Tutorials · 15 min · Nora · HR

Set up an HR employee for policy questions and onboarding

Nora answers policy questions with sources, runs onboarding checklists, and quietly tells a manager when something needs attention.

  1. 01

    Hire from the HR template

    The template seeds an onboarding checklist, a leave-process scaffold, and an HR FAQ into your org brain: starter structure your team edits into truth.

  2. 02

    Connect your HR system

    The Tools tab lists the template's connections. Connect your HR platform with an API key; the grant matrix pre-fills with reads allowed and leave-filing set to needs-approval.

  3. 03

    Scope the knowledge

    HR knowledge can be sensitive. Use scope tags so HR documents are readable by Nora and not by your sales-facing employees.

  4. 04

    Try the approval loop

    Ask Nora to file a leave request. The action parks as an approval with the exact arguments frozen; a manager approves it from the inbox, and only then does it run.

What you end up with: Policy answers with sources, onboarding that runs itself, and HR actions that always pass through a human.