Small Improvements

Add and update employee profiles using HRIS integration, manual entry, or bulk import. Keep data accurate to support reporting, automations, and performance processes.

Adding and Updating Employees

Learn how managers are defined in Small Improvements, how to assign or update them, and how visibility works for direct, indirect, and secondary managers.

Direct, Indirect, and Secondary Managers

Understanding the differences between HR Admins, Tech Admins, and HR Assistants

Roles and Permissions

Deactivating, Reactivating, Deleting, and Merging Employees

User Impersonation

What Can Managers See?

Welcoming Staff

Employee Profiles

Company Directory & Org Chart

Resetting User Passwords

Create your Company as a User

Inviting Guest Reviewers

User management

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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