---
title: "Complete the getting-started checklist"
description: "Work through the cards on Home, see what each one opens and what makes it tick itself off, and dismiss the guide card when you no longer need it."
sidebar:
  order: 2
area: home
feature: checklist
appPath: /home
lastVerified: 2026-10-22
version: "2026-10-16"
audience: admin
screenshots:
  - id: home-overview
    caption: Home with two cards ticked and two still to do.
  - id: home-checklist-invite-dialog
    caption: Invite team members opens the Invite user dialog without leaving Home.
related:
  - home
  - getting-started/tutorial-set-up-your-workspace
  - getting-started/invite-your-team
  - integrations
---

You have a new workspace and Home shows a list of cards under **Welcome, let's get started!**. Each card is one setup step. Working down the list leaves you with people data, a channel to send through, a team and a live flow.

## Before you start

- You are an **Owner** or **Admin**. The cards lead to Settings, which other roles cannot open.
- For the HRIS card, you have the credentials for your people system to hand, or a spreadsheet of employees for Employee File.

![Home greets you by name and lists the setup steps left to do.](https://support.pynhq.com/media/home/overview/home-overview.png)

## Steps

1. In Pyn, open **Home** at the top of the left navigation. The cards are listed under **Welcome, let's get started!**.

2. Select **Invite team members**. The **Invite user** dialog opens on top of Home; enter an **Email address**, choose a **Role** and select **Invite**. The card ticks once the workspace has more than one user who is active, pending or created.

![Invite team members opens the Invite user dialog without leaving Home.](https://support.pynhq.com/media/home/checklist/home-checklist-invite-dialog.png)

3. Select the people-data card. **Integrate with BambooHR** or **Integrate with Workday** opens that integration's panel in Settings (a HiBob or Rippling workspace has no card: open **Settings**, **Installed** and select the integration); **Upload Employee File** opens the Employee File panel, where **Download Sample File** shows the columns and the upload button takes your spreadsheet. The card ticks once a first run of employees has succeeded.

4. Select **Connect to Slack** to open the Slack integration panel in Settings and install the Pyn app in your Slack workspace. The card ticks once a messaging integration is active. If your workspace was created with Email or Microsoft Teams as the platform there is no Slack card; connect a sender or Teams from Settings instead.

5. Select **Activate your first flow**. It opens **Flows**, where you pick an automation and select **Use This**. The card ticks once any automation is in **Automated**, **Verification** or **Manual Only** mode.

6. When you no longer want the **Getting Started Guide** card, select the **X** at its right edge. It is the only card you dismiss by hand.

> **Note:** Pyn re-checks the cards each time Home loads, so a step done from Settings or Flows directly, without going through the card, still ticks it. Dismissing the guide card is remembered in this browser only; another browser or device shows it again.

## What you should see

Every card except the guide shows a filled check and struck-through text. Home then shows the greeting, the date and the ticked list; the live view of what Pyn is sending moves to [Activity](https://support.pynhq.com/activity/).

## Troubleshooting

- **The HRIS card does not tick after you connect.** The tick waits for the first successful sync of employees, not for the connection itself. Open **Directory** to see whether employees have arrived; a sync can take a few minutes.
- **You are not an admin and the cards open an empty page.** Settings is hidden from Power Users and Users. Ask an Owner or Admin to complete the checklist, or to change your role.

## Related

- [Home](https://support.pynhq.com/home/) for what Home shows and which cards a workspace gets.
- [Set up your workspace in 30 minutes](https://support.pynhq.com/getting-started/tutorial-set-up-your-workspace/) for the same steps with every screen described.
- [Invite your team](https://support.pynhq.com/getting-started/invite-your-team/) for roles and what the invitee receives.
- [Integrations](https://support.pynhq.com/integrations/) for each HRIS and messaging integration in detail.