the Job Architecture module before creating the role or generating an offer; upload the Award Classification Record to the employee file.
Discuss YHRTK Community
Share how you have approached award classification decisions in the community and compare with others, or join a group session for guidance.
02
Hire phase
Recruitment
Find, assess and offer the right people
9
topics
Module 2
YHRTK Program course module
Recruitment
Watch the lessons, work through the exercises, then apply the tools below.
Open module
How Do You Know If You Need a Role
Build YHRTK AI · Resource Hub
Recruitment, Onboarding & Probation Agent. Ask: "Help me decide if I need to hire or restructure this role."

Use the Role Analysis Tool to upload the existing PD or describe duties to get a read on hours, automation opportunities and role design
Manage Your HRIS: YHRTK Platform or existing
Use the Job Architecture module to generate the updated Position Description for the role after completing the Role Analysis Tool.
Discuss YHRTK Community
Discuss how others decided whether to hire or restructure a role in the community, or join a group session to walk through your thinking.
What Do You Put in a Position Description
Build YHRTK AI · Resource Hub
Build a clear, role ready PD with the Position Description Generator so expectations are set from day one.
Manage Your HRIS: YHRTK Platform or existing
The HR Platform also has a PD Generator inside the Job Architecture module: save the final PD to the role record and attach to the job requisition.
Discuss YHRTK Community
Share how you structure your position descriptions in the community and see what others include, or join a group session to refine yours.
How Do You Find the Award You're Under
Build YHRTK AI · Resource Hub
Use the HR Fundamentals Agent or Pay & Performance Agent. Ask: "How do I find the Modern Award for this role or industry?"
Manage Your HRIS: YHRTK Platform or existing
Log the applicable award and classification level against the Job Profile in the Job Architecture module.
Discuss YHRTK Community
Ask how other businesses confirm the correct award before hiring in the community, or join a group session for guidance.
How Do You Know What to Pay
Build YHRTK AI · Resource Hub
Use the Pay & Performance Agent. Ask: "What is the minimum pay rate for [role] under [Award]?" or "How do I benchmark a salary for this role?"
Manage Your HRIS: YHRTK Platform or existing
Update the role's salary band and pay rate against the Job Profile in the Job Architecture module so it aligns with the correct award level or enterprise agreement.
Discuss YHRTK Community
Compare how others set pay rates and salary ranges for roles in the community, or join a group session for general input. If your situation is specific, consider a 1 to 1 session.
Writing a Great Job Ad
Build YHRTK AI · Resource Hub
Write a job ad that attracts the right people and filters out the wrong ones with the Job Ad Generator.
Manage Your HRIS: YHRTK Platform or existing
The HR Platform also has a Job Ad Generator inside the Recruitment module: save the final approved ad to the recruitment record and post directly to your preferred job board.
Discuss YHRTK Community
Share your approach to writing job ads in the community and see what has worked for others, or join a group session to improve your results.
Creating a Positive Candidate Experience
Build YHRTK AI · Resource Hub
Run structured interviews with the Interview Guide Builder so every candidate walks away feeling respected, even the ones you do not hire.
Manage Your HRIS: YHRTK Platform or existing
Use Employee Comms Channels to keep applicants updated at each stage; run live structured interviews using the Interview Guide generator in the Recruitment module to capture AI insights as you go.
Discuss YHRTK Community
Discuss how other members create a positive candidate experience in the community, or join a group session to refine your process.
Skills Testing
Build YHRTK AI · Resource Hub
Build a tailored skills test with the Skills Assessment Generator to see how candidates actually perform before you make the offer.
Manage Your HRIS: YHRTK Platform or existing
Save assessment results against the candidate record in the Recruitment module.
Discuss YHRTK Community
Ask how others use skills testing in recruitment in the community, or join a group session to explore best practice.
Making an Offer
Build YHRTK AI · Resource Hub
Pull together sharp, role specific reference questions with the Reference Check Generator before you sign off on the offer.
Manage Your HRIS: YHRTK Platform or existing
Generate the offer letter using the Doc Generator and send via Paperless Onboarding so it gets signed and stored against the employee record automatically.
Discuss YHRTK Community
Share how you approach making offers and reference checks in the community, or join a group session for general guidance.
How to Use a Recruitment and Onboarding AI Agent
Build YHRTK AI · Resource Hub
Use the Recruitment, Onboarding & Probation Agent directly and walk through its key prompts: Write a job ad, Draft a PD, Create an onboarding checklist, Help with probation review
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Discuss how others are using AI tools in recruitment in the community, or join a group session to get more out of the platform.
03
Welcome phase
Onboarding
Set new hires up to thrive in their first 90 days
13
topics
Module 3
YHRTK Program course module
Onboarding
Watch the lessons, work through the exercises, then apply the tools below.
Open module
Build Your Onboarding Plan Before You Hire
Build YHRTK AI · Resource Hub
Open the Onboarding Plan Generator before the role is filled, enter the role title, work arrangement and key systems, and generate a full onboarding plan with a day 1 agenda, weekly schedule and 30/60/90 milestones so the experience is designed before you extend the offer, not scrambled together on the first morning.
Manage Your HRIS: YHRTK Platform or existing
The HR Platform has automated onboarding flows from start to finish: use the Onboarding wizard to trigger the full plan as soon as the offer is accepted.
Discuss YHRTK Community
Share how you have structured your onboarding plan in the community and see what others include, or join a group session to refine your approach.
What to Do Before Your Employee's First Day
Build YHRTK AI · Resource Hub
Open the Onboarding Checklist Generator, enter the role title, employment type and start date, and generate a branded pre start checklist with task owners and due dates, covering everything from contract and equipment setup through to team introductions and system access, so nothing is scrambled the night before day one.
Manage Your HRIS: YHRTK Platform or existing
Trigger the Onboarding wizard's pre start workflow to send the welcome pack, set up accounts and notify managers automatically.
Discuss YHRTK Community
Ask how other members manage pre start tasks and setup in the community, or join a group session to improve your process.
Creating a Positive New Hire Experience
Build YHRTK AI · Resource Hub
Open the Onboarding Communications Guide, describe your business personality and tone, and generate a customised communications pack, including the pre start welcome email, first day logistics message and team introduction announcement, so the new hire feels genuinely welcomed before they've even walked in the door.
Manage Your HRIS: YHRTK Platform or existing
Use the Onboarding wizard's Day 1 sequence in Paperless Onboarding to deliver the welcome pack, intro emails and Day 1 checklist with no manual steps.
