Help Center
Learn how Careersome works by role, by feature, and across the full employee lifecycle. Start with the product overview if you are new, then move into the role guides and feature guides that match your team.
What you can access in the product depends on your organization's plan and enabled modules. Compare plans or ask your administrator if you need a broader scope.
Quick Links
Start with the product model, then jump into the guides that explain your access, your role, and the modules your team uses.
How Careersome Works
Understand the full product model from hiring to offboarding, with one connected people record across every workflow.
Plans and Access
See how roles, plan scope, and enabled modules decide what each user can see and do.
Role Guides
Jump to Admin, HR, Manager, and Employee guidance so each audience can understand their path through the product.
Recruitment Guides
Learn how hiring teams open roles, rank candidates, run interviews, and move from pipeline to offer.
Performance Management
Understand review cycles, goals, feedback, probation, and improvement plans from setup through follow up.
Analytics and Reporting
See how dashboards, reports, exports, and Stories explain what is changing across the workforce.
Learn by Role
Choose the role that matches your day to day work. These guides explain what each audience usually sees, owns, approves, and hands off inside Careersome.
Admin
Organization setup, access control, policy configuration, and company wide oversight across enabled modules.
HR
People operations across recruiting, onboarding, performance, engagement, compensation, reporting, and lifecycle workflows.
Manager
Team approvals, team visibility, performance input, development follow up, and personal work in one role.
Employee
Personal requests, reviews, tasks, development updates, and lifecycle actions from the employee point of view.
Browse by Category
Find help articles organized by topic
Creating Your Account
Step by step guide to setting up your Careersome account and configuring your organization.
How Careersome Works
Understand Careersome as one connected people system, from hiring to offboarding, with each role seeing the parts they own.
Plans, Packages, and What You Can Access
How subscriptions, modules, and roles control menus and features in Careersome.
Setting Up Your Team
Learn how to add team members, assign roles, and configure permissions.
Platform Overview
Tour of Careersome's main features and navigation.
How do I create a Careersome account?
A two-step signup: your details, then your company.
What role do I get when I first sign up?
Admin.
Why can't I see a feature I expected right after signing up?
Almost always your plan/trial terms, not a bug.
What is Careersome, in one sentence?
A connected people operations platform, not separate HR tools bolted together.
What determines what I can see and do?
Your role AND your company's plan, together.
What's the difference between Basic, Professional, and Enterprise?
Basic covers core lifecycle workflows; Professional adds AI ranking, offboarding, compensation, engagement, and more; Enterprise adds custom limits and governance.
What is Careersome Light?
A free evaluation tier that teaches a small team to run hiring, time off, and daily people work in one place.
I've never used HR software. Where do I start?
People first, then one real workflow. Ask how any screen works.
How do I invite a new team member?
From the Team area, with name, email, role, and job title.
Does the reporting manager I set actually matter, or is it just organizational?
It matters, it drives approvals and team features.
What's the difference between what Admin and HR can do?
HR runs the same operations as Admin, minus Organization Settings.
What can a Manager see that an Employee can't?
Team areas, once they have direct reports and the module is entitled.
If a menu item is missing, what should I check first?
Role, then plan entitlement, then reporting structure if it's a team feature.
What's the recommended order to learn the platform?
Plans and access, then platform overview, then role guides, then feature guides.
What are the seven stages of the employee lifecycle in Careersome?
Hire, join, work, review, reward, understand, exit.
Is there a difference between a recruiting-only plan and the full HR suite?
Yes, recruiting-only tiers emphasize job postings and pipeline specifically.
Posting Your First Job
Create a job posting, decide who sees it, and choose how people apply.
How Careersome Ranks and Scores Candidates
How the AI match score works, what it's based on, and how it's used to sort applicants.
Managing Your Pipeline and Stages
Customize your hiring stages, move candidates through them, and collaborate as a team.
Interviews and Panel Feedback
Schedule interviews and turn scattered interviewer opinions into one clear scorecard.
Offers, Hiring, and Sharing Your Job
Send an offer, sign it digitally, roll into onboarding, and get your job in front of more candidates.
Recruitment Reports and Analytics
See how your hiring is actually performing, per job or across your whole company.
Comparing Candidates Side by Side
Select two or more candidates from a pipeline and compare them in one view.
Duplicating a Job Posting
Reuse a past job to open a similar role in seconds.
Tagging Teammates on Candidate Notes
Mention a hiring manager or panel member in a note and they get notified.
Understanding Recruiter Performance Reports
See who on your team is closing roles fastest.
Automatic Notifications for New Applicants and Stage Changes
Recruiters and hiring managers are notified without checking the pipeline.
Reading the Candidate Activity Log
See a full, timestamped history of everything that happened to a candidate.
Reading Diversity Reports Beyond Gender
See the applicant age mix alongside gender for any role.
What is the recruitment feature and how does it work?
The full loop from posting a job to making a hire.
How do I post a new job?
Where to go and what you'll need.
Can I save a job as a draft before publishing it?
Yes.
Can I make a job posting anonymous so my company name doesn't show?
Yes, anonymous postings are supported.
Can I post a job that's only visible to current employees?
Yes, internal-only postings are supported.
Does Careersome help me write the job description?
Yes, there's an AI drafting assistant.
Can I edit a job after it's already published?
Yes.
Can I duplicate a job posting instead of starting from scratch?
Not as a dedicated one click feature today.
How do candidates actually apply, through Careersome or elsewhere?
You choose, per job.
Can I set up my own custom application form?
Yes, when using the Careersome apply method.
Is there a limit to how many jobs I can post?
Depends on your plan.
Can I set a closing date for applications?
Yes, using the expiry date field.
What happens to a job once it's filled or closed?
It stops accepting applications and is marked closed.
How does Careersome rank candidates who apply?
An AI match score out of 100, built from skills, experience, and more.
Can I see a candidate's resume directly in the app?
Yes.
Can I filter or search candidates by skill, score, or location?
Yes.
Can I leave private notes on a candidate?
Notes exist, but they're shared with your team, not private.
Can I email a candidate directly from the app?
Yes.
Can I see if a candidate opened or replied to my email?
Replies are tracked; open tracking isn't confirmed.
Can I bulk reject or bulk email multiple candidates at once?
Yes.
Can I invite someone to apply instead of waiting for them to apply?
Yes, there's a candidate invite option.
Can candidates apply from their phone?
Yes, Careersome's apply flow works on mobile browsers.
What happens if the same person applies to two different jobs?
Each job gets its own separate candidate record.
Can I see how many people viewed the job versus applied?
Yes, view and application counts are both tracked.
Can I customize my recruitment stages?
Yes, fully, per job.
Can I have different stages for different jobs?
Yes, stages are set per job.
What happens to candidates in a stage if I delete that stage?
They automatically move back to Applied.
