Answer
For new HR Suite rollouts, use this sequence to avoid partial configuration and reduce rework.
Recommended sequence
- Configure document types and upload critical employee documents.
- Create or adopt core policies, then publish required versions.
- Set up onboarding/offboarding checklist templates.
- Seed mandatory training catalogue items and assign initial training.
- Configure reimbursement categories if expense claims are in scope.
- Activate reminder rules for documents, policies, checklists and training.
End-of-week verification
- Dashboard cards show expected counts.
- At least one end-to-end test completed for document request, policy acknowledgement, and training evidence upload.
- Reminder emails confirmed with internal recipients.
