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Introduction to Employee Onboarding. In this post, I’m going to define and explain the benefits of employee onboarding , then give you access to six employee onboarding checklists that you can use on their own or easily import into onboarding software like Process Street. Retail Employee Onboarding Checklist.
Our very own Blake Thorne , Process Street ‘s Senior Product Marketing Manager, walks us through a demo of an employee onboarding workflow we’ve built using Process Street. This article is based on the Complete Guide to an Employee OnboardingProcess (Process Street Full Demo) video.
Now, hopefully, your internal onboardingprocesses aren’t at risk due to your CEO’s sibling overthrowing their rule or violent colonization by an invading force, but if your organization’s employee onboarding isn’t a documented process anyone could use, it’s about as useful to your company as an Incan quipu is to a 21st-century New Yorker.
For HR managers in charge of onboarding new employees , daily tasks can quickly become difficult to track and overcomplicated. In this article, we’ll show you how our customers manage their daily HR tasks using Process Street. Streamline your daily HR tasks with Process Street. Assign your team.
Much like us here at Process Street , the folks at Payroll Processors believe: let us take care of things so you can focus on your business. The onboarding problem. Client onboarding comes with a variety of challenges, but for Payroll Processors, the main issue was information. Building the process. “We
A solid employee onboardingprocess makes the leap much easier The post From Hire to Higher: 6 Ways to Improve Employee Onboarding appeared first on Articles, Tips and Tech for Law Firms and Lawyers. Starting a new job is a leap of faith.
We’re super excited to announce our brand new employee onboarding podcast , focused on sharing insights & uncovering the trade secrets of employee onboarding! In this Process Street post, I’ll present our first three episodes with the key takeaways, and of course a link for you to listen. “The Ritz Carlton.
“Overall, [Process Street has] made a world of difference inside the organization. Challenge: Scaling complex IT processes & keeping customers happy. As ERP Suites scaled, though, it now had a very big problem: There was no standardized process for training the next generation of technicians to handle each customers’ unique needs.
It’s my job to build processes; I do it all the time. At Process Street , we do build processes all the time. This means – that’s right – we’ve already built the process you need. Employee onboarding: Everything’s impossible until somebody does it. To the process mobile! And that’s true.
Three tips to improve your law firm call-answer process, because the phone remains the tool of choice for people searching for a lawyer. The post New Client Onboarding: 5 Tips to Win Over New Clients appeared first on Articles, Tips and Tech for Law Firms & Lawyers.
If you can close a client, as a lawyer you can then bring in a paralegal or office manager, to explain the pricing of services to the client & onboard them. (I So, its true that if youre a lawyer who can develop a payment system & collection process, you dont necessarily have to be the one managing it.
Enough to save significant time , if you can automate your onboardingprocess. If you want to work on process automation, just let us know. This may seem like a small change but, how many clients do you convert each year ?
Ah, the client intake process — unquestionably one of the most time-consuming and laborious parts of being a lawyer. First impressions are everything in life, and onboarding your new clients is no exception. Develop a Process. In the absence of a systematic intake process, a law firm quickly becomes chaotic.
For example, firms using a manual search-and-replace process to create new documents can quickly realize productivity gains with document automation while avoiding common editing errors. Document automation software provides a centralized process of producing agreements, motions, pleading, contracts and other legal documents.
Behind the scenes, their intern onboarding workflows were growing increasingly complex. Relying on lengthy email chains, scattered documents, and an evolving compliance process, the firm needed a more structured approach. Inconsistent director onboarding: With no standardized process, key steps were missed, causing delays.
Welcome to the Employee Onboarding Podcast, where we explore the best practices and innovative ideas from the world’s top HR professionals and thought leaders. The topic for this podcast: What really makes a successful onboardingprocess. Thank you so much for joining us today, Maxine! I’ll do that for sure.
The previous system Zonos used for their customer onboarding was clunky and lacked the flexibility they needed, making the experience cumbersome and inefficient. That solution turned out to be Process Street. “Initially, we underestimated Process Street. “Our goal was to reduce onboarding time to 30 days. .”
MyCase Accounting is a built-in legal accounting solution that works within your case management system, automating three-way trust reconciliations, business intelligence, expense tracking, and other financial processes. The onboarding period will take you through your first three-way trust reconciliation process.
Onboarding should foster human connection Most companies treat onboarding as a structured process of paperwork, policies, and productivity expectations. However, according to Jen Bergren , onboarding expert and knowledge management strategist, one essential element is often missing: human connection.
Onboarding isnt just about introductions and paperworkits about ensuring new hires feel equipped and engaged from day one. In this episode of the Employee Onboarding Podcast , Erin Rice speaks with HR expert Caroline Yost about the one thing most onboardingprocesses get wrong: a lack of clear expectations.
“ Employees in a well-structured onboarding program are 69% more likely to remain at the company after 3 years.” 1 out of 25 employees leave their new job due to substandard onboarding experiences. In contrast, a good employee onboarding program can boost employee retention by 69% after 3 years.
90% of customers feel that the companies they buy from could do better when it comes to how they experience onboarding. A key component of customer success is making sure your customers are effectively onboarded. In this Process Street article, we’ll dive into: Customer success onboarding best practices.