Can I move a candidate backward in the pipeline, not just forward?
Yes.
Is there a way to see how long candidates are stuck in a stage?
Yes, pipeline velocity is tracked.
Can I set reminders to follow up with a candidate?
Yes.
Can I automatically reject candidates who don't meet a minimum score?
No, the AI score is advisory only.
How do I schedule an interview with a candidate?
From the candidate's detail page.
Can I add other people as interviewers?
Yes, including assigning multiple candidates at once.
How does panel feedback work, does everyone see each other's scores?
Each interviewer scores independently; it rolls up into one scorecard.
Can interviewers leave feedback without having full dashboard access?
Yes.
Is there a scorecard or rating system for interviews?
Yes, with clear verdict bands.
Can I compare candidates side by side after interviews?
Not as a dedicated comparison view today.
How do I send an offer to a candidate?
Directly from Careersome.
Can a candidate sign the offer digitally?
Yes.
What happens after a candidate accepts the offer?
They roll straight into onboarding.
Does recruitment connect automatically to onboarding once someone's hired?
Yes.
Where can I find a report on candidates who applied?
Two places: per job or across all jobs.
Can I see my average time to hire?
Yes.
Can I see which job boards or sources bring my best candidates?
Yes, ranked by both volume and quality.
Can I export recruitment data to a spreadsheet?
Yes, as CSV.
Can I see diversity stats for my applicants?
Yes, gender breakdown currently.
Can I compare performance across multiple jobs at once?
Yes, using the all-jobs report.
Who on my team can post jobs or see candidates?
Admin and HR by default, Managers when assigned as hiring manager.
Can I assign a hiring manager to a specific job?
Yes.
Do I need to share the job on other platforms like LinkedIn myself?
Not required, but recommended for reach.
Can candidates or outside people see my hiring pipeline or candidate list?
No.
Is recruitment included in the free plan, or is it a paid add on?
Included on Careersome Light, within plan limits.
Does my applicant limit reset every month, or is it a one time cap?
Careersome Light's job posting cap resets monthly.
What happens if I hit my applicant limit on a job?
You'd need to wait for the next cycle or upgrade.
Do I need to upgrade to unlock the Insights tab on reports?
Yes.
Why isn't my job showing up on the public jobs page?
Check its visibility, status, and expiry date.
Why didn't a candidate get an email after applying?
Ask them to check spam, and confirm they used the Careersome apply method.
Can I recover a candidate I accidentally rejected?
Yes, move them back into an active stage.
Why does a candidate have no AI match score?
Usually a plan entitlement issue.
Can I reopen a job after I've closed it?
Contact support if it doesn't reopen from the job's edit screen.
What happens if two recruiters try to move the same candidate at the same time?
The most recent update wins.
Why can't I delete a stage that has candidates in it?
You can, unless it's one of the three locked stages.
Does Careersome remind me about candidates I haven't responded to?
Reminders are something you set yourself.
Can I set up automatic emails at certain pipeline stages?
Not currently, emails are sent manually.
Can candidates message me back through the app, or is it one way?
Two way, replies are tracked in a thread.
Will I get notified when someone new applies?
Check your dashboard for the most reliable signal today.
Can I review candidates from my phone?
Yes, the dashboard works on mobile browsers.
Can candidates apply on mobile without creating an account?
Yes, for the public apply flow.
Is candidate data stored securely?
Yes, standard access controls apply.
Can I delete a candidate's data if they ask me to?
Contact your administrator or support for data deletion requests.
Do rejected candidates get notified automatically, or do I have to tell them myself?
You need to tell them yourself, using bulk email if needed.
Can I keep a candidate's profile for future roles instead of deleting it?
Not as a dedicated talent pool feature today.
Can multiple people work on the same job at once?
Yes.
Can I see a history of who did what on a candidate's profile?
Comments and stage moves are visible, though not as a single formal audit log.
Can I tag a colleague to look at a specific candidate?
Not as a dedicated @mention feature today.
Can I set custom scoring criteria instead of the default ones?
No, the AI scoring dimensions are fixed.
Can I build a candidate pool I reuse across multiple jobs?
Not currently.
Can I compare this month's hiring performance to last month's?
Yes, using the Trends tab.
Is there a way to see which recruiter on my team is closing roles fastest?
Not currently, reports are per-job and company-wide, not per-recruiter.
Creating a cycle and what each status means
How Admin/HR open a compensation cycle and move it from scheduled to exported. For the one-line definition, see What is a compensation cycle?
Creating Compensation Proposals
Who can propose a change, and the real three-tier approval chain behind it.
Salary Bands and Market Data
How bands, market benchmarking, and compa-ratio actually work.
Budget Management and Tracking
What budget tracking shows you, and an honest limitation on enforcement.
How Payroll Tax Is Calculated
How the Payroll generator applies country tax rules to compute verified net pay and payment files.
What is Compensation Management and how does it work?
Cycles, proposals, bands, budgets, and payroll tax in one connected flow.
What is a compensation cycle?
A time-boxed window for running salary reviews.
How do I create a compensation cycle?
Admin/HR set a name, dates, and optional budget.
What are the statuses a compensation cycle moves through?
Scheduled, open, closed, approved, exported.
Who can open or close a compensation cycle?
Admin/HR only.
Can I run more than one compensation cycle at a time?
Yes, cycles are independent.
Is there a limit on how many compensation cycles or proposals I can create?
No numeric cap, access is an on/off entitlement.
What is a compensation proposal?
A recommended salary, bonus, or equity change for one employee.
Who can create a compensation proposal?
Managers for direct reports, Admin/HR for anyone.
Can I save a proposal as a draft before submitting it?
Not currently, proposals go straight to pending.
What happens after I submit a proposal?
It enters a real three-tier approval chain.
Is the approval process real, or is it just a status label?
It's real and server-enforced.
Can a proposal be rejected?
Yes, at any approval stage.
Can an approver request a change instead of approving or rejecting outright?
Yes.
Is there an audit trail of who approved or rejected a proposal?
Yes.
Does the proposal screen suggest a salary increase based on someone's performance rating?
Not yet, this integration isn't built.
Can I create a proposal directly from an employee's compensation row without navigating elsewhere?
Not currently, listed as a planned convenience feature.
What are salary bands?
Defined pay ranges per role, level, and location.
How do I create a salary band?
Set a name, grade, pay range, currency, and location scope.
What is market data used for?
Keeping bands grounded in external benchmarks.
What is compa-ratio, and how is it calculated?
Current salary divided by market median.
What does band percentile position mean?
Where someone sits between a band's minimum and maximum.
How do I set up a budget for a compensation cycle?
Create a budget line per organizational unit.
What can I see on budget tracking?
Allocated, used, remaining, and utilization rate.
Will the system stop a proposal that exceeds the budget?
