New Facility or Business Unit Readiness Guide

Outcome

Launch a new location with controlled structure, profiles, rules, devices, integrations, and support.

1. Confirm operating model

• Document facility type, departments, jobs, manager hierarchy, timekeeping methods, scheduling ownership, and payroll calendar.
• Identify local policy differences that are legally or operationally required.

2. Build the organization foundation

• Create and validate business structure nodes, locations, jobs, cost centers, and transfer relationships.
• Assign naming standards and effective dates.
• Confirm reporting rollups and manager ownership.

3. Configure workforce rules

• Assign pay rules, work rules, accruals, attendance, leave, schedule profiles, and request rules.
• Test representative hourly, salaried, PRN, union, and manager populations as applicable.

4. Enable access and devices

• Provision personas, manager groups, clocks, mobile access, web access, Known Places, and approved networks.
• Perform onsite punch and geofence testing across entrances, floors, and work areas.

5. Validate integrations and reporting

• Test inbound people and structure feeds, outbound payroll, schedules, and reporting.
• Reconcile employee counts and sample records end to end.

6. Launch with measurable controls

• Freeze nonessential changes before go-live.
• Staff command-center support and publish escalation paths.
• Track missing punches, failed interfaces, access defects, and payroll corrections for at least two pay cycles.

Go/no-go standard

Do not proceed when payroll-critical rules, security, employee population, or integration reconciliation remain unvalidated. Every open item needs a named risk owner, workaround, and closure date.