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.

One of these was the improvement in companies' digital capabilities, as they were compelled to transition their operations online and maintain efficiency.

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? What are its functions? Why it could be a suitable choice for your business? Let's explore this in this article.

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

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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?

Remote onboarding provides several benefits to both the clients and the organisations. Let's check out what they are:

Rau Cov Neeg Siv Khoom

• Faster experience - Clients can complete onboarding tasks quickly and easily through digital forms and documents.

• Convenience - Clients can complete onboarding anytime, anywhere from any device. This eliminates the need to adhere to office hours and ensures a hassle-free experience.

• Familiar technology - Most clients are already comfortable using digital tools and the internet, so the process feels familiar and intuitive.

• Personalised experience - Digital tools can tailor the onboarding experience based on the client's specific needs and role.

• Less hassle - Clients do not have to deal with printing, signing and submitting physical documents. All relevant onboarding information is organised and accessible in one online portal.

Related: Client Onboarding txheej txheem

Rau Cov Koom Haum

• Increased efficiency - Digital onboarding streamlines and automates tasks, saving time and resources.

• Reduced costs - By eliminating the need for paper, printing, mailing, and in-person meetings, costs can be significantly reduced.

• Higher completion rates - Digital forms ensure all required fields are completed, reducing errors and incomplete onboarding.

• Improved compliance - Digital tools can automate compliance-related tasks, meet KYC, CDD and AML obligations for certain countries that the company operates in, and provide audit trails.

• Better data access - All client data is captured and stored in centralised systems for easy access and reporting.

• Improved tracking - Tasks and documents can be automatically tracked to ensure everything is completed on time.

• Analytics - Digital tools provide analytics to identify bottlenecks, improve processes and measure client satisfaction.

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 - Define goals and scope. 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 - Gather documents and forms. 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 - Create online forms. 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 - Design onboarding portal.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 - Include e-signatures. 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 tasks and workflows.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 - Enable identity verification.Implement verification tools to confirm clients' identities digitally during onboarding to ensure security and compliance.

#8 - Provide 24/7 access and support.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 - Gather feedback.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 - Communicate changes clearly.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?

	Tsob Ntoo Tsob Ntoo	Digital Onboarding
Ceev thiab efficiency	siv daim ntawv-raws li onboarding	siv cov ntawv online, e-kos npe, thiab xa cov ntaub ntawv hluav taws xob
Kab ntsab	yuav tsum muaj lub cev nyob hauv lub chaw ua haujlwm	tuaj yeem ua tiav los ntawm txhua qhov chaw thaum twg los tau
Cov nqi	xav tau cov nqi siab dua los them rau cov ntawv sau, luam ntawv, xa ntawv thiab cov neeg ua haujlwm	tshem tawm cov nqi cuam tshuam nrog kev luam ntawv thiab khaws cov ntaub ntawv lub cev
efficiency	kev ua yuam kev tuaj yeem tshwm sim thaum lub sijhawm ua pov thawj ntawm phau ntawv	txo qhov kev pheej hmoo ntawm kev ua yuam kev thiab qeeb nrog cov ntaub ntawv tsis siv neeg ntes

Ib qho piv txwv ntawm Digital Onboarding yog dab tsi?

Lots of companies are using digital onboarding now, which is a way for new employees or customers to get started without all the paperwork and waiting around. It's easier for everyone involved and saves time too!

• Financial services - Banks, mortgage lenders, insurance companies, and investment firms use digital onboarding for new account opening and client credentialing. This includes collecting 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.

• Healthcare providers - Hospitals, clinics and health networks use digital portals to onboard new patients. This involves collecting demographic and insurance information, medical history and consent forms. Digital tools streamline this process.

• eCommerce companies - Many online retailers use digital systems to quickly onboard new customers. This includes creating customer profiles, setting up accounts, offering digital coupons/promotions and providing order tracking details.

• Telecommunications - Cell phone, internet and cable companies often have digital onboarding portals for new subscribers. Customers can review plans, enter account and billing info, and manage service options online.

• Travel and hospitality companies - Airlines, hotels and vacation rental management companies employ digital solutions for onboarding new guests and customers. This includes making reservations, completing profiles, signing waivers and submitting payment information.

• Education institutions - Schools, colleges and training companies utilise digital portals for student and learner onboarding. Students can apply online, submit documents, register for classes, set up payment plans and sign enrollment agreements 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 Haujlwmthiab 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 - Full suite HRIS with strong onboarding tools like checklists, signatures, documents etc. Integrates tightly with HR processes.
• Lessonly - Specializes in compliance and soft skills training during onboarding. Offers engaging video lessons and mobile accessibility.
• UltiPro - Large platform for HR, payroll and benefits administration. The onboarding module automates paperwork and signoffs.
• Workday - Powerful cloud HCM system for HR, payroll, and benefits. The onboarding kit has screening docs, and social features for new hires.
• Greenhouse - Recruiting software with onboarding tools like offer acceptance, reference checks and new hire surveys.
• Coupa - Source-to-pay platform includes an Onboard module for paperless HR tasks and directing new hire work.
• ZipRecruiter - Beyond job posting, its Onboard solution aims to retain new hires with checklists, mentoring and feedback.
• Sapling - Specialized onboarding and engagement platform designed to be highly intuitive for new hires.
• AhaSlides- An interactive presentation platform that makes training less boring through fun and easy-to-use live polls, quizzes, Q&A features and many more.

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 🎉

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Tags: Onboarding

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