How do I train my team before going live with Remote HRIS?

Training is a key part of your Remote HRIS implementation. Before you go live, your Admins, Managers, and team members need to feel confident using the platform based on their roles.

This stage runs in parallel with testing. It gives your team time to explore the platform, ask questions, and get comfortable with the tools they’ll use every day.

1. Identify who needs to be trained

Start by defining your user groups and what level of access or responsibility they’ll have. This helps you organize sessions that are relevant and focused.

Common groups include:

• Admins – configure the platform and manage users
• HR and People teams – manage employee data, onboarding, and workflows
• Managers – approve requests, support team onboarding
• Team members – complete onboarding, manage personal info, and use day-to-day features
• Payroll and finance – manage payroll data, expenses, and reporting
• IT or support teams – assist with technical setup (e.g. SSO, 2FA)

Every company is different — define roles based on how your organization will use Remote.

2. Create a simple training plan

Start by outlining what each user group needs to know to use Remote HRIS confidently. A basic training plan helps ensure that sessions are focused, relevant, and delivered to the right people at the right time.

For each group, consider:

• What tasks do they need to complete in the platform?
• What level of access or permissions do they have?
• What’s the best format for training? (Live sessions, videos, written guides?)
• Who will lead the training internally?

You don’t need to cover everything all at once. Focus first on what’s essential for launch, then build on that knowledge post go-live.

Here’s an example of what a training session might include:

• System Configuration: company settings, automations, workflows.
• System overview: log in, account configuration, navigation.
• Features: onboarding, team management, off-boarding, job catalog, time off, time tracking, expenses, performance, document templates, etc.
• Reporting and data access: views, exports, interactive reports.

3. Use platform resources to support training

You don’t need to create all your materials from scratch. Use the Remote Help Center to support your sessions or share links directly with your team.

Some useful resources:

• Getting started for Admins
• Getting started for Managers
• Getting started for Team Members

4. Prepare for questions and feedback

Training is also a chance to identify early issues or gaps in your setup. Set up a shared FAQ or internal communications channel where team members can ask questions before and after the sessions.

You may also want to collect quick feedback to improve future training or spot confusion early.

✅ Final thoughts

Training isn’t just a checklist item — it’s what sets your team up to succeed with Remote HRIS.

By preparing your Admins, Managers, and team members in advance, you’ll ensure a smoother go-live, faster adoption, and fewer support requests down the line.

Next step:

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