Discuss YHRTK Community
Discuss how others create a strong first impression for new hires in the community, or join a group session to enhance your onboarding experience.
First Day Administrative Tasks
Build YHRTK AI · Resource Hub
Open the Onboarding Checklist Generator and use the day 1 section of the generated checklist, covering IT setup, system access, equipment handover, payroll paperwork and compliance training enrolment, so the administrative tasks are assigned to the right owner with a clear sequence and nothing is left to memory on the day.
Manage Your HRIS: YHRTK Platform or existing
Run the Onboarding wizard's Day 1 admin pack via Paperless Onboarding: policies, contracts, banking and tax forms all triggered, signed and saved automatically.
Discuss YHRTK Community
Share how you manage first day admin tasks in the community and compare approaches, or join a group session for guidance.
Creating a Clear Structure for the First Day's Onboarding
Build YHRTK AI · Resource Hub
Open the Onboarding Plan Generator, set the duration to "First week" and generate a detailed day 1 agenda, including who the new hire meets, what they're shown, when breaks happen and how the day closes, so the new starter has a clear schedule and the manager is not improvising.
Manage Your HRIS: YHRTK Platform or existing
Use the Onboarding wizard to run a structured Day 1 sequence with pre booked sessions, system access and welcome touchpoints.
Discuss YHRTK Community
Ask how others structure the first day onboarding experience in the community, or join a group session to improve your approach.
Planning the First Week for Your New Hire
Build YHRTK AI · Resource Hub
Open the 90 Day Onboarding Planner, set the phase to "Days 1 to 30. Learn" and generate a structured first week plan that maps what the new hire needs to absorb, who they need to meet, which systems they need access to and what the manager's check in rhythm looks like: with parallel tracks for both the employee and the manager.
Manage Your HRIS: YHRTK Platform or existing
Use the Onboarding wizard to schedule the first week: training sessions, intro meetings, system walkthroughs and end of week 1:1.
Discuss YHRTK Community
Discuss how other businesses plan the first week for new hires in the community, or join a group session to refine your structure.
First Week Check Ins with New Hires
Build YHRTK AI · Resource Hub
Open the Onboarding Communications Guide and generate the Week 1 Check In Message: a short, warm manager message checking in on the new hire's first week, offering support and opening the door for honest feedback, so the conversation happens consistently, not only when the manager remembers.
Manage Your HRIS: YHRTK Platform or existing
Set up a 1:1 with the new employee and log it in your 1:1s module notes.
Discuss YHRTK Community
Share how you run first week check ins in the community and learn what others do, or join a group session for ideas.
Building Employee Confidence
Build YHRTK AI · Resource Hub
Ask the Recruitment, Onboarding & Probation Agent to help you design a confidence-building cadence for the first 30 days: describe the role, the new hire's experience level and your working arrangement, and it will suggest the specific actions, wins and conversations that build competence and belonging before the self-doubt kicks in.
Manage Your HRIS: YHRTK Platform or existing
Use the 1:1s module to capture confidence check ins and feedback during the first 90 days.
Discuss YHRTK Community
Ask how others build confidence in new hires early on in the community, or join a group session to strengthen your approach.
First Month Employee Performance Assessment
Build YHRTK AI · Resource Hub
Open the 90 Day Onboarding Planner and use the Day 30 milestone section: the plan maps what the new hire should be able to do independently by the end of month one, with clear success measures, so the first month review is a structured conversation against agreed expectations, not a subjective gut check.
Manage Your HRIS: YHRTK Platform or existing
Use the Performance Review module to run the 30 day check in and capture early performance signals.
Discuss YHRTK Community
Discuss how other members run 30 day performance check ins in the community, or join a group session to refine yours.
Aligning the Onboarding Experience with Your Brand
Build YHRTK AI · Resource Hub
Open the Onboarding Communications Guide, upload your tone of voice document or describe your business personality, and generate a customised communications pack: the AI weaves your brand voice, values and key phrases into every message so the new hire's first impressions match the brand experience you want to deliver from day one.
Manage Your HRIS: YHRTK Platform or existing
Brand all onboarding comms via Employee Comms Channels and the Onboarding wizard so every touchpoint feels consistent and on brand.
Discuss YHRTK Community
Share how you align onboarding with your brand in the community and compare with others, or join a group session for ideas.
Calling Your New Hire Before They Start
Build YHRTK AI · Resource Hub
Open the Onboarding Communications Guide and generate the Pre-Start Welcome Email as a script for a phone call: use the warm, personalised content as your talking points so the pre start call feels genuine and covers the key logistics (first day timing, parking, dress code, who to ask for) without feeling like a HR checklist read out loud.
Manage Your HRIS: YHRTK Platform or existing
Log the pre start call in the 1:1s module so it sits alongside their other onboarding milestones.
Discuss YHRTK Community
Ask how others handle pre start communication with new hires in the community, or join a group session for guidance.
Streamlining Your Onboarding Process
Build YHRTK AI · Resource Hub
Open the Onboarding Checklist Generator and generate a master checklist for your most common role type, covering pre start setup, day 1 admin, week 1 activities and 90 day milestones with task owners and due dates: then save it as your reusable onboarding template so you are not rebuilding the process from scratch every time you hire.
Manage Your HRIS: YHRTK Platform or existing
Run the full onboarding flow through the Onboarding wizard in Paperless Onboarding so every new hire gets the same experience automatically.
Discuss YHRTK Community
Discuss how other businesses streamline their onboarding process in the community, or join a group session to improve efficiency.
Setting Clear Goals for Your New Hire
Build YHRTK AI · Resource Hub
Open the 90 Day Onboarding Planner, define what success looks like at Day 90, and use the Learn/Contribute/Own framework to map specific goals and success measures for the 30, 60 and 90 day marks, so the new hire knows from week one exactly what they need to deliver and how their progress will be assessed at the probation review.
Manage Your HRIS: YHRTK Platform or existing
Set probation goals using the goals module in the HR Platform so they're tracked through the first 90 days.
Discuss YHRTK Community
Share how you set clear goals for new hires in the community and see what others do, or join a group session to refine your approach.
04
Confirm phase
Probationary Period
Use probation to confirm fit, properly
11
topics
Module 4
YHRTK Program course module
Probationary Period
Watch the lessons, work through the exercises, then apply the tools below.
Open module
What Is a Probationary Period
Build YHRTK AI · Resource Hub
Ask the Recruitment, Onboarding & Probation Agent to explain the qualifying period rules that apply to your business, including the 6 month threshold for larger employers and 12 month threshold for small businesses under 15 employees, so you know exactly what protections apply before you start.
