Tayl Set-up Checklist

Our system is simple to set up. But if your business has lots of users and you want to get everything right from the get-go, you can use this checklist.

You can find links to the relevant articles below, and feel free to reach out to us at hello@tayl.net at any time.

Onboarding Checklist

Customize your branding
Turn off all notifications
Toggle on Tayl courses and set deadlines for compliance training.
Create custom courses, resources, and documents for signing, if needed.
Set up Roles, Departments, and Locations
Upload staff data or integrate your HR and scheduling platform.
For each Manager & Admin, go into the user record and adjust permissions
If you want to import your teams historical training, contact hello@tayl.net
Send pre-launch communications to your team.
Assign your training tasks to your Users / Groups.
Turn on your notifications and bulk send all invitations out to your users

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Last updated on January 30, 2026

Tayl Set-up Checklist

Onboarding Checklist

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