12.1
Admin
The backbone everything else targets.
Company Structure builds the hierarchy — companies, divisions, departments — that assessments, communications, and reporting are aimed at and rolled up through.
Structure
Northwind Manufacturing
2 companies · 5 divisions
Root
Operations
3 departments · 96 people
Logistics
2 departments · 64 people
Change the structure and reporting follows it — no re-tagging people.
12.2
Admin
Multi-site, without multi-system.
Companies manage affiliated companies or locations, so a group of sites runs one program while reporting separately where it must.
12.3
Admin
Target a shift, not the whole company.
Divisions & Departments structure the workforce so assessments, communications, and reporting can be aimed precisely — the night shift, not everyone.
Departments
9
Warehouse — night
41
Warehouse — day
23
Field crews
52
Office
36
Every department is a targetable audience and a reporting unit.
12.4
Admin
Classify roles once, use them everywhere.
Job Titles & Job Functions classify roles to support targeted delivery and workforce analysis, so "team leads" is a group you can actually address.
12.5
Admin
People Leaders
PHS duties written into the role.
Job Descriptions integrate psychological health and safety requirements and psychosocial considerations per role, so the duty is part of the job rather than a memo about it.
Night shift team lead
v2
Escalates psychosocial hazards within 48 hours
Holds monthly workload check-ins
Completes disclosure-response training
Psychosocial exposure
Night work · lone working
Reviewed
2 July 2026
12.6
Admin
Permissions precise enough to trust.
Roles & Permissions define custom roles with specific permissions over features and data — the mechanism that keeps confidential material confidential.
12.7
Admin
Onboard 248 people without 248 forms.
User Management creates and maintains accounts individually or in bulk, including the import that gets a whole workforce in on day one.
Users
248
Bulk import
CSV · 248 rows validated
Ready
Invitations
Send on activation
Queued
Duplicates
Matched on employee ID
0
Activate accounts
12.8
Admin
Collect what you can use, and nothing more.
Demographic Field Configuration chooses which demographic fields are collected, balancing analytical value against the privacy cost of asking.
12.9
Employee
A profile finished before it is needed.
The Demographic Completion Prompt guides new users through their profile before they continue, so analytics has its denominator from the start.
Complete your profile
2 of 4
Department
Warehouse — night
Tenure
1–3 years
Used only in aggregate. Your individual profile is never shown to your employer.
12.10
Admin
It should look like your workplace.
Organization Profile & Branding applies your logo and colours across the platform, so the program reads as yours rather than as software you bought.
12.11
Admin
Know who you have engaged, and until when.
Vendors manage external providers and service partners, with the contract detail that otherwise lives in one person’s inbox.
Vendors
6
Lifeline Co — EAP
Renews Nov
Chronos Health
Renews Feb
Beacon Coaching
Active
Clearpath Legal
Ad hoc
