Over the past few weeks, you’ve done the hard work: learning the foundations, asking thoughtful questions, and shaping Bob to fit your organization.
As we wrap up this onboarding cohort, we just want to say thank you — and well done 👏
You’re now in a great position to move confidently toward launch. To help you cross the finish line feeling prepared (and excited!), here’s a final pre-launch checklist and a few reminders to set you up for success.
✅ Your Pre-Launch Power Checklist
Use this as your “launch readiness” guide — you don’t need to do everything at once, but each step brings you closer to a smooth, confident rollout.
🗂️ Get Organized Early
- Use one (or both) onboarding checklists:
- ✅ Online Onboarding Checklist
- ✅ Excel Checklist (great for tracking progress with your team)
🎨 Make Bob Feel Like Yours
- Apply company branding (logo, colors) (start here)
- Review Feature Management in Settings to enable only what you’re ready to use (start here)
- Customize your Homepage to create a welcoming first impression for employees (start here)
🔐 Lock in Permissions (and Test Them!)
- Review Permissions in Settings → Permission Groups (start here)
- Test real-life scenarios using the ‘Login As’ feature
- Use the Permission Matrix report to double-check visibility and access
📥 Import, Validate, Repeat
- Start small:
- Import a test group of people data first (start here)
- Then move on to Time Off and Documents
- Validate by:
- Comparing imports to your original data
- Testing profiles with Login As
- Once it looks right — scale up with confidence
🧠 Back Yourself Up
- Use Reports to capture your current setup and data state
- Schedule reports if you’d like regular backups or snapshots
This gives you peace of mind as you move forward. (start here)
👋 Onboard with Intention
- Build your Onboarding Flows (start here)
- Send invites to a small group you trust first
- Gather feedback, refine, and then roll out more broadly
A soft launch goes a long way.
🔗 Connect What Matters
- Set up integrations with your essential systems (payroll, communication tools, etc.) (start here)
- Test early so everything runs smoothly from day one
🚀 Creat Your Own Article For Your Employees!
As you roll out Bob to your employees, you can also create a personalized, shareable article with step-by-step video guides tailored to your company’s workflows-
Use this link to start- simply select the relevant product areas, add your own introduction, and generate a link to share with your team. The experience is fully localized, so employees will see content in their local language (if available)
📺 Intro Videos You Can Share With Your Employees-
🧭 You’re Not Alone — We’re Still Here
Even though this cohort is wrapping up, your support ecosystem stays with you:
- 💬 Community – learn from other customers and share use cases
- 🎓 Training Village – step-by-step learning, anytime
- 🆘 Support Center – help articles and ticketing
- 🤖 Ask Bob – in-app AI guidance, right when you need it
Bookmark them. Use them. Lean on them.
🚀 Final Words
Launching Bob isn’t about perfection — it’s about progress.
You’ve built strong foundations, and you’re ready to keep evolving from here.
We’re cheering you on as you take this next step.
Good luck, enjoy the journey, and we can’t wait to see what you build with Bob! 💙
We need your feedback to keep improving! Please answer these few short questions about your experience!
If you have questions, wins to share, or lessons learned — the Community is always open.
Your Onboarding Team ✨