People & structure
Bring your employee count, departments, locations, reporting relationships and the roles that will administer the system.
Implementation approach
Start with your people.
Build around your processes.
A considered implementation connects the product’s capabilities with your organisation’s records, roles and operational responsibilities.
A practical rollout
Four stages to a clearer starting point.
Discover
Review employee numbers, locations, workflows and specialist requirements. Confirm what is in scope and what requires separate work.
Configure
Agree modules and roles, prepare employee records and configure departments, locations and policies.
Validate
Run representative workflows with a small authorised group. Check permissions, calculations, notifications and document access.
Roll out
Train the responsible teams, agree support and operating ownership, and review the rollout before expanding use.
Prepare for the conversation
What we will work through together.
Workflows & modules
Identify the requests, lifecycle tasks, recruitment processes and payroll preparation activities you want to coordinate.
Access & responsibility
Review who may see sensitive information, who prepares work, who approves it and who publishes or provisions the outcome.
Operating requirements
Explain currencies, jurisdictions, existing tools and any requirement for statutory payroll, biometrics, SSO or integrations.
Make the operating arrangements explicit.
Product configuration is only one part of implementation. Agree the responsibilities for hosting, database and document backups, access administration, email delivery and support before relying on the service operationally.
Data preparation and migration
Review employee records for completeness and accuracy. Agree a migration method and validate a representative sample before bringing more records across. A general-purpose import/export centre is not part of the current release.
Payroll and local obligations
UmiHR’s payroll workflow handles generic inputs, review and publishing. Qualified payroll specialists remain responsible for statutory calculations, returns and country requirements handled outside this scope.
Integrations
Document the systems you need to connect and the data that would move between them. Enterprise SSO, directory provisioning, accounting/ERP connectors, biometrics, e-signatures and background checks are separate workstreams, not standard included integrations.
Training and acceptance
Let each participant test realistic activities: employees request leave, managers inspect it, HR maintains records, and specialists complete their own workflows. Confirm permissions, exceptions and ownership before wider rollout.
Plan a rollout grounded in your requirements.
Tell us about your team, your current processes and the workflows you want to improve.