That’s why employee onboarding is so important. Typically, onboarding happens during their first week. There’s a ton of misconceptions around orientation being part of onboarding: which is the most important, what tasks are associated with each, and so on. That’s what we’re taking a look at in this Process Street article.
But, while many law firms lose leads through their client journey, that probably could have been converted – there is one thing that law firms usually get right, in the intake process. That’s where the second stage of intake comes in; and, it’s probably the biggest law firm process bottleneck there is.
Welcome to the Employee Onboarding Podcast, where we dive into cutting-edge onboarding strategies and gain insights from HR leaders. Today, we’re thrilled to be joined by Keisha Toussaint who is a seasoned HR professional crafting exceptional onboarding experiences. Now, what we really came here for is employee onboarding.
Let’s face it, the Excel experience is anything but memorable, which is troubling when you’re using a new employee onboarding Excel template. Effectively onboarding your new hires brings heaps of advantages to the table. For example, good onboarding can boost employee retention by as much as 82%.
Adam Schweickert at Wetmore Consulting Group uses Process Street to help their clients document, improve, and automate their processes. Out of Wetmore Consulting Group, we’ve built a company that now focuses solely on identifying, documenting, and then building our clients processes within Process Street.
Bamboo HR found that employees are 18 times more likely to feel committed to an employer if they’re given an effective onboarding experience. This is something you certainly want to achieve when onboarding new hires. You might want to head to trusty Microsoft Word to create this effective onboarding experience. Don’t believe me?
You must rise above your own limitations by building teams, processes and systems that allow you to scale. While he was involved at a high level, he primarily relied on teams of other lawyers to run the day-to-day operations, with processes in place to keep him informed along the way. Work on Your Practice, Not in Your Practice.
Which brings us to the focus of this article – executive onboarding. Specifically, why it is important to all stakeholders in the executive search process, and how retained search firms can bridge the gap between recruiting, hiring, and onboarding executive placements. Common executive onboarding challenges.
For years, Process Street customers have been automating work and showing us first-hand the value of integrating Process Street with other tools to create powerful workflows like updating Salesforce opportunities, filing Jira tickets, and sending DocuSign contracts. Allow me to introduce Process Street’s Automations feature!
These comprehensive platforms centralize key processes, dramatically improving productivity and organization across all aspects of legal practice. Client Communication : Secure client portals facilitate file sharing and payment processing, elevating client satisfaction. The benefits of automation extend beyond mere time-saving.
It was a year of milestones here at Process Street. That’s right, since launching Process Street users have now created more than 1 million workflows on the platform. And since we’re celebrating, we thought we’d share a recap of some more Process Street highlights from 2021. A new product in the Process Street family: Pages.
Process Street is growing like crazy. In this post, I talk to Process Street’s newbies about their first month with us. I was drawn to the unification of engineering, product, and design (EPD) as one team at Process Street, as well as their commitment to Shape Up as a product development strategy. Schutte (Mike).
Once upon a time, aspiring law school grads would join firms, follow whatever protocols had been set for workflow, caseload and billable requirements, and look forward to the subjective and somewhat mysterious process of becoming a partner. The Interview Process. Onboarding. Those days are over.
These hurdles are apparent when it comes to the scheduling process. Attorneys and staff onboard leads for meetings, and schedule appointments with existing clients, via strings of emails -- and, delayed response s only extend the conversation, and the time frame. LawTap offers a similar tool focused on the legal environment.
AbacusNext recognizes the value of epayments to law firms, which tend to get paid more and more quickly when utilizing that option, even accounting for payment processing fees. A helpful wizard (not a real one , unfortunately) is available for any questions that arise during the process. For one, it’s really easy to set up.
Automation and digitization of standard business processes will be crucial in the ever-changing legal landscape. At times, onboarding clients or lawyers can pose challenges that must be addressed. A central issue that faces firms is the delays the onboardingprocess causes. Consider Cloud Technology for Onboarding.
Process Street is a vital part of Mindshare’s offering, and we spoke to some of Mindshare’s top clients to find out how we have benefited them. But how has Process Street helped the Mindshare community? Mindshare uses Process Street for: Training workflows. Employee onboarding. The Mindshare Collaborative story.
They onboard staff and associates without any sort of processes or workflows in pla c e. As a solo or small firm business owner, you too should add the processes before you hire. And, in the process of doing so, you will also ramp up your own personal efficiency. Yet, law firms try to do this all the time!
I want to emphasize that my overall interactions with the rest of the IP team throughout this process were positive, which is why I continued to make myself available, even when the firm did not reciprocate in a considerate manner over the past month.
Mentoring new employees happens during onboarding , but how can you make the most of it? In this Process Street post, I’m taking you through the mentoring program and how it can be your secret weapon to reduce new hire churn. . When you’re onboarding a new hire , they need to develop a good understanding of your culture.
Automating your client intake process seems like a no-brainer. For example, automating the intake process can help you vet and onboard clients more efficiently, eliminating time wasted on prospects who aren’t a good fit. But, with so many products coming online, what should small firms know before they buy?
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