Digital Onboarding yog dab tsi? | 10 Cov kauj ruam pab kom nws ua haujlwm

Peb nyob rau lub sijhawm uas kev sib txuas lus digital yog qhov kev xaiv xav tau ntxiv, thiab txawm tias xav tau kev sib raug zoo ntawm tib neeg, nws tau muaj qee qhov txiaj ntsig zoo.

Ib qho ntawm cov no yog kev txhim kho hauv cov tuam txhab cov peev txheej digital, raws li lawv raug yuam kom hloov lawv cov haujlwm hauv online thiab tswj kev ua haujlwm.

Txawm hais tias kev sib cuam tshuam ntawm tus kheej tseem nyob rau sab saum toj ntawm daim ntawv teev npe, digital onboarding tau pheej ua raws li kev coj ua rau ntau lub koom haum vim nws yooj yim.

Dab tsi yog Digital Onboarding? Nws lub luag haujlwm yog dab tsi? Vim li cas nws tuaj yeem yog qhov kev xaiv tsim nyog rau koj txoj kev lag luam? Cia peb tshawb nrhiav qhov no hauv kab lus no.

Rzoo siab: Txheej txheem pib Piv txwv

Table of Contents

• Digital Onboarding yog dab tsi?
• Dab tsi yog Cov txiaj ntsig ntawm Kev Ua Haujlwm Hauv Chaw Taws Teeb?
• Koj Yuav Ua Li Cas Tsim Ib Qhov Kev Ua Haujlwm Virtual?
• Yuav Ua Li Cas Digital Onboarding txawv ntawm Traditional Onboarding?
• Ib qho piv txwv ntawm Digital Onboarding yog dab tsi?
• Digital Onboarding Platforms mus kuaj tawm
• kab hauv qab
• Cov Lus Nug

Tswv yim rau kev sib koom tes zoo dua

Digital Onboarding yog dab tsi?

Koj puas xav ua kom ceev li cas koj coj cov neeg siv khoom tshiab, cov neeg siv khoom lossis cov neeg siv rau hauv qhov quav? Tom qab ntawd digital onboarding yog txoj hauv kev mus.

Digital onboarding txhais tau tias siv lub zog ntawm thev naus laus zis los txais tos tib neeg rau koj cov khoom lossis kev pabcuam hauv online.

Hloov cov ntawv ntev ntev thiab cov rooj sib tham tim ntsej tim muag, cov neeg siv tshiab tuaj yeem ua tiav tag nrho cov txheej txheem onboarding los ntawm kev nplij siab ntawm lawv lub rooj zaum, siv txhua yam khoom siv.

Nws suav nrog kev txheeb xyuas tus kheej xws li kev tshuaj xyuas lub ntsej muag siv lub koob yees duab pem hauv ntej, paub lub suab lossis biometric ntiv tes.

Cov neeg siv khoom kuj tseem yuav tsum tau nthuav tawm lawv cov ntaub ntawv ntiag tug siv lawv tus tsoomfwv ID, phau ntawv hla tebchaws, lossis xov tooj.

Dab tsi yog Cov txiaj ntsig ntawm Kev Ua Haujlwm Hauv Chaw Taws Teeb?

Chaw taws teeb onboarding muab ntau yam txiaj ntsig rau cov neeg siv khoom thiab cov koom haum. Cia peb saib seb lawv yog dab tsi:

Rau Cov Neeg Siv Khoom

• Kev paub sai dua - Cov neeg siv khoom tuaj yeem ua tiav cov haujlwm ua tiav sai thiab yooj yim los ntawm cov ntawv digital thiab cov ntaub ntawv.

• Yooj Yim - Cov neeg siv khoom tuaj yeem ua tiav kev caij nkoj txhua lub sijhawm, nyob qhov twg los ntawm txhua lub cuab yeej. Qhov no tshem tawm qhov yuav tsum tau ua raws li cov sijhawm ua haujlwm thiab ua kom muaj kev paub tsis muaj teeb meem.

• Paub siv tshuab - Feem ntau cov neeg siv khoom tau yooj yim siv cov cuab yeej digital thiab internet, yog li cov txheej txheem pom tau tias paub thiab nkag siab.

• Kev paub txog tus kheej - Cov cuab yeej digital tuaj yeem kho qhov kev paub txog kev pib ua haujlwm raws li tus neeg siv khoom xav tau tshwj xeeb thiab lub luag haujlwm.

• Tsis muaj teeb meem - Cov neeg siv khoom tsis tas yuav cuam tshuam nrog kev luam ntawv, kos npe thiab xa cov ntaub ntawv lub cev. Tag nrho cov ntaub ntawv tseem ceeb onboarding tau teeb tsa thiab nkag mus rau hauv ib qho online portal.

Related: Client Onboarding txheej txheem

Rau Cov Koom Haum

• Ua kom muaj txiaj ntsig ntau ntxiv – Cov kev siv hluav taws xob hauv tshuab hluav taws xob thiab ua haujlwm ua haujlwm, txuag lub sijhawm thiab cov peev txheej.

• Txo cov nqi – Los ntawm kev tshem tawm qhov xav tau ntawm daim ntawv, luam ntawv, xa ntawv, thiab cov rooj sib tham ntawm tus kheej, cov nqi yuav raug txo kom tsawg.

• Cov nqi kawm tiav siab dua – Cov ntawv digital ua kom txhua qhov chaw uas xav tau ua tiav, txo qhov ua yuam kev thiab ua tiav tsis tiav.

• Txhim kho kev ua raws cai – Cov cuab yeej digital tuaj yeem ua haujlwm raws li txoj haujlwm, ua tau raws li KYC, CDD thiab AML lub luag haujlwm rau qee lub tebchaws uas lub tuam txhab ua haujlwm, thiab muab cov kev tshawb xyuas.

• Kev nkag tau cov ntaub ntawv zoo dua - Txhua tus neeg siv cov ntaub ntawv raug ntes thiab khaws cia rau hauv cov txheej txheem hauv nruab nrab kom nkag tau yooj yim thiab tshaj tawm.

• Txhim kho kev taug qab – Cov haujlwm thiab cov ntaub ntawv tuaj yeem raug taug qab kom ntseeg tau tias txhua yam ua tiav raws sijhawm.

• Analytics - Cov cuab yeej digital muab kev tshuaj ntsuam xyuas los txheeb xyuas cov kev tsis sib haum xeeb, txhim kho cov txheej txheem thiab ntsuas cov neeg siv khoom txaus siab.

Koj Yuav Ua Li Cas Tsim Ib Qhov Kev Ua Haujlwm Virtual?

Cov kauj ruam no yuav muab cov ntsiab lus zoo rau koj yuav ua li cas npaj thiab ua kom muaj txiaj ntsig virtual onboarding kev daws teeb meem rau koj cov neeg siv khoom:

#1 - Txhais lub hom phiaj thiab qhov dav. Txiav txim siab seb koj xav ua tiav li cas nrog kev tso npe digital rau cov neeg siv khoom, xws li kev nrawm, yooj yim, tus nqi qis, thiab lwm yam. Qhia meej yam uas yuav tsum tau ua kom tiav thaum lub sij hawm onboarding.

#2 - Sau cov ntaub ntawv thiab cov ntawv. Sau tag nrho cov lus pom zoo rau tus neeg siv khoom, daim ntawv nug, daim ntawv tso cai, cov cai, thiab lwm yam uas yuav tsum tau ua kom tiav thaum pib.

#3 - Tsim cov ntawv online. Hloov cov ntawv rau hauv cov ntawv digital uas cov neeg siv tuaj yeem sau tau online. Xyuas kom meej tias txhua daim teb uas yuav tsum tau muaj yog cim kom meej.

# 4 - Tsim cov ntawv sau npe nkag. Tsim lub portal intuitive uas cov neeg siv khoom tuaj yeem nkag mus rau cov ntaub ntawv sau npe, cov ntaub ntawv, thiab cov ntawv. Lub portal yuav tsum muaj kev yooj yim navigation thiab coj cov neeg siv khoom los ntawm txhua kauj ruam.

#5 - suav nrog e-kos npe. Kev koom ua ke kev daws teeb meem e-kos npe kom cov neeg siv khoom tuaj yeem kos npe digitally kos npe rau cov ntaub ntawv xav tau thaum pib. Qhov no tshem tawm qhov xav tau ntawm kev luam ntawv thiab xa cov ntaub ntawv.

#6 - Automate cov dej num thiab kev ua haujlwm. Siv automation los ua kom rov qab ua haujlwm, xa cov ntaub ntawv rau cov neeg siv khoom, thiab hais kom lawv ua tiav cov khoom tseem ceeb ntawm lawv daim ntawv teev npe.

