Documentation
Set up Shuffl, use it every day and connect it to the tools you already have.
HR playbooksHR templates to copyDeveloper docsAll guides as textAgent documentation indexShuffl skill for agents
Tutorials
A first walk through the product, from sign-in to a result.
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For employees
How-to guides
Steps for one goal, in the order you do them.
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Companies and workspaces
Keep one workspace for most companies, or add separate spaces for regions, subsidiaries and teams.
For Company owners and administrators
Roll out Shuffl to your company
One order for launching Shuffl: get Mello ready, invite people, tell your team, then turn on programs and watch the first week.
For HR administrators and company owners
Connect Slack
Connect the Shuffl app to Slack, approve new permissions, and know what works on the web without it.
For Workspace administrators
Invite and enable employees
Invite people or let them join, check they arrived as the right person, and enable employee access.
For Workspace administrators and invited employees
Set up single sign-on and directory provisioning
Connect your identity provider so people sign in with their work account, verify your email domains, and provision and remove people with SCIM.
For IT administrators and company owners
Find a recovery step
Fix common sign-in, setup, knowledge, access and HR sharing problems.
For Everyone using Shuffl
For employees
Knowledge
Review and publish knowledge
Turn a policy into a published source with an audience and dates, so Mello can answer from it and cite it.
For HR administrators and Knowledge verifiers
Write Knowledge that Mello answers well
Write policies so Mello finds the right passage, answers with the right figure, cites it and knows when to bring in HR.
For HR administrators and Knowledge verifiers
Manage connected sources
Connect Google Drive, Notion, Confluence, SharePoint, Dropbox, Box, Guru or BambooHR, and keep imported sources fresh.
For HR administrators
People and HR
People and the org chart
Find anyone, read the org chart, see who knows whom, and keep the directory right.
For Everyone using Shuffl, with an administrator section
Sync People from your HR system
Connect Google Workspace, Microsoft 365, JumpCloud, BambooHR, Rippling, HiBob, Personio, Deel or Workday so People keeps titles, managers, start dates and leavers current.
For HR and IT administrators
Groups
Live groups of people kept by rules, picked by name or synced from Slack and your HR system, departments with one per person, and starter groups. Automations act for each person who joins or leaves. Everyone can browse the groups shown on profiles.
For Employees and workspace administrators
Share a request with HR
Choose who answers HR requests, review what you share before it is sent, and work the queue in the Inbox.
For Employees, HR responders and workspace administrators
Answer HR requests as a responder
Your daily routine as an HR responder: find new requests, take one, reply or ask for more, close it so Knowledge grows, and hand it on when you’re away.
For HR responders
When someone leaves
Record that someone has left, turn off their access and hand on what they looked after, by hand or from your HR system or identity provider.
For HR administrators and workspace administrators
Playbooks and onboarding
Put people on a playbook of messages, Knowledge links and to-dos counted from a day 0. Onboarding adds a buddy and anonymous check-ins on day 30, 60 and 90.
For Workspace administrators, new hires and buddies
Programs
Introduce coworkers with Connections
Introduce coworkers in Slack on a schedule, choose who gets matched, and see how rounds went.
For Workspace administrators
Ask one confidential question at a time with Pulse
One short question at a time, on Home or in Slack, who sees the answers, and how administrators run it.
For Everyone using Shuffl
Praise and badges
How Shuffl reads your praise channel in Slack, what you see and control, badges people earn, and how administrators set it up.
For Everyone using Shuffl
Communities
Groups for interests, places, skills and resource groups, each linked to a Slack channel.
For Everyone using Shuffl
Celebrate work anniversaries and birthdays
Work anniversaries and birthdays in Slack, what each person decides, and how administrators set it up.
For Everyone using Shuffl
Mentorship programs
Pair mentors and mentees for a few months, with goals, booked meetings, private notes and check-ins.
For Everyone using Shuffl
Insights and settings
Integrations
Switch to Shuffl from your current tools
Move to Shuffl from the tools you use now, keep your HR system and directory, and connect them in the right order.
For HR teams and administrators moving to Shuffl
Use Shuffl with BambooHR
Connect BambooHR to keep People current and let Mello answer from your documents, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Box
Connect Box to let Mello answer from your documents, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Confluence
Connect Confluence to let Mello answer from your documents, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Deel
Connect Deel to keep People current, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Dropbox
Connect Dropbox to let Mello answer from your documents, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Google Drive
Connect Google Drive to let Mello answer from your documents, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Google Workspace
Connect Google Workspace to keep People current and sign everyone in, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Guru
Connect Guru to let Mello answer from your documents, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with HiBob
Connect HiBob to keep People current, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with JumpCloud
Connect JumpCloud to keep People current and sign everyone in, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Microsoft 365
Connect Microsoft 365 to keep People current, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Microsoft Entra ID
Connect Microsoft Entra ID to push people and groups to Shuffl and sign everyone in, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Notion
Connect Notion to let Mello answer from your documents, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Okta
Connect Okta to push people and groups to Shuffl and sign everyone in, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with OneLogin
Connect OneLogin to push people and groups to Shuffl and sign everyone in, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Personio
Connect Personio to keep People current, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Rippling
Connect Rippling to keep People current and sign everyone in, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with SharePoint and OneDrive
Connect SharePoint and OneDrive to let Mello answer from your documents, and see what Shuffl does with it.
For HR and IT administrators
Use Shuffl with Workday
Connect Workday to keep People current, and see what Shuffl does with it.
For HR and IT administrators
Get started
Reference
Every setting, permission, operation and message, stated once.
For employees
Insights and settings
Workspace settings
How Settings is grouped, then the workspace’s name and logo, roles and access, integrations, API keys and webhooks, and activity.
For Workspace administrators
Roles and permissions
Who can see and do what in Shuffl, from company owner to employee, and how to give or take away each role.
For Company owners and administrators
Explanation
How a part of Shuffl works and why it works that way.
For employees
What Mello can do for you
What Mello can look up and change in Shuffl for you, how you confirm each change, and what it never does.
For Everyone using Shuffl, with a part for administrators
Find your way around
Where things are on Home, in the menu and on a phone, and the settings that are yours alone.
For Everyone using Shuffl
Privacy and your data
Who can read your chats, HR requests, Pulse answers and profile, what Shuffl reads in Slack, and how to delete your data or leave.
For Employees and HR teams
Insights and settings