Onboarding
New-workspace setup, per-feature primers, and re-onboarding for new modules. All skippable, all persistent.
COMPOSITION 01
New workspace · 4-step setup
The first-run wizard. Workspace identity, first site, first user, ready.
Use whenA new tenant just signed up. They have nothing yet.
✓
2
3
4
Step 2 of 4
Add your first site
A site is a physical location — a branch, plant, yard.
COMPOSITION 02
Feature primer · inline coach mark
A one-time tooltip pointing at a new feature. Dismisses on first click; never returns.
Use whenThe operator opens a surface that gained a new capability. We surface it once.
COMPOSITION 03
Module enable · 1-screen primer
When the owner enables a new module (say HR), show a single-screen primer that explains the scope before the operator lands.
Use whenA new vertical or module has been turned on for the workspace; the operator opens it for the first time.
Welcome · HR & payroll
Set up payroll in 6 minutes
Three things to do before you can run a pay cycle.
1
Configure NSSA & NEC numbers
Required for Zimbabwe statutory filings.
2
Import employee list
CSV with name, ID number, salary.
3
Set pay cycle
Monthly on the 25th by default.
Shared rules
Do
Always allow "Skip for now". Persist progress.
Don't
Block the platform behind onboarding.
Do
Show step N of M and what comes next.
Don't
Replay onboarding on every sign-in.