Phase 2.2 - October 2020

The following resources have been created to prepare you for the upgrade to version 28 and Personnel moving to the Portal (renamed 'People Management') in October 2020. Further materials will be added as soon as they become available. 

NB Some of the documents below may be updated before go-live, and should be treated as sample only. Always access materials directly from this page, to ensure that you are viewing the latest version.

System demonstration videos

Watch previews of the upcoming system changes.



Introducing People Management

A short video introducing People Management.

People Management - navigation

An overview of navigation in People Management, including your starting point in the Portal.

Appointing a successful applicant

An illustration of some of the system steps that you will follow when processing a successful applicant. This includes a preview of certain screens and fields that you will come across as part of the new starter process. 


The online courses below can be accessed and completed at any time, before go-live.



Recruitment Navigation eLearner

This introductory course is designed for existing CoreHR Recruitment users to become familiar with the new interface, navigation and overall layout in v28, which will be made live on 6 October. 

People Management Navigation eLearner

This introductory course is designed for existing CoreHR Personnel users to become familiar with the new interface, navigation and overall layout of People Management in the Portal, which will go live in the w/c 12 October. 

How-To Guides and Scenario Factsheets (samples)

After go-live, we will no longer have "QRGs" and instead these will be replaced with the new-style How-To Guides and Scenario Factsheets.

  • How-To Guides provide instructions on the system steps for a number of key processes and tasks undertaken in CoreHR. 
  • Scenario Factsheets should be used alongside the corresponding How-To Guide(s). These help with recording data specific to the scenario and highlight the key differences between varying scenarios.
Scenario Document(s) to use
Accessing and using CoreHR - basic functionality overview, navigation and login How-To Guide: Accessing and using CoreHR
Appointing (new appointments/starters, rehires, transfers and regrades)

1. How-To Guide: Appointing - where to start in People Management - followed by one of the below guides, as applicable:

2. Various Scenario Factsheets may also apply; refer to the specific guide above for the full list.

Managing right to work details

Scenario Factsheet: Right to Work

How-To Guide: UDFs

Managing working hours Scenario Factsheet: Overview of working hours
Updating UDFs (User Defined Fields)

How-To Guide: UDFs

Various Scenario Factsheets apply, depending on the UDF being completed.

Apprenticeships records

Scenario Factsheet: Apprenticeships

How-To Guide: Appoint successful applicants and new starters

Managing regrades  
Setting up and managing probation How-To Guide: Set up and manage probation

Phase 2.1

Training and support for Recruitment in the Portal can be found at: CoreHR Upgrade phase 2.1: preparing for go-live

Phase 1

In May 2019, two webinars were held to inform CoreHR users of the changes and impact. A recording of a webinar is available to view here.

Contact the project training team

See also

Recruitment training and support