Manage Your HRIS: YHRTK Platform or existing
Confirm every contract is recorded against the Job Profile in the Job Architecture module with a clearly stated qualifying period length, employment type and start date.
Discuss YHRTK Community
Discuss how other members manage probation periods in the community, or join a group session to strengthen your process.
Using the Probationary Period Effectively
Build YHRTK AI · Resource Hub
Open the Probation Process Map and use it as your end-to-end reference: from locking in the position description before they start through to the formal outcome conversation, so every step of the process is planned before the employee walks in the door.
Manage Your HRIS: YHRTK Platform or existing
Set probation goals using the goals module in the HR Platform and review at each 1:1 logged in the 1:1s module.
Discuss YHRTK Community
Ask how others structure probation check ins and documentation in the community, or join a group session for guidance.
How to Manage the Probationary Period Properly
Build YHRTK AI · Resource Hub
Open the Probation Communication Templates tool, enter your business name, role and key expectations, and let the AI customise your full comms pack. Week 1 expectations email, fortnightly check in agendas, 1-month and 3-month formal review agendas and all follow up emails, so every touchpoint is documented from day one.
Manage Your HRIS: YHRTK Platform or existing
Set probation goals using the goals module in the HR Platform; capture every probation conversation in the 1:1s module so the record is complete.
Discuss YHRTK Community
Share how you have used AI to manage probation in the community, or join a group session to improve your workflow.
Managing the Probationary Period With AI (without up next)
Build YHRTK AI · Resource Hub
Open the Probationary Period Manager and use the Letter Generator to produce a compliant confirmation or termination letter in minutes: enter the employee's name, role, start date and probation end date, select the letter type, and the AI drafts a Fair Work aligned letter ready to edit, copy and issue.
Manage Your HRIS: YHRTK Platform or existing
Generate the confirmation or termination letter using the Doc Generator and store against the employee record automatically; record the outcome and dates in the 1:1s module.
Discuss YHRTK Community
Discuss how other businesses document probation conversations in the community, or join a group session for best practice.
Managing the Probationary Period With AI ( normal)
Build YHRTK AI · Resource Hub
Use the Recruitment, Onboarding & Probation Agent to get real-time guidance on any probation scenario: whether it's structuring a concern conversation, deciding when to escalate, or drafting an Immediate Improvement Required email, so you have an HR advisor in your pocket for the full probation period.
Manage Your HRIS: YHRTK Platform or existing
Generate the probation letter using the Doc Generator; record the outcome (confirmed or terminated), issue date and probation end date in the 1:1s module.
Discuss YHRTK Community
Ask how others handled probation periods that were not working out in the community, or join a group session for general guidance. If your situation is sensitive, consider a 1 to 1 session.
Documenting the Probationary Period
Build YHRTK AI · Resource Hub
Open the Probation Communication Templates tool and generate your full documentation pack, including the file note template, Immediate Improvement Required email, formal review agendas and the end-of-meeting script, so every significant conversation has a written record that follows the same consistent format.
Manage Your HRIS: YHRTK Platform or existing
Log every probation conversation in the 1:1s module and store supporting evidence against the employee record.
Discuss YHRTK Community
Discuss how other members approach termination risk during probation in the community, or join a group session for guidance.
Handling a Probationary Period That Is Not Working Out
Build YHRTK AI · Resource Hub
Open the Probation Communication Templates tool and generate the Immediate Improvement Required meeting agenda and follow up email: enter the specific concerns with examples and dates, and the AI will customise both documents so you can have a direct, documented conversation without guessing at the right words.
Manage Your HRIS: YHRTK Platform or existing
Log the conversation in the 1:1s module; use the Performance Management Doc Generator to issue a formal record of discussion if needed.
Discuss YHRTK Community
Ask how others decide when to end employment during probation in the community, or join a group session to sense check your timing.
Risks of Terminating Employment During the Probationary Period
Build YHRTK AI · Resource Hub
Ask the Recruitment, Onboarding & Probation Agent to walk you through the general protections and adverse action risks that apply during the qualifying period so you understand what claims can still be made even before unfair dismissal protection kicks in, and what a defensible process looks like.
Manage Your HRIS: YHRTK Platform or existing
Document the reasons and process in the 1:1s module and Performance Management section so the record stands up if challenged.
Discuss YHRTK Community
Share how you have handled ending employment during probation in the community, or join a group session for guidance.
When to End Employment During the Probationary Period
Build YHRTK AI · Resource Hub
Open the Probation Process Map and review the decision point section: around 4 to 5 weeks before the qualifying period ends: to assess whether the employee has met the standard across technical competency, consistency, team integration and response to feedback before the window closes.
Manage Your HRIS: YHRTK Platform or existing
Log the decision rationale in the 1:1s module; use the Performance Management Doc Generator to issue the termination letter.
Discuss YHRTK Community
Discuss how other businesses celebrate employees passing probation in the community, or join a group session for ideas.
How to End Employment During the Probationary Period
Build YHRTK AI · Resource Hub
Open the Probationary Period Manager Letter Generator, select Termination During Probation, enter the last day, reason and support provided, and generate a compliant termination letter: then use the Probation Communication Templates end-of-employment meeting script to deliver the conversation clearly and with care.
Manage Your HRIS: YHRTK Platform or existing
Generate the termination letter using the Performance Management Doc Generator and trigger the offboarding flow.
Discuss YHRTK Community
Share which HR policies you are prioritising in the community and see what others focused on first, or join a group session for guidance.
Celebrating Employees Passing Probation
Build YHRTK AI · Resource Hub
Open the Probationary Period Manager Letter Generator, select Confirmation of Employment, and generate a warm, forward-looking confirmation letter for the employee: then use the Recruitment, Onboarding & Probation Agent to help you plan a brief milestone conversation that acknowledges their effort and sets the next phase of development.
Manage Your HRIS: YHRTK Platform or existing
Mark probation as confirmed in the goals module and trigger a celebration via Employee Comms Channels.
Discuss YHRTK Community
Ask how others structure their policies in the community, or join a group session to refine yours.
05
Compliance phase
HR Policies & Compliance
Lock in policies that meet your legal obligations
9
topics
Module 5
YHRTK Program course module
HR Policies & Compliance
Watch the lessons, work through the exercises, then apply the tools below.
Open module
HR Policies
Build YHRTK AI · Resource Hub
Ask the Policies & Compliance Agent to audit your current policy coverage: tell it which policies you have in place and it will identify the gaps, flag what's legally required for your business size and industry, and prioritise what to build first.
