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HR Admin Setup Guide

Get your organization up and running with PARIE in minutes

Welcome

Thank you for choosing PARIE for your compliance training needs. This guide will walk you through the setup process step-by-step, from initial configuration to launching your first training module. You'll have your organization ready to go in less than an hour.

Setup Steps

Follow these six steps to get your PARIE account configured and ready for staff training.

Step 1
Create Your Organization Account
Sign up with your work email address. You'll receive a confirmation email with a secure login link. Click the link, set a strong password (at least 12 characters with mixed case and numbers), and you're in. PARIE automatically creates your organization workspace.
Step 2
Configure Organization Settings
Go to Settings → Organization. Add your company name, logo, and choose your branding colors (or use PARIE defaults). Set your timezone and language preferences. This information will appear across all staff portals.
Step 3
Upload Your First Policy Document
Navigate to Training Modules → Create New. Upload a PDF policy document (fire safety, GDPR, health & safety, etc.). PARIE reads it and generates quiz questions automatically with page citations. Review and approve the auto-generated quiz. You can edit any questions or adjust the pass mark if needed.
Step 4
Add Your Staff Members
Use Bulk Upload to add staff in seconds. Download the CSV template from HR Admin → Staff Management. Fill in email addresses, full names, departments, and manager assignments. Upload the CSV. PARIE sends automated welcome emails to each staff member. Alternatively, add staff manually one at a time.
Step 5
Assign Training & Set Deadlines
Select which staff members or departments get access to which training modules. Set assignment deadlines. Specify which languages staff can choose from when taking training. You can also set up reminders — PARIE will email staff who haven't started or who are approaching the deadline.
Step 6
Launch & Monitor Progress
Once assigned, staff will see training in their portal immediately. Watch completion in real-time on the Live Dashboard. Export compliance reports anytime. Certificates are issued automatically as staff pass. You're done — your organization is now audit-ready.

Managing Your Team

Day-to-day tasks you'll do as HR Admin:

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Monitor progress: Check the Live Dashboard daily. See who's completed, who's pending, and completion rates in real-time.
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Export compliance reports: Generate reports for audits in one click. Download as CSV for any date range.
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Reset staff passwords: If a staff member forgets their password, reset it from your admin panel. They'll receive a reset email within seconds.
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Add new staff anytime: New hire just joined? Add them to PARIE with one click (or bulk upload multiple staff). They'll see training immediately.
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Configure notifications: Set up automatic emails for completions, failures, reminders, and new staff additions. Customize frequency and recipients.
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View audit logs: Every action in PARIE is logged. Search by staff, date, or action type for compliance and security purposes.
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Invite managers: Assign specific staff members to managers. Managers will see only their team's progress and certificates.

Frequently Asked Questions

How long does setup actually take?

First-time setup typically takes 20–30 minutes: account creation (5 min), organization config (5 min), upload first policy and review quiz (10 min), add staff (5 min). You can launch training immediately after Step 4.

Can I add staff in bulk or just one at a time?

Both. Use the CSV bulk upload for fastest setup — add 100+ staff in one upload. Or add individual staff from the Staff Management page. Bulk upload is recommended for larger organizations.

What happens if a staff member fails the quiz?

PARIE marks them as failed. You'll get notified. The staff member can retake the quiz immediately. They'll see their score and which questions they got wrong. You can set unlimited retakes or limit to a specific number.

Can I modify quiz questions that PARIE generates?

Yes. After PARIE generates the quiz, you can edit any question, add new ones, remove ones, or change the pass mark. You keep full control of the final quiz content.

What languages do staff members get to choose from?

PARIE supports 12 languages: English, Hindi, Arabic, Italian, Russian, French, Spanish, German, Chinese, Japanese, Portuguese, and Korean. You can enable/disable any languages for your organization.

Can staff take training on their phones?

Yes, completely mobile-friendly. PARIE is responsive and works seamlessly on phones, tablets, and desktops. Most staff will take training on their phones during breaks.

What if I need to add a second training module?

Go to Training Modules → Create New, upload the next policy PDF, review the auto-generated quiz, assign it to staff or departments. You can have unlimited training modules active simultaneously.

Who can see what in the admin portal?

You (HR Admin) see everything: all staff, all progress, all compliance reports. Managers see only their tagged team's progress. Staff see only their own training and scores. Permissions are granular and configurable.

Need help? Contact our support team at hello@parie.io. We respond within 24 hours on Professional plans and above.