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Onboarding Readiness Checklist

As a Leader or Admin, this readiness checklist will help you confirm that all technical and logistical requirements are in place for a smooth and successful Hoogly launch.

  • Authentication Method: Have you decided how employees will log in (e.g., SSO with Microsoft, SSO with Google)?
  • IT Contact: Is a technical point of contact designated for the setup?
  • Email Whitelisting: Has your IT team whitelisted emails from hoogly.com?
  • Device Access: Have you clarified which devices (company-issued, personal) employees will use?
  • App Installation: Is it clear whether employees can install mobile apps directly or if IT provisioning is needed?
  • Device Restrictions: Have you noted any browser or device restrictions?
  • Employee Identifiers: Is it confirmed whether to use unique employee IDs or email addresses?
  • Communication Channels: Have you identified the primary channels for internal communications?
  • Email Access: Have you ensured all participating employees have and can access a work email address?
  • Primary Contact: Is a day-to-day project lead assigned?
  • Internal Communications: Is it clear who will manage internal announcements about Hoogly?
  • Reporting Access: Have you listed all individuals who require access to team reports?
  • Culture Champion: Have you identified a champion to help drive engagement?
  • Org Chart: Is an organisational chart available to configure manager-level reporting?
  • Team List: Have you confirmed which employees will be part of the first Pulse?
  • Pilot Timeline: Has the final pilot review and presentation been scheduled?
  • Company Details: Are your organisation’s name, URL, and logo ready to be shared?
  • Goals and Metrics: Have you defined the primary goal for the pilot and its success metrics?
  • Pilot Group: Is the list of participating teams finalised?
  • Key Dates: Have you noted any internal events or holidays that may impact the timeline?
  • HR Policies: Are relevant HR documents ready to be shared to help train Venn?