Onboarding Clients with OnSinch: A Step-by-Step Guide
Discover how OnSinch simplifies onboarding with a smooth, supportive process, from discovery to go-live, ensuring seamless integration and...
ONBOARDING WITH ONSINCH
Everything You Need to Know to Get Started
STREAMLINED. PERSONALIZED. EFFECTIVE.
What is Onboarding
Onboarding with OnSinch isn’t just training—it’s a tailored experience designed to get your team up and running efficiently and make sure your data is migrated safely. In structured sessions, we’ll guide you through the features and advanced tools that will make workforce planning easier and more effective for your business.
What to Expect from Onboarding
Onboarding is a two-way process—we're here to guide you, but your involvement is key. Here’s what we ask from you for a smooth and successful experience.
Your Commitment
✔ A minimum of 2 hours per week for calls
✔ Dedicated time after each session for practice
✔ A team of key users for training
✔ Access to company materials (logo, promo images)
What You Need
✔ Computer
✔ Microphone
✔ Camera
✔ A desire to learn and improve your workflow
Typically, each onboarding session is a 1-hour Google Meet call with your coordinators, followed by dedicated time for practice and support.
What You'll Get from Us
We provide you with all the tools and dedicated support you need for a smooth transition and long-term success.
🔹A fully customized white-labeled OnSinch platform. We'll provide you with your own instance, tailored to your business needs and branded with your logo and colors.
🔹Expert data migration. You'll have a dedicated manager to achieve a secure and flawless transfer of your data.
🔹Personalized guidance. Our tailored approach and dedicated support team will help you at every step, with onboarding designed around your unique workflows.
🔹Knowledge resources. You’ll receive recordings of all your sessions, sample legal and GDPR policies, and additional learning materials to help you get the most out of OnSinch.
Data Migration
Our team is here to handle your data migration with speed and care, ensuring a secure and accurate transfer. We’ll guide you through every step of the handover process.
To get started, simply provide your data in a clean, organized Excel spreadsheet. From there, our experts take over. We'll handle the entire import, preparing your data for a flawless transfer. The scope of this migration—including worker profiles, client information, and locations—is tailored to your chosen package.
We'll guide you through every step of the handover process to guarantee a secure and accurate transfer.
What Our Clients Say
“The OnSinch staff is very helpful and always responds quickly to our requests and needs.”
Deputy Director for Spain & EU, SHIFT PLUS
Laura Heras
“The OnSinch system is fantastic, but the team behind it is even better. I particularly appreciate their dedication, professionalism, patience, and quick response in helping us implement the software swiftly.”
Chief Business Development Officer, ACTIVANDO
Sonia Blasco
“I have to commend the incredible responsibility, professionalism, and speed of the OnSinch team – we implemented the platform shortly before the festival, and everything was handled flawlessly.”
CFO, BEATWORKX
Miloš Pecka
Onboarding Roadmap
We keep the process simple and efficient. Here’s what to expect:
Intro session with key manager and support team
In this initial meeting, we’ll introduce the onboarding process and gather key insights to tailor the training to your needs.
First onboarding call
The first session focuses on setting priorities, followed by a detailed walkthrough of creating an order and allocating people to shifts.
Follow-up work between meetings
You'll explore OnSinch on your own, apply what you've learned, and prepare any questions for the next session.
Next scheduled sessions
In these sessions, we’ll go through your follow-up questions, deepen your understanding of sub-functions, and continuously refine your workflow to guarantee you’re getting the most out of the system.
Data Migration
During your onboarding process, we will provide a seamless and secure transfer of your data. Simply provide your information in an organized Excel spreadsheet, and our team will take it from there.
Assistance Between Scheduled Sessions
Beyond scheduled onboarding meetings, we’re available anytime via email or video calls for additional support and guidance.
Final session with key manager and support team
The goal of the onboarding process is to ensure that you use the system efficiently, independently and confidently. Once you have completed onboarding, you will understand the system, be able to work with sub-functions and, most importantly, make your life easier.
Your Onboarding Team
Want to know more about our Onboarding Process?
Explore our comprehensive resources to help you get the most out of your onboarding experience. Take a look—these articles are packed with helpful insights!
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Data Migration with OnSinch
Migrate your data with peace of mind. OnSinch's secure, simple process guarantees a flawless transfer, so you can onboard with confidence.