HR & People Teams

• What does Usherfly look like for HR teams?

  Turn everything that needs to happen before a new employee's first day into one flow: document signing, equipment requests, access notifications all run automatically.

• What's the simplest first flow I can run?

  Welcome (INFO) → NDA review (DOCUMENT) → Contract signing (E-SIGN) → IT request (TASK) → Personal details form (FORM). Five steps, ready before the hire starts.

• How do I structure steps for HR onboarding?

  Use E-SIGN for contracts, FORM for personal data, TASK for IT work, CHECKPOINT for access confirmations, INFO for policy text.

• How do I invite employees?

  Single hire: "Add onboardee" → name + email. Batch hire: upload a CSV, the system sends invites automatically.

• What's the freemium limit and when should I upgrade?

  1 concurrent active onboarding (finish one, free the slot); admins and templates are unlimited. Move to Growth (10) when you need to onboard more people at once.

• What's the most common pitfall?

  Not previewing before publishing. Forgetting to attach a document to an E-SIGN step is always caught by the first employee. Preview once before publishing.

• Can I set up the flow before the employee starts?

  Yes. Send the invite 3 days before the start date so the employee can sign documents and fill in forms in advance, arriving on day one more prepared.