Before your team starts using HR for real work, walk through this checklist in order. Each step builds on the one before it, so completing them in sequence gives you the smoothest launch.

Go Live checklist

  1. Set your timezone
    • Open Settings from the profile dropdown, then Preferences, and pick your agency's timezone.
  2. Add qualifications
    • In Settings, open Qualifications and add the tags your agency uses, such as Pump Operator, Hazmat Technician, Field Training Officer.
  3. Set up job titles
    • Under Personnel, open Job Titles and add titles such as Firefighter, Lieutenant, and Captain.
    • Use the Requirements action on each job title to add the certifications required for that role.
  4. Create positions
    • Under Personnel, open Positions and create position slots with a name, capability, station, shift, and FTE type.
  5. Add equipment categories and inventory
    • Under Equipment, use Add Category on the Inventory tab to create categories like PPE, Communications, Tools, and Medical.
    • Use Add Item to enter your equipment with SKU, unit cost, quantity, and minimum threshold.
  6. Create your awards catalog
    • Under Awards & Recognition, use New Award to add the awards your agency gives, such as Years of Service, Meritorious Service, and Unit Citation.
  7. Have personnel submit their certifications
    • Each person signs in and uses My Certifications to upload their cards for review.
  8. Review submitted certifications
    • Under Certifications & Licenses, work through the Review Queue to approve or decline submissions.
  9. Assign personnel to positions
    • Once profiles and positions are set up, assign people to their current positions from the Positions board.