Welcome to Part 1 of the two-part PeopleForce implementation process guide. Completing Part 1 of the article will provide you and your team with instant value in setting up your PeopleForce account. Remember: After Part 1, Part 2 must also be completed to launch PeopleForce.
To get started, use the Implementation Plan created by the Customer Success team alongside your implementation of PeopleForce to ensure every step is taken care of. Download our Implementation plan at the bottom of the article.
Step 1: Initial account setup
Once you log into PeopleForce, follow these steps chronologically to begin personalizing PeopleForce for your organization:
Delete sample data (very important!).
Set up your company settings.
Step 2: Data import
This is your first major step to bringing your team’s information into PeopleForce. The information you input here will create employee profiles within PeopleForce. However, employees will only receive an invitation to join the platform when you decide to invite them.
Prepare the template with the list of all your employees.
Import people data: Import employees to create the employee profiles in PeopleForce.
Step 3: Time off policies
Time off in PeopleForce is how your team can request holidays, sick days, and other times away, e.g., business travel, training, etc. By setting this up, you will allow your team to request time off.
Kudos to you for finishing part 1!
Now, on to part 2, Part 2: Automate your company workflows, import assets, and others!