Onboard Refresh

onboarding standards

• Please keep communication clear & frequent. Responding to all update requests
• Any changes need to be communicated with me as soon as realistically possible
• Utilize the chatter function on SF
• Onboarding is your prioirity. If you have a starter you need to have all onboarding submitted by latest 2 business days before. If this will not be possible you will need to alert me of the situation before the deadline.
• Keep me updated in general
• Check the weekly reports and respond
• If actions are required for onboarding please prioritise
• If a placement is not onboarded it effects Customer Care & also prevents invoicing which will halt commission & money brought into the business

Remember: