Before Go Live
Before you go live, to ensure your system is set up best suited for your company before making it available to other users, complete the checklist relevant to the package you purchased.
Team package
Item no | Task |
1 | Decide upon your administrators and send them the welcome email. |
2 | Sense check your data and build useful reports. |
3 | |
4 | Determine what employees and managers can view and see in the system. |
5 | Configure other settings such as:
|
6 | |
7 | Upload employee documents and create document templates. |
8 | Upload any data into the logbooks. |
9 | |
10 |
Professional package
Item no | Task |
1 | All of the above from the Team section. |
2 | |
3 | Determine whether you use single sign on (SSO) to log into your system. |
Enterprise package
Item no | Task |
1 | All of the above from Team and Professional. |
2 | |
3 | Add data to your custom logbook screens. |
4 | |
5 | |
6 | Link your vacancies to your website |
Elite package
Item no | Task |
1 | All of the above from Team, Professional and Enterprise. |
2 | |
3 | Design your own reports. |
With any of the above packages, you get the opportunity to roll out Self Service and send welcome emails once you complete your dedicated checklist.