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sayhii Onboarding Checklist

Welcome to sayhii! This checklist will guide you through the essential steps to get your organization up and running—so you're ready to listen, learn, and act with confidence.

1. Set Up Your Admin Account​

☐ Use the provided admin credentials to log in to the sayhii portal
☐ Familiarize yourself with Insights
☐ Invite additional admins, if needed

2. Add Your Users​

Choose one of the following:

☐ Connect your HRIS

  • Confirm HRIS compatibility via Integrations
  • Work with IT to configure a service account with API access
  • Review auto-sync and demographic import behavior

OR

☐ Upload a user list manually

  • Prepare a CSV file with required fields (User ID + Email)
  • Include optional demographics (e.g., department, manager, job function)
  • Upload the file via the portal and verify results

3. Configure Authentication​

☐ Decide on your authentication method:

☐ If using SSO:

  • Coordinate with IT to configure your identity provider
  • Test the setup with a limited group (see SSO testing guide)
  • Ensure users are provisioned in the system before assigning access

4. Set Up Question Delivery​

☐ Review your organization's Question Plan

  • Understand the phase-based loop
  • Turn question delivery on for your organization (or coordinate with your sayhii contact)

☐ Use Rollout to control when questions begin appearing for employees

☐ Schedule Custom Modules (optional)

  • Create a module or use a prebuilt one
  • Set a schedule and confirm visibility in the dashboard

5. Customize the Experience​

☐ Invite users to update their profiles

  • Confirm department, job function, etc.

☐ Review Home for Users, My Vitals, and My Team to understand what users see

6. Monitor and Take Action​

☐ Track adoption on the Overview
☐ Review participation and engagement trends over time
☐ Dive into theme-level insights under Themes
☐ Compare department performance under Comparison

7. Keep Listening​

☐ Use Reports to review past Organizational Activations
☐ Refresh Custom Modules quarterly or as needed
☐ Plan ongoing check-ins with your internal team based on insights

You're all set! 🎉
Ready to launch? Let's get the conversations started.