For a successful start, you will need a guide. We've prepared a description of the steps you need to take to thoroughly test the system's capabilities for your personnel management processes.
This guide can also be used for setting up the system at the beginning of its operation.
General Settings
Change the company name and company language.
Add colleagues who will be testing the system with you.
Configure the company's working schedule, departments, and employees.
Absence Management: configure company policies.
Disable email notifications (so that employees do not receive notifications for now).
HR Management
Import employees.
Perform manual adjustments to vacation and sick leave balances for employees.
Configure roles and permissions.
Configure the organizational structure.
Add information about the company and company administration.
Prepare scenarios for onboarding, offboarding, etc.
Configure general corporate events.
Assign 1:1 meetings with employees.
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
Additionally (if needed)
Set up surveys.
Configure Payroll.
Q&A and Notifications
Get acquainted with the support chat.
Install AI Partner (Telegram or Slack).
Configure notifications in your personal account.