[Open Discussion] How do you onboard?
Stephanie Westbrook
I've been talking with our Human Resources team to make sure that one of the softwares we use is part of the onboarding process. For us, making the software part of the HR onboarding process is the first step in getting people familiar with the tool.
How do you give new employees their first introduction to Wrike? Do you have a slide presentation that you use? 🤔
We always have new employees start with the wrike training videos. Watching the first 6 is mandatory, others are optional but recommended depending on that users role.
We also hold new user training every month or so.
Cool idea Daniel. We do something similar for new employees starting here in Wrike too. Do you get feedback that these videos help? It would be great to hear which videos you've selected.
We are still working on our onboarding process. The difficulty is in tailoring the use of Wrike to our company structure so that Wrike does not become unusable.
Wrike's flexibility is its strength. However, it is also a challenge when training because almost anything is possible.
So our training will focus on best practices and we will provide links to the tutorials available online.
Hi Ansel, don't forget to let them know they can always come to Community if they have any questions.
It might be also worthwhile having a separate training for each department so that the basics of how to use Wrike for their particular team needs are met. Usually, once they get the basic fundamentals, the rest of the features are very intuitive.
Please keep us updated on how you're getting on, the challenges and successes of onboarding 👍
Thank you.
We clone an onboarding project template for new hires that automatically schedules their Wrike training. I typically do a live walkthrough of our center of excellence, folder structure, workflows, and request forms, then help them set up their notification settings and dashboard widgets. I also schedule quarterly refresh trainings for the whole team to cover the basics and any updates. After the training, users receive "Wrike homework" tasks in the form of practical application questions and feedback/topics they would like covered in more depth.
This process is not really scalable, but it definitely helps our adoption and encourages the team to reach out before getting frustrated or lost in Wrike.
Thank you for sharing Carolanne Mak!