Onboarding a group of companies
When your group has several companies, you set them all up in one onboarding. Each company has the same steps, settings can be copied from one company to the next, and each company goes live on its own date.
If your group has several companies, CLVR sends you one onboarding for all of them. You open it from the link in your invitation email. Everyone you invite works in the same onboarding, so you can split the companies between you.
Your companies
After the welcome page you land on Your companies. It lists every company in the group:
| Column | What it shows |
|---|---|
| Company | The company's name. |
| People | How many people it has. |
| Progress | How many steps are done, for example 5 of 12 steps. |
| Worked on by | Who worked on it last. |
| Status | Not started, In progress, Planned with a date, or Go-live with a date. |
Select Start, Continue or Review on a row to open that company.
To move between companies later, use the company switcher at the top of the step list on the left. All companies overview takes you back to the list.
The steps
Every company goes through the same steps. Optional steps can be skipped.
| # | Step | Optional |
|---|---|---|
| 1 | Company details | No |
| 2 | Allowance rules | No |
| 3 | HR integrations & payroll | Yes |
| 4 | Sign-in | Yes |
| 5 | Company files | Yes |
| 6 | Your employees | No |
| 7 | Data retention | Yes |
| 8 | AI settings | Yes |
| 9 | Approval settings | Yes |
| 10 | Benefit settings | Yes |
| 11 | The step where you choose who is HR | No |
| 12 | Go live | No |
Data retention starts at 90 days, so it never holds back go-live.
Your work saves as you go. You can leave and come back with the same link.
Copy settings from another company
Once one company has saved a step, the other companies can reuse it. This works on Allowance rules, HR integrations & payroll, Approval settings and Benefit settings.
Nothing changes for the company you copied from.
On Approval settings, the flows and reminders are copied. Approver groups come over by name but empty, since their people work at the other company. Put this company's people in them before you save.
Add a company that's missing
If a company in the group isn't on the list:
The company joins the group, is invoiced with the group and opens on its first step.
Go live one company at a time
Each company goes live on its own date. The other companies in the group aren't affected.
You can only schedule once every step is done or skipped. Until then you can save a planned date. CLVR reminds you a week and three days before it.
Once a company is scheduled, you see when it goes live. CLVR sends a reminder the day before. Employees get their welcome email that morning. From there, select Back to review, All companies, or the next company that still has steps left.
Your link keeps working, so you can come back and change the date until the company is live.