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How to Use the Aura Health Rehab HR Portal

One system for staff records, hiring, trainings, invoices, meetings, and compliance — built so a clinic manager, an HR officer, and every staff member each see exactly what they need. This handbook walks through each part of the portal and the everyday tasks for your role.

Address: hr.sapphireclinicseast.org Sign in with your work email & password Audience: Managers · HR Officers · Staff

Section 1

Getting started

The portal lives at hr.sapphireclinicseast.org. Open it in any browser, sign in with your work email and password, and you land on your home screen. What you see is decided entirely by your role — nobody has to hide anything manually.

The three things on every screen

  • The sidebar (left) is your menu of modules. It only lists the tools your role is allowed to open, so a shorter list simply means a more focused role — nothing is missing.
  • The notification bell (top-right) flags new items that need a person's attention — a new staff concern, a patient complaint, a fresh form response, or a service-invoice deadline. New entries are highlighted; clicking a notification jumps you straight to it.
  • Your account menu (top-right) shows who you're signed in as and your branch, and is where you sign out.
Branch scoping Managers see all branches. An HR officer is tied to one branch (East, Greenhills, or Verdana) and only ever sees that branch's people and data — even for a consultant who works at two branches, an officer sees only their own branch's half. This is enforced by the system, not by trust.

Section 2

Know your role

This handbook is written for the three roles that use the portal day to day. Throughout, each module is tagged with the roles that can open it, using these badges:

M Clinic Manager

in-app label: Admin

The main administrator. Sees and manages everything, across every branch — people, money, hiring, governance. The only role that can manage user accounts and view shareholder records.

H HR Officer

in-app label: AHEA Admin / AHGH Admin

Runs HR for one branch. Full use of the day-to-day tools — staff records, hiring, trainings, invoices, concerns — but limited to their own branch's data.

S Regular Staff

in-app label: Regular Staff / Probationary Staff

An employee or consultant. Sees their own profile, the trainings and meetings they're invited to, their weekly reports and peer evaluations, and the manuals.

Two other roles exist for special cases: a Director (board member — sees only Shareholders, Document Hub, and the Staff Dashboard) and a Marketing Admin (Staff Profiles, Trainings, and Patient CRM only). They're mentioned where relevant but aren't the focus here.

Who sees what — at a glance

ModuleManagerHR OfficerStaff
Dashboard
Staff Profiles✓ all✓ own branchown profile
Staff Dashboard
Accounts & Access
Hiring
Seminars & Traininginvited
Peer Evaluation
Manuals
Templates
Meetingsinvited
Task Checklist
Weekly Accomplishment
Service Invoicesown
Forms
Patient CRM
Customer Survey
Patient Complaints
Staff Concerns
Government Submissions
Document Hub
KPI Monitoring
Shareholders

Section 3

The modules

Each tool in the sidebar is a module. They're grouped below by what they help you do. Every card shows who can open it and how to use it.

People & records

Staff Profiles

sidebar › Staff Profiles
M all branches H own branch S own profile

The master record for every employee and consultant: personal details, government IDs, bank details, employment details (department, title, rates, dates), a profile photo, and uploaded 201-file documents.

  • Add someone: click New Staff, fill the tabs, tick which branch(es) they work at, and complete the Employment Details for each ticked branch.
  • Edit someone: open their card, click Edit, change the fields, and Save.
  • Profile photo: click Upload Photo, then Adjust / Zoom to drag and zoom so the face sits nicely in the round avatar before saving.
  • 201 files: upload documents per branch under the person's file section.
Interbranch consultants: a person can work at more than one branch with different Employment Details at each. A Manager sees and edits both; an HR officer sees and edits only their own branch's half — the other branch is hidden and cannot be changed.

Staff Dashboard

sidebar › Staff Dashboard
M H

The analytics view over your workforce — headcounts, employment types, department and specialization breakdowns, top schools, and rate analytics. Use it to answer "how many, where, and what kind" without opening individual profiles.

Accounts & Access

sidebar › Access
M Manager only

Where user logins are created and roles are assigned. This is how a person becomes an HR officer, a staff member, or a director, and how you link a login to a staff profile.

  • Create an account with a name, email, temporary password, and role.
  • Assign the branch-specific admin role to give an HR officer their branch.
  • Because this controls who sees what, it is reserved for the Manager.
Hiring & development

Hiring

sidebar › Hiring
MH

Manage job openings and the applications that come in through the public careers page. Applicants apply online; you review them here and move them through your process.

  • Post and edit openings; the public apply page collects candidate details and answers.
  • Review submitted applications and track candidates.