Manage Your HRIS: YHRTK Platform or existing
Save policies to the Policy Generator library and assign for acknowledgement; track outstanding sign offs.
Discuss YHRTK Community
Discuss how often other businesses review and update policies in the community, or join a group session to stay compliant.
What Do You Need to Include in Your Policies-
Build YHRTK AI · Resource Hub
Open the Workplace Policy Generator, select the relevant policy type from the 18 available, enter your business name, industry, size and state, and let the AI generate a complete policy document, including purpose, scope, responsibilities, definitions and an employee acknowledgement: tailored to your context.
Manage Your HRIS: YHRTK Platform or existing
Use the Policy Generator to draft, version and publish policies; track acknowledgements automatically.
Discuss YHRTK Community
Share how you manage WHS policy updates in the community and compare approaches, or join a group session for guidance.
How Often Should You Review Your Policies-
Build YHRTK AI · Resource Hub
Ask the Policies & Compliance Agent to set a review schedule for your policy suite: it can recommend which policies should be reviewed annually versus when triggered by a legislative change, and flag which Fair Work or NES updates in the last 12 months require an immediate policy refresh.
Manage Your HRIS: YHRTK Platform or existing
Set policy review reminders in the Compliance Calendar so reviews don't drop off the list.
Discuss YHRTK Community
Ask how other members are managing psychosocial risks in the community, or join a group session to understand practical approaches.
Making Sure Workplace Health and Safety Policies Are Up to Date
Build YHRTK AI · Resource Hub
Open the Workplace Policy Generator and generate a fresh Workplace Health and Safety policy: select the WHS policy type, enter your business details, and export to Word so you can review it against your current version and update any clauses that no longer reflect your obligations as a PCBU under the WHS Act.
Manage Your HRIS: YHRTK Platform or existing
Track WHS policy reviews and Risk Assessments in the Compliance Calendar; use the Policy Generator for version updates.
Discuss YHRTK Community
Discuss how others build flexibility into performance policies in the community, or join a group session to refine your approach.
Workplace Health and Safety Obligations
Build YHRTK AI · Resource Hub
Open the Psychosocial Hazards Assessment and work through the internal assessment questions as HR or the business owner: then send the team survey to your people, and use the four-step risk assessment plan to identify, assess, control and review psychosocial risks in your workplace in line with the QLD Code of Practice 2022.
Manage Your HRIS: YHRTK Platform or existing
Use the Risk Assessments module for SHPP, psychosocial and general risk registers; log all WHS obligations in the Compliance Calendar.
Discuss YHRTK Community
Share how you have simplified your policies in the community and see what worked for others, or join a group session for ideas.
Flexibility in Performance Management Policies
Build YHRTK AI · Resource Hub
Open the Workplace Policy Generator, select the Performance Management policy type, and add any context about how you want flexibility built in: the AI will generate a policy that includes the review cycle, goal-setting expectations, feedback obligations and the underperformance process in one compliant document.
Manage Your HRIS: YHRTK Platform or existing
Update flexibility provisions through the Policy Generator and assign for re acknowledgement.
Discuss YHRTK Community
Ask how other businesses make policies easier for teams to understand in the community, or join a group session for guidance.
Making Sure Your Policies Are Easy to Understand
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Ask the Policies & Compliance Agent to review a policy you've already written and suggest plain language edits: paste the policy in and ask it to identify any clauses that are overly legal, unclear or likely to be misunderstood by a non-HR audience, then use the suggestions to rewrite for readability.
Manage Your HRIS: YHRTK Platform or existing
Save the simplified versions in the Policy Generator library; track sign offs by employee.
Discuss YHRTK Community
Discuss how others communicate policies effectively in the community, or join a group session to improve engagement.
Creative Ways to Make Your Policies Easier to Absorb
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Ask the Policies & Compliance Agent for practical ideas on how to communicate a specific policy to your team: whether that's a one-page summary, a team discussion activity, a scenario-based FAQ or a short visual guide, and use the output to turn a dense document into something people will actually engage with.
Manage Your HRIS: YHRTK Platform or existing
Use Employee Comms Channels to roll out policies in digestible formats with reminders and acknowledgements.
Discuss YHRTK Community
Share how you are using policy tools and AI in the community, or join a group session to get more value from them.
Policy AI Agent
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Open the Policies & Compliance Agent on the YHRTK platform and use it as your on demand policy advisor: ask it to draft, update, review or explain any of the 18 policy types, check your obligations under the Fair Work Act, or build a Sexual Harassment Prevention Plan using the SHPP Builder to meet your positive duty requirements under the Sex Discrimination Act.
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Discuss how other members are using the Policy AI Agent in the community, or join a group session to get more value from drafting, reviewing and updating policies.
06
Culture phase
Creating Culture
Define and embed the behaviours that drive performance
11
topics
Module 6
YHRTK Program course module
Creating Culture
Watch the lessons, work through the exercises, then apply the tools below.
Open module
Calling Out Behaviours During Team Meetings
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Ask the Culture Agent to help you script a short, non-confrontational way to call out a behaviour that's inconsistent with your values in a team meeting: describe the situation and it will give you specific language that names the behaviour, connects it to a team standard and redirects without shaming.
Manage Your HRIS: YHRTK Platform or existing
Capture the conversation and follow up actions in the 1:1s module.
Discuss YHRTK Community
Share how you are defining culture in your business in the community and see how others approached it, or join a group session to workshop your ideas.
What Is Culture
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Ask the Culture Agent to give you a plain language definition of culture that you can use with your team: ask it to explain the difference between values on a wall and culture in action, so you can start the culture conversation with your people from a grounded, honest place.
Manage Your HRIS: YHRTK Platform or existing
Use Our Culture Page to publish the working definition for your team.
Discuss YHRTK Community
Discuss what culture looks like in practice for other businesses in the community, or join a group session to clarify your direction.
What Type of Workplace Do You Want to Work In
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Open the Culture Guidebook Builder and work through the "why the business exists" and team setup sections: answering honestly about how your team works and what the business is for, so the AI has the raw material to draft a guidebook that reflects the workplace you actually want to build, not a generic values poster.
Manage Your HRIS: YHRTK Platform or existing
Capture the answer in the Culture Guide Builder.
Discuss YHRTK Community
Share the type of workplace you are trying to build in the community and compare with others, or join a group session to refine your thinking.
Defining the Behaviours Needed for Business Growth
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Open the Culture Guidebook Builder and define your values as "We..." statements: for each one, specify the must-have behaviours your team needs to demonstrate to support growth and the cannot-have behaviours you will not tolerate, so your culture expectations are concrete and observable, not aspirational and vague.
