Setting Up an IT Onboarding Checklist for Clients and Employees
Having a streamlined process for onboarding clients and onboarding new employees goes a long way toward building confidence in your company. If you can’t keep clients or new workers happy, they’ll likely look elsewhere for a more productive environment. For that reason, it’s to have an IT onboarding checklist ready for preparing new clients and employees to work with your organization.
A successful new hire onboarding process can improve your chances of retaining the employee. In addition, employees who feel comfortable in their role tend to be more productive and get more engaged with the organization. That can lead to less employee churn and absenteeism. It’s one reason successful organizations rely on an IT onboarding form when they bring on a new hire.
When you put in the effort to improve and refine client onboarding, that increases your ability to retain them as a customer, which helps your company’s bottom line. In addition, taking the time to map out an automated client IT onboarding checklist process can relieve stress on project manners and increase engagement between your company and the client.
A lot of the work of successfully onboarding a client or new employee happens before you have a conversation with either. In both cases, you must figure out who it is you’re bringing into your organization. For new employees, it’s about getting them adjusted to the position they’ll be filling within your company. Onboarding for new employees typically includes:
In the case of clients, you must establish the guidelines for issues like:
When you look at them together, it’s easy to see why you need two different types of IT onboarding checklists for clients and new hires. The entire IT onboarding checklist process gets easier when you invest in quality software. That way, you can create automated workflows customized to fit different onboarding processes.
Even if your new employees or clients have familiarity with technology, you can still run into challenges introducing them to unfamiliar software. For that reason, you should have an IT services onboarding checklist automated and ready to go.
IT should coordinate with the HR department to ensure they have all available information to prepare for setup when it comes to new employees. When preparing your checklist, it helps to outline an IT onboarding process flowchart. With that in place, you can figure out how to set up your finalized onboarding checklist. Items that typically appear on a final IT onboarding form include:
Client onboarding represents an opportunity to start forging a solid relationship between your two organizations. For that reason, you must make sure that your client IT services onboarding checklist covers everything necessary to bring clients up to speed, answer any questions they have, and outline a strategy to work together successfully.
Think of client onboarding as a critical business strategy, not just an afterthought. Having an automated IT onboarding and offboarding checklist helps ensure that you don’t miss essential steps in the process. In addition, it puts everything you need at your fingertips, putting you in the best position to transition the client into your organization successfully.
In addition, having an IT onboarding process already set up protects you from scope creep. Establishing boundaries from the start sets up proper expectations from the client, avoiding confusion that could jeopardize your partnership.
Other benefits of having an IT onboarding checklist prepared for clients include:
Below are some templates you can automate when taking new hires through the onboarding process.
Below is an example of a template you can use for the automatic onboarding of new clients.
Integrify’s workforce management and automation software simplifies creating document and approval workflows for IT onboarding. Learn how our platform can help you standardize IT onboarding checklists for your organization by setting up a demo.
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