How-To Guides

Step-by-step, illustrated walkthroughs of the everyday jobs in Oho. No technical knowledge needed — every guide shows you exactly where to click.

People

Add a worker — create a worker profile, ready for credentials and checks
Add a credential — record a card, registration, or certificate on a worker's profile
Verify a credential — check a credential against the issuing register right now
Add notes and tag colleagues — leave a note on a record for your team, and what tagging does and doesn't do
Record an exemption — excuse a worker from a requirement they're formally exempt from

Create a screening package — bundle the checks a role requires
Send a recruitment check request — screen an applicant before they start
Run a police check — submit and obtain a criminal-history check for a worker
Send a fetch request — ask a worker to supply a credential you're missing

Understand your Compliance Overview — read the dashboard, learn what each result means, and act on flagged workers
Understand your Recruitment Dashboard — read the screening pipeline, chase stalled candidates, and act on failed checks
Work the Review & Decide queue — clear the shared queue of checks that need a person to decide
Export compliance data — download the overview as PDF or CSV, choose the columns, and preview a send before it goes
Set up notifications — get told the moment a credential expires or a status changes

Add a verification source — connect a government register so credentials verify automatically
Connect your NCC account — authorise Oho to lodge police checks against your National Crime Check account
Connect PharmacyID — set up the other police check provider, and how the two compare
Create a custom credential — define an organisation-specific credential type for things the built-in catalogue doesn't cover
Create a compliance rule — check the workers you choose against conditions you set, and tag the ones who fail (Premium)
Customise email templates — shape the wording, branding, and dynamic details of the emails Oho sends
Customise SMS templates — text applicants and workers their request link as well as emailing it, and change what the text says

Invite your team & assign roles — bring people into Oho and set what each can see and do
Manage your users — change which organisations and workflows an existing person can see, reset a password, or remove an account
Set up single sign-on (SSO) — let your team sign in with your company login (Okta, Entra ID, Google, and more)
Create an API access token — issue, rotate and revoke the token an API integration authenticates with

Sync workers from wherever your people data already lives — a spreadsheet, an HR system, or payroll.

Add a data source — the shared 5-step setup and the full list of every source Oho supports, each with its current status and step-by-step guide
Spreadsheet column reference — every column in Oho's import template, what it expects, and which are required

Looking for the concepts behind these?

How Oho Works explains workers, credentials, and ongoing checks — useful background, but you don't need it to follow any guide here.