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
- 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
- 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?”