New organisation onboarding checklist

Use this checklist to coordinate Product, Finance, Data, Security, and operational owners before your first live commission cycle.

For: Primary Admins, Admins, Finance teams, and data owners

Before you begin

• Nominate one owner for organisation setup, source data, calculation design, Finance approval, and access control.
• Agree the source of truth for employee identities, transactions, targets, and payout status.
• Use synthetic or approved test data until the full process has been reconciled.

Onboarding checklist

1. Understand Perslace and agree the terminology your team will use.
2. Configure the organisation. Confirm the base currency before saving because it is locked after registration.
3. Prepare branches, groups, managers, and employees. Creation and membership behaviour still requires controlled verification; do not restructure production data as a training exercise.
4. Invite users and assign roles. Confirm every user received the intended role and workspace.
5. Connect and validate source data with read-only access wherever possible.
6. Create and test Metric Definitions.
7. Create a commission scheme, save it as a draft, validate the logic, and run an approved backtest before publication.
8. Assign the scheme to the intended group, branch, or individual with checked effective dates.
9. Defer new target creation until the target workflow has been repaired and verified. Existing target cards can still be reviewed.
10. Enable Campaign Mode only when the approved design requires a finite campaign period.
11. Trace commission calculations using representative test records.
12. Review and approve a synthetic cycle.
13. Do not finalise a live cycle until lock, recovery, reopen, and payroll hand-off behaviour has been verified and authorised.
14. Reconcile dashboards and reports and preserve the audit evidence.
15. Confirm your support, change-approval, and incident process before launch.

Expected result

Your organisation has named owners, validated source data, tested calculation logic, controlled access, and evidence from a synthetic payout-cycle review.

Important notes

Do not skip the test cycle

Publishing calculation logic or finalising a live cycle can affect financial outcomes. Obtain the required Finance and administrative approval first.

• This checklist does not replace your organisation’s financial controls.
• Items marked as unverified in the linked guides must remain blocked until an authorised test confirms the behaviour.

Troubleshooting

If you cannot complete an item, stop at that stage and use the linked article’s troubleshooting section. Do not compensate for missing data or permissions by changing an unrelated setting.

Last updated: August 2026