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Get started with Alignis
Set up your organisation and help every user know where to begin.
Leaders, administrators, supervisors, and staff5 min read
Complete this task
- Who can do it
- Organisation administrators.
- Before you start
- An active organisation and an administrator account.
- Where to go
- Start with Organisation, then People, Organisation Plan and Work Inbox.
- Steps
- 1. Confirm the organisation profile and create its units.
- 2. Add people, roles, units and reporting lines.
- 3. Prepare the organisation plan before opening individual workflow records.
- Completion
- The structure, people and plan are visible, and role-based tasks can appear in Work Inbox.
What Alignis is for
Alignis helps an organisation connect priorities to daily performance work. It keeps plans, contracts, reviews, appraisals, approvals, and messages close enough that users can see what matters and what needs attention.
Best setup order
A clean setup makes the rest of the product feel simple. Complete the foundation first, then open performance work.
- Add the organisation name, logo, and contact details.
- Create departments, divisions, units, and sub-units.
- Invite staff and place each person in the correct unit.
- Confirm supervisors and unit leaders.
- Create organisation priorities, then allocate them to people or teams.
- Generate contracts, performance plans, and reviews when the setup is ready.
Where users begin each day
Most users should start from Overview or Work Inbox. Overview gives the big picture. Work Inbox shows the records that need an update, review, approval, or decision.
Related guides
Add people and rolesInvite staff, assign roles, and keep reporting lines accurate.Open guideBuild your organisation structureCreate departments, units, and sub-units so responsibilities are easy to assign.Open guideUse the Work InboxFind the next record that needs your update, review, approval, or decision.Open guide