Getting Startedlifecycle
Setup Checklist
How does a new organization know what is configured and what is still missing?
Each organization carries a setup checklist recorded per module and per step — setup progress is data, not a wiki page. Until setup is complete, sign-in routes users toward setup rather than into a half-configured workspace.
How it works
Setup state lives in the platform itself. For each organization, the steps of each module’s setup are recorded individually, so what has been configured — and what has not — is a queryable record shared by everyone involved in the implementation rather than a document someone maintains on the side.
The platform acts on that state. After sign-in, an organization with incomplete setup is routed toward setup instead of the normal workspace, and two gates sit early in the path regardless: the organization’s disclaimer must be accepted, with each acceptance recorded in an audit log, and the working languages are registered so every later screen appears in them.
The steps themselves are completed in real configuration screens, some of which carry first-run wizard variants — the organization chart, for example, can be built step by step in wizard mode. Once people are added, position-keyed onboarding tasks generated in HCM carry the same structured-start idea down to each new employee.
What the record holds at once
Held constantSetup Checklist 4 states, at the same time
Per-module steps, recorded per organization
Setup progress is stored step by step for each module the organization licenses.
Routing while incomplete
Sign-in checks setup state and routes unfinished organizations toward setup rather than daily screens.
Disclaimer and language gates
Acceptance is recorded per user, and languages are registered before the rest of setup proceeds.
Wizard-mode setup screens
First-run variants of configuration screens, such as the org chart, support step-by-step initial builds.
What this touches
- Enterprise Setup
The profile, business hours, and disclaimer steps are completed here. - Licensing & Module Activation
License activation determines which modules the checklist covers at all. - Organization & positions
Modeling units and positions is the structural heart of setup. - Human Capital Management
Employees are added during staffing, and position-keyed onboarding tasks follow for each of them.
See setup checklist running in continON.
A guided walkthrough on a sanitized demo tenant — this capability inside its module, on the shared platform.