How do I implement Remote HRIS?

This article will guide you through the key steps to set up Remote HRIS. Whether you’re switching from spreadsheets or another HR system, we’ll help you get your account ready, upload your team data, and start using the platform with confidence.

Use this as your main checklist — it links out to detailed guides for each step.

Prepare Your Team for Change

We’ve put together an article to help you manage the human side of your HRIS launch, from communicating the change to preparing your team. Feel free to review it before you start and as part of your implementation planning:

👉 How can I manage change when switching to Remote?

Step 1: Configure your HRIS settings

Start by setting up the foundation of your workspace. Add your company structure, assign roles and permissions, and define your internal workflows and policies. You’ll be guided through each step using the in-platform setup checklist.

👉 Learn more: How do I configure Remote HRIS?

Step 2: Upload your team data

Prepare a clean CSV and upload your team’s details, like names, start dates, and salaries. You can invite them to the platform whenever you're ready.

👉 Learn more: How do I upload employee data to Remote HRIS?

Step 3: Train your team

Train your Admins, Managers, and team members on how to use Remote HRIS based on their role. Early training helps ensure a smooth go-live and confident users.

👉 Learn more: How do I train my team before going live with Remote HRIS?

Step 4: Test your setup (User Acceptance Testing)

Before launching, test your platform configuration with real users. User Acceptance Testing (UAT) helps confirm that data, permissions, and workflows are all working as expected.

👉 Learn more: How do I run User Acceptance Testing (UAT) before going live with Remote HRIS?

Step 5: Go live with Remote HRIS

Once testing and training are complete, you’re ready to invite your team and launch. You can begin with a pilot group or go live company-wide — whatever works best for your rollout plan.

👉 Learn more: How do I go live with Remote HRIS?

Step 6: Set up Workflows

Now that your team is live, automate the repetitive parts of your HR processes with Automations and Approvals. Use triggers and actions to handle onboarding tasks, document sharing, reminders, and more. So your team spends less time on manual follow-ups and more time on what matters.

👉 Learn more: How to set up an Automation?

Step 7: Start using Remote HRIS

Your team is live, onboarding is complete and everything is in place. Now it’s time to use Remote HRIS in your day-to-day operations. Explore the platform, support your team as they get started, and use the built-in tools to keep everything running smoothly.

👉 Learn more: How do I get started after going live with Remote HRIS?

Ready to get started? Begin with Step 1!