Company Operations
Learn how to use all the company operations features effectively
By Support1 author12 articles
- Org ChartCovers building your org chart, adding people, customizing cards, and exporting.
- Employee HandbookCovers creating chapters, adding sections, publishing content for employees, and managing your handbook over time.
- Human ResourcesCovers accessing team member records, running performance reviews, tracking time off, logging corrections, managing onboarding and offboarding checklists, storing employee documents, and configuring HR settings.
- Admin DashboardCovers the Company Dashboard for business overview, Company Goals for tracking company-wide targets, and Leadership Meetings for documenting agendas, action items, and decisions.
Standard Operating Procedures
Centralize your internal company resources including Standard Operating Procedures (SOPs), employee guidelines, and internal documentation.
- SOP ChecklistsCovers creating checklist elements inside Company Operations pages, adding custom fields and checklist items, using Shift + Enter to add items in bulk, enabling privacy, submitting and resetting checklists, and…
- Rich Text PagesCovers adding rich text elements to Company Operations pages, using the formatting toolbar, embedding images and videos, and building structured internal documents like SOPs, training guides, and policies.
- ScorecardsCovers creating scorecard elements inside Company Operations pages, defining fields with Yes/No, Currency, or Number types, collecting entries over time, exporting data, and using scorecards to track team and business…
- Company DocumentsCovers creating a Document element, adding a title and description, uploading files, creating folders, and organizing company documents inside Company Operations.
- QuizzesCovers creating a Quiz element, building quizzes with multiple question types, assigning quizzes to users, sharing a quiz externally, and tracking attempts inside Company Operations.
- Custom FormsCovers creating a Form element, adding fields with 11 field types, configuring required fields, submitting entries, and exporting form data inside Company Operations.
- FlowchartsCovers creating a Flowchart element, using the Flowchart Editor to add shapes and connectors, styling elements, and saving flowcharts inside Company Operations.
- Install Systems Accelerator TemplatesLearn how to import Systems Accelerator templates into Company Operations and activate them as your team's SOPs.