Teams | Collaboration | Customer Service | Project Management



Customer Setup Workflow: Best Practices For Onboarding Customers

Customer onboarding is a critical first step in cultivating long-term customer success. ‍ This process sets the foundation of your entire customer relationship, presenting an opportunity to impress, engage, and retain your clients. ‍ If executed correctly, a thoughtful onboarding process can significantly enhance customer satisfaction, encouraging them to remain with your business and become advocates of your products and services. ‍ ‍

How to Automate Employee Onboarding and Offboarding Process Using BambooHR and Azure AD (Webinar)

Tired of complicated paperwork when bringing new employees onboard or when they leave? Our latest webinar recording has the answer! In this easy-to-follow session, we talk about the problems with old-fashioned onboarding and offboarding methods. Then, we show you the awesome benefits of using automation to make things simpler and faster. No more confusion – just efficient and accurate processes that make employees happy!

Onboarding vs orientation: Your questions answered

Some organizations believe that if they provide employees with an onboarding experience, they don’t need to also provide employee orientation. Or, perhaps, the other way around. Although they typically happen toward the end of the hiring journey, the onboarding and orientation processes aren’t interchangeable. Rather, they work together to provide a solid foundation for your new hire to work from.


Automating your new hire checklist with HR project management software (template included)

If you’ve ever hired a new employee, you know how stressful the process can be. Applications. Interviews. Decisions. And once you’ve hired somebody, your job still isn’t done — now it’s time to provide a comprehensive, stellar onboarding experience to give them everything they need to do their job, and a great first impression of your agency. A new hire checklist is the best way to help new employees blend into your agency quickly and easily.


How To Use Trello And Confluence Together For Truly Effective Onboarding

Starting a new role can be overwhelming: there are new people to meet, company policies to understand, and equipment to setup. On the flip side, as a hiring manager, you want to prepare your new teammate for success by aligning on team goals, spreading institutional knowledge, and fostering a sense of belonging. There’s so much you want to share, so it’s hard to get a handle on all the things that need to be done.


8 Employee Onboarding Best Practices to Make Everyone's Lives Easier

New hires slog through a lot before they’re ready to operate at the rate of someone who’s been there for years. And should you leave out important steps when getting someone set up, you could end up with a new employee who doesn’t know where to go for help, isn’t sure what they’re supposed to be doing every day, and ends up regretting their decision to join your company. New hires are also judging you during their first weeks at the company.


Your go-to employee onboarding checklist (and templates) for 2023

The first 90 days can make or break a position for a recently hired employee. According to the 2022 Job Seeker Nation Report, one in three new hires will leave their job within the first 30 days. Unfortunately, only 19% of employees report receiving this ideal onboarding experience. But you can change this. When it comes to providing your new hires with the ideal onboarding experience, a checklist can be incredibly helpful.


5 steps to successful client onboarding

In agency life, there’s no better feeling than the buzz of winning a new client. Did someone say “open bar”? But with it now being 16 times more expensive to build a long-term relationship with a brand-new client than an existing one, there’s never been so much pressure on agencies to get client onboarding right. That’s why more and more agencies are choosing project management software to track projects and centralize communication between stakeholders and your team.


Remote Onboarding: How to Successfully Onboard a New Employee Remotely

We are sure you have been in the position of: I have new remote employees starting soon and I don’t know how to onboard them. First, congratulations on your new staff! Second, don’t worry. We got your back on your remote onboarding! Yes, onboarding a new employee can be challenging, but it’s definitely worth the effort. Not only will your new employees be productive sooner, but they’ll also feel like part of the team faster.