Workflow
Onboarding Processes made simple
Standardise all important and frequently repeated workflows on our Process Builder
Onboarding programs collate core workflows that are often repeated in your daily operations or used to bring teams up to speed on the various key roles in a fast, simple, secure, consistent and proven way.
Our Process Builder helps you set up and manage your onboarding processes, employee orientation programs and standardised checklists. This brings consistency and efficiency to these often replicated processes, facilitating you and your team to execute these Onboarding workflows time and time again.
Valuable processes that can be replicated using this feature include franchisee onboarding, store set up, marketing management and general project management.
Process Builder facilitates Onboarding programs across different departments
Process Builder facilitates onboarding programs across different teams. Each of these tasks can include checklists, workflows and processes whilst embedding automation that trigger next step functions either via email, alerts, or integrations to ensure every step follows a logical sequence.
When well designed, process builder can greatly enhance the team’s collaboration and productivity.
Benefits
Process Builder can help you manage Onboarding processes, Projects and Checklists so that every step is sequentially organised, ensuring users are automatically notified via triggers to activate next steps.
The progress of each Onboarding Project is displayed on the customised Individual dashboard so every one involved in the project can maximise their collaborative efforts.
View what is happening, who is the task owner and when each task is due at each stage. Find out where the bottlenecks are in real time and take informed action to avoid unnecessary delays.
” Leveraging technology to improve the entire business management process can help to increase productivity, reduce human errors, decrease repetitive non-value-add work and ultimately, increase profitability. ”
Workflow Functions
The flexible and systematic way to manage recurring workflows for your franchise
Automated process set up
Each step can be sequentially set up to happen one after another or it can also adopt no fixed format. You are in charge of what happens next!
Set triggers on processes
Process Builder is designed so that it allows for next step triggers and alerts to be set.
Track the progress of each project
Based on the progress of each project, the dashboard will display the progress of each uncompleted phase.
Assign user with specific checklist to control multiple divisional task assignment
When more than one department or team is involved, process builder can assign specific tasks on the checklist to different team members in different departments for enhanced collaboration.
Update and Upload documents directly to the checklist
To keep track of the current onboarding or project progress, you can update related document checklists, thus reducing the need to send documents in a separate email system.
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