#7 - Pab kom paub tseeb tus kheej. Siv cov cuab yeej pov thawj kom paub meej tias cov neeg siv khoom muaj tus lej digitally thaum lub sijhawm pib ua haujlwm kom muaj kev nyab xeeb thiab ua raws.

#8 - Muab 24/7 nkag mus thiab txhawb nqa. Xyuas kom cov neeg siv khoom tuaj yeem ua tiav onboarding txhua lub sijhawm los ntawm txhua lub cuab yeej. Tsis tas li, muaj kev txhawb nqa yog tias cov neeg siv khoom muaj lus nug lossis teeb meem.

#9 - Sau cov lus qhia. Xa cov neeg siv daim ntawv ntsuam xyuas tom qab pib ua haujlwm los sau cov lus qhia txog yuav ua li cas cov kev paub digital tuaj yeem txhim kho. Ua iterations raws li cov tswv yim no.

#10 - Sib tham txog kev hloov pauv kom meej. Piav rau cov neeg siv khoom ua ntej yuav ua li cas cov txheej txheem digital onboarding yuav ua haujlwm. Muab cov ntaub ntawv qhia thiab kev cob qhia cov yeeb yaj kiab raws li xav tau.

Txawm hais tias txhua lub koom haum yuav muaj ib qho kev xav tau tshwj xeeb, qhov tseem ceeb yog ua kom cov ntaub ntawv / cov ntaub ntawv raug sau zoo, lub portal intuitive thiab workflows raug tsim, thiab cov neeg siv khoom muaj kev txhawb nqa tsim nyog los ua kom tiav cov haujlwm ua haujlwm tau zoo.

Yuav Ua Li Cas Digital Onboarding txawv ntawm Traditional Onboarding?

Ib qho piv txwv ntawm Digital Onboarding yog dab tsi?

Ntau lub tuam txhab tau siv digital onboarding tam sim no, uas yog txoj hauv kev rau cov neeg ua haujlwm tshiab lossis cov neeg siv khoom pib yam tsis muaj tag nrho cov ntaub ntawv thiab tos ib puag ncig. Nws yooj yim dua rau txhua tus neeg koom nrog thiab txuag sijhawm thiab!

• Cov kev pabcuam nyiaj txiag - Cov tsev txhab nyiaj, cov qiv nyiaj qiv, cov tuam txhab pov hwm, thiab cov tuam txhab lag luam siv cov kev lag luam digital rau kev qhib tus as-qhauj tshiab thiab kev lees paub cov neeg siv khoom. Qhov no suav nrog kev sau KYC (paub koj tus neeg siv khoom) cov ntaub ntawv, txheeb xyuas tus kheej, thiab kos npe rau daim ntawv cog lus hauv hluav taws xob.

• Cov kws kho mob - Cov tsev kho mob, chaw kho mob thiab cov chaw kho mob siv cov portals digital rau cov neeg mob tshiab. Qhov no suav nrog kev sau cov ntaub ntawv pej xeem thiab pov hwm, keeb kwm kho mob thiab daim ntawv tso cai. Cov cuab yeej digital ua kom cov txheej txheem no.

• Cov tuam txhab lag luam eCommerce - Ntau lub khw muag khoom hauv online siv cov tshuab digital kom sai rau cov neeg siv khoom tshiab. Qhov no suav nrog kev tsim cov neeg siv khoom profile, teeb tsa cov nyiaj, muab daim coupon / kev tshaj tawm digital thiab muab cov lus qhia txog kev txiav txim.

• Kev Sib Txuas Lus – Cov xov tooj ntawm tes, internet thiab cable tuam txhab uas muag feem ntau muaj digital onboarding portals rau cov neeg tshiab. Cov neeg siv khoom tuaj yeem tshuaj xyuas cov phiaj xwm, nkag mus rau tus account thiab cov ntaub ntawv them nqi, thiab tswj cov kev pabcuam hauv online.

• Cov tuam txhab mus ncig thiab tos txais qhua - cov tuam txhab lag luam, tsev so thiab cov tuam txhab tswj hwm kev so so ntiav cov kev daws teeb meem digital rau cov qhua tshiab thiab cov neeg siv khoom. Qhov no suav nrog kev txiav txim siab, ua tiav cov profile, kos npe zam thiab xa cov ntaub ntawv them nyiaj.

