See docs/ops/PILOT_READINESS_CHECKLIST.md for the full detailed checklist.

Pre-pilot checklist

Workspace created

Company record exists, subscription active, workspace slug confirmed.

Admin user onboarded

Client admin has logged in, set password, and confirmed 2FA (if enabled).

Employee data imported

All employees loaded via HR → Import. Verify count matches client roster.

Contracts configured

At least one active contract per employee. Document expiry dates set.

Attendance setup

Sites configured, shift templates assigned, geofencing verified (if used).

Payroll baseline

Basic salary, allowances, and bank details entered for all employees.

WPS compliance

IBAN and bank codes verified. Run a test SIF generation.

Email notifications

Confirm client admin receives a test digest email.

Demo booking (if applicable)

Complete the [Demo Booking Runbook](/docs/process/demo-booking-runbook.html) smoke test.

Sign-off

Once all steps pass, record the pilot start date in the company record and notify the client success team.