Help Center
Straight answers about setting up, onboarding your people and keeping your account safe.
Setting up your workspace and bringing your team in.
Go to Sign up, choose HR Admin and enter your details, your company name and its size. Confirm your email address from the link we send you, then a short setup walks you through your company, your profile and inviting people. You can skip inviting and come back to it.
Your 30-day trial includes every feature, with no credit card.
If you sign up with a personal email address, such as Gmail, we review the new workspace before it opens fully. Signing up with your company email address approves it automatically.
While it’s in review you can send 5 invitation emails in total and use Smart tools 25 times a day. Our team reviews every new workspace; once it’s approved, the limits lift on their own.
Go to Employees and click Invite Employee. Fill in their name, email, job title, department, job level, role (Employee or Manager), employment type and start date. Location, reporting manager and what they own are optional.
Click Create & Send Invite. They get an email with a link that works for 7 days.
Yes. On Employees, use Import employees to upload a CSV or Excel (.xlsx) file of up to 500 people. Each person gets an invitation email with a link that works for 14 days.
Ask them to check their spam or junk folder first. Then, on Employees, open the person’s row menu: Resend email sends it again (up to 5 times per invitation) and Copy invite link lets you share the link another way.
If the link has expired, choose Delete record and invite them again.
Yes. If you’ve set invite domains, anyone outside them is invited either as an employee using a personal email or as a contractor or temporary worker, who can have an access end date. Both join as Employees, not managers or admins.
You manage invite domains on the Company page, up to 5. Leave it empty to allow any address.
Badger 🦡 is Unboredly’s guide, in the bottom-right corner of every page once you’re signed in. Ask it where something is or how to do something, and it answers with the steps and a button to the page.
It knows how Unboredly works, not your company’s data: it can’t look anyone up or see any records, so for a specific person or task it tells you where to look. It can make mistakes. Each person can ask 30 questions a day, and asking Badger doesn’t use up your workspace’s Smart tools. Your conversation stays in your browser tab and Unboredly doesn’t save it.
Yes. An employee can use the company code shown on the Company page. If they were already invited, the normal invitation flow applies. Otherwise, they must confirm their email and an organization admin must approve the join request before they receive any company access.
Who sees what, and changing it.
Employees see their own work, plus company information such as coworkers, the org chart and recognition.
Managers also see their direct reports: My Team, Assignments and manager tools such as Manager Brief and PIP Radar.
HR Admins see and manage the whole workspace: Company, Employees, Onboarding Library, Assignments and the HR tools.
Go to Employees, click the pencil icon to open Edit Employee, and change Platform Role or Reporting Manager. Invitations are only for Employee or Manager, so make someone an admin after they’ve joined.
Admins can remove someone from their row menu on Employees: Remove employee. Their sign-in stops working immediately, and their tasks, check-ins, briefs, recognition, notifications and calendar and Zoom connections are permanently deleted. This can’t be undone.
Anyone who reported to them is left without a manager, so assign a new one. Admins can’t be removed this way: change their role first.
Yes. The owner can choose Transfer ownership on the Company page, and the other admin accepts it. You both stay admins.
Building, assigning and following onboarding work.
When someone activates their account, they automatically get starter onboarding tasks for their job level, plus tasks for your industry if it matches one of our industry packs. You can add more at any time.
Go to Onboarding Library and click Create Template. Add the tasks for the role yourself, or let Smart Work draft them from a job description.
Templates aren’t applied automatically: you assign them from Assignments.
Go to Assignments, click Assign work and choose a single task or a plan from a template, with an optional plan start date. Managers can assign to their direct reports; admins can assign to anyone.
It’s where a manager writes down why someone was hired: the problems to solve, what good looks like and who can help, across 10 questions.
Publish Brief shares it with the employee on their Home and My Radar pages (it needs 4 sections filled in). Generate Plan turns it into a plan of tasks you can edit and assign (it needs 2).
When a Journey ends, the HR admin Dashboard offers Plan what’s next. The admin describes the next outcome, picks 30, 60 or 90 days, clicks Build Journey and assigns it. Anything unfinished moves to the person’s Today list, without its old due date.
Once someone’s onboarding tasks are done and 90 days have passed, their view switches to In Role, with My Growth and a monthly check-in.
It’s marked Overdue, with its date, on the employee’s Today, My 30 and My Radar pages, and managers and admins see an overdue count on Assignments. Unboredly doesn’t send overdue notifications.
Your first days, your tasks, and getting help.
Open the link in your invitation email and click Accept Invitation. Set a password (at least 8 characters, with an uppercase letter, a number and a special character) and click Activate My Account.
If you already have an account with that email, sign in with your existing password instead. Invitation links last 7 days; if yours has expired, ask HR to resend it.
Today lists all your work in one place: what’s overdue, due today and coming up. You can add personal tasks there too.
My 30 has your onboarding tasks, and My Radar shows your manager’s brief and the plans they’ve assigned you. Home gives you the overview.
Tick the circle to complete it, or open it and choose Not Started, In Progress, Blocked or Complete. While it’s in progress you can add updates, and every task keeps its history. Only the employee assigned the work can change its progress status. Managers and HR can view progress and support blockers.
Open the task and mark it Blocked. Say what’s blocking you and, if you like, the type, who can help and when you expect it resolved, then click Mark blocked.
Your manager is notified and can acknowledge it, respond or resolve it, and you’re notified each time. You can mark it resolved yourself too. If you don’t have a manager assigned yet, let HR know, because nobody is notified.