No, this isn't enforced today.
Does the system warn me if a department is close to running out of budget?
You can see utilization, but there's no automatic proactive alert confirmed.
How is payroll tax calculated?
Gross pay, minus statutory deductions, taxed by country bracket, minus rebates.
Which countries does the payroll tax engine support?
Eight African markets.
Is payroll tax calculation real, or is it a rough estimate?
Real, config-driven, and versioned by country.
Where does the payroll generator get its salary numbers from?
The employee's approved compensation proposal.
Can payroll be re-run if compensation data changes after the first run?
Yes.
How often are tax rules reviewed and updated?
Quarterly, with the last-reviewed date shown.
How do employees actually get paid through Careersome?
A payment file is produced for Paystack or Flutterwave.
Does the payroll tax engine support countries outside Africa?
Not currently.
What can an Employee see in Compensation?
Their own compensation and history only.
What can a Manager do in Compensation?
Create proposals for direct reports and give first-tier approval.
What can HR do in Compensation that a Manager can't?
Second-tier review, manage bands and cycles.
What can Admin/Finance do in Compensation?
Final approval and full company-wide access.
Is compensation access limited to certain plans?
Yes, it's a Professional/Enterprise entitlement, not Light or Basic.
Does compensation connect to performance reviews?
Not yet, that integration isn't wired in.
Does compensation connect to payroll automatically?
Yes, real integration.
Does compensation connect to succession planning or offboarding?
No confirmed integration found.
Can I export compensation or audit data?
Not currently, listed as a deferred feature.
Why can't I see the Compensation menu at all?
Your plan likely doesn't include it.
Why didn't my proposal get blocked even though it went over budget?
Budget enforcement isn't wired to proposal creation yet.
Can I edit a proposal after it's been submitted?
Approvers can request modifications, which routes it back for changes.
What currency are salary bands and proposals shown in?
Based on company location, with per-band currency support.
Can a salary band be specific to one country while another applies globally?
Yes.
How do I know which employees are below market for their role?
Check their compa-ratio.
Can I see an employee's full compensation history, not just their current salary?
Yes, under their compensation record.
What deductions does the payroll tax engine account for besides income tax?
Pension, social security, housing levies, and similar statutory items, depending on country.
Does Nigeria's payroll calculation include rent relief?
Yes, if declared.
Does Senegal's payroll calculation account for family size?
Yes, via family parts (quotient familial).
What happens if an employee's country isn't one of the eight supported?
Payroll tax calculation isn't available for that country yet.
Are unpaid leave days factored into payroll?
Yes, deducted from gross pay before tax.
Can Finance see every proposal company-wide, or only ones sent to them for approval?
Full company-wide access.
Can a Manager see salary bands, or only HR and Admin?
Managers can generally view bands relevant to their team.
If I'm on a plan without Compensation, can I still use Payroll?
No, payroll runs off an approved compensation cycle.
Can I adjust a salary band after it's been created?
Yes.
How is market data imported, manually or from a file?
Both, manual entry or import from sources like Payscale or Mercer.
What's the difference between a proposal's current salary and proposed salary?
One is their existing pay, the other is the recommended change.
Can equity be included in a compensation proposal, not just salary and bonus?
Yes.
Is there a reason field required when submitting a proposal?
Yes, a justification is expected.
Can HR override a Manager's proposal amount, or only approve or reject it?
HR can request modifications, effectively sending it back to change.
Does the system track how long a proposal sits at each approval stage?
Approval actions are logged, though a dedicated time-in-stage metric wasn't confirmed.
Can I run payroll for just one employee instead of the whole company?
Payroll runs read from approved proposals, generally scoped as needed.
How Performance Management Works
The three workflows: review cycles, probation, and PIPs, and how they differ.
Creating and Running a Review Cycle
Set up a 360, manager-only, self-assessment, or calibration cycle.
Probation Reviews
How new-hire probation works, and what confirming a hire actually does.
Performance Improvement Plans (PIPs)
Starting a PIP, what the employee sees, and how it ends.
Performance Goals
How individual and PIP goals work, and how progress gets tracked.
Performance Analytics and Reports
What performance reporting shows, and where PIP-specific analytics live.
What is Performance Management and how does it work?
Three workflows in one connected module.
What's the difference between a review cycle, probation, and a PIP?
Who it's for and what it decides.
What are the four types of review cycle, and how do I pick the right one?
360, manager-only, self-assessment, or calibration.
What's the difference between a 360 review and a manager-only review?
Who contributes input.
What is a calibration cycle and when would I use it?
For banding and stack-ranking a team.
What is a self-assessment cycle used for?
Reflection only, no manager scoring.
Why does Careersome split reviews, probation, and PIPs into separate workflows instead of one review system?
They serve genuinely different purposes.
How do I create a review cycle?
From the organization-wide Performance hub.
Can I run different types of review cycle at the same time?
Yes.
What rating scale does a review cycle use?
1 to 5.
Are review cycle questions the same for self, manager, and peer, or different?
The same questions for everyone in the cycle.
Can I write my own custom questions for a cycle?
Yes, when setting up the cycle.
How do I choose who's included in a cycle?
Everyone, or specific departments.
Can I run a cycle for just one department instead of the whole company?
Yes.
Can I nudge someone who hasn't submitted their review yet?
Yes.
Can a cycle be stopped early before its end date?
Yes.
Can I edit a cycle after it's already started?
Update actions exist on an active cycle.
What happens to a cycle once it's completed?
Results become viewable, no more submissions accepted.
Is there a limit on how many review cycles I can create?
Yes, on Careersome Light.
Can employees see their full review history?
Yes, under My Performance.
How does a probation review work?
A fixed-length trial period assessment for new hires.
What are the possible lengths for a probation period?
30, 60, or 90 days.
Who decides if someone passes, fails, or gets extended on probation?
Admin or HR.
What's the difference between extending probation and failing it?
One gives more time, the other ends employment.
Does confirming someone's hire during probation actually do anything, or is it just a status label?
Today, it's just a status update, despite what the confirmation screen says.
Can I edit a probation review after it's created?
Not reliably today, the edit action doesn't currently save.
Can I delete a probation review?
Not reliably today, the delete action doesn't currently remove it.
What happens if a probation review's due date passes with no decision made?
Nothing automatic, someone has to act manually.
Can a manager see a probation review for their own direct report?
Yes.
Can a manager approve or reject probation, or only Admin/HR?
Only Admin/HR make the final call.
Does the employee complete anything during their own probation, or is it manager-only?
The employee completes their own self-assessment.
What is a PIP and when would you use one instead of just a regular review?
For genuine underperformance, independent of the review calendar.
Who can create a PIP?
Admin or HR only.
Can a manager start a PIP for someone on their team?
No.
Does the employee have to acknowledge a PIP before it starts?