Manage Your HRIS: YHRTK Platform or existing
Add behaviour definitions to the Culture Guide Builder and publish via Our Culture Page.
Discuss YHRTK Community
Discuss how other members define behaviours that support growth in the community, or join a group session to strengthen your approach.
Current State Assessment
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Use the Culture Values Workshop Planner to generate a team survey and assessment: enter your organisation name, team size and purpose as "culture alignment", and the AI will produce a facilitator guide with group activities specifically designed to surface honest feedback about where your culture is now versus where you want it to be.
Manage Your HRIS: YHRTK Platform or existing
Run a culture pulse via Employee Comms Channels and review results.
Discuss YHRTK Community
Share the results of your current state culture assessment in the community and see how others interpreted theirs, or join a group session to plan next steps.
Defining Culture Values
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Open the Culture Values Workshop Planner, set the purpose to "Defining values for the first time" or "Refreshing existing values", enter your team details, and generate a complete facilitator guide with timed agenda, icebreaker, values discovery exercise and small-group discussion so you can run a values workshop that produces real outputs your team owns.
Manage Your HRIS: YHRTK Platform or existing
Lock values into the Culture Guide Builder and publish via Our Culture Page.
Discuss YHRTK Community
Ask how other businesses defined their values with their team in the community, or join a group session to refine your workshop approach.
Creating a Culture Guide
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Open the Culture Handbook Builder, enter your mission, upload your logo and set your brand colours, define up to five values with their associated behaviours, and export a print ready culture handbook PDF your team can actually use: built on HR best practice and drafted by AI from your inputs in about 15 minutes.
Manage Your HRIS: YHRTK Platform or existing
Save the finalised guide via the Culture Guide Builder; publish to Our Culture Page and link to the Onboarding wizard.
Discuss YHRTK Community
Share how you have created your culture guide in the community and compare with others, or join a group session for feedback.
Embedding Your Culture
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Ask the Culture Agent to give you a 90 day culture embedding plan: describe your values, your team size and your working model, and it will map out the specific rituals, conversations and leadership behaviours you need to make your culture visible and felt every week, not just at the annual planning day.
Manage Your HRIS: YHRTK Platform or existing
Add embedding rituals to the Compliance Calendar so they don't drop off, and reinforce via Employee Comms Channels.
Discuss YHRTK Community
Discuss how other members are embedding culture day to day in the community, or join a group session to explore what actually works.
Discussing Culture Regularly
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Ask the Culture Agent to help you design a standing culture agenda item for your team meetings: describe your team size, meeting cadence and current values, and it will suggest a short, structured conversation format that keeps culture visible in your regular rhythm without it feeling like a compliance exercise.
Manage Your HRIS: YHRTK Platform or existing
Add a standing culture agenda item to your 1:1s module template so it's discussed every cycle.
Discuss YHRTK Community
Ask how others keep culture visible in regular team conversations in the community, or join a group session for ideas.
How Culture Impacts Your Business
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Ask the Culture Agent to help you build a business case for investing in culture: describe your team size, any current people challenges (e.g: turnover, disengagement, underperformance) and it will connect your culture gaps to measurable business outcomes so you can make the case for culture work with data, not just intent.
Manage Your HRIS: YHRTK Platform or existing
Pull turnover, probation outcome and performance review data from HR Platform reports to build the business case.
Discuss YHRTK Community
Share how culture is impacting your business results in the community and compare with others, or join a group session to connect it to outcomes.
Culture AI Agent
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Open the Culture Agent on the YHRTK platform to design the non negotiable behaviours your team needs, build the frameworks that make culture visible every day, and use the Culture Handbook Builder, Culture Values Workshop Planner and Culture Guidebook Builder together to move from culture aspiration to culture infrastructure your team can actually live.
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Discuss how other members are using culture tools and frameworks in the community, or join a group session to get more value from them.
07
Goals phase
Developing Your Team
Set clear goals that stretch and align your team
9
topics
Module 7
YHRTK Program course module
Developing Your Team
Watch the lessons, work through the exercises, then apply the tools below.
Open module
What Are Performance Goals
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Use the Everyday Leadership Agent to get a clear, plain language explanation of what performance goals are and why they matter before you introduce them to your team.
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Share how you are introducing performance goals in your team in the community and see how others approached it, or join a group session for guidance.
The Impact of Clear Performance Goals
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Use the Everyday Leadership Agent to understand the business case for goal-setting so you can confidently sell the idea to your team and leadership.
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Discuss how clear goals have impacted other teams in the community, or join a group session to refine your approach.
How Setting Effective Goals Impacts Your Team
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Use the Pay & Performance Agent to explore how structured goals drive engagement, accountability, and results, and get practical talking points to share with your team.
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Ask how other members structure goal setting in their business in the community, or join a group session for ideas.
How to Set Clear Performance Goals
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Use the Goal Setting Generator to create clear, measurable OKRs for each team member. AI builds them based on the role, business priorities, and development areas you enter.
Manage Your HRIS: YHRTK Platform or existing
Set OKRs using the goals module in the HR Platform and review at each 1:1 logged in the 1:1s module.
Discuss YHRTK Community
Share how you are setting performance goals in the community and compare approaches, or join a group session to improve your structure.
Ensuring Your Goals Include Challenge and Stretch
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Run the Goal Setting Generator and select Development/Growth or Performance/Output as your goal type to make sure each OKR pushes your team beyond the baseline without being unrealistic.
Manage Your HRIS: YHRTK Platform or existing
Update stretch goals in the goals module; flag any goals needing a support plan.
Discuss YHRTK Community
Discuss how others build stretch into goals without overwhelming their team in the community, or join a group session for guidance.
Measuring Goal Success
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Use the Goal Setting Generator to complete the Target and Measure fields for every Key Result so success is defined before the period starts: not after.
Manage Your HRIS: YHRTK Platform or existing
Update goal status in the goals module at each 1:1 check in.
Discuss YHRTK Community
Ask how other businesses measure goal success in the community, or join a group session to refine your approach.
Celebrating Wins with Your Team
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Use the Everyday Leadership Agent to get practical, low cost ideas for recognising your team's wins in a way that actually lands and builds culture.
Manage Your HRIS: YHRTK Platform or existing
Log team wins in the 1:1s module so they're captured for performance reviews.
Discuss YHRTK Community
Share how you recognise wins in your team in the community and learn what works for others, or join a group session for ideas.
