Our HR System Implementation Process

At PeopleHR, we know that implementation is as important as the software itself. Whether this is your first HR system or a replacement for an existing one, the rollout can feel demanding. This guide sets out each stage, what we need from you and what to expect, so you can see how straightforward implementing PeopleHR is.

What will your HR implementation look like?

You have chosen Access PeopleHR, and we welcome that decision. The next step is implementation. Our implementation specialist, Gareth, explains what to expect at each stage.

 

Implementation packages from free

We offer several implementation packages to suit different organisational needs. Simple requirements can use our free option. Throughout the process, a dedicated team supports you in building PeopleHR into your business and selecting the package that gets you live as efficiently as possible.

1: Welcome call

After you request to start with PeopleHR, a member of our team contacts you to arrange a welcome call. The call introduces your point of contact and begins onboarding. We also give you a full overview of the HR system you will use every day.

Together, we agree the dates for key implementation steps, including your go-live date.

2: Data migration

Whether you are moving from another system or starting afresh, your data must transfer accurately and in line with GDPR. We guide you through three steps:

  1. We share the data migration templates with you.
  2. You complete the templates with your data.
  3. You return the completed templates to us.

3: Data upload and sign-off

We upload your completed HR data template to your new system and check it with you for errors and correct formatting. When the data load is complete, we send a Data Sign Off sheet. Please review the data and confirm that you are satisfied with it.

4: Training

Once data migration and upload are complete, you and your team can learn how PeopleHR works and what it can do for your organisation. Training is available in three forms:

  • E-learning: Online learning materials are available throughout implementation. They help you get started and build a full understanding of the system.
  • Training packages: Training is not mandatory for Pro and Elite+ customers, but we recommend it. An expert guides your team through the system. We recommend 4 hours for Pro and 6 hours for Elite+.
  • Elite+ customers: A mandatory two-day, 12-hour training session covers Core HR Essentials, plus dedicated sessions for ATS Performance and Ripple modules.

Go-live and handover

When data is signed off and training is complete, our implementation team gives you the guidance needed to take your system live. We then hand over to our support team.


From this point, your team can use PeopleHR’s automation and workflow tools to streamline HR processes.

HR System Implementation Process FAQs

What is HR system implementation?

HR system implementation is the process of introducing a new HR system into your organisation. It happens in stages, from the initial welcome through data migration and training to the go-live of the new HRIS.

What software do HR teams use?

HR departments use a Human Resources Information System (HRIS) or HRMS (Human Resources Management System). 

These systems automate HR processes, manage workforce data and support wider business goals.

What are the key factors for a successful HRIS implementation?

Several factors contribute to a successful HRIS implementation. These five support a smooth rollout:

  • Define clear goals: Set out what the new HRIS should achieve so you can measure its success.
  • Analyse your business: Identify where HR needs to improve and how your organisation uses and manages HR data. This makes data migration easier.
  • Assess risks: Identify any risks or barriers before you proceed. Addressing them early prevents them from blocking progress.
  • Involve all employees: Make sure everyone, from stakeholders to interns, knows the implementation is taking place. It will change how everyone works day to day.
  • Work with your software provider: Your HR system provider should be available to answer questions and resolve issues.

Free HR software implementation guide

Our free eBook explains how to prepare for implementation, what to expect in terms of cost, and how much time and resource the process requires. It is written in clear, accessible language so you can plan with confidence.

Watch our demo

Our 4 minute video tour will guide you through some of the most powerful and useful features of the software and mobile app.

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If you are an existing customer and wish to speak with us, please raise your query via your usual Support channel and we will get back to you as soon as possible.

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