HR go live checklist

This article explains the key resources and guidance available to help you prepare to launch HR self-service to your end-users.
 

Preparing for HR go live

Preparing for go live is a key stage in implementing your new HR system. With the right planning, your HR team can confidently prepare employees for this exciting milestone.

To help you get ready, we’ve provided a set of editable resources below that you can download and customise for your organisation. Together, they offer clear guidance, help minimise risks, and ensure consistent communication with your employees.

We’ve also included practical testing guidance for your pilot group of employees, managers, and HR users. This ensures each user role can complete essential tasks in the live system, build familiarity and confidence, and gives you time to refine any areas before full rollout.

Your new HR system includes intuitive in-app guidance tailored to each user role, meaning you won’t need to spend time creating traditional user guides for standard processes.

This built in support helps users learn as they go, reducing the effort required from your HR team and ensuring guidance is always up to date. 

However, if you’d like to provide additional materials tailored to your own internal processes or ways of working, you’re welcome to create complementary guides to sit alongside the in-app experience. This blended approach gives you the flexibility to offer extra clarity where needed.