Quick start for org admins

Step 1: sign in and find Organization Settings

Log in with Google or Microsoft using your work email. As an Org Admin you’ll see an Organization Settings item in the sidebar.

Details: “Signing in with Google or Microsoft”

Step 2: understand the three roles

Sunny has three roles:

Employee is the base product experience.
Manager includes everything in Employee, plus team creation and team insights.
Org Admin covers organization management and can be combined with either role above, or held on its own.

Roles can be assigned at invite time, and can be changed any time in the Settings.

Details: “Roles in Sunny: Employee, Manager, Org Admin.”

Step 3: invite your people

There are two ways to add members, and you can use both.

Add a few people: use Invite User to add someone by work email and assign their role(s).
Add your whole roster at once: use Import Users to upload a CSV or XLSX file (up to 10,000 rows) with each person’s first name, last name, email, team, manager’s email, and role. A template is available to download, but you don’t have to use it. Sunny checks every row before creating anything and flags problems, such as a missing email, a manager email that doesn’t match anyone, or someone who’s already a member, so you can fix the file and re-upload, or exclude those rows and continue. Teams named in the file that don’t exist yet are created for you, along with manager relationships. You’ll see a summary of exactly what will be created before you confirm.

Either way, members show in the Members list with a status of Not notified, Notified, or Active (they’ve logged in at least once). As the org grows, filter by role and search by name or email.

Step 4: notify people when you’re ready

Adding someone doesn’t email them. Importing creates accounts silently, so you can prepare your internal announcement first. When you’re ready, send invites to everyone you just imported from the final screen of the import, or later from the Members list: select anyone who hasn’t logged in yet and choose Notify. You can re-notify people who haven’t logged in, individually or in bulk.

Step 5: connect your HRIS (if you have one)

If your organization uses an HR system, connecting it makes it the source of truth: new hires appear automatically, departures are removed, and manager changes update team structures without manual upkeep. Sunny supports all major HRIS, including Workday, ADP, BambooHR, UKG, Gusto, Rippling, and HiBob. If you don’t have an HRIS, or you’re between systems, a file import gets you launched now and you can connect your HRIS later.

Details: “HRIS integration: overview and setup.”

Step 6: add a second Org Admin

To prevent your organization from ever losing admin access, Sunny requires at least one Org Admin to exist at all times, so the last one can’t be removed or demoted. Add a second Org Admin early as a backup.

What you can see (and what you can’t)

Your dashboard shows adoption metrics (teams created, weekly active teams, manager adoption) and org-wide Team Vitals™ trends over time. Individual responses stay private. You won't see per-person check-ins, individual Pulse Check answers, or leaderboards. This is by design: that privacy is what makes employees comfortable being candid.

You can point employees to “What org admins and HR can see” for the full details.

Quick start for org admins

As an Org Admin, you manage your company’s Sunny Workplace® deployment from Organization Settings: who’s in the org, what role each person holds, when people are notified, and how Sunny stays in sync with your HR system.