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Support made simple in PeopleHR

How to get help and support with PeopleHR

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Written by Charlotte Alderson

Introducing the Access Digital Assistant

When you need help, your journey begins with the Access Digital Assistant. It guides you through answers, troubleshooting steps, and shares relevant help content, all designed to get you moving quickly and confidently.

If the assistant can’t resolve your issue, it will seamlessly hand things over to our human support team.

⚠️Important: The Access Digital Assistant is only available to named Support Contacts in your company. If you are not a named Support Contact, you may still have access to the assistant, but it may not be the same experience as described in this article.

You can find the Access Digital Assistant for PeopleHR here 👇


What is the Access Digital Assistant?

The Access Digital Assistant provides quick, automated answers to help you resolve questions efficiently. It can guide you through troubleshooting steps, offer tailored suggestions, and surface relevant help content.


Key benefits

Instant answers: Get immediate support for common questions.

📚 Direct help access: Jump straight to relevant help content.

🌙 Available 24/7: Get support whenever you need it.

🤝 Easy escalation: Move smoothly to human support when required.

📌Note: If you request to speak to the support team outside normal hours, the Access Digital Assistant will still pass your query to the team, and they'll respond as soon as they're back online.


Use the Access Digital Assistant

To use the Access Digital Assistant within your PeopleHR site, follow the steps below.

  1. In PeopleHR, click the Access Digital Assistant icon.

  2. Click Ask a question, then type your query.

  3. Review the guidance or open the suggested articles.


Best practices for asking questions

  • Use the assistant within the product you need help with; guidance is tailored.

  • Keep questions short and clear.

  • Rephrase or break down complex issues if needed.

  • Start a new conversation for unrelated topics.

  • Avoid overly specific, personal-data-focused queries.

Examples

❌ Not recommended: Has John Doe logged in today?

✅ Recommended: How do I check user login history?


View support tickets

If the support team have logged a ticket to investigate your query further, you can check its progress at any time. To view the status of your ticket, follow the steps below:

  1. In PeopleHR, click the Access Digital Assistant icon.

  2. Click the Ticketsicon. Here you can:

    • Review: Select the ticket.

    • Reply: Select a ticket, then, at the bottom, type your message.

    • Download the transcript: Click the three-dot menu, then select Download transcript.


Provide feedback

At the end of your conversation, the Access Digital Assistant will ask whether your question was answered. Your feedback helps us improve both the assistant and your overall support experience. It also ensures you’re routed to human support when needed.


Further support

Your Customer Success Plan determines which support channels are available to you:

  • Named support contacts on any Customer Success Plan level can use the Access Digital Assistant.

  • Customers on a Standard or Premier Customer Success Plan may have access to additional support channels.

🤓Tip: If you’re not a named contact, your internal named contact can interact with the Access Digital Assistant on your behalf.


Our Account Support experience

If you have queries about your account or contract with The Access Group, you can use our Account Support experience for support on a range of topics, including:

Obtaining invoices and account statements.

  • Making remittances.

  • Understanding the account reconciliation process.

  • Setting up a direct debit.

  • Managing purchase orders and invoices.

  • Requesting company name changes.

  • Updating addresses or contact details.

  • Make a complaint.

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