Your first Citation HR Setup Session is your official welcome to the Customer Services team. As part of your session, we will ask some discovery questions about your organisation and your current HR processes. We will also review and make a note of your goals for Citation HR Software. The discovery process will help us to guide your setup of the Software and the launch to your managers and employees.
Our Onboarding process works well, when you have pre-booked your Audit session with an Advisory Consultant so that they can complete the compliance audit prior to your first Citation HR Software Setup Session.
How can I prepare?
To prepare - ensure you have your company logo and your company letterhead. This will help us customise your Citation HR account. If you have Xero, then ensure you have Administrator access to your Xero Account, so that we can link Citation HR to Xero and easily import your employees.
The duration for the meeting will be approximately 60-90 minutes. You should include any other Manager/s who will be other key points of contact for your business and/or will most likely be using Citation HR the most.
Please review the following article for more information on how to book and prepare for your Compliance Audit/s.