Client Portal Overview

Assurity Connect Client Portal

One secure place for HR answers, cases, documents, templates, and insight into your organization's compliance.

Mac Chonoles, SHRM-SCP · Principal HR Consultant
Assurity HR Consulting · Fostering Exceptional Workplaces.

Secure, invitation-only sign-in

Accounts are created by invitation only — there is no public sign-up.
Your team signs in with Google, Microsoft, Apple or an email and password.
Password sign-ins are confirmed with a one-time code by email; trusted browsers can be remembered.
Inactive sessions sign out automatically, with a warning first.
Each client organization is walled off from every other.

Client Dashboard

Retainer credit available this quarter, so you always know where you stand.
Compliance deadlines in the next 90 days, California and federal.
Outstanding training assignments across your workforce.
Open HR matters with your consultant, and shortcuts into each area.

HR Support Center

Ask the Digital HR Assistant for an instant answer.
Open a formal HR case when the situation needs a consultant.
Schedule a one-on-one meeting with your advisor.
Or simply call — your consultant's direct line and email are on the page.

Digital HR Assistant

Answers policy and process questions using your own handbook and documents.
Also explains how to use the portal itself.
Clear, formatted answers your managers can act on, with a way to rate each response.
Guidance only — anything that needs judgment is routed to a consultant.
Employees only ever see material approved for their audience.

HR case management

Today: questions scattered across email, documents buried in inboxes, no record of what was advised.
In the portal: open a case with subject, category and priority, describe it and attach files.
Track it through Open, Researching, Implementing and Closed — everyone sees the same status.
Every reply, attachment and status change stays on the case permanently.
Email notifications keep both sides informed; sensitive detail stays inside the portal.

Document Vault

Files are private to your organization and organized into folders — policies, procedures, benefits, confidential records.
Sensitive investigation material is restricted to Assurity staff and named client leaders.
Upload, browse and download in a few clicks; every access is recorded.

Forms & Templates

Multiple categories — handbooks, recruiting, onboarding, employee relations, performance, leave, California compliance, safety, training, investigations, separation, policies and posters.
Maintained by Assurity HR and updated as California law changes.
Search the whole library or browse folder by folder, then download what you need.

Reports that give you insight into your compliance

Sign-in activity, active sessions, training status, the email notification log and your retainer ledger.
Every report can be filtered, sorted and exported to Excel, CSV, PDF or Word.
Retainer credits and consultant time are tracked transparently, with a running balance.

Direct access to your consultant

Book a 30- or 60-minute session with your consultant without leaving the portal.
Pick a topic, add context, and the time is confirmed by email.
Consultant time draws from your retainer, with the balance visible before you book.

Already a client?

Let's talk through what you're facing.

A free 30-minute discovery consultation. You describe the situation, you leave with an honest read on what's urgent and what can wait — no obligation.

Schedule Consultation (760) 354-9015