The weekly Check-In asks how you’re feeling and how clear, supported and confident you are, with space for wins, blockers and questions. After onboarding it becomes a monthly check-in.
Your answers can be read by your direct manager and your HR admins, and by your company’s HR Concierge if it uses one.
A personal score from 5 to 100 showing how your onboarding is going. It’s based on your pace through your tasks, whether you’ve checked in this week, your recent mood and any open challenges, and reads Thriving, On Track, Building Momentum or Needs Attention.
Go to Recognition, click Give a Shoutout, pick a value and write a short note (up to 300 characters). Everyone in your company is notified, and people can react and comment.
Anyone in your company, one to one or in groups of up to 50. You can attach JPG, PNG, WebP, PDF, DOCX or TXT files under 5 MB.
Messages and files are deleted after 30 days, and sent messages can’t be edited or deleted.
To answer a particular message, hover over it (or tap it) and choose Reply: your message shows the one you’re answering above it, and clicking that takes you back to it. To set up a meeting with the people in a conversation, use Schedule meeting at the top of it.
Your task due dates, Journey starts, meetings and time you’ve blocked. You can schedule a meeting or block time, and keep a world clock of up to 8 cities. Where Google Calendar is available, you can connect it so meetings you schedule land on your Google Calendar, with an optional Meet link.
Your preferred name, bio, location, photo and status, your dashboard theme, your calendar and Zoom connections and two-factor sign-in. HR manages your legal name, email, job title, department, start date and manager.
A place to keep track of licenses, certifications and training that expire. You’re reminded 30 days before, 7 days before and on the day, and your manager is reminded in the final week.
Seeing your team and clearing the way.
Your direct reports, each with a Ramp signal from their task progress, latest check-in and pace, grouped as Needs Attention, Needs Support or On Track. You’ll see blocked tasks, mood and a badge when a check-in is overdue. Click someone to see their latest check-in.
Blockers waiting on you are listed on Assignments, under Needs your attention.
Open the notification, or go to Assignments and find it under Needs your attention. Choose Acknowledge, Add response or Resolve blocker. Your team member is notified each time.
Yes, for your direct reports. You can read each weekly and monthly check-in, and My Team shows the latest one in full.
Manager Brief (why someone was hired, turned into a plan), Quarterly Focus (up to 3 growth areas per person per quarter), PIP Radar (early signs someone needs support), Stay Interviews (questions and notes, private to you and HR), Pain Points (problems to solve, linked to a person), Check-In Summary, 90-Day Readiness, Risk Report and Job → Work Map (a job posting turned into a 30-60-90 plan).
Signing in and keeping your account safe.
On the login page, click Forgot password?, enter your email and click Send reset link. If it doesn’t arrive in a few minutes, check your spam or junk folder.
For your security, Unboredly signs you out after 8 hours without activity in any tab. Just sign back in.
HR admins confirm their email before using Unboredly. Employees who joined from an invitation don’t need to, except to turn on two-factor authentication. The confirmation email sometimes lands in spam or junk, so check there if you can’t find it.
Go to Profile, open the Security tab and click Set up authenticator on the Two-factor authentication card. It works with any authenticator app that supports time-based codes. You need a confirmed email and a password sign-in.
It’s optional. Once it’s on, you’ll enter a code from the app each time you sign in.
Email support@unboredly.com. We’ll confirm it’s you before removing it, then you can sign in with your password and set up a new app. There are no recovery codes, and workspace admins can’t reset it for you.
Our Security page explains how Unboredly protects your data: identity and access, organization isolation, encryption, continuous testing and secure development.
What it costs and what happens to your data.
Your 30-day trial includes every feature, with no credit card. Paid billing isn’t in the app yet and nothing is charged today, so when you’re ready to continue, get in touch and we’ll set up your plan.
Starter: $5 per employee per month billed annually, or $6 monthly, for at least 10 employees.
Growth: $9 per employee per month billed annually, or $11 monthly, for at least 20 employees.
Enterprise: custom pricing.
Anyone with an active account in your workspace, managers included. Pending invitations don’t count.
Each workspace can use Smart tools up to 100 times a day (25 while it’s in review). The count resets at midnight UTC.
A dedicated HR expert working inside your Unboredly workspace, from $1,500 a month. Available as an add-on to any Unboredly plan.
Slack notifications, signed Webhooks, Google Calendar and Zoom are available today. Where Google Calendar is available, each person can connect their own calendar and meetings scheduled in Chat can optionally include a Google Meet link. Where Zoom is available, each person can connect their own Zoom account under Video meetings on their Profile, and a meeting they schedule in Chat can come with a Zoom meeting link that everyone invited can join from the Calendar. Cancelling the meeting deletes its Zoom meeting. Outlook and Microsoft 365 connection and Microsoft Teams integration are not available yet. Unboredly does not have built-in video calling.
On any signed-in page, click the small bug icon below Badger. Tell us what you were trying to do, what happened and what you expected, then click Send. The report includes the page you were on.
There isn’t a self-serve export yet. Email privacy@unboredly.com to request a copy of your data, or to correct or delete it.
It’s removed within 30 days. To ask about your own data, email privacy@unboredly.com.
Smart features send only what they need to the third-party providers named in our Privacy Policy, only to deliver the feature. Those providers don’t use your data to train their models.
Still stuck?
Tell us what you expected to happen and what you saw instead. Our team will get back to you as soon as possible.