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Getting the most from Workforce Ignite — a setup plan

The order we recommend for setting up a new workspace so recruitment, compliance and reporting work from day one.

Workforce Ignite works best when each part feeds the next: your careers form fills the Talent Pool, hiring creates staff records, and staff records drive compliance and reports. Here's a sensible order.

Week 1: the foundations

  1. Your logo — Settings → Organisation: click the logo square and upload your logo (it also appears on printed profiles and reports).
  2. Job roles and departments — Settings → Roles, Departments, Awards and Employment types.
  3. Compliance attributes — Settings → Compliance attributes: add each check you need (for example NDIS Worker Screening, First Aid, Driver Licence) with its expiry rule and the roles it applies to. See Set up compliance attributes.
  4. Your team — add logins for the people who'll use the system and add their mobiles. See Invite your team.
  5. Where replies go — Settings → When someone replies to our emails. See Email signatures and where replies go.

Week 2: recruitment

  1. Build and publish your careers form in Form Template, then put it on your website. See Build and publish your careers form.
  2. Set your Recruitment pipeline stages in Settings.
  3. Set up your Reference check questions in Settings, and choose your reference request email in Email Templates.

Week 3: staff and compliance

  1. Make sure each current staff member has a profile with their job role, email and mobile.
  2. Request documents with secure upload links, then verify each compliance item (expiry date, date sighted). See Verify a compliance item.
  3. Check the Compliance page's Expired and Expiring tabs and send reminders.

Every month after that

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Last reviewed 2026-10-13.