1. Start by adding your employees to the People Directory. For details, check out our article on How to add a new employee to People.

2. If you have the new employee’s payroll information, use the opportunity to add them to your payroll as well by following the steps in the My organization uses Rise Payroll and HR section of our How to add an employee to Payroll article.

3. Next, you’ll want to set up some time off policies for your organization. Check out our article on How to create a time off policy for instructions.

4. Once you’ve created your time off policies, you’ll need to enrol your employees in them so that they can request time off. Follow the steps in our How to enrol employees in policies articles for instructions.

5. Teams are a great way to add some structure to your organization within Rise. Our How to create a team article will give you a rundown on how to create teams and departments.

6. Once you’ve created some teams and/or departments, populate them with employees by following the steps in our How to add employees to teams article.

7. Next, set up leads for your teams and/or departments. Check out our article on How to assign team or department leads for more information.

8. Finally, it’s time to invite your employees to use the platform! Follow the steps in our How to invite employees to HR & Time Off article to invite them to Rise.