All systems operational

Roll out the HR directory and people routines so onboarding and reviews are consistent.

#At a glance

DetailValue
Recommended audienceDepartment lead + admin
Estimated timeHalf a day to roll out
PrerequisitesCore setup complete; The department's users invited
Portal areas usedHR
AI usedNone (a dedicated HR AI agent is Coming Soon)

#Purpose

Introduce the HR area to your team in a way that earns quick wins and sticks.

#Business outcome

HR manages the team directory, onboarding, leave, and reviews in one place.

#How to do it

1

Build the directory

Add your team to the HR directory.
2

Standardize onboarding

Adopt one onboarding checklist.
3

Handle leave in-platform

Route leave requests for approval.
4

Schedule reviews

Set your review cadence.

#Success checklist

You're on track when

  • The team directory is complete
  • Onboarding uses one checklist
  • Leave and reviews run in the platform

#Common mistakes

  • Confusing the HR record with app access (they are separate)
  • Ad hoc onboarding

#Best practices

  • Reuse one onboarding checklist
  • Remember HR record ≠ app login

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