• Cov tsev kawm ntawv - Cov tsev kawm ntawv, tsev kawm qib siab thiab cov tuam txhab kev cob qhia siv digital portals rau cov tub ntxhais kawm thiab cov tub ntxhais kawm pib nce qib. Cov tub ntxhais kawm tuaj yeem thov online, xa cov ntaub ntawv, sau npe rau cov chav kawm, teeb tsa cov phiaj xwm them nyiaj thiab kos npe rau daim ntawv cog lus rau npe digitally.

Txhawm rau ua kom tiav, cov koom haum uas coj cov neeg siv khoom tshiab, cov neeg siv khoom, cov neeg mob, cov tub ntxhais kawm, lossis cov neeg siv khoom siv tau siv cov cuab yeej digital los ua kom yooj yim cov txheej txheem. Cov txiaj ntsig ntawm kev nrawm dua, nce kev ua tau zoo, thiab cov nqi qis dua uas cov neeg ua haujlwm digital onboarding muab rau cov neeg siv khoom nkag.

Mus saib: Txoj Haujlwm Npaj Ua Haujlwm thiab Txheej txheem ntsuas qhov project

Digital Onboarding Platforms mus kuaj tawm

Lub platform digital rau cov neeg ua haujlwm tshiab yuav tsum muaj kev nkag siab yooj yim, yooj yim rau kev taw qhia thiab siv tau yooj yim thiab sib xyaw nrog cov haujlwm uas twb muaj lawm. Nrog rau qhov ntawd hauv siab, ntawm no yog peb cov lus pom zoo rau cov ntsiab lus digital onboarding platforms uas koom nrog kev hlub:

• BambooHR – Tag nrho suite HRIS nrog rau cov cuab yeej muaj zog onboarding xws li daim ntawv teev npe, kos npe, cov ntaub ntawv thiab lwm yam. Integrates nruj nreem nrog HR txheej txheem.
• Lessonly - Tshwj xeeb hauv kev ua raws cai thiab kev cob qhia cov txuj ci mos thaum lub caij pib. Muab cov kev qhia ua yeeb yaj kiab ua yeeb yaj kiab thiab kev nkag mus tau yooj yim.
• UltiPro - Lub platform loj rau HR, them nyiaj thiab cov txiaj ntsig kev tswj hwm. Lub onboarding module automates cov ntaub ntawv thiab signoffs.
• Hnub Ua Haujlwm - Huab HCM muaj zog rau HR, them nyiaj, thiab cov txiaj ntsig. Cov khoom siv onboarding muaj kev tshuaj xyuas cov ntaub ntawv, thiab kev sib raug zoo rau cov neeg ua haujlwm tshiab.
• Tsev Tsev Tsev Kho Mob - Kev nrhiav software nrog cov cuab yeej onboarding zoo li muab kev lees paub, kev siv tshuaj xyuas thiab kev tshawb fawb ntiav tshiab.
• Coupa - Qhov chaw-rau-them platform suav nrog Onboard module rau cov haujlwm tsis muaj ntawv HR thiab coj cov haujlwm tshiab.
• ZipRecruiter - Tshaj tawm txoj haujlwm tshaj tawm, nws cov kev daws teeb meem Onboard lub hom phiaj kom khaws cov neeg ua haujlwm tshiab nrog cov ntawv txheeb xyuas, qhia thiab tawm tswv yim.
• Sapling - Tshwj xeeb onboarding thiab kev koom tes platform tsim los ua intuitive heev rau cov neeg ua haujlwm tshiab.
• AhaSlides - Kev sib tham sib nthuav qhia platform uas ua rau kev cob qhia tsis tshua muaj kev dhuav los ntawm kev lom zem thiab yooj yim-rau-siv nyob rau hauv kev xaiv tsa, cov lus nug, Q&A nta thiab ntau ntxiv.

kab hauv qab

Digital onboarding cov cuab yeej thiab cov txheej txheem tso cai rau cov tuam txhab los txhim kho cov neeg siv khoom tshiab thiab txhim kho kev ua haujlwm. Los ntawm cov txhab nyiaj tshiab qhib rau e-lag luam kos npe rau cov neeg mob kev noj qab haus huv portals, cov ntawv digital, e-kos npe thiab cov ntaub ntawv uploads tau dhau los ua tus qauv rau feem ntau cov neeg siv khoom.

Koom nrog koj cov neeg ua haujlwm AhaSlides.

Ua kom lawv paub txhua yam nrog kev nthuav qhia lom zem thiab koom nrog. Peb muaj cov qauv tsim los ua kom koj pib 🎉

Cov Lus Nug