Teams
Every seat, and what it owns.
The chart, the roles and what each seat is accountable for, and payroll, benefits, leave and attendance are not ours.
The screen
Teams
The directory, the roles, the reviews.
WorkPlannerAITalkTeamsDocsTablesGoalsSettings
NONorthwind OpsSample workspace
Directory
Roles
Operations
OOnboarding lead
OOperations lead
FFinance
Teams›DirectorySearch or jump toMD
Onboarding lead
SOHeld by Sam OkaforEdit role
Client onboarding runs on time30% of the role
KPI: Onboarding cycle timeSOP: Client onboarding v4
Boundaries
Owns every client onboarding from signature to day 10.
Escalates finance sign off to Finance.
What you get
Everything below ships today.
- DirectoryEvery person with their role, department, office and manager, searchable and filterable.
- Org chartThe reporting line as a chart, including dotted lines, edited in place rather than redrawn in a slide.
- RolesA role definition page carrying the result areas, the processes it owns and the boundaries it escalates past.
- Departments and officesStructure that filters everything else: a goal, a review cycle, a directory view.
- History on the personTheir result areas, their goals, their review cycles and their recognitions, on one page rather than five.
- Access follows the chartA manager sees their own line. Change the chart and the reach changes with it, instead of somebody remembering to.
Questions
Straight answers.
Is this a payroll or HRMS system?
No. Payroll, benefits, leave and attendance are not in this product, and we would rather say that than sell a module that does not exist.
How do people get in?
By invitation from an admin, or by CSV. There is no directory provisioning and no single sign-on.
Can I export the directory?
Yes, to CSV, along with the other exports on the data page.