Yes.
Can the employee add their own comments, or is it manager-only?
Employees can add self-reflection.
What's the full status lifecycle of a PIP?
Scheduled, active, on hold, extended, completed, terminated, or expired.
What's the difference between pausing a PIP and it being on hold?
They're the same state, reached through a pause action.
Can a PIP be extended, and who can extend it?
Yes, by Admin/HR.
What are the three possible outcomes of a PIP?
Improved, needs extension, or terminated.
What happens automatically if a PIP reaches its end date with no outcome recorded?
Nothing automatic, someone has to close it manually.
What is HR oversight on a PIP, and what changes when it's turned on?
Extra visibility for HR, same day-to-day ownership.
Can a Manager edit or delete a PIP for their team?
No, Managers get view and check-in access only.
Can I attach documents or files to a PIP?
Yes.
Is there an audit log of everything that happened on a PIP?
Yes.
How do goals work inside a PIP?
Structured, measurable, with target dates.
Can a PIP goal have a measurable target, not just a description?
Yes.
How is goal progress tracked, by percentage or by status?
Both, depending on the goal.
Are performance goals separate from PIP goals?
Yes, two related but distinct things.
Who updates goal progress, the employee or the manager?
Whoever owns the goal.
What's a PIP check-in, and how often do they happen?
A scheduled progress conversation at whatever cadence was set.
Who conducts a check-in, always the manager?
Typically the manager, recorded against the plan.
Can a check-in record be edited after it's submitted?
Yes, check-ins can be updated.
What options are there for rating progress during a check-in?
On track, at risk, behind, or exceeding.
What can an Employee do in Review Cycles?
Complete their own self-assessment and see their own results.
What can a Manager do in Review Cycles?
Complete reviews for direct reports and see team results.
What can HR do in Review Cycles that a Manager can't?
Create, edit, and manage cycles company-wide.
What can Admin do in Review Cycles?
The same organization-wide control as HR.
What can an Employee do with their own Probation review?
Complete their self-assessment and view their own status.
What can a Manager do with a Probation review for their team?
View it and submit feedback, not decide the outcome.
What can HR do with Probation that a Manager can't?
Confirm, extend, or fail the review.
Who can actually confirm, extend, or fail someone's probation?
Admin and HR only.
What can an Employee do with a PIP assigned to them?
Acknowledge it, add self-reflection, and submit updates.
What can a Manager do with a PIP for their team?
View it and run check-ins, not edit or close it.
What can HR do with a PIP that a Manager can't?
Create, edit, delete, and close it out.
Why can't Admins see their own performance reviews?
Admins don't have personal reviews in this module.
Who can access Team Performance?
Admin, Manager, and HR, not individual Employees.
Who can access the org-wide Performance hub?
Admin and HR only.
Can a Manager see performance data for someone who isn't their direct report?
Not through the standard Manager view.
Where can I see performance analytics for my team?
Team Performance, or the org-wide report for HR/Admin.
What does the PIP Analytics page actually show?
Totals, success rate, duration, outcomes, issues, and department breakdown.
Can I filter PIP analytics by department or outcome?
Yes, plus date range and status.
Can I export performance or PIP data?
Not currently, the export button is a stub.
Can I see average review scores company-wide?
Yes, on the company-wide performance report.
Can I see how many reviews are still incomplete?
Yes.
Is there a report showing everyone currently on a PIP?
Yes, via PIP Analytics and HR oversight.
Can I compare performance across departments?
Yes.
Is Performance Management included in the free plan?
No. Standalone Performance is Basic and above.
Is there a limit on how many review cycles I can create per year?
Paid Performance plans may cap cycles by contract.
Are PIPs and probation available on every plan?
Core probation and PIP workflows are available; deeper analytics may vary by tier.
Why doesn't editing a probation review seem to save my changes?
It's a known limitation, not something you're doing wrong.
Why doesn't deleting a probation review actually remove it?
It's a known limitation, not something you're doing wrong.
Why is the "Upcoming Reviews" section on my dashboard always empty?
That widget isn't wired up to real data yet.
Why does the PIP Analytics export button say "coming soon"?
Export isn't implemented yet.
Does anything happen automatically when a PIP or probation review passes its end date?
No.
Why can't I see my own performance reviews as an Admin?
Intentional, Admins don't have personal reviews in this module.
Creating Onboarding Templates
Design checklists that automatically scope themselves to who's actually being hired.
Managing Employee Onboarding
From offer signed to fully onboarded, with nothing re-entered along the way.
Knowledge Hub Resources
Company documents and training materials, shown only to who actually needs them.
Onboarding Analytics
Completion rates, time-to-complete, and where hires actually get stuck.
What is Onboarding and how does it work?
From offer signed to fully ramped, in one connected flow.
Can I trust the "employees at risk" number on my onboarding dashboard?
Not currently, this metric is disabled and always shows zero.
How do I assign an onboarding playbook?
Playbooks are templates. Select people on Onboarding and assign one.
What start date does pre-onboarding use if none is set on the offer?
It defaults to 14 days out.
What's the difference between pre-onboarding and onboarding?
Before day one versus after day one.
How does a candidate end up in pre-onboarding?
Automatically on Hired, or added manually.
How does a candidate access pre-onboarding without a full account?
A secure link, PIN, or OTP.
Can a candidate sign their offer letter as part of pre-onboarding?
Yes.
What happens to documents and progress when a candidate moves from pre-onboarding to onboarding?
Everything carries over automatically.
Who finalizes the move from pre-onboarding to onboarding?
HR reviews and clicks Complete & Create Employee.
How do I create an onboarding template?
Name it, describe it, set category and stage, add tasks.
Does Careersome help me write a checklist, or do I start from scratch?
AI can suggest one for you.
Can I assign different task owners, like IT or the manager, not just the new hire?
Yes.
What task types exist?
Regular tasks and document upload tasks.
Can tasks have due dates?
Yes, set as an offset from the start date.
Can I scope a template so it only applies to certain hires, like remote employees or a specific country?
Yes, tasks can be scoped multiple ways.
What is the 30/60/90-day milestone bucket?
A plan view grouping tasks by when they matter most.
What is a launch bucket?
An operational grouping for HR: pre-board, compliance, IT, manager, or first week.
Can I clone an existing template instead of building a new one from scratch?
Yes.
Can I see how often a template has actually been used?
Yes, usage counts are tracked.
Can I assign a template to multiple people at once?
Yes, bulk assignment is supported.
Can I move multiple employees to the next onboarding phase at once?
Yes.
Can I send reminders to employees who haven't finished their onboarding tasks?
Yes, including in bulk.
How do I track progress across all my new hires?
The onboarding employee list, with completion percentage per person.
Does the onboarding list show everyone, or just people still in progress?
Just active hires by default.
