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Implementation & migration

Implementing flair: from project start to everyday use

Moving from Excel, Personio or another HR system? Clarify your data, responsibilities and training needs before you start. Use this guide to prepare the rollout with your project team.

Discuss your rollout

What you need to get started

You can use flair with an existing Salesforce environment. If you do not use Salesforce yet, flair sets up a Salesforce instance for you. Agree which environment to use and who will administer it. Read more about the prerequisites on Salesforce HR.

For your planning: nominate an HR lead and an IT contact. Document your key processes, data sources and open questions. Discuss the commercial scope using the pricing and modules overview.

Five steps to plan your rollout

Use these steps as a checklist for your project discussion. The agreed scope determines the actual delivery.

  1. Define goals: Which HR processes come first? What do your locations and entities need?
  2. Prepare the environment: Agree on the Salesforce environment, access and responsibilities.
  3. Prepare data: List sources, map fields and agree what to transfer.
  4. Test and train: Document test cases and expected results; plan admin training.
  5. Agree the launch: Review open issues, approvals and subsequent support.

Setup, customization, admin training and project management may form part of the agreed services. Your order defines the scope; see the implementation terms.

Data from Excel, Personio or other HR tools

Start with an inventory: which employee records, documents and historical data do you want to transfer? Have the project team review export formats, field mappings and target objects for each data type. Agree how new records will be created and which history will be transferred.

For existing employee records, flair documents CSV updates using the Salesforce Data Import Wizard, including field mapping and import error checks. Managers and start/end dates are changed through the related positions or employment terms. Read the employee data guide.

For documents, the Knowledge Base describes uploads with employee matching and imports from an SFTP server. Check the assignments and open the files after import. Read the document guide.

Plan a move from Personio around your actual data inventory. The Personio comparison and Personio alternatives can support your selection process.

Agree responsibilities and training

The provider's Implementation Manager is the contact for project questions, information and monitoring the agreed scope. Your organization nominates contacts and deputies and supplies requirements, data and qualified staff. Involve HR in business validation and IT in technical questions.

Admin training may be included in the agreed scope. Define the audience and topics during planning. The Employee Hub Knowledge Base also provides everyday guidance.

For more context on rollout planning in growing organizations, see HR software for mid-sized companies.

Implementation questions

No. If you do not use Salesforce yet, flair sets up a Salesforce instance for you. Agree on the environment before the project starts.

List the data types and history you want to keep. Agree export formats, field mappings and the creation of new records with the project team. The documented CSV guide covers updates to existing employee records, not a complete Personio migration.

The provider's Implementation Manager is the project contact. Your organization also nominates contacts and deputies and supplies requirements, data and qualified staff.

Admin training may form part of the agreed implementation services. Confirm the audience, topics and scope in your order. The Knowledge Base provides additional guidance.

The implementation period is set out in the order. Discuss scope, data preparation and the availability of your contacts to plan the rollout for your organization.