Onboarding Tips
Embarking on your journey with the InCheq platform is an exciting opportunity to unlock valuable insights and streamline your organisational assessments. To ensure a smooth and successful onboarding experience, we've compiled a comprehensive list of tips to guide you through the process:
- Have All of Your Employee Data Ready: Make sure you have access to all the necessary data that you will need for the onboarding process. For more information on what data you will need, check out our article on How to Import Your Employee Database.
- Familiarise Yourself with the Platform: Take the time to explore the various features and functionalities of the InCheq platform. Familiarise yourself with the navigation menu, dashboard layout, and key tools to maximise your efficiency and productivity.
- Review Support Documentation: Access the extensive library of support documentation, user guides, and tutorials available on our support site. Reviewing these resources provides valuable insights into platform usage, troubleshooting common issues, and maximising functionality.
- Customise Your Settings: Customise your account settings and preferences to align with your organisational needs. This includes survey deployment options, user permissions, and access controls to streamline your workflow.
- Utilise Customer Support: Leverage the expertise and support of the InCheq customer support team whenever you encounter challenges or have questions. Reach out for assistance via email, live chat, or phone to receive prompt and personalised support.
- Provide Feedback and Suggestions: Share your feedback, suggestions, and feature requests with the InCheq team to contribute to ongoing platform improvements. Your input helps shape the future direction of the platform and ensures it continues to meet the evolving needs of users.
By following these onboarding tips, you can set yourself up for success and make the most of your experience with the InCheq platform. Whether you're a new user or a seasoned pro, these strategies will help you navigate the platform with confidence and achieve your organisational goals effectively.
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