The company's people operating system — the team, open roles and hiring pipeline, performance cycles, onboarding plans, and people policies.

Record types

The structured data this adds to your pod.

  • Team Member

    A person on the team — the core people record.

    • Role
    • Status
    • Department
    • Employment Type
    • Start Date
    • Email
    • Location
  • Role

    A position — open req or filled seat — with its job spec.

    • Status
    • Department
    • Seniority
    • Employment Type
    • Hiring Manager
    • Target Start
    • Job Spec
  • Candidate

    A person moving through the hiring pipeline for a role.

    • Stage
    • Source
    • Email
    • Phone
    • Resume
    • Rating
    • Notes
  • Review

    A performance review within a company review cycle.

    • Cycle
    • Status
    • Rating
    • Reviewer
    • Summary
  • Policy

    A people policy or handbook section.

    • Category
    • Status
    • Owner
    • Effective Date
    • Summary
  • Onboarding Plan

    A new hire's first-weeks plan, buddy, and checklist.

    • Status
    • Start Date
    • Buddy
    • Checklist

Views

  • TeamTable
  • Hiring PipelineBoard
  • Open RolesTable
  • ReviewsBoard
  • PoliciesTable
  • OnboardingTable

Relationships

  • Candidate RoleApplying for
  • Review Team memberReviews
  • Onboarding plan Team memberFor
  • Team member RoleFills
  • Team member Team memberReports to

First conversation

After install, your agent sets the project up with you. It starts here:

Capture the real shape of the company's people — who's on the team, what roles are open, who's in the pipeline, and how performance is reviewed — so the People workspace reflects the actual org, not a template.

  • “Who's on the team today — walk me through the people and what they own.”
  • “What are you hiring for right now, and what does 'a great hire' look like here?”
  • “How do you run performance — what's your review cadence, and what does it reward?”