Skip to main content

Get started with PeopleHR

The setup checklist for each PeopleHR package, to complete before you go live.

R
Written by Robert Martin

Before you make PeopleHR available to other users, complete the checklist for the package you bought. This sets up PeopleHR to suit your company.

Team package

  1. Decide on your administrators and send them the welcome email.

  2. Check your data and build useful reports.

  3. Configure the core settings.

  4. Set access rights to decide what employees and managers see.

  5. Configure other settings, such as:

  6. Upload company documents.

  7. Upload employee documents and create document templates.

  8. Upload any data into the logbooks.

  9. Manage your lists.

  10. Set up work patterns.

Professional package

  1. Complete everything in the Team package.

  2. Set up application programming interface (API) access: create an API key.

  3. Decide whether to use single sign-on (SSO) to sign in.

Enterprise package

  1. Complete everything in the Team and Professional packages.

  2. Customise your logbooks.

  3. Add data to your custom logbook screens.

  4. Set up performance reviews.

  5. Customise your applicant tracking system settings.

  6. Link your vacancies to your website.

Elite package

  1. Complete everything in the Team, Professional and Enterprise packages.

  2. Design automated workflows with ripple.

  3. Design your own reports.

Once you complete your checklist, roll out Self Service and send welcome emails.

Related Articles
Did this answer your question?