What does a new hire actually see on their end?
A personal checklist under My Onboarding with an overall progress percentage.
Can an employee change a document after they've already uploaded it?
Yes.
Can HR verify that an uploaded document is actually correct?
Yes, documents can be marked as verified.
What is the Knowledge Hub?
A centralized, targeted library of onboarding resources.
Can I control who sees a specific Knowledge Hub resource?
Yes, by role, department, and phase.
Can I link a Knowledge Hub resource directly to a task?
Yes.
Can I upload a file directly, or only link to an external URL?
Both.
What onboarding analytics are available?
Completion rate, time to complete, task completion, and template usage.
Can I see which specific tasks tend to slow onboarding down?
Yes, bottleneck identification is part of the analytics.
Can I compare onboarding speed across departments?
Yes.
Does onboarding speed actually connect to anything else in the product, or is it just a standalone metric?
Yes, it's correlated with performance in Stories insights.
Who can create and manage onboarding templates?
Admin and HR.
Who can see the pre-onboarding candidate list?
Admin and HR.
Who can see My Onboarding, and can an Admin see their own?
Manager, HR, and Employee, not Admin.
Can a Manager assign onboarding templates, or is that HR/Admin only?
Template management sits with Admin/HR.
Is there a limit on how many onboarding templates or hires I can have?
No numeric cap found.
Is Onboarding included in every plan?
It's a plan entitlement, check with your administrator if missing.
Can I have a separate pre-onboarding template and onboarding template, or do they have to be the same?
Separate templates for each phase.
Can I search or filter the onboarding employee list by name?
Yes.
Can I filter by multiple statuses at once, like both Not Started and In Progress?
Yes, the status filter supports multiselect.
Can I see an employee's full history across pre-onboarding, onboarding, and offboarding?
Yes.
Does a task's due date automatically adjust based on the employee's actual start date?
Yes, due offset is relative to start date.
What happens if an employee's start date changes after their template is already assigned?
Task due dates are relative, so they shift with it, though this wasn't independently re-verified after assignment.
Can employees see tasks assigned to their manager or HR, or only their own?
Employees see their own tasks.
Does completing onboarding trigger anything automatically in another module, like starting a review?
No confirmed automatic trigger.
Can I require a document to be uploaded before a task counts as complete?
Yes, that's what document upload task type does.
Can I organize Knowledge Hub resources by category?
Yes.
Is there a way to celebrate or flag onboarding completion milestones?
Progress tracking exists; a dedicated celebration feature wasn't confirmed.
Why is a specific employee not showing up in my onboarding list?
Check your status filter first.
Can I deactivate a template without deleting it?
Yes.
Does an onboarding task support linking to an external resource, not just an uploaded document?
Yes.
Can I set the order tasks appear in for a new hire?
Yes, via sort order.
Who is responsible for making sure IT-related tasks like equipment setup happen before day one?
Whoever the task is assigned to, often HR or Manager, tracked via launch bucket.
Can I require different onboarding paths for a remote hire versus an in-office hire?
Yes, via scope by remote status.
What happens to a candidate's pre-onboarding data if they're marked as cancelled instead of completing?
They're hidden from the default active view but not deleted, based on the same status-filter pattern.
Can I see which manager or HR person a specific task is waiting on?
Yes, task owner is a tracked field.
Is pre-onboarding access time-limited, or can a candidate use the same link indefinitely?
Not confirmed, treat token/PIN/OTP expiry as something to verify with your administrator.
Creating Offboarding Templates
Checklists built around the same five exit stages every departure moves through.
Managing Employee Offboarding
From notice given to last day, with the same historical record carried through.
Access Revocation and Security
Its own dedicated exit stage, not an afterthought task buried in a list.
Asset Recovery and Knowledge Transfer
Two of the five exit stages, tracked with their own progress.
Exit Interviews
Tracked as a real status and score, not just a task checkbox.
What is Offboarding and how does it work?
Five fixed stages from notice to farewell.
What are the five exit stages?
Notice period, knowledge transfer, access revocation, asset return, farewell.
How do I start offboarding for someone who's leaving?
HR/Admin adds them and sets a last working day.
What's the difference between a voluntary and involuntary exit?
Exit type is a tracked field, affecting which template applies.
Can I create different offboarding templates for different exit types or seniority levels?
Yes.
How do I create an offboarding template?
Name it, describe it, set a category, add tasks.
What task owners are available?
Employee, Manager, HR, IT, or Admin.
What document types can be collected during offboarding?
Termination letter, NDA, tax form, final pay stub, or other.
Does generating a final pay stub automatically calculate or pay out someone's final compensation?
No, it's a document collection task, not an automated payroll trigger.
Can I assign a template to multiple departing employees at once?
Yes.
Can I send reminders to employees or task owners who are behind on offboarding tasks?
Yes.
How do I track progress across everyone currently offboarding?
The offboarding employee list, with completion percentage and current stage.
Does the offboarding list show everyone who's ever left, or just active exits?
Just active exits by default.
What does a departing employee actually see on their end?
Their own checklist with an overall progress percentage.
Can an employee re-upload a document after submitting it during offboarding?
Yes.
Can HR verify documents collected during offboarding?
Yes.
How does access revocation get tracked?
As its own dedicated exit stage.
What kinds of access should I create revocation tasks for?
Email, systems, cloud storage, physical access, VPN.
When should access be revoked, immediately or on the last day?
Whichever your policy requires, the task's due offset controls timing.
Is there an audit trail of when access was revoked and by whom?
Task completion is tracked with who completed it and when.
How is knowledge transfer tracked?
As its own exit stage with a tracked progress percentage.
What kind of asset recovery does offboarding track?
Laptops, phones, badges, keys, and other company equipment.
When should knowledge transfer start relative to someone's last day?
As early as possible, not crammed into the final week.
How are exit interviews tracked?
As a real status, completion flag, and optional score.
Can I customize the questions asked in an exit interview?
Yes, as part of the offboarding template.
Can I analyze exit interview trends over time, not just read each one individually?
Yes, exit reason and score are recorded per employee for pattern analysis.
Who can access the offboarding hub?
Admin and HR.
Who can see My Offboarding?
Manager, HR, and Employee.
Is Offboarding included in every plan?
It's a Professional/Enterprise entitlement.
Is there a numeric limit on offboarding templates or employees?
No numeric cap found, access is a plan entitlement.
Can I clone an existing offboarding template instead of building a new one?
Yes.
Can I see how often a specific offboarding template has been used?
Yes, usage counts are tracked.
Can I access an employee's full history, including their onboarding, once they're offboarding?
Yes.
Does offboarding automatically trigger anything in Compensation, like final pay processing?
No confirmed automatic trigger.
Can multiple people (HR, IT, Manager) work on the same offboarding at once?
Yes.
