Getting started as an HR admin

This guide orients the HR admin: the compliance owner who runs the organization. You set up the team, assign who supervises whom, tune the state rules, and keep the audit trail export-ready.

You have org-wide write access, with one deliberate limit: you never sign sessions or generate session notes. That clinical work belongs to supervisors. This clinical and administrative separation is intentional and shows up throughout the product.

What you can and cannot do

You can:

• Invite any role: supervisors, HR admins, executives, and supervisees.
• View the entire organization roster, not just one supervisor's caseload.
• Reassign supervisees between supervisors.
• Deactivate members while preserving their history.
• Manage state rules with overrides and custom rules.
• Manage billing, org settings, and audit-log retention.
• Export the audit log.

You cannot:

• Sign sessions or countersign.
• Generate AI-assisted session notes.
• Perform any clinical-supervisor action.

Note: Several sensitive actions require two-factor authentication: inviting another HR admin, deactivating a member, and exporting the audit log. Set up 2FA first. See Securing your account with two-factor authentication.

Build your team

1. Go to the team page at /dashboard/team.
2. Invite your supervisors, and executives if you use read-only oversight seats.
3. Invite supervisees, or have each supervisor invite their own from the roster.

For a large roster, import from a CSV instead of inviting one at a time.

1. From the team page, open the CSV import at /dashboard/team/import.
2. Paste or upload your CSV from any HRIS.
3. Review the parsed rows, then send the batch of invitations.

AuditHalo skips people who are already members or already have an open invitation.

[Screenshot: the team page grouped by role, with the invite actions]

Warning: Inviting another HR admin is a two-factor-gated action. Keep your authenticator app handy.

Assign supervision

Each supervisee needs a supervisor and a state rule. You can assign a supervisor when you invite, or reassign later.

1. From the team page or roster, choose a supervisee.
2. Assign or change their supervisor.

When you reassign a supervisee, AuditHalo ends the old assignment and starts a new one, preserving the transfer history for the audit trail.

Tune your state rules

AuditHalo ships board-verified canonical rules for ten states. As HR admin you can adjust them for your organization:

• Create an override to tighten a canonical rule for your practice.
• Create a custom rule for a state AuditHalo does not yet cover.

See Org rule overrides and Creating custom rules.

Keep the audit log ready

The audit log records every state-changing action in your organization. Set your retention period and know how to export.

1. Go to org settings at /dashboard/settings to set audit-log retention (1 to 20 years).
2. Export from the audit log at /dashboard/audit-log when a board or accreditation body asks.

Exporting as HR admin requires two-factor confirmation. See Exporting and retaining the audit log.

What's next

• Invite and manage your team in detail. See Inviting your team.
• Customize state rules for your practice. See Org rule overrides.
• Understand billing and seats. See Plans and pricing.