Guide
Plan your company setup
Prepare your employee data, company structure, permissions and internal owners before moving to a new people platform.
Checklist
Plan your company setup
5 steps to work through with the people who will own the setup.
- Step 1
Assign a company setup owner
- Step 2
Review source employee data before importing
- Step 3
Decide which roles approve requests
- Step 4
Plan a small controlled pilot
- Step 5
Agree launch support and rollback arrangements
Illustrative workflow
Plan your company setup
Connected steps03
Selected stepEmployee records
Gather the relevant request and its supporting information.
Next guide
Keep planning with the next guide
Next step
Ready to see it in practice?
Walk through the checklist with our team and see how the modules you need work together.