Preparing for Implementation


Congratulations on your purchase of PageUp and welcome!

What's next?

  • You'll meet your project implementation team
  • We'll schedule a Kick-off call and talk to you about our implementation methodology and process, assigning your team, information gathering and useful templates/resources to get started and assist you throughout the project

Before you get started though, have a read of the information below which will help you to plan for your PageUp implementation. This includes understanding the process, who should be part of the project team, what information to start gathering and more. Scroll down for the 'top four' components that will assist you in your pre-implementation preparation.

Assigning the appropriate team

Determining who should (or needs) to be involved in a system implementation project can be a challenge. Not only do you need to work out what roles are required, but also the time commitment required for each of these roles. To help, we have outlined the key client roles and responsibilities we find to help make implementation go smoothly as well as estimated time commitments.

Data collection

It's important to gather as much relevant information as possible prior to starting your implementation. It's beneficial to do this as early as possible in order to engage key stakeholders and align teams and processes internally.

You should consider the following:

Information gathering

Thinking about and gathering any online or offline forms, process documentation and related data is a useful exercise in enabling your organisation to visualise what your current processes look like today. This information also provides our Implementation Team with a starting place for pre-configuring your specific PageUp system prior to the Iterations.

For a more concise list, have a look at our module-specific pages which outline the key areas that are useful to consider prior to System Implementation:


Purchasing an integration with PageUp will reduce manual data entry into PageUp and/or your HRIS payroll system.

An inbound integration will generally pre-populate information on the PageUp job card, so for this, it's a good idea to think about what information you would like to bring into the system (e.g users, positions, cost centres etc).

An outbound integration can automate employee creation in the system it is integrated with. For this, it is valuable to start thinking about what information is required to create a new employee. Also, what format does this information need to be in?

As well as engaging your organisation's technical resource/s, you can start to think about the above and visit our dedicated Integrations page for more information.

Change management and training

We understand that a system is only as good as the people who use it. Engaging and educating users throughout the implementation process will support an effective launch and ongoing application of your system.

Prepare your employees for system implementation by taking the following actions:

  • Identify and analyse key stakeholders, ensuring all receive appropriate and timely communication and training
  • Develop and implement a communication plan to raise awareness and build the desire to use PageUp
  • Plan your approach to training; not all users will require the same level of education and support - consider the most effective strategy for all user groups

Learn more about the importance of change management here.

The PageUp implementation process

PageUp’s implementation approach is to equip you, the client, to operate and adapt your system in line with changes to your business and operating environment. During the implementation, PageUp will train you to configure the Superuser accessed elements of the system in order to become self-sufficient with the functionality.

You will then be responsible for configuring all elements of the system to which you have access. Certain components of the configuration must be configured by PageUp, and these configuration components will be completed in consultation with you.

See Implementing PageUp for more information.



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