HR Setup Guide

• An organization created in FlockWorker (via the Get Started page)
• A subscription that includes Human Resources (all tiers from Starter and above)
• An Admin role or the HR Management permission in your organization (see the table below)

Who can do what

*HR Mgmt = members with the HR Management permission, which admins can grant to trusted members.

Go to Policies, click New Policy, and fill in the title, category (Workplace, Benefits, Governance, Conduct, Safety, or Other), description, and content. Toggle Acknowledgement Required if members must formally confirm they've read it, then save as Draft while writing or Publish when ready.

Recommended starting policies

Go to Directory and review member profiles — each has a name, contact info, role and job title, department, and status (active, on leave, candidate). Admins can edit profiles to keep job titles, departments, and other details current. The directory is searchable by name, department, role, job title, or email.

Go to Roles, click New Role, and fill in the title, department, description, requirements, and an optional salary band. Roles serve as a reference when onboarding new members, conducting performance reviews, and setting compensation.

Benefits plans

Go to Benefits → Manage, click New Benefit Plan, and fill in the plan name, type (Health, Dental, Vision, Life, Retirement, Disability, or Other), description, employer and employee contributions, and effective dates. Members view available plans and enrollments at HR → Benefits.

Compensation & salary bands

Go to Compensation → Manage and define salary bands with a title, minimum and maximum range, and pay frequency. Members can view their own compensation details and history at HR → Compensation.

Go to Training, click New Training Module, and fill in the title, description, content, duration, and optional category. Then assign modules from Training → Assign: select the module, choose members, and set an optional due date. Members see assigned training on the HR dashboard, and overdue training is flagged automatically.

Leave types

Leave balance policies

Rather than setting each member's balance by hand, define leave balance policies that control how time off accrues. Go to Leave Balances, click New Policy, and set the name, leave type, accrual rate (hours earned per period), accrual period (Monthly, Biweekly, or Annually), and optional max balance and carryover limit.

The time-off workflow

Go to Reviews and create a New Review Cycle with a name, review period, and due date. Within a cycle, create reviews for individual members and assign reviewers (manager, peer, self, or 360°). Each review moves through a clear lifecycle:

Onboarding

From Onboarding → Admin, create onboarding tasks, assign required training, and specify documents members need to submit. New members work through three tabs at their own pace:

Offboarding

From Offboarding, initiate the process for a departing member and track tasks like equipment return, account deactivation, final documentation, and knowledge transfer.

Grievances

Any member can file a grievance from Grievances → New Grievance. HR managers review, assign an investigator, and move it through the process. Grievances are confidential — members see their own; HR managers see all.

Disciplinary actions & PIPs

Create disciplinary records from Compliance or Disciplinary → New, set a severity level, and issue them for member acknowledgement. When a member needs structured support, create a Performance Improvement Plan (PIP) with goals, a timeline, and resources — disciplinary actions can be linked to a PIP.

Go to Documents, click Upload Document, and fill in the title, type (Policy, Training Material, Contract, Form, Report, Template, or Other), description, and file. Documents uploaded here can be referenced during onboarding — new members see required documents in their onboarding Documents tab.

Go to Register and complete the form across five sections — Personal Info, Employment Details, Compensation, Emergency Contact, and Notes. On submit, the member is created and can be assigned onboarding tasks, training, and benefits. This is useful when you need to set up a profile before the member has logged in.

• HR dashboard — your home base, with Overview, Employees, Team, and Management tabs that organize information by who needs it.
• Search & filter — training, reviews, disciplinary, and scheduling pages all have search bars and filter dropdowns.
• Compliance dashboard — monitor disciplinary actions, PIPs, and grievances in one place.
• Certifications — track licenses and credentials; the system flags anything expiring within 30 days.

Suggested cadence