1. Initial Information

📝 Please fill out the onboarding form first

This step is required — a meeting cannot be scheduled without the completed form.

👥 Once submitted, we’ll contact you if needed to arrange an online meeting

✅ We’ll review your needs

✅ Discuss your goals and expectations

✅ Define the implementation

2. Data Collection & Import

📁 Share your existing data and documents:

– Employee lists, contracts, payroll info, cost centers, and more

📥 We’ll assist with importing and validating everything in the system

3. Platform Configuration

⚙️ Together, we’ll customize the platform to fit your needs:

– Set up user roles & permissions

– Configure workflows and notifications

– Tailor HR, payroll, expenses, and reporting modules