Video Guides

Master openHR with our step-by-step video tutorials.

Create Your Free Account
1 min

Kick off your openHR journey by registering a free profile in just a few simple steps.

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Customise Your Workspace
1 min

Personalise your dashboard with advanced user preferences, including custom theme colors and dark mode.

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Manage Multiple Companies
1 min

Easily set up and switch between an unlimited number of companies under a single profile.

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Invite Team Members
1 min

Expand your team by adding additional free users and safely assigning them access roles.

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Master the Dashboard
1 min

Navigate South Africa's best free payroll and HR software efficiently using our intuitive dashboard.

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Job Titles & Descriptions
1 min

Lay the groundwork for your employee profiles by defining clear job roles and responsibilities.

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Custom Pay Transactions
1 min

Tailor your payroll by creating unlimited custom pay transactions and transaction types.

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Configure Leave Types
1 min

Set up your time-off policies by updating default leave types or creating fully customised ones.

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Add Employee Profiles
4 min

Seamlessly onboard employees, set leave opening balances, and configure take-on dates for accurate first payslips.

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Bulk Employee Imports
1 min

Save time by importing large teams at once using custom templates and standard spreadsheet formats.

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Configure Employee Pay Rates
4 min

Streamline your monthly payroll processing by assigning accurate pay rates directly to employee profiles.

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Manage Advances and Loans
2 min

Track employee loans effortlessly and generate printable agreements to ensure CCMA and labor compliance.

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Capture Employee Leave
1 min

Log and approve time off quickly with our lightning-fast leave management system.

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Generate Payslips
3 min

Process payslip batches across different pay frequencies, periods, and even financial years from a single screen.

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Generate EMP201 Reports
1 min

Instantly create accurate monthly EMP201 reports ready for seamless SARS submission.

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Direct UIF Submissions
1 min

Submit your monthly UIF declarations directly to the Department of Labour in just a few clicks.

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Export IRP5 for easyFile
1 min

Generate your SARS easyFile-compatible IRP5 import file quickly, accurately, and completely free.

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Process Employee Terminations
1 min

Handle offboarding efficiently with our streamlined, step-by-step employee termination workflow.

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One-Click HR Documents
1 min

Instantly generate Certificates of Service, employment confirmations, and manual UI19 forms without the headache.

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Rehire Returning Employees
1 min

Bring former employees back onto the payroll in just six clicks—no redundant data entry required.

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Asset Management Tracking
2 min

Assign, checkout, and track company equipment and physical assets with complete visibility.

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Smart Employment Contracts
3 min

Simplify hiring and onboarding with dynamic, 1-click employment contracts and customisable templates.

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Process Expense Claims
1 min

Manage, approve, and refund out-of-pocket employee expenses quickly and accurately.

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Track Disciplinary Actions
1 min

Maintain clear documentation and accountability with openHR’s built-in transgression tracker.

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Conduct Performance Reviews
3 min

Empower your team with meaningful feedback using our structured performance review templates.

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Manage Employee Extensions
1 min

Keep your internal directory up to date by tracking extensions and business mobile numbers.

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Track Licenses and Permits
1 min

Ensure compliance by monitoring employee certifications, professional licenses, and permit expirations.

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Run Employee Surveys
2 min

Gather valuable team insights with highly customisable surveys that speak your company's language.

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Maintain Training Registers
1 min

Secure your skills development claims using our fully compliant electronic training register.

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Streamlined Onboarding
3 min

Welcome new hires with dignity using a structured, easy-to-follow digital onboarding module.

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Comprehensive Reports
4 min

Unlock powerful insights with a complete toolkit of exportable payroll and human resource reports.

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The Complete Year-End Guide
4 min

Wrap up the tax year in under 4 minutes, including SARS IRP5s and Workmen's Compensation ROEs.

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Tax Calculation Accuracy
4 min

See how openHR’s exact tax calculations compare against SARS deduction tables and online calculators.

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Process Retirement Funding
3 min

Save time managing pensions and provident funds by streamlining your pay transactions.

ID: 134 Watch