HR - Knowledge Base

HR Knowledge Base (Knowledge Base → HR)

This article will walk you through how to create and manage internal HR Knowledge Base articles for your team.

For formatting reference, see:

The Key Steps

  1. Navigate to the Knowledge Base section in your CRM.
  2. Click on the HR section.

This is where you will create and manage internal knowledge articles specifically for your team members.

Creating an HR Knowledge Article

  1. Click into the HR Knowledge Base section.
  2. Click the option to Add a New Article.

You can now begin entering your internal documentation, such as:

  • How to handle refunds
  • How to open or close the school
  • Internal policies and procedures
  • Staff guidelines

1. Enter Article Details

  1. Add a Title for the article.
  2. Enter the full content of the article in the description area.

Be as detailed as possible so your team has clear instructions to follow.

2. Assign a Category

  1. Select or create a Category for the article.

Categories help keep your HR Knowledge Base organized and easy to navigate.

3. Publish the Article

  1. Click Publish once the article is complete.

Once published:

  • Team members can view the article.
  • CHI (your AI assistant) can reference this information.
  • Staff members asking CHI internal questions will receive answers pulled directly from these articles.

This ensures everyone on your team receives consistent, accurate information.

Editing an HR Knowledge Article

  1. Click the Edit button on any existing article.

From here, you can:

  • Update the title
  • Modify procedures
  • Adjust categories
  • Republish the updated version

This allows you to keep your internal processes current as your business evolves.

Why Use the HR Knowledge Base?

The HR Knowledge Base helps you:

  • Create consistency across your team
  • Standardize procedures
  • Ensure everyone follows the same policies
  • Allow CHI to provide unified answers
  • Improve internal communication and efficiency

If you have any questions about setting up or organizing your HR Knowledge Base, our Support Team is always happy to help!