HR documentation workflow for Tallyfy

Document your culture so people understand how things work here

Culture is confusing when it lives only in people's heads. This workflow guides you through describing daily work life, core values, decision-making processes, growth opportunities, and feedback mechanisms.

6 steps

Run this workflow in Tallyfy with people, AI, and conditions

Company Culture Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Describe what it's actually like to work here

TM
Team member
Status: Active

2. Write down your real core values

Claude
AI agent
Status: Waiting

3. Spell out how decisions actually get made

TM
Team member
Status: Conditional

4. Show people how they'll grow here

Claude
AI agent
+ 2 more steps below

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

1

Describe what it's actually like to work here

5 days from previous step
task
Don't write marketing copy - tell the truth about a normal day. What's the energy like at 10am on a Tuesday? How do people talk to each other in the hallway or on Slack? Be upfront about the hard parts too. If deadlines get intense in Q4, say so. If Mondays are packed with meetings, own it. People can smell fake a mile away, and they'll trust you more when you're straight about the tradeoffs.
2

Write down your real core values

1 day from previous step
task
Here's the test most companies fail: pick 3-5 values that actually drive how you make decisions. Don't just list things like "integrity" and "excellence" that every company claims. Think about it this way - if someone was great at their job but kept violating one of these values, would you let them go? If yes, that's a real value. If you'd look the other way, it's not. Keep it real.
3

Spell out how decisions actually get made

1 day from previous step
task
Nothing frustrates people more than not knowing who's got the final call. Write down how things really work - not how you wish they worked. Who approves budgets? Who can say yes to a new hire? What happens when two teams can't agree? If your CEO makes most big calls, that's fine - just say so. People would rather know the rules than guess.
4

Show people how they'll grow here

1 day from previous step
task
This is where most culture docs fall flat - they say "we invest in our people" but don't give specifics. Get concrete. Do you have a learning budget? How much? Can someone move from engineering to product? Has anyone actually done it? Share real examples of people who've grown in their roles. If you're a small company without formal programs yet, be upfront about that and explain what you're building toward.
5

Explain how feedback and disagreements work

1 day from previous step
task
Here's what people really want to know: if they're doing something wrong, when will they hear about it? Nobody wants surprises at their annual review. Lay out your feedback rhythm - weekly 1:1s, quarterly check-ins, or however you do it. And don't skip the uncomfortable part: how does your team handle conflict? A good culture isn't one where everyone agrees all the time - it's one where people can disagree without it getting personal.
6

Get real feedback and finalize everything

1 day from previous step
task
Before you call it done, hand this to at least 3 people from different teams and ask one simple question: does this sound like where you work? If they laugh or roll their eyes at any part, that's your signal to rewrite it. There shouldn't be a gap between what's written and what's real. Once it passes the sniff test, put it somewhere everyone can find it - don't let it collect dust in a shared drive nobody checks.

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe
1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2

Run

People + AI working together
4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3

Track and improve

Audit and learn
7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.

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