Holding Your Team Accountable
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Use the Everyday Leadership Agent to get a script or framework for accountability conversations so you can address missed goals without damaging the relationship.
Manage Your HRIS: YHRTK Platform or existing
Log agreed actions and follow up dates in the 1:1s module after every accountability conversation.
Discuss YHRTK Community
Discuss how other members hold their team accountable in the community, or join a group session to strengthen your approach.
How to Use the Performance AI Agent
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Open the Pay & Performance Agent and start with: "Help me prepare for a performance conversation" or "Review my team's current goals". it gives you direct, step by step guidance every time.
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Share how you are using performance tools and AI in the community, or join a group session to get more value from them.
08
Rhythms phase
Team Management
Establish the regular conversations that keep teams on track
6
topics
Module 8
YHRTK Program course module
Team Management
Watch the lessons, work through the exercises, then apply the tools below.
Open module
Defining Your Regular Team Rhythms
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Run the Team Rhythms Audit to score your current meeting cadence across 8 rhythm categories and identify the gaps before they cost you team alignment and momentum.
Manage Your HRIS: YHRTK Platform or existing
Schedule recurring 1:1s, team meetings and reviews via the 1:1s module and Performance Review module.
Discuss YHRTK Community
Discuss how other businesses structure their team rhythms in the community, or join a group session to improve your cadence.
Why 1:1s Are Important
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Use the Everyday Leadership Agent to understand why 1:1s are one of the highest-leverage things you can do as a manager, and get a clear case for why they should be protected time, not the first thing cancelled.
Manage Your HRIS: YHRTK Platform or existing
Use the 1:1s module to keep a structured running record of every 1:1.
Discuss YHRTK Community
Ask how other members run effective one on ones in the community, or join a group session for practical ideas.
How to Structure and Prepare for 1:1s
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Open the 1:1 in the 1:1s module Guide & Template and enter the employee's role and meeting focus to generate a structured agenda with AI-powered discussion questions tailored to the conversation type before you walk in.
Manage Your HRIS: YHRTK Platform or existing
Use the 1:1s module template to structure each meeting and capture talking points before and after.
Discuss YHRTK Community
Share how you prepare and structure one on ones in the community and compare with others, or join a group session to refine your approach.
The Key Ingredients of Great 1:1s
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Use the Everyday Leadership Agent. prompt: "What are the key ingredients of a great 1:1 and what mistakes should I avoid?". to get a practical breakdown of what separates a real conversation from a status update.
Manage Your HRIS: YHRTK Platform or existing
Use the 1:1s module agenda template to keep every conversation balanced: wellbeing, work and growth.
Discuss YHRTK Community
Discuss what makes a great one on one based on others experience in the community, or join a group session for guidance.
Checking In with Employees Through 1:1s
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Open the 1:1 in the 1:1s module Guide & Template, select General Check-in or Wellbeing as the meeting focus, and generate warm, open-ended questions to check in on how your team member is actually going: not just what they're working on.
Manage Your HRIS: YHRTK Platform or existing
Log every 1:1 in the 1:1s module so the running record is always complete.
Discuss YHRTK Community
Ask how others check in on employee wellbeing during one on ones in the community, or join a group session for ideas.
How to Use the AI Agent
Build YHRTK AI · Resource Hub
Open the Everyday Leadership Agent and start with: "Help me structure a 1:1 with a team member" or "Run a better team meeting". it gives you direct, step by step guidance on team management without needing to figure it out yourself.
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Share how you are using leadership tools and AI in the community, or join a group session to improve your approach.
09
Feedback phase
Giving Effective Feedback
Build a culture where feedback flows both ways
8
topics
Module 9
YHRTK Program course module
Giving Effective Feedback
Watch the lessons, work through the exercises, then apply the tools below.
Open module
Setting Up a Feedback Culture
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Use the Everyday Leadership Agent to get a practical plan for building a feedback culture in your team: what to start, what to stop, and how to make feedback a normal part of how your team works, not a once-a-year event.
Manage Your HRIS: YHRTK Platform or existing
Capture feedback rituals in the 1:1s module and reinforce via Employee Comms Channels.
Discuss YHRTK Community
Discuss how other businesses are building a feedback culture in the community, or join a group session to strengthen yours.
Why Is Feedback Important?
Build YHRTK AI · Resource Hub
x
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Ask how other members identify the root cause before giving feedback in the community, or join a group session for guidance.
Identifying the Problem Before Giving Feedback
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Open the COIN Feedback Planner and work through the Core Concern step to get clear on whether this is a skills gap, a behaviour issue, a workload problem or a one-off before you open your mouth: because giving the wrong type of feedback for the problem is what makes it land badly.
Manage Your HRIS: YHRTK Platform or existing
Log observations against the employee record using the 1:1s module.
Discuss YHRTK Community
Share how you structure feedback conversations in the community and compare approaches, or join a group session to refine your delivery.
How to Deliver Feedback
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Open the COIN Feedback Planner, complete all four steps (Core, Observation, Impact, Next Steps) and let AI generate your full conversation plan, so you walk in prepared with an opening, a structured message, coaching questions and agreed next steps already mapped.
Manage Your HRIS: YHRTK Platform or existing
Capture the feedback conversation in the 1:1s module.
Discuss YHRTK Community
Discuss how others give positive feedback that actually lands in the community, or join a group session for ideas.
How to Give Positive Feedback
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Open the COIN Feedback Planner, select Positive Feedback and complete the Core Area, Observation and Impact sections to generate a specific recognition conversation plan: because "great job" is not feedback, and named specifics are what actually land.
Manage Your HRIS: YHRTK Platform or existing
Log positive feedback in the 1:1s module so it carries through to the next performance review.
Discuss YHRTK Community
Ask how other businesses improve the way feedback is delivered in the community, or join a group session to strengthen your skills.
Tips for Delivering Feedback Effectively
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Use the Feedback Scripts Library to get 10 ready to use scripts for the feedback moments you actually face: in-the-moment praise, written recognition, quick constructive conversations, planned meetings, and what to say when the feedback isn't landing.
Manage Your HRIS: YHRTK Platform or existing
Use the 1:1s module to plan the conversation and capture outcomes.
Discuss YHRTK Community
Share how you document feedback in the community and see what others do, or join a group session for best practice.
Documenting Feedback
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Open the Feedback Logbook after every feedback conversation: positive or constructive, and add a one-line entry naming the moment, the behaviour, the impact and any agreed action, so nothing is new at the performance review and you always have evidence when you need it.
