NAVICORE ONE company operating system · Part 44 · Start & explore
Client onboarding
Bring your company onto NAVICORE ONE in four stages, from registration to launch day.
What this page describes is the intended scope from the product specification. The status label shows how far along this area is.
Illustrative layout, not a live screenshot.
What it is
When a company comes to navicore.co, setting it up follows four stages: company creation, configuration, people, and go-live. Along the way the company's departments, teams, policies, employees, documents, clients and projects are set up or imported.
The problem
Moving a whole company onto a new system can feel like starting from nothing.
What NAVICORE ONE does
NAVICORE ONE sets out onboarding in stages, with import for employees, documents, clients and projects.
The result
You know what comes next, and you do not have to retype what the company already has.
Who uses it, and when
- Company owners
- At the very start, when registering and verifying the company
- Admins
- When configuring departments, teams, hours, roles and policies, and inviting people
- HR, finance and project leads
- When configuring their own areas before launch
How it works, step by step
The four stages
Sequence stated in the product specification.- 1
Company creation
Company registration, domain verification, owner verification, company profile
- 2
Configuration
Departments, teams, working hours, holidays, currency, timezone, roles, permissions, policies
- 3
People
Invite admins and employees; import employees, documents, clients and projects
- 4
Go live
Configure HR, finance, projects, communication and security; employee onboarding; company launch
Key functions
Company registration & verification
Register, then verify the domain and the owner.
Company profile
The basics of who you are.
Departments & teams
Set up how the company is organized.
Hours, holidays, currency & timezone
The calendar and money rules.
Roles, permissions & policies
Who can do what, and the company's rules.
Invite admins & employees
Bring people in.
Import employees, documents, clients & projects
Bring over what you already have.
Go live
Configure each area, onboard employees and launch the company.
Full scope from the product specification (26 items)
Company Creation
- Company registration
- Domain verification
- Owner verification
- Company profile
Configuration
- Departments
- Teams
- Working hours
- Holidays
- Currency
- Timezone
- Roles
- Permissions
- Policies
People
- Invite admins
- Invite employees
- Import employees
- Import documents
- Import clients
- Import projects
Go Live
- Configure HR
- Configure finance
- Configure projects
- Configure communication
- Configure security
- Employee onboarding
- Company launch
How it connects to other parts
- Part 02Live
Companies & workspaces
Give each company its own isolated workspace, set up the way that company actually runs.
- Part 04Live
Sign-in & identity
Let the right people into your company's workspace, and keep everyone else out.
- Part 03In build
License platform
Control which modules, users and limits each customer gets, from one place.
- Part 30In build
Company settings
Set up and change how your company runs in NAVICORE ONE, from one settings area.
- Part 07Planned
HR & employee lifecycle
Hire, change and offboard employees through one approved, recorded flow.
- Part 01Live
Public website & demo
Understand NAVICORE ONE and ask for a demo before you commit to anything.
See it in action
Ask for a demo, or tell us how you would like to partner.