Resources

Playbooks, Guides, Documentation

The first three are live. Request a preview on any of the others and we will share the draft with you on the demo call.

The Action Inbox Playbook

How to structure your day around the Action Inbox. Card severity, batch close patterns, escalation routing, and the dry-run preview workflow.

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Guide

Multi-State Compliance Guide

How nexus is detected, how to handle remote workers, and how to use the jurisdiction engine to recompute training, postings, and tax registrations.

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Templates

Policy Rollout Templates

Templated policy rollouts for PTO, remote work, expense reimbursement, harassment, performance review, code of conduct, and benefit eligibility.

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ReferenceRequest Preview

Onboarding Lifecycle Reference

How lifecycles, checklists, and state machines fit together. Cohort onboarding, offer letter parsing via Clarus CLM, and offboarding handoffs.

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Benefits and Payroll Reference

EDI 834 carrier feeds, ACA filings, retirement vesting, QLE workflows, and payroll anomaly detection. With code samples for the public API.

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Case Management Reference

ER cases, investigations, witness interviews, locked notes, and findings memos. Linked cases, communication freezes, and SLA escalations.

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Public API Documentation

Every user-facing action is also an API endpoint. Idempotency-Key header, dry_run query parameter, audit-event back-references on every response.

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DocumentationRequest Preview

SCIM v2 Reference

Provisioning users from Okta, Azure AD, JumpCloud, OneLogin, and Google Workspace. Scopes, attribute mapping, JIT, and de-provisioning rules.

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SAML / OIDC SSO Setup

Tenant-level identity provider configuration, JIT provisioning rules, ABAC grants, and login-risk scoring.

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PlaybookRequest Preview

Probation Decisions That Don't Drift

How to use the Probation surface to surface decision-due cards seven days before each window closes, the rationale fields auditors care about, and the decision states (pass / extend / fail) that close the matching inbox card automatically.

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PlaybookRequest Preview

Compensation Anomaly Triage

Configuring tenant compensation bands per (level, location), interpreting the gap-percent + direction signal without exposing salary, and the acknowledge-versus-resolve workflow that keeps the audit trail clean.

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Contractor Classification Signal Reference

Full breakdown of the five engagement signals (sole-employer, long engagement, fixed schedule, equipment provided, embedded-in-team), their default weights, and the borderline / contractor / employee thresholds. Pair with legal review for the determination call.

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PlaybookRequest Preview

The Operational HR Debt Field Guide

How to interpret the debt scan output, the AI-generated summary fields, and the resolve / dismiss / accept-risk decision tree. Includes the mandatory-note pattern for accepted-risk and the inbox-card escalation rules.

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Want Resources Now?

Book a demo and we will share the playbook drafts and reference docs we use internally. Most are landing as public resources next quarter.

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