Seminars & Training

sidebar › Seminars & Training
M H S attend

Create and run trainings and CPD seminars, and publish them to the public institute page at institute.sapphireclinicseast.org where the public registers and pays.

  • Create a seminar with schedule, speaker, CPD units, fee, and description.
  • Hide from public site: tick this on a seminar to remove it from the public page entirely while keeping all its records here.
  • Manage attendees, issue certificates, and generate posters and QR codes.
  • Staff see the trainings they're enrolled in and their certificates through their own account.

Peer Evaluation

sidebar › Peer Evaluation
MHS

Structured peer feedback among staff, with separate clinical and administrative evaluation forms. Staff complete evaluations of colleagues; HR reviews the results.

Manuals

sidebar › Manuals
MHS

The library of HR manuals and policies. Anyone signed in can open and read a manual — this is the go-to reference for "how do we do X here?"

Templates

sidebar › Templates
MH

A catalog of reusable document templates (letters, forms, certificates) HR can pull from instead of recreating documents each time.

Everyday operations

Meetings

sidebar › Meetings
MHS invited

Schedule meetings with timezone-aware times that sync automatically to Google Calendar. Invited staff see the meetings they're part of.

  • Set date, time, and timezone; the invite goes on the calendar automatically.
  • Staff see only the meetings they've been invited to.

Task Checklist

sidebar › Task Checklist
MH

Assign and track HR tasks and to-dos, scoped to your branch. Good for onboarding steps, recurring checklists, and follow-ups.

Weekly Accomplishment

sidebar › Weekly Accomplishment
MHS submit

Staff log what they accomplished each week; HR and managers review the submissions. The regular pulse of what everyone is working on.

Service Invoices

sidebar › Service Invoices
MHS consultants

Monthly service invoices from consultants, tracked per branch. HR sees who has and hasn't submitted for the month and can send reminders.

  • Each consultant-branch has its own invoice row for the month.
  • Upload or mark submissions; chase the outstanding ones.
Deadline: service invoices are due the 5th of every month. The notification bell flags the deadline so nothing slips.

Forms

sidebar › Forms
MH

Shareable questionnaires (registrations, reference checks, intake forms) with a public link people fill in. Responses collect here, each downloadable as a PDF.

  • Share a form's public link; submissions arrive in its Responses tab.
  • New responses trigger the notification bell and deep-link to that form.
  • Download any response as a PDF, or delete it.
Patient care & quality

Patient CRM

sidebar › Patient CRM
MH

The directory of patients and their relationship with the clinic — used to look up a patient and see their history and touchpoints.

Customer Survey

sidebar › Customer Survey
MH

Patient satisfaction surveys, typically collected via a QR code at the front desk. Review scores and feedback to track service quality.

Patient Complaints

sidebar › Patient Complaints
MH

Log and track complaints raised by patients so each one is recorded, assigned, and resolved rather than lost. New complaints show up on the notification bell.

Staff Concerns

sidebar › Staff Concerns
MH

The channel for concerns raised by staff. HR reviews and acts on them; new concerns are flagged on the notification bell so they're seen promptly.

Compliance & governance

Government Submissions

sidebar › Government Submissions
MH

Track statutory and government filings so compliance deadlines and submissions are in one place rather than scattered across spreadsheets.

Document Hub

sidebar › Document Hub
MH

Central storage for shared HR and company documents — the shelf everyone in HR pulls official files from.

KPI Monitoring

sidebar › KPI Monitoring
MH

Dashboards for the metrics the clinic tracks, so performance against targets is visible at a glance.

Shareholders

sidebar › Shareholders
M Manager & Director only

Company equity records — common and preferred shares, share certificates, voting, and board documents. Because it's sensitive ownership data, only the Manager and Directors can open it.

Section 4

Connected systems — where the data flows

The HR portal is one of four connected systems. It shares data automatically through secure system-to-system links, so information entered once doesn't have to be re-typed elsewhere. This map shows what the HR portal supplies to each system and what it receives back.

Accounting Hub payroll · finance · equity Operations Hub bookings · schedules · CRM HR HUB hr.sapphireclinicseast.org Staff Portal Teletherapy Hub — what staff see
two-way automatic sync  ·  one-way (HR publishes out)

Accounting Hub

payroll · consultant pay · taxes · equity

The company's books — payroll, consultant payments, taxes, and shareholder/equity records.

HR supplies →
  • Staff roster — names, employee IDs, date hired, employment type, department and rates from Staff Profiles feed payroll.
  • Service-invoice status — who has (and hasn't) submitted each month, from Service Invoices, drives consultant payments and creditable-withholding-tax (EWT) matching.
← HR receives
  • Equity & capitalization tables — common and preferred shares, holdings and voting weight — are pulled from Accounting and shown in the HR Shareholders module.

