ConnectWise’s business management packages offer more information about streamlining and managing your client onboarding process. Process steps for an MSP onboarding checklist The MSP customer onboarding proces
It will encompass everything they need to know before they step through the door on the first day, from important safety topics through to HR and even infection control, presscreening, policies and procedures, onboarding them into everything to make sure they are job ready!
There’s a good chance you’ll hire people with various levels of experience and education, so think of the employee onboarding checklist as a guideline instead of a strict document that can’t flex. You’ll have to check off forms and procedures, but the training plan can and should be...
Review payroll procedures, expense reporting, and time tracking Sign up for health insurance Learn about insurance policy, sick and leave time, and benefits For help, the relevant channel in Slack, or at their designated email address The first 30 days This checklist should focus more on concepts...
Spend time during the first few days to cover processes and procedures to help your new employee feel comfortable getting started on the real work. Be sure to cover the rules and processes for internet usage, email communication, breaks, etc., and start familiarizing them with the technology ...
Key components of a standardizedonboarding checklistinclude the following: Company culture Mandatory compliance training Policies, processes, and procedures Technical skills development Soft skills development Technology tools and systems Products and services ...
Company Policy & Procedures: What You Need to Know Asynchronous Communications 101: Definition, Benefits & Tips Business Process Outsourcing (BPO): Definition & Best Practices How to Write a Team Meeting Agenda: Best Practices & Templates
This offboarding checklist is designed to help HR complete the final step in the employee lifecycle. It includes a list of general offboarding procedures and assets that need to be retrieved during the offboarding process. Onboarding and Offboarding: Compliance Tips While individual organizations det...
Let's say an employee begins and needs help understanding the rules. They may not know that all of their duties must be completed at certain times, and the company has a no-phone policy during work hours unless there's an emergency. Then, when the person isn't meeting your expectations,...
How often should I update my new client onboarding checklist? It depends on your business and how often your processes change, but ideally, you should update it whenever there are changes in your company’s procedures, products, or customer base. It can also be helpful to review your checkli...