Set up your workspace, create your first case, invite the right people, and understand where AI fits.
How to open a structured HR case and capture the first useful details.
Use case facts to draft emails, manager updates, and leadership summaries for HR review.
Attach HR documents to cases so files stay connected to the work they support.
Invite managers and viewers with the right level of access for their role.
Connect calendar workflows so interviews, follow-ups, and key HR dates stay visible.
Understand where to manage subscriptions, invoices, and plan changes.