Set up your organization
1
Learn the building blocks
Read Key organizational concepts to understand how Positions, Roles and Responsibilities fit together.
2
Build your structure
Create Positions, attach Roles or responsibilities, and group them into Departments.
3
Add your people
Add Employees and assign them to Positions.
4
Define the work
Set up Responsibilities and their Checkpoints.
5
Give people access
Invite Account Users and check who can do what.