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Set-up and onboarding

A calm, planned go-live

We follow the same steps for every customer, so you always know what happens next.

Kick-off call

Within two working days of your order. Goals, users, dates and owners agreed.

Configure

Company, departments, roles, approvals and rules set up in USR Apps.

Move your data

From Excel or your old software, imported and checked line by line with you.

Parallel run

Run old and new side by side until the numbers match.

Train each role

Admins, HR, finance, managers and employees learn their part.

Go-live sign-off

You sign off. Billing starts in USR, and we stay for support.

An HR manager onboarding a new employee

Onboarding checklist for your users

  • Sign-in to USR One with one login
  • Profile and mobile app set up
  • A 10-minute walk-through for their role
  • Where to ask for help
  • First task done with an expert
Talk to us

Tell us what you need

Set-up, a support question, training for your team or a visit to the experience centre. A named OKR Stars expert replies, usually within one working day.

Billing, invoices, contracts and prices are handled by USR INFOTECH. See USR products and prices.