Chii chinonzi Digital Onboarding? | Matanho 10 Anobatsira Kuti Ishande

Isu tiri munguva iyo kutaurirana kwedhijitari iri kuramba ichidiwa sarudzo, uye zvisinei nekushuvira kushamwaridzana kwevanhu, yakave nemhedzisiro yakanaka.

Imwe yeiyi yaive kuvandudzwa kwehunyanzvi hwemakambani edhijitari, sezvo vaimanikidzwa kushandura mashandiro avo pamhepo uye kuchengetedza kushanda nesimba.

Kunyangwe kupindirana mu-munhu kuchiri pamusoro pechinyorwa, digital onboarding yakaramba iri tsika yakapararira kumasangano mazhinji nekuda kwekureruka kwayo.

Chii chinonzi Digital Onboarding? Ndeapi mabasa ayo? Nei ingave sarudzo yakakodzera yebhizinesi rako? Ngationgororei izvi munyaya ino.

Rkufara: Onboarding Process mienzaniso

Zviri Mukati

• Chii chinonzi Digital Onboarding?
• Ndezvipi Zvakanakira Remote Onboarding?
• Iwe Unogadzira Sei Virtual Onboarding?
• Digital Onboarding yakasiyana sei kubva kuChinyakare Onboarding?
• Ndeupi Muenzaniso weDigital Onboarding?
• Digital Onboarding Platforms kuti Utarise Kunze
• Bottom Line
• Mibvunzo Inonyanya Kubvunzwa

Mazano Ekuita Zvirinani Engageage

Chii chinonzi Digital Onboarding?

Unoda kukurumidza kuunza sei vatengi vatsva, vatengi kana vashandisi muchikwata? Ipapo digital onboarding ndiyo nzira yekuenda nayo.

Digital onboarding zvinoreva kushandisa simba retekinoroji kugamuchira vanhu kuchigadzirwa chako kana sevhisi online.

Panzvimbo pemapepa marefu mafomu uye misangano yakatarisana, vashandisi vatsva vanogona kupedzisa iyo yese onboarding maitiro kubva mukunyaradza kwesofa yavo, vachishandisa chero mudziyo.

Izvi zvinosanganisira kuongororwa chitupa senge kutarisisa kumeso uchishandisa kamera yekumberi, kuziva inzwi kana biometric zvigunwe.

Vatengi vanozodawo kuratidza yavo data vachishandisa ID yavo yehurumende, pasipoti, kana nhamba dzenhare.

Ndezvipi Zvakanakira Remote Onboarding?

Remote onboarding inopa mabhenefiti akati wandei kune vese vatengi uye nemasangano. Ngatitarisei kuti ndezvipi:

Kune Vatengi

• Kukurumidza ruzivo - Vatengi vanogona kupedzisa mabasa ekubhodha nekukurumidza uye nyore kuburikidza nemafomu edhijitari uye zvinyorwa.

• Kurerukira - Vatengi vanogona kupedzisa kukwira chero nguva, chero kupi kubva kune chero mudziyo. Izvi zvinobvisa kudiwa kwekuomerera kumaawa ehofisi uye inova nechokwadi chechiitiko chisina kunetseka.

• Tekinoroji yakajairwa - Vatengi vazhinji vagara vakasununguka kushandisa maturusi edhijitari neinternet, saka maitirwo acho anonzwa achijairika uye anonzwisisika.

• Chiitiko chemunhu - Maturusi edhijitari anogona kugadziridza ruzivo rwekukwira zvichienderana nezvinodiwa nemutengi uye basa.

• Zvinetso zvishoma - Vatengi havafanirwe kubata nekudhinda, kusaina nekuendesa magwaro chaiwo. Yese yakakodzera onboarding ruzivo yakarongeka uye inowanikwa mune imwe online portal.

Related: Mutengi Onboarding Maitiro

ZveMasangano

• Kuwedzera kushanda zvakanaka - Digital onboarding streamlines uye automates mabasa, kuchengetedza nguva uye zviwanikwa.

• Kuderedzwa kwemitengo - Nokubvisa kudiwa kwepepa, kudhinda, kutumira, uye misangano yemunhu-munhu, mari inogona kuderedzwa zvakanyanya.

• Kupedzwa kwakakwirira - Mafomu edhijitari anova nechokwadi chokuti minda yose inodiwa yapera, kuderedza zvikanganiso uye kusakwana pabhodhi.

• Kuteerera kwakavandudzwa - Maturusi edhijitari anogona kuita mabasa anechekuita nekuita otomatiki, kusangana nezvisungo zveKYC, CDD neAML kune dzimwe nyika idzo kambani inoshanda madziri, uye kupa nzira dzekuongorora.

• Kuwanikwa kwedata kurinani - Yese data yemutengi inotorwa uye kuchengetwa mumasisitimu ari pakati kuti iwanikwe nyore uye kushuma.

