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Common paths
Setup
Set up the organization
Organization basics, job codes, departments, and initial data
Planning
Manage positions
Positions, assignments, employees, costs, and history
Approvals
Request changes
Approval steps, impact review, and decisions
Reporting
Report the plan
Position, approval, cost, and export reports
Help library
Explore the help library
Welcome
Start with organization setup, first-day guidance, the Dashboard, and browser requirements.
Account & sign-in
Manage account access, authentication, recovery, and security expectations.
Organization & access
Understand organization workspaces, users, departments, roles, details, and access.
Workforce
Manage positions, assignments, employees, effective-dated changes, costs, and headcount.
Settings & configuration
Configure position settings, compensation assumptions, job codes, adjustments, details, and pay ranges.
Approvals
Configure approval workflows, submit position requests, review decisions, and understand request history.
Reports & data
Understand date-range costs, run reports, and move larger data sets through imports and exports.
Support & administration
Find support, notifications, activity history, billing, and data-retention guidance.
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