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Get started with Alignis
Set up your organization and help every user know where to begin.
Leaders, administrators, supervisors, and staff5 min read
What Alignis is for
Alignis helps an organization connect priorities to daily performance work. It keeps plans, contracts, reviews, appraisals, approvals, and messages close enough that users can see what matters and what needs attention.
Best setup order
A clean setup makes the rest of the product feel simple. Complete the foundation first, then open performance work.
- Add the organization name, logo, and contact details.
- Create departments, divisions, units, and sub-units.
- Invite staff and place each person in the correct unit.
- Confirm supervisors and unit leaders.
- Create organization priorities, then allocate them to people or teams.
- Generate contracts, performance plans, and reviews when the setup is ready.
Where users begin each day
Most users should start from Overview or Work Inbox. Overview gives the big picture. Work Inbox shows the records that need an update, review, approval, or decision.
Related guides
Add people and rolesInvite staff, assign roles, and keep reporting lines accurate.Open guideBuild your organization structureCreate departments, units, and sub-units so responsibilities are easy to assign.Open guideUse the Work InboxFind the next record that needs your update, review, approval, or decision.Open guide