• Kutevera kwakavandudzwa - Mabasa nemagwaro zvinogona kurondwa otomatiki kuona kuti zvese zvinopedzwa nenguva.

• Analytics - Zvishandiso zvedhijitari zvinopa analytics yekuona mabhodhoro, kuvandudza maitiro uye kuyera kugutsikana kwevatengi.

Iwe Unogadzira Sei Virtual Onboarding?

Matanho aya anokupa tarisiro yakanaka yekuronga uye kuita inoshanda chaiyo onboarding mhinduro kune vatengi vako:

#1 - Tsanangura zvinangwa uye chiyero. Sarudza zvaunoda kuwana nedhijitari onboarding kune vatengi, sekumhanya, nyore, kuderera kwemitengo, nezvimwewo.

#2 - Unganidza magwaro uye mafomu. Unganidza zvibvumirano zvese zvinoenderana nevatengi, mibvunzo, mafomu ekubvumidza, marongero, nezvimwe zvinoda kuzadzwa panguva yekukwira.

#3 - Gadzira mafomu epamhepo. Shandura mafomu emapepa kuita anogadzirika edhijitari mafomu ayo vatengi vanogona kuzadza online. Ita shuwa kuti nzvimbo dzese dzinodiwa dzakanyorwa zvakajeka.

#4 - Dhizaini paboarding portal. Vaka intuitive portal uko vatengi vanogona kuwana onboarding ruzivo, zvinyorwa, uye mafomu. Iyo portal inofanirwa kunge iine nyore kufamba uye kutungamira vatengi kuburikidza nenhanho imwe neimwe.

#5 - Batanidza e-masaini. Batanidza e-siginecha mhinduro kuitira kuti vatengi vagone kusaina zvinyorwa zvinodiwa panguva yekukwira. Izvi zvinobvisa kudiwa kwekudhinda nekutumira magwaro.

#6 - Gadzirisa mabasa uye mafambiro ebasa. Shandisa otomatiki kukonzeresa mabasa ekutevera, kutumira magwaro kune vatengi, uye kuvakurudzira kuti vapedze chero zvinhu zvakasara pane yavo yekutarisa.

#7 - Gonesa chitupa chekuongorora. Shandisa maturusi ekusimbisa kuti usimbise zvitupa zvevatengi padhijitari panguva yekukwira kuti uve nechokwadi chekuchengetedza uye kutevedza.

#8 - Ipa 24/7 kuwana uye rutsigiro. Ita shuwa kuti vatengi vanogona kupedzisa onboarding chero nguva kubva kune chero mudziyo. Zvakare, iva nerutsigiro rwuripo kana vatengi vaine chero mibvunzo kana nyaya.

#9 - Unganidza mhinduro. Tumira vatengi ongororo mushure mekupinda kuti vatore mhinduro dzekuti ruzivo rwedhijitari rungavandudzwa sei. Ita kudzokorora uchibva pane izvi.

#10 - Taurirana shanduko zvakajeka. Tsanangura kune vatengi kare kuti iyo digital onboarding process ichashanda sei. Ipa zvekutungamira uye mavhidhiyo ekudzidzisa sezvinodiwa.

Nepo sangano rega rega ringave nechaidiwa, kiyi kuve nechokwadi chekuti mafomu / zvinyorwa zvakaunganidzwa, intuitive portal uye mafambiro ebasa akagadzirwa, uye vatengi vane rutsigiro rwakakodzera kupedzisa onboarding mabasa nemazvo.

Digital Onboarding yakasiyana sei kubva kuChinyakare Onboarding?

Ndeupi Muenzaniso weDigital Onboarding?

Mazhinji makambani ari kushandisa dhijitari paboarding izvozvi, inova nzira yevashandi vatsva kana vatengi kuti vatange vasina mapepa ese uye vakamirira. Zviri nyore kune wese anobatanidzwa uye zvinochengetedza nguva zvakare!

• Masevhisi emari - Mabhangi, vanokweretesa mbavha, makambani einishuwarenzi, uye mafemu ekudyara anoshandisa digital onboarding pakuvhura account itsva uye magwaro evatengi. Izvi zvinosanganisira kuunganidza KYC (ziva mutengi wako) ruzivo, simbisa zvitupa, uye kusaina zvibvumirano zvemagetsi.

• Vatariri vehutano - Zvipatara, makiriniki nemanetiweki ezvehutano anoshandisa madhijitari kupinza varwere vatsva. Izvi zvinosanganisira kuunganidza ruzivo rwevanhu uye inishuwarenzi, nhoroondo yekurapa uye mafomu ekubvumidza. Zvishandiso zvedhijitari zvinofambisa iyi maitiro.

