For a smooth start, you will need a guide. We have prepared a step-by-step description of the actions you need to take to properly test the system’s capabilities for your HR processes.
This guide will be useful not only for testing but also for effective initial system setup, ensuring a confident start to your work.
Change the company name and company language.
This will make the system more personalized and convenient for your employees.
Add colleagues who will be testing the system with you.
In this way, you will immediately be able to evaluate how team scenarios and information sharing work.
Configure the company's working schedule, departments, and employees.
This is especially important for vacations, sick leaves, and the automation of working time calculations.
Absence management: configure company policies.
Add policies, such as vacation and sick leave rules.
Disable email notifications (so that employees do not receive notifications for now).
At the testing stage, this will protect employees from unnecessary information and allow them to focus on checking the functionality.
This will allow you to see how the system looks with real people, not just test profiles.
Perform manual adjustments to vacation and sick leave balances for employees.
For displaying employees’ actual balances in the system. This step can also be skipped if the balances were uploaded during employee import.
Configure roles and permissions.
It is important that each employee sees only the information that is relevant to them.
Configure the organizational structure.
It will reflect the hierarchy of departments and responsible persons.
Add information about the company and company administration.
This will be convenient for new employees.
Prepare scenarios for onboarding, offboarding, etc.
Automating these processes will save HR managers time.
Configure general corporate events.
For example, public holidays, anniversaries, or regular meetings.
Assign 1:1 meetings with employees.
This will help test the functionality of personal check-ins.
Once everything is set up, to implement the system in the company, it needs to be presented to employees, explaining the value of the system and providing materials for quick adaptation. For this, you will need the following information:
Hurma System Guide: Instructions for Employees
Get acquainted with the support chat.
This is a quick way to get help if any questions arise.
Install AI Partner (Telegram or Slack).
It allows you to receive information promptly in a convenient messenger.
Configure notifications in your personal account.
So you don’t miss important events, while at the same time not being overloaded with information.
