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
• Record an exemption — excuse a worker from a requirement they're formally exempt from

Screening

• 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

Monitoring

• Understand your Compliance Overview — read the dashboard, learn what each result means, and act on flagged workers
• Set up notifications — get told the moment a credential expires or a status changes

Setup

• Add a verification source — connect a government register so credentials verify automatically
• Create a custom credential — define an organisation-specific credential type for things the built-in catalogue doesn't cover
• Customise email templates — shape the wording, branding, and dynamic details of the emails Oho sends

Team & access

• Invite your team & assign roles — bring people into Oho and set what each can see and do
• Set up single sign-on (SSO) — let your team sign in with your company login (Okta, Entra ID, Google, and more)

Data Sources

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

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.