Getting started with Jordan
Jordan can send email and use your calendar only after you connect them. You do it once, in Settings, and every worker shares it. Then you check that it works.
Add Jordan to your team
- Tap Add workers in the left menu.
- Find HR & People (Jordan) and tap Add to my team. Or tap Add all 4 workers under Business in a Box.
- Or ask Alex in chat: "add Jordan to my team." Approve the card.
In a business workspace, only the owner or an admin can add workers.
Connect Google
- Open Settings and find the Integrations card.
- Gmail: tap Connect. Sign in with the Google account you send from and allow it. That is enough to send.
- Google Calendar: tap Connect. Workers can then read your schedule and propose events.
- Google Drive: tap Connect if you keep HR documents there. Workers can browse and import your Drive files.
- If a row says the sign-in expired, tap Reconnect.
Check that the calendar works
- Open Jordan's chat and say: "Hold Friday at 2 PM for a team meeting."
- Jordan shows a card with the event and two choices. Nothing is on your calendar yet.
- Tap Add. Check your calendar.
If Google isn't connected, Jordan says so in one line and points you to Settings.
Open Jordan
Tap Jordan (HR & People) under Workers in the left menu. Jordan opens on People. The tabs are People, Compliance, Onboarding and Docs. Each shows a count where it makes sense.