Manage Your HRIS: YHRTK Platform or existing
Document every feedback conversation in the 1:1s module so the running record is complete.
Discuss YHRTK Community
Discuss how other members are using feedback tools and frameworks in the community, or join a group session to get more value from them.
AI Feedback Agent
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Open the Everyday Leadership Agent and start with: "Help me plan a feedback conversation using COIN" or "Give me feedback on how I'm giving feedback". it gives you a structured plan, a Radical Candor self-check and coaching questions in under two minutes.
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Share how you run performance reviews in your business in the community and compare approaches, or join a group session to refine your process.
10
Review phase
Performance Reviews
Run performance reviews that move people forward
4
topics
Module 10
YHRTK Program course module
Performance Reviews
Watch the lessons, work through the exercises, then apply the tools below.
Open module
How to Conduct a Performance Review
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Open the Performance Review Builder to run a structured, two-way review: rate goals, capture strengths and development areas with AI assist, agree goals for the next period, and get both parties to sign off in one place so nothing is missing.
Manage Your HRIS: YHRTK Platform or existing
Complete a performance review using the Performance Review module.
Discuss YHRTK Community
Ask how often other businesses conduct performance reviews in the community, or join a group session for guidance.
How Often Should You Conduct a Performance Review?
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Use the Pay & Performance Agent. prompt: "How often should I run performance reviews and what's the difference between a quarterly check in and an annual review?". to get a clear, practical answer on review frequency before you set your calendar.
Manage Your HRIS: YHRTK Platform or existing
Schedule the review cycle in the Compliance Calendar and run via the Performance Review module.
Discuss YHRTK Community
Discuss how other members prepare for performance reviews in the community, or join a group session to improve your approach.
How to Prepare for a Performance Review
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Send the Self-Assessment Builder to each team member at least one week before the review so they come prepared with their own view of goals, strengths, where they got stuck, and what they need from you: then complete the Review Prep Tool yourself after you have read their self assessment.
Manage Your HRIS: YHRTK Platform or existing
Use the Performance Review module to set up the cycle and pull goal data from the goals module.
Discuss YHRTK Community
Share how you structure performance review conversations in the community and learn from others, or join a group session for ideas.
What to Do During a Performance Review
Build YHRTK AI · Resource Hub
Open the Performance Review Builder and run the 90-minute agenda. 30 minutes on goals and achievements, 30 minutes setting goals for next period, 15 minutes on development, 10 minutes on summary and next steps: then use the AI assist to frame strengths and development feedback before you print and sign off.
Manage Your HRIS: YHRTK Platform or existing
Run the conversation through the Performance Review module so notes, ratings and outcomes are captured against the employee record.
Discuss YHRTK Community
Discuss how other businesses approach pay reviews in the community, or join a group session for general guidance. If your situation is specific, consider a 1 to 1 session.
11
Reward phase
Pay Reviews
Get pay right so people stay
7
topics
Module 11
YHRTK Program course module
Pay Reviews
Watch the lessons, work through the exercises, then apply the tools below.
Open module
Getting Pay Right
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Use the Pay & Performance Agent to get a plain language breakdown of what "getting pay right" means in your business, covering award compliance, market positioning, and internal equity before you make any pay decisions.
Manage Your HRIS: YHRTK Platform or existing
Set salary bands against Job Profiles in the Job Architecture module.
Discuss YHRTK Community
Ask how other members structure pay across their team in the community, or join a group session for ideas.
How to Structure Pay
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Use the Pay & Performance Agent. prompt: "How should I structure pay across my team, and how do I define a salary range for each role?". to get a clear framework for setting pay bands that are fair, consistent, and defensible across your team.
Manage Your HRIS: YHRTK Platform or existing
Define pay bands and progression criteria against Job Profiles in the Job Architecture module.
Discuss YHRTK Community
Share how you ensure award compliance in pay decisions in the community and compare with others, or join a group session for guidance.
Paying Award Rates
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Use the HR Fundamentals Agent to check whether each role in your team is covered by a Modern Award, identify the correct classification, and confirm minimum pay rates: especially before the first full pay period after 1 July each year when updated Fair Work rates take effect.
Manage Your HRIS: YHRTK Platform or existing
Confirm award rates against the Job Profile in the Job Architecture module; flag any gaps in the Compliance Calendar.
Discuss YHRTK Community
Discuss how other businesses maintain fairness and equity in pay in the community, or join a group session to refine your approach.
Maintaining Fairness and Equity in Pay
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Run the Pay Review Planner and complete Step 5 (Internal Equity) before finalising any pay decision: compare the employee's proposed rate against others in similar roles and make sure every decision you make is one you can explain to anyone on your team, because employees are legally allowed to discuss pay with each other.
Manage Your HRIS: YHRTK Platform or existing
Run pay equity reports from the HR Platform; investigate gaps and update Job Profiles in the Job Architecture module.
Discuss YHRTK Community
Ask how others are handling pay transparency and communication in the community, or join a group session for clarity.
Pay Confidentiality
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Use the Pay & Performance Agent. prompt: "What are the pay secrecy laws in Australia and what can I legally say to my team about pay confidentiality?". to get an up-to-date, compliant answer before you set any expectations with your team or managers.
Manage Your HRIS: YHRTK Platform or existing
Set confidentiality clauses in policies via the Policy Generator and assign for acknowledgement.
Discuss YHRTK Community
Share how you design employee benefits in the community and learn what works for others, or join a group session for ideas.
Employee Benefits
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Open the Benefits Designer, pick from six benefit categories (Flexibility, Leave, Development, Financial, Wellbeing, Recognition), set your budget, and AI drafts a full benefits package summary with estimated cost, recruitment talking points, and what to plan for, so you know exactly what you are offering and how to sell it.
Manage Your HRIS: YHRTK Platform or existing
Document employee benefits in policies via the Policy Generator; reinforce via Employee Comms Channels.
Discuss YHRTK Community
Discuss how other members are using pay and benefits tools in the community, or join a group session to get more value from them.
Pay and Benefits AI Agent
Build YHRTK AI · Resource Hub
Open the Pay & Performance Agent and start with: "Help me prepare for a pay review conversation", "Check whether my team's pay meets the award", or "What should I consider before changing someone's pay?". it gives you a direct, compliance-aware answer every time.
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Discuss how other members are using the Pay and Benefits AI Agent in the community, or join a group session for general guidance. If your situation is specific to an employee or pay decision, consider a 1 to 1 session.
12
Course-correct phase
Managing Underperformance
Address underperformance before it becomes a crisis
8
topics
Module 12
YHRTK Program course module
Managing Underperformance
Watch the lessons, work through the exercises, then apply the tools below.
