3 easy steps
to start your free trial
Welcome to the Erudit Onboarding Experience! You obviously care a lot about your employees, and we can’t wait for you to start using the platform.
Before unboxing real-time insights on employee sentiment, there are three steps to complete in order to get your account fully set up.
You will also be receiving an email from your Account Representative who will help answer any questions you have, whether now or throughout your trial and beyond.
Let’s get started!
Step 1
Receive login invitation
In less than 24 hours after you fill out the request form, the Erudit team will send you an email with a link to set up your account. Follow the link and sign in using Slack or Microsoft 365. The first time you log in, you should see a popup that will start Step 2.
Step 2
Connect your communications platform(s)
Once you are logged in, you need to connect your communications platform to Erudit.
Connecting Slack
Login to your Erudit account.
Go to Settings.
Click on Connect Slack.
The Slack Consent screen will appear. Read through the requested scopes and click Allow.
Erudit can take up to 24 hours to analyze and process workforce insights.
Connecting Microsoft 365
Login to your Erudit account.
Go to Settings.
Click on Connect Microsoft 365.
If you are not the Microsoft 365 admin:
- Click Invite Admin and fill out the form to invite them.
If you are the Admin, click Connect.
- Use your Microsoft 365 credentials to login.
Erudit now has access to your Microsoft 365. It can take up to 24 hours to analyze and process.
Step 3
Sync organizational structure and employee data
To get the most out of Erudit, you will need to upload your organizational structure and employees’ information into your account. This allows Erudit to analyze your information by segments or clusters.
- Download our .xslx template
- Log into your HRIS and download your structural data, including the below data.
1. Department
2. Manager
3. Location
4. Tenure
5. Age
6. Salary
7. Employment type
8. Work mode
9. Gender
10. Job position
Note: We recommend at least the first four in the list, but more information will provide better insights.
- Once you have the data, transfer it into the xlsx template file.
- Log into your Erudit account.
- Navigate to the Employees page.
- Click upload and choose the .xlxs file.
Erudit has a people-first data policy, which means the data is never seen by human eyes. All insights and metrics are aggregated per department, team, or chosen demographic.
Remember: Erudit has a stringent approach to data protection, so once you've been onboarded, your data is never seen by human eyes. All insights and metrics are aggregated per department, team, or chosen demographic.
Additional resources
Now that you are up and running with Erudit, you have full access to the platform. In order to provide you value from day one, you’ll also receive 90 days of historical data right away. Below are a few resources to help you get started.
How to use Filters
How to use Actions
Introducing Erudit to your workforce
We created a guide to help HR and leadership teams introduce Erudit internally.
