Surface Onboarding Checklist

1. Activate Your Surface Account
2. Follow the onboarding steps in Surface, starting with “Sync HRIS Data”
3. Upload Documents (e.g., benefits and policies, company OKRs, values)
4. Upload Additional Data (e.g., performance and engagement data)
5. Take the Talent Practices Inventory

Please note: In order to move past the onboarding page, you need to at least complete the HRIS data step and take the Talent Practices Inventory.

You can find step by step instructions for each of these checklist items via the Onboarding with Surface Support page.

You've now completed the onboarding process for Surface! 🎉