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🧩 About People Ops in a Box

Your People Ops in a Box workspace brings together everything you need to manage your team, from Recruitment and Onboarding to Policies, Performance, Culture, Admin, and Offboarding, in one connected Notion system.

It’s designed for startups and small businesses that want structure and compliance without hiring a full HR department.

🏛️ Add Company Details

  1. Add your Mission, Vision, and Values to the Company Overview section.
  2. Replace any placeholder company details with your real information.
  3. If you’ve downloaded the Admin & Records module, update the databases with your team’s data first.

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Tip: Consistent icons and colours across all modules make your workspace look polished and cohesive.

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👥 Assign Roles & Permissions

  1. Decide who manages each area (Recruitment, Policies, Performance, etc.).
  2. Share pages or databases with the right people:
  3. Lock any pages containing sensitive data.
  4. Test access from a regular employee account to ensure privacy is working as expected.

🔗 Connect Your Modules

Your workspace is modular, every pack you add plugs into your Employee Directory foundation.

  1. Check that databases are linked correctly between modules.
  2. Reconnect any missing relations after duplication.
  3. Add navigation tiles in your Employee Directory to each purchased module.

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Tip: You don’t need to use everything; start with what’s relevant and grow from there.

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🎨 Customise for Your Company

Tailor your workspace so it feels like part of your brand.

🧭 Maintain Team Control

Once you’re live, schedule light-touch reviews to keep things clean and compliant.

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Tip: Small updates often are better than big fixes later.

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🚀 Launch to Your Team

  1. Test your workspace using a dummy employee account.
  2. Lock any Admin-only pages.
  3. Announce your new People Ops Hub to your team.
  4. Share quick links to policies, the directory, and onboarding checklists.
  5. Encourage feedback ; it’s the fastest way to refine your setup.

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Quick Start Checklist

1️⃣ Add Company Details – 🏢 Update your name, logo, and brand colours across the workspace.

2️⃣ Connect Modules – 🔗 Link any purchased modules back to the Employee Directory.

3️⃣ Set Permissions – 🔒 Assign who can edit and who can view each area.

4️⃣ Customise – 🎨 Rename fields, reorder dashboards, and apply your brand style.

5️⃣ Launch – 🚀 Test everything, lock Admin pages, and roll out to your team.

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Setup Guides for Modules

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Liability Disclaimer (Admin Only)

Templates from People Ops in a Box are for general use and do not constitute legal or HR advice. They may not reflect current laws or industrial instruments. By using them, you accept that People Ops in a Box holds no responsibility for any loss, damage, or compliance issues. Each company must review, customise, and approve templates before sharing with employees.

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💬 Need a hand?

If you get stuck setting up your workspace, you’re welcome to reach out for guidance. I’m happy to help point you in the right direction (within reason), and if you’d like deeper customisation or hands-on setup, we can chat about a paid support option that works for both of us.

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👏 You’re live! Your People Ops workspace is ready to grow with your business.

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© 2025 People Ops in a Box

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⚖️ Built for guidance, not legal advice. See full disclaimer in your Workspace Setup.

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