• eCommerce makambani - Vazhinji vatengesi vepamhepo vanoshandisa masisitimu edhijitari kukurumidza kukwira vatengi vatsva. Izvi zvinosanganisira kugadzira maprofile evatengi, kumisikidza maakaundi, kupa macoupon edhijitari / kukwidziridzwa uye kupa ruzivo rwekuteedzera.

• Nharembozha - Makambani enharembozha, indaneti netambo anowanzova nedhijitari onboarding portals kune vatsva vanyoresa. Vatengi vanogona kuongorora zvirongwa, kuisa account uye ruzivo rwekubhadhara, uye kutonga sarudzo dzebasa pamhepo.

• Makambani ekufambisa nekutambira vaenzi - Makambani endege, mahotera nemakambani anorojesa zororo anoshandisa mhinduro dzedhijitari kukwira vaenzi nevatengi. Izvi zvinosanganisira kuchengetedza, kupedzisa profiles, kusaina waivers uye kutumira ruzivo rwekubhadhara.

• Masangano edzidzo - Zvikoro, makoreji nemakambani ekudzidzisa anoshandisa mapotera edhijitari kumudzidzi nemudzidzi pabhodhi. Vadzidzi vanogona kunyorera online, kuendesa magwaro, kunyoresa kumakirasi, kuseta zvirongwa zvekubhadhara uye kusaina zvibvumirano zvekunyoresa digitally.

Kuzvipedzisa, masangano anounza vatengi vatsva, vatengi, varwere, vadzidzi, kana vanyoreri vanogona kushandisa maturusi edhijitari kurerutsa maitiro. Mabhenefiti ekukurumidza kumhanya, kuwedzera kushanda zvakanaka, uye mitengo yakaderera iyo mushandi wedhijitari onboarding inopa inoshandawo kune mutengi onboarding.

Buda: Project Planning Process uye Project Evaluation Process

Digital Onboarding Platforms kuti Utarise Kunze

Ipuratifomu yedhijitari yekukwira mahire matsva inoda kuve inonzwisisika, nyore kufamba uye nyore kushandisa uye kubatanidza neiyo iripo mafambiro ebasa. Uine izvo mupfungwa, heano kurudziro yedu yeakadzika dhijitari paboarding mapuratifomu anobatanidza rudo:

• BambooHR - Yakazara suite HRIS ine maturusi ekukwira akasimba semacheki, masiginicha, zvinyorwa nezvimwe. Inobatanidza zvakasimba neHR maitiro.
• Chidzidzo -Inonyanya kutevedzera uye hunyanzvi kudzidziswa panguva yekukwira. Inopa zvidzidzo zvevhidhiyo zvinobata uye kuwanikwa kwefoni.
• UltiPro - Huru chikuva cheHR, mubhadharo uye mabhenefiti manejimendi. Iyo onboarding module inogadzirisa mapepa uye kusaina.
• Zuva rekushanda - Yakasimba gore HCM system yeHR, mubhadharo, uye mabhenefiti. Iyo onboarding kit ine yekuongorora zvinyorwa, uye zvemagariro maficha evashandisi vatsva.
• Greenhouse -Kutora software ine onboarding maturusi senge kugamuchirwa kwekupa, mareferenzi ekutarisa uye ongororo nyowani dzemuhanda.
• Coupa - Source-ye-pay papuratifomu inosanganisira iyo Onboard module yeasina mapepa HR mabasa uye kutungamira basa idzva rekuhaya.
• ZipRecruiter -Kupfuura basa rekutumira, mhinduro yayo yeOnboard ine chinangwa chekuchengeta mihoro mitsva ine cheki, kuraira uye mhinduro.
• Sapling - Yakasarudzika pabhodhi uye yekubatirana chikuva chakagadzirirwa kuve chakanyanya kunzwisisika kune mibairo mitsva.
• AhaSlides -Inopindirana yemharidzo chikuva inoita kuti kudzidzisa kusaite kufinha kuburikidza nekunakidzwa uye nyore kushandisa sarudzo dzepamoyo, quizzes, Q&A maficha uye zvimwe zvakawanda.

Bottom Line

Digital onboarding maturusi uye maitiro anobvumira makambani kukwenenzvera ruzivo rutsva rwemutengi uye kugadzirisa mashandiro. Kubva pakuvhurwa kweakaundi yebhangi nyowani kuenda kue-commerce kusaina kusvika kune varwere hutano portals, mafomu edhijitari, e-siginicha uye kurodha zvinyorwa zvave kuita muitiro kune vazhinji vatengi vanokwira.

Panda nevashandi vako AhaSlides.

Ita kuti vajairane nezvese nemharidzo inonakidza uye inonakidza. Isu tine onboarding matemplate ekuti iwe utange🎉

Mibvunzo Inonyanya Kubvunzwa