Can I filter the offboarding list by department?
Yes.
Can I filter by multiple statuses at once?
Yes, the status filter is a multiselect.
Is there an offboarding equivalent to onboarding's Knowledge Hub?
Knowledge transfer is tracked as a stage; a resource library specifically for offboarding wasn't confirmed.
Can I set a due date for offboarding tasks, or do they all happen at once?
Each task has its own due offset.
What happens if IT hasn't finished access revocation by someone's last working day?
Nothing automatic, this is a task you'd need to actively track and follow up on.
My Succession Planning
See which roles you're being developed for, without asking HR.
Succession Plans
Create a plan for a key position and track who could step into it.
Candidates
Nominate successors and track how ready each one actually is.
Risk
See which key positions genuinely have no safety net.
Insights
Your succession coverage at a glance.
What is Succession Planning and how does it work?
Plans for key roles, candidates ranked by real readiness, risk surfaced automatically.
How do I create a succession plan?
Admin/HR set position, holder, priority, and target date.
Who can create or delete a succession plan?
Admin and HR only.
Can a Manager do anything in Succession Planning, or is it Admin/HR only?
Managers can update candidate readiness and remove candidates.
How do I add a candidate to a succession plan?
Search and select from the plan's Candidates tab.
Can the current role holder be nominated as their own successor?
No, they're automatically excluded.
Can I nominate more than one successor for the same role?
Yes.
What is a readiness score?
A 0 to 100 number tracked per candidate.
What are the readiness levels?
Not ready, developing, ready, or ready now.
Who sets a candidate's readiness score, is it automatic?
It's set directly, not calculated from other module data.
Can I record specific development gaps for a candidate?
Yes.
Can I link a candidate's development goals directly to their succession readiness?
Yes, this is a real connected feature.
Can I set an estimated readiness date for a candidate?
Yes.
Can I remove a candidate from a plan without deleting the whole plan?
Yes.
What happens when a candidate is promoted into the role they were being developed for?
Candidate status tracks promoted, separate from active or removed.
What priority levels can a succession plan have?
Low, medium, high, or critical.
What statuses can a succession plan be in?
Active, filled, or cancelled.
How is a plan's risk level determined?
Priority combined with successor count and readiness.
Is there a dedicated view for high-risk plans?
Yes, the Risk tab.
Can I conduct a formal periodic review of a succession plan?
Yes, with its own risk level and action items.
What does the Insights tab show?
Total plans, candidate count, average readiness, and coverage.
What's the single most useful number on the Insights tab?
How many positions have zero successors identified.
Who can see My Succession Planning?
Employees and Managers, primarily.
Is Succession Planning included in every plan?
It's typically a Professional full-suite entitlement.
Does completing a succession plan connect to anything else, like an automatic promotion or compensation change?
No confirmed automatic connection beyond the linked development goals.
Can I filter succession plans by priority or status?
Yes.
If I'm not on any succession plan yet, will I see anything under My Succession Planning?
Yes, a short message rather than an error.
Can a single employee be a candidate on more than one succession plan at a time?
Likely yes, plans and candidates are separate records per position.
Creating Engagement Surveys
Build a survey, target exactly who should get it, and launch.
Analyzing Engagement Data
NPS, CSAT, and an engagement index, with real anonymity protection built into the numbers.
Survey Templates
Start from a proven question set instead of a blank page.
Development Goals
Tracking certifications, courses, skills, and mentoring goals.
What is the engagement feature and how does it work?
Surveys that go out automatically to the right people and roll up into real analytics.
How do I create a new engagement survey?
Title, category, dates, questions, and a target audience.
What's the difference between a survey's category and its target audience?
Category is metadata, target audience is the actual targeting.
Who can a survey be targeted to?
All employees, specific departments, specific roles, or hand-picked individuals.
Does the survey category suggest a target audience for me?
Yes, for Team and Exit Interview categories.
When does a survey actually get sent to employees?
The moment it launches, not when it's created.
How do employees know they have a survey to complete?
A task in their task list plus an email notification.
Are engagement survey responses actually anonymous?
Yes, and anonymous is the default for new surveys.
How does anonymity actually get enforced, not just labeled?
A minimum group size setting suppresses small departments from breakdowns.
Can I turn off anonymity for a specific survey?
Anonymous is the default, per-survey control exists via the isAnonymous setting.
What question types are supported?
Rating scales, multiple choice, and open-ended text.
Can I use a pre-built survey template instead of writing questions from scratch?
Yes.
Can I save my own custom survey as a reusable template?
Yes.
What is NPS and how is it calculated?
Percent Promoters minus percent Detractors.
What is CSAT?
The percentage of satisfied responses.
What is the Engagement Index?
A single combined score pulled from multiple survey factors.
Can I see engagement scores broken down by department?
Yes, subject to the minimum group size privacy protection.
Can I track engagement trends over time, not just one survey?
Yes.
Can I read individual open-ended responses, or only aggregated scores?
Open-ended responses are reviewable, subject to the same anonymity protections.
Is Employee Engagement included in every plan?
Yes on Careersome Light and Professional; not on Basic.
What happens to a survey once its end date passes?
It stops accepting responses; results remain viewable.
Can I send reminders to employees who haven't completed a survey yet?
Yes, this follows the same task-based notification pattern as launch.
Are Development Goals part of Employee Engagement?
They're grouped nearby, but a separate feature and entitlement.
Do Development Goals need manager approval?
Optionally, especially when a cost is attached.
Can I attach proof that a development goal was completed?
Yes, evidence files or links.
Leave requests, balances, and recorded absences
The full leave workflow: submitting a request, statuses, balances, and leave Admin or HR records for you.
Approving Time-Off Requests
Manager guide to reviewing and approving leave requests.
Configuring Leave Types
Set up leave types, balances, and policies for your organization.
What is Time Off and why would I use it?
People request leave, managers approve, everyone sees who is out.
What leave types are available?
A fixed catalog: Annual, Sick, Personal, Emergency, Maternity/Paternity, Bereavement, or Other.
Can my company create its own custom leave type name?
No, the catalog is fixed.
How do I request time off?
Pick a type, set dates, give a reason, submit.
Do I need to give a reason for my time-off request?
Yes, it's required.
What status does a new request start with?
Pending.
What are the possible statuses for a time-off request?
Pending, Approved, Rejected, or Cancelled.
Can I edit a time-off request after submitting it?
Yes, while it's still Pending.
Can I cancel a request I've already submitted?
Yes, while it's still Pending.
Who can approve my time-off request?
Manager, Admin, or HR, never yourself.
Does only my specific manager get to approve my request, or could any manager in the company?
In practice, any Manager role could act on it today, this isn't restricted to your specific manager yet.
What happens to my balance when a request is approved?
It's reduced by the number of days requested.
Where can I see how many days I have left?