Open module
How to Address Underperformance Before It Starts
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Use the Everyday Leadership Agent to get a practical checklist of what to put in place before issues arise: clear goals, regular 1:1s, documented feedback, and a team rhythm that means nothing comes as a surprise when performance conversations are needed.
Manage Your HRIS: YHRTK Platform or existing
Capture early warning signs in the 1:1s module.
Discuss YHRTK Community
Discuss how other businesses prevent underperformance issues early in the community, or join a group session for guidance.
What Is Underperformance?
Build YHRTK AI · Resource Hub
x
Manage Your HRIS: YHRTK Platform or existing
Document examples in the 1:1s module.
Discuss YHRTK Community
Ask how other members identify underperformance in the community, or join a group session to clarify your approach.
Understanding Underperformance Issues
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Open the Underperformance Process Map and select where you are in the process: from Just noticed a concern through to Considering termination: to get a step by step guide matched exactly to where you are right now, so you know what to do next without skipping a step that could expose the business.
Manage Your HRIS: YHRTK Platform or existing
Log conversations and observations in the 1:1s module.
Discuss YHRTK Community
Share how you are handling underperformance concerns in the community and compare approaches, or join a group session for guidance.
When to Start a Performance Improvement Plan
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Run the General Protections Risk Assessment Quiz before you open any formal performance process to check your risk of an unfair dismissal or general protections claim: then use the PIP Generator to create a formal Performance Improvement Plan with clear objectives, success metrics, support arrangements, and a review timeline once you know it is safe to proceed.
Manage Your HRIS: YHRTK Platform or existing
Open a PIP via the PIP tracker and link to the employee record.
Discuss YHRTK Community
Discuss when others introduced a performance improvement plan in the community, or join a group session to sense check your timing.
Termination Due to Underperformance
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Use the Managing Underperformance Agent: prompt: "What are the steps I need to follow before I can terminate someone for underperformance in Australia?". to get a clear, Fair Work aligned process before you have any termination conversation, because getting the sequence wrong is the most common and costly mistake.
Manage Your HRIS: YHRTK Platform or existing
Generate the termination letter using the Performance Management Doc Generator and trigger the offboarding flow.
Discuss YHRTK Community
Ask how other members approached termination due to underperformance in the community, or join a group session for general guidance. If your situation is sensitive, consider a 1 to 1 session.
When to Terminate for Underperformance
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Use the Managing Underperformance Agent: prompt: "When is it appropriate to terminate for underperformance and have I followed the right process?". to get a direct answer on whether the situation meets the Fair Work threshold and whether your documentation is sufficient before you proceed.
Manage Your HRIS: YHRTK Platform or existing
Log the decision in the 1:1s module; generate documentation using the Performance Management Doc Generator.
Discuss YHRTK Community
Discuss how others decided when to terminate for underperformance in the community, or join a group session to refine your decision making.
Considering the Risks When Terminating
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Run the General Protections Risk Assessment Quiz to score your risk across 12 risk factors, including complaints raised, protected attributes, union involvement, and recent leave, before any termination decision, so you know exactly what exposure you carry before you take action.
Manage Your HRIS: YHRTK Platform or existing
Capture the risk assessment in the 1:1s module before issuing any termination documentation.
Discuss YHRTK Community
Share how you assessed risks before termination in the community and compare with others, or join a group session for guidance.
Performance Management AI Tool
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Open the Managing Underperformance Agent and start with: "Help me document a performance concern", "Draft a written warning", or "Walk me through the underperformance process step by step". it gives you compliant, Fair Work aligned guidance at every stage of the process so nothing falls through procedurally.
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Discuss how other members are using underperformance tools and frameworks in the community, or join a group session to get more value from them.
13
Exit phase
Offboarding & Wrap Up
Wrap up well so people leave as advocates
5
topics
Module 13
YHRTK Program course module
Offboarding & Wrap Up
Watch the lessons, work through the exercises, then apply the tools below.
Open module
What to Do When Your Team Member Resigns
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Open the Everyday Leadership Agent and ask it to walk you through your immediate obligations: confirm notice period, entitlements payout and how to acknowledge the resignation in writing before the end of the day.
Manage Your HRIS: YHRTK Platform or existing
Trigger the offboarding flow in the HR Platform so accounts, equipment, final pay and exit interview run automatically.
Discuss YHRTK Community
Share how you handled a team member resignation in the community and learn what others did, or join a group session for guidance.
Meaningful Offboarding for Your Team Member
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Open the Offboarding Checklist and work through all 28 tasks grouped by timeframe: from acknowledgement and handover planning through to system access revocation and final pay, so nothing falls through the cracks between notice and last day.
Manage Your HRIS: YHRTK Platform or existing
Use the offboarding flow to schedule farewell touchpoints, the exit interview and knowledge transfer.
Discuss YHRTK Community
Discuss how other businesses manage offboarding processes in the community, or join a group session to improve your approach.
Exit Interviews and Surveys
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Run the Exit Interview Analyser: paste in your notes or answer the structured questions, and let the AI identify key themes, sentiment, risk flags and actionable recommendations so you walk away with patterns you can act on, not just a transcript.
Manage Your HRIS: YHRTK Platform or existing
Run the exit interview using the Exit Interview generator; results land back in HR Platform reports.
Discuss YHRTK Community
Ask how other members run exit interviews and use the insights in the community, or join a group session for ideas.
Assessing Before Rehiring
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Ask the Recruitment, Onboarding & Probation Agent to help you assess whether the role should be refilled, redesigned or left open: factoring in what the exit interview themes revealed about what drove the departure.
Manage Your HRIS: YHRTK Platform or existing
Check previous employment history and exit interview notes against the employee record before rehiring.
Discuss YHRTK Community
Share how you assess whether to rehire or restructure a role after an exit in the community, or join a group session for guidance.
Offboarding AI Tool
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Use the Everyday Leadership Agent to handle every offboarding communication in one place: generate the resignation acknowledgement, team announcement, client handover note, farewell message and reference letter using the Offboarding Communications tool so every message is warm, clear and legally sound.
Manage Your HRIS: YHRTK Platform or existing
No specific HR Platform feature for this lesson: bring it to the community or your 1:1.
Discuss YHRTK Community
Discuss how other businesses manage offboarding communication in the community, or join a group session to refine your process.
Not included in the platform: rostering and payroll. The Your HR Toolkit Platform is your full HRIS for everything else. Payroll and rostering run in your existing systems and integrate alongside.