Quick start guide

Frank serves three different groups in your organization. Here's how to get started based on your role.

For HR professionals

Your main workspace is the People Dashboard, accessible from the Jira sidebar under Frank > Home. The dashboard gives you a complete overview of your organization: employee count by department, onboarding progress, tenure distribution, upcoming work anniversaries, and new hires joining soon.

Start by setting up the employee project in Jira and configuring the fields your organization needs to track. Go to Frank settings to customize employee profiles — the standard template covers basics like name, role, and department, but you can add fields for contract details, emergency contacts, visa status, or anything else relevant to your organization.

Connect your HR policy space in Confluence so Frank can answer employee questions through Rovo. This should be the space containing your employee handbook, leave policies, benefits documentation, and other HR content employees typically ask about.

Add employees as work items in the employee project. You can convert existing Jira users to employees automatically (Frank pulls in names and emails), or add employees manually. For each employee, Frank creates a personal folder in the People space in Confluence where their onboarding document and other files will be stored.

For managers

Access the People Dashboard from the Jira sidebar to see your team at a glance. The dashboard shows who's currently onboarding and their progress, upcoming work anniversaries to celebrate, birthdays, and your team's distribution across roles.

When someone on your team is onboarding, you can track their progress directly from the dashboard. The progress percentage comes from the checklists in their onboarding document — as they complete tasks and check off items, the progress updates. If someone is stuck or falling behind, you'll see it here and can step in to help.

Employee profiles give you full context on each team member. Click any person to see their activity feed, documents, linked Confluence pages, and all the information HR has captured about them (based on your permission level).

For employees

You don't need to learn a new tool or access a separate system. Continue working in Jira and Confluence as usual. When you have questions about policies, leave, benefits, onboarding, or HR processes, ask Frank through Rovo.

Open Rovo from anywhere in Jira or Confluence and ask your question in plain language. For example: "How many vacation days do I have?" or "What's the process for requesting parental leave?" or "Who do I contact about expense reimbursement?"

Frank knows your role, department, manager, and where you are in your employee lifecycle, so you get answers that actually apply to your situation rather than generic policy text.

Your personal folder in the People space in Confluence contains your onboarding document (if you're new) and any other documents related to your employment.