Operations Hub

bookings · schedules · patient CRM

The clinic-operations system — appointment bookings, clinician schedules, patient CRM, and marketing events.

HR supplies →
  • Public trainings — seminars you publish appear on the public Institute page (institute.sapphireclinicseast.org) that Operations promotes.
  • Shared staff identity — a person in Staff Profiles is the same clinician Operations schedules and books patients for.
← HR receives
  • Marketing-event vouchers — unique codes won in Operations/marketing games are accepted and redeemed at Trainings checkout (seminars marked “Accepts marketing vouchers”).

Staff Portal

staff.sapphireclinicseast.org — what employees see

Where employees and clinicians log in to their own account (the Teletherapy Hub) — separate from this admin hub.

HR supplies →
  • Manuals — HR manuals you publish become readable (view-only) in each staff member's portal.
  • Seminar certificates — certificates issued in Trainings appear in the staff member's account.
  • Enrolled trainings — the seminars a staff member is enrolled in, with schedule and links.
← HR receives

Mostly one-way: the Staff Portal is where staff read what HR publishes. Staff-submitted items (own profile updates, weekly accomplishments, peer evaluations) are handled inside this HR portal's own staff view.

At a glance

SystemHR sends →← HR gets back
Accounting HubStaff roster (payroll) · service-invoice status (pay & EWT)Equity / cap tables → Shareholders
Operations HubPublic trainings · shared staff/clinician identityMarketing-event vouchers → Trainings
Staff PortalManuals · certificates · enrolled trainings— (one-way)
Why this matters Because these links are automatic, keeping Staff Profiles and Service Invoices complete and current isn't just tidy record-keeping — it's what makes payroll, tax, and consultant payments correct downstream. Fixing a gap here fixes it everywhere it flows.

Section 5

Role playbooks

The most common jobs for each role, start to finish.

M Clinic Manager

  1. Onboard a new HR officer: in Access, create their login and give them the branch-admin role for their branch. They'll immediately see only that branch.
  2. Add a new hire's record: in Staff Profiles › New Staff, tick their branch(es) and fill Employment Details for each.
  3. Check the whole organization: use the Staff Dashboard and KPI Monitoring for cross-branch numbers.
  4. Review governance: open Shareholders for equity and board records — yours alone (with Directors) to see.
  5. Stay on top of exceptions: watch the notification bell for concerns, complaints, form responses, and the monthly invoice deadline across every branch.

H HR Officer

  1. Keep records current: in Staff Profiles, add and update your branch's people — details, photos, and 201 files. You'll only ever see your branch's data.
  2. Run the monthly invoice cycle: in Service Invoices, track who has submitted, upload invoices, and send reminders before the 5th.
  3. Handle what comes in: clear the notification bell — respond to Staff Concerns and Patient Complaints, and review new Forms responses.
  4. Move hiring forward: post openings and review applicants in Hiring.
  5. Support development: enroll staff in Seminars & Training, schedule Meetings, and review Weekly Accomplishment and Peer Evaluation submissions.

S Regular Staff

  1. Check your profile: open Staff Profiles to see your own record; tell HR if anything is out of date.
  2. Submit your week: log your work in Weekly Accomplishment.
  3. Grow: attend the trainings you're enrolled in under Seminars & Training and download your certificates.
  4. Show up prepared: find the meetings you're invited to in Meetings.
  5. Give feedback & read up: complete assigned Peer Evaluations, and use Manuals whenever you need to check a policy.

Section 6

Golden rules

Branch privacy An HR officer's view stops at their branch line. If you manage East, you will not see Greenhills' people or the Greenhills half of a shared consultant — and vice versa. That's by design; ask a Manager if you genuinely need cross-branch information.
The 5th of the month Consultant service invoices are due the 5th. The notification bell reminds you, but build the habit of clearing Service Invoices in the first week of each month.
Sensitive data Government IDs, bank details, rates, and shareholder records are restricted. Staff never see colleagues' financial or ID data; only Managers and Directors open Shareholders. Don't work around these limits — they protect people.
Let the bell drive your day For HR officers and managers, the notification bell is the shortest path to "what needs me right now." Start there: new concerns, complaints, and form responses all surface in one place and link straight to the item.
If a screen looks empty A short sidebar or a blank list usually means your role is correctly scoped — not that something broke. If you truly can't reach something you need, that's an access question for your Manager, who can adjust your role in Access.