Your balance view, per leave type, per year.
Do I see a balance for every leave type, even ones I'm not eligible for?
No, only eligible types show a balance.
Can HR log a past absence on my behalf?
Yes, and it's created already approved.
How do managers know when a new request needs their attention?
It surfaces in team time-off views and a pending count on the dashboard.
Can I see who else on my team is out before approving a request?
Yes, via team leave summary and team stats views.
Can I attach a comment when approving or rejecting a request?
Yes.
What happens to a rejected request, is it deleted?
No, it's kept for history.
Who configures which leave types my organization actually uses?
Admin, in Organization Settings.
How is my leave eligibility decided, is it the same for everyone?
There's a company-wide default plus per-employee overrides.
How does my balance get its starting number of days each year?
Seeded from the configured policy allocation for each eligible type.
Does unused leave carry over into next year?
Not confirmed, no carry-over configuration was found.
Does leave accrue monthly, or is the full year's allocation available immediately?
Not confirmed as configurable, treat the full allocation as available at balance creation.
Is Time Off included on the free plan?
Yes.
Can I request time off that spans a weekend or holiday?
Days are calculated from your start and end dates.
Can I request time off on behalf of someone else, or only my own?
Only Admin/HR can record leave for someone else.
Can I see my full leave history, not just the current year?
Yes, balances can be viewed per specific year.
Understanding Your Dashboard
Navigate analytics dashboards and understand key metrics.
Creating Custom Reports
Generate reports tailored to your organization's needs.
Exporting Data
Export reports and data for external analysis.
Organization Chart
Viewing your company's reporting hierarchy.
What is the dashboard actually showing me?
An AI-generated narrative plus role-specific stat cards, not a generic homepage.
Why don't I see a stat card or report tile that a colleague has?
Almost always role or plan entitlement, not a bug.
Is there one single 'Analytics' setting that unlocks all reports at once?
No, gating is per module.
What report categories exist?
One per module: Performance, Engagement, Development, Time-Off, Compensation, Onboarding, Offboarding, Succession, Recruitment.
Can I filter a report by date range?
Yes, depending on the report.
Can I filter a report by department?
Yes, depending on the report.
Can I filter a recruitment report by job or job category?
Yes.
What formats can I export a report in?
CSV by default, PDF where offered.
Does the export reflect my current filters, or everything unfiltered?
It reflects your current filters.
Can I export the organization chart?
Yes, as a PNG image.
Can I export PIP data from PIP Analytics?
Not currently, this specific export is a stub.
How do I generate a compensation cycle export?
Requested, generated server-side, then downloaded.
Can I export a payroll run?
Yes.
Can I export a Story to share outside the app?
Yes, as a PDF.
What does the organization chart actually let me do?
Explore the reporting hierarchy, search, filter by department, and view person detail.
Can I change someone's reporting manager from the org chart?
Yes, Admin/HR only.
Can a Manager or Employee edit the org chart?
No, they can only view it.
Where does an employee's reporting manager originally come from?
Set when they're invited or edited in team management.
Does changing someone's manager on the org chart affect anything else in the product?
Yes, real downstream effects.
Is the org chart included on the free plan?
Yes.
What's shown differently on the Careersome Light dashboard compared to the full platform?
A tighter, fixed set of stat cards.
What does 'Needs attention' on my dashboard actually mean?
Items across modules that require your action, available on higher tiers.
Can Managers see a summary of who's out on their team?
Yes, the Team Leave Summary, when Time Off is enabled.
User Management
Add users, assign roles, and manage permissions.
Organization Settings
Configure company information, departments, and organizational structure.
Security Settings
Manage security options, MFA, and access controls.
What are the four roles in Careersome?
Admin, HR, Manager, and Employee.
Who can invite a new team member?
Admin, HR, and Manager. Employees cannot invite.
What information do I need to invite someone?
Name, email, role, and job title are required.
Does setting a reporting manager during invitation matter?
Yes, it sets their org chart placement and who approves their requests.
Is there a limit to how many people I can invite?
Yes, tied to recruiter seats or a Light headcount cap.
What happens if I try to invite someone whose email is already registered?
The invite is rejected as a duplicate.
Can I resend an invitation someone hasn't accepted yet?
Yes.
Can I change someone's role after they've joined?
Yes.
What happens when I remove a team member who's left?
It frees up their seat.
Who can access Organization Settings?
Admin only.
What can I configure in Organization Settings?
Company info, departments, values, email templates, projects, time-off policies, and subscription.
What are departments actually used for beyond organization?
Filtering reports, targeting surveys, and scoping processes.
How do company values connect to Praise?
A praise message can be tagged to one of your defined values.
Can I delete my company account?
Yes, through a formal request process.
How does Careersome decide what I can see and do?
Role AND plan entitlement, both enforced server-side.
Do Managers see everyone's data, or just their team's?
Just their direct reports, when team features are enabled.
Can users from different companies ever see each other's data?
No, company isolation is enforced.
How do I log in?
Email and password.
What if I forget my password?
Request a reset by email.
Can I change my own password?
Yes, from your account.
Is candidate pre-onboarding access the same login as an employee account?
No, it's a separate OTP-based flow.
Does Careersome support two-factor authentication (2FA) for logging in?
No, not currently self-serve.
Does Careersome support single sign-on (SSO/SAML)?
No, not currently self-serve.
Can I configure how long a login session lasts before timing out?
No, session timeout isn't currently configurable.
Is there a security audit log I can view as a customer?
No, not currently user-facing.
Is my data encrypted in transit?
Yes, HTTPS/TLS.
Where should enterprise security or compliance questions go?
[email protected] or your account executive.
What's the smallest role I should assign someone?
Whatever fits their actual duties, not the broadest option by default.
Admin Role
Understand how Admin users configure the organization, control access, and oversee company wide workflows.
HR Role
Understand how HR users run recruiting, people operations, reporting, and employee lifecycle workflows without owning company settings.
Manager Role
Understand how Managers balance personal work with team approvals, team visibility, and direct report workflows.
Employee Role
Understand how Employees use the personal side of Careersome for requests, reviews, tasks, growth, and lifecycle actions.
What are the four roles and the one-line difference between them?
Admin configures, HR operates, Manager leads a team, Employee works personally.
Why is Admin blocked from seeing their own personal performance reviews?
A deliberate, recurring pattern, not a bug.
Can a Manager create a PIP for their own direct report?
No, PIP creation is Admin/HR only.
Can a Manager confirm, extend, or fail someone's probation?
No, only Admin/HR make that call.
Can a Manager edit a candidate's readiness in Succession Planning?
Yes, this is a deliberately wider Manager permission than most modules.
Can a Manager create an offboarding template?
No, template creation is Admin/HR only.
Can a Manager assign onboarding templates to a new hire?
