A process is your macro level game-plan — the “what” has to be done. A procedure is the specific “how-to” steps. For example, “client onboarding” is a process, whereas “how to verify client information” is a procedure. Processes illustrate the journey; procedures are the...
The first part of creating a world-class onboarding process starts with step 1: The Preboarding Phase. The Preboarding Phase: First Impressions Matter Why wait for the employee to start before you begin your onboarding? There is a huge opportunity to build on the excitement between accepting ...
How long does the employee onboarding process take? Employee onboarding is a much more extensive process that can last up to 12 months. While this might seem like an excessive amount of time to spend on new employees, it can prove valuable in the long term. Spending this prolonged period ...
Vendor onboarding refers to the process of discovering new suppliers, assessing their capabilities, running compliance and risk checks, and integrating them into your systems. This is sometimes referred to as the supplier onboarding process, and it’s what ensures your business has the necessary inf...
Get to know why customer onboarding is important, find out how to create a customer onboarding process, check out metrics, best practices, and examples.
The goal is to create a smooth transition for new hires, reduce their anxiety, and accelerate their time to productivity. A well-designed onboarding process helps new employees understand your company culture, values, and expectations while providing them with the tools and knowledge they need to...
User onboarding is the process that helps new users get acquainted with your product, ensuring better engagement and conversion rates.
On the other end of the spectrum is offboarding, which starts when an employee is about to depart. Offboarding is thestructured procedureto handle the transition. Whether due to retirement, career shifts or other reasons, this process safeguards organizational knowledge, ensures smooth role transitio...
First things first: What is user onboarding?Actually. User onboarding isthe process of guiding new users to find valuewith your software product or service. The user onboarding experience starts the moment someone signs up for your product. A good user onboarding experience doesn’t...
Master the vendor onboarding process with our comprehensive guide and elevate your supplier relationships.