No, that's Admin/HR at the org-wide level.
Can a Manager approve a compensation proposal?
Yes, as the first tier of a three-tier approval chain.
Can any Manager approve any employee's time-off request, or only their own team's?
In practice, any Manager role can today, this specific check isn't enforced yet.
Does HR have every permission Admin has?
Almost, except Organization Settings.
Can HR create a review cycle, or is that Admin-only?
HR can, same as Admin.
Can an Employee see other people's performance reviews?
No, only their own.
Can an Employee invite a new team member?
No, only Admin, HR, and Manager can invite.
What determines what someone can see, just their role?
No, role AND plan entitlement together.
If a menu item is missing for someone, what should I check first?
Their role, then the module entitlement, then their reporting manager if it's a team feature.
Does a Manager need direct reports to see team features, or does the role alone unlock them?
They need actual direct reports attached, not just the role.
Can Admin and HR both see company-wide reports, or is reporting restricted further?
Both can, for entitled modules.
Who can access Team Performance?
Admin, Manager, and HR, not individual Employees.
Who can access the PIP Analytics page specifically?
Admin and HR only.
Can a Manager see engagement survey results for departments other than their own?
Not confirmed, role enforcement in Engagement appears thinner than other modules.
Does every module use the exact same four roles, or do some modules have extra permission tiers?
The same four roles, but modules layer their own finer rules on top.
Can HR see a Manager's personal My Performance page, or only their own?
Only their own, HR has no special access to another individual's personal page.
Is Organization Settings the only thing separating Admin from HR?
It's the clearest, most consistent one found.
Can a departing employee (in offboarding) still log into their account and see their tasks?
Yes, until their account access is actually revoked.
Where can I read a fuller walkthrough of each role's journey?
Dedicated public role guide pages.
What is a Journey?
How Journey milestones work and who sees what.
Assigning and Tracking a Journey
How Admins and HR assign Journeys and how progress is tracked.
What is a Journey and how does it work?
A milestone-based program that connects to real features, not just a checklist.
What are the four Journey types?
Onboarding, Growth, Retention, and Performance.
Are Journey milestones just checklist items, or do they connect to real features?
They connect to real underlying features.
What statuses can a milestone have?
Upcoming, due, completed, or skipped.
Can I customize a Journey template, or only use the ones Careersome ships with?
Yes, you can fork and edit a template.
Is there a limit to how many custom versions of a template I can create?
Yes, up to 3 forks per system template.
How do I assign a Journey to an employee?
Admin/HR browse a template and assign it, which creates dated milestones.
Who can assign a Journey?
Admin and HR.
Can a Manager assign a Journey to their team?
No, assignment is Admin/HR only.
What do employees actually see in their own Journey view?
Their own progress, checkpoint, and how far along they are.
Can an employee see risk flags or AI signals about their own Journey?
No, that's manager-only, by design.
What do Managers see that Admin/HR also see?
Due items for direct reports, including risk flags and AI signals.
What does Admin/HR see that a Manager doesn't?
A company-wide view, not just their own team.
Can I cancel a Journey assignment if it's no longer relevant?
Yes, Admin/HR can cancel it.
How does an employee complete a checkpoint?
They mark it complete themselves as they reach it.
Is Employee Journeys included on the free plan?
Yes.
Is Employee Journeys the same thing as Onboarding?
No, related but distinct, with their own separate entitlements.
Does a Manager need direct reports to see anything useful in Journeys?
Yes, their view is scoped to direct reports.
Organizational Stories
How AI-generated My/Team/Organizational Stories work.
Giving and Receiving Praise
How peer-to-peer recognition, the giving wallet, and the leaderboard work.
What is a Story?
An AI-generated narrative built from your organization's real data, not a template.
What are the three Story scopes?
My Story, Team Story, and Organizational Story.
Do I get a My Story if I'm an Admin?
No, Admin gets the Organizational Story instead.
How many Stories exist per person for a given period?
One, per person/team/org, per period, per scope.
What does a Story actually contain?
A summary, a longer narrative, structured insights, and recommendations.
What happens if there isn't enough data yet for a period?
The Story is marked reduced confidence, it doesn't invent detail.
Is the narrative at the top of my dashboard the same engine as Stories?
Yes.
Can I export a Story?
Yes, as a PDF.
Is Stories included on the free plan?
Yes.
What is Praise?
Peer-to-peer recognition, optionally tagged to a company value.
How many praises can I give in a month?
Up to 5, by default.
Do unused praise points roll over to next month?
No, the allowance resets monthly.
Does receiving praise cost anything or have a limit?
No, receiving is free and uncapped.
What happens if I run out of giving points?
You're blocked from giving until next month.
Why does Praise limit how much I can give instead of being unlimited?
A deliberate design to encourage regular, specific recognition.
Can I tag a praise message to a specific company value?
Yes, optionally.
Can I see an employee's full praise history on their profile?
Yes, on Basic/Starter, Professional, and Enterprise, but not Careersome Light.
Is there a leaderboard for who's received the most recognition?
Yes, but it's a higher-tier entitlement than core Praise.
Is Praise included on the free plan?
Core Praise, yes; the leaderboard, no.
Submitting and Approving Timesheets
The weekly timesheet workflow from entry to manager approval.
The Activity Feed
Pending and overdue task tracking across HR modules.
What is activity logging and why would I use it?
A simple diary of work, not a payroll timesheet.
How do I submit my timesheet?
Add entries for the week, then submit for approval.
Can I edit my timesheet after submitting it?
Yes, by withdrawing it first.
Who can approve my timesheet, just my manager?
Your specific reporting manager, or Admin/HR company-wide.
Is there a record of who approved or rejected my timesheet, and when?
Yes, a full history log.
What happens if my timesheet gets rejected?
You get a note explaining why, then can revise and resubmit.
Can a Manager review multiple team members' timesheets at once?
Yes, a single team view, not one at a time.
What statuses can a timesheet be in?
Draft, submitted, approved, rejected, or revised.
Is Time Tracking included on the free plan?
No, it's Professional/Enterprise only.
How do I log an activity outside of the weekly timesheet?
From My Activities, with a description, hours, and optional project.
Can I use a timer instead of entering hours manually?
Yes.
Can I attach an activity to a specific project?
Yes, optionally.
How can I review my logged activity, just a list?
By day, by week, on a calendar, and as a heatmap.
Does my logged activity feed anything else in the product?
Yes, dashboard summaries and the AI assistant.
What is the attention feed in Activities?
Pending and overdue items pulled into one place.
Can I dismiss an attention item that's no longer relevant?
Yes.
Can a Manager see their team's logged activities, not just approve timesheets?
Yes, a team view plus team reports and insights.
Can an Employee see anyone else's activity data?
No, only their own.
Are there productivity insights generated from my logged activity?
Yes.