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
Mazano Ekuita Zvirinani Engageage
Kutsvaga nzira yekudyidzana yekukwira vashandi vako?
Tora emahara matemplate uye quizzes yekutamba kumisangano yako inotevera. Saina mahara uye tora zvaunoda kubva kuAhaSlides!
🚀 Bata Yemahara Akaundi
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
• Chiitiko chinokurumidza - Vatengi vanogona kupedzisa mabasa epaboarding 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 inozivikanwa - Vazhinji vatengi vagara vakasununguka kushandisa maturusi edhijitari uye internet, saka maitiro anonzwa achizivikanwa uye anonzwisisika.
• Chiitiko chemunhu - Maturusi edhijitari anogona kugadziridza ruzivo rwekukwira zvichienderana nezvinodiwa nemutengi uye basa.
• Kusanyanya kunetseka - Vatengi havafanirwe kuita nekudhinda, kusaina uye kutumira 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 kwepamusoro - Mafomu eDhijitari anovimbisa kuti minda yose inodiwa inopedzwa, kuderedza zvikanganiso uye kusina kukwana pabhodhi.
• Kuteerera kwakavandudzwa - Maturusi edhijitari anogona kuita mabasa anechekuita nekuita, kusangana neKYC, CDD uye AML zvisungo kune dzimwe nyika idzo kambani inoshanda madziri, uye kupa nzira dzekuongorora.
• Kuwanikwa kwedata kurinani - Yese data yemutengi inotorwa uye inochengetwa mumasisitimu epakati kuti iwane nyore uye kushuma.
• Kuongororwa kwakavandudzwa - Mabasa nemagwaro zvinogona kurondwa otomatiki kuti ive nechokwadi chekuti zvese zvinopedzwa nenguva.
• Analytics - Zvishandiso zveDhijitari zvinopa analytics kuona 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 yekukwira 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?
| Traditional Onboarding | Digital Onboarding | |
| Kukurumidza uye kushanda zvakanaka | inoshandisa pepa-based onboarding | inoshandisa mafomu epamhepo, e-siginicha, uye kurodha zvinyorwa zvemagetsi |
| Zvokudya | zvinoda kuvapo panyama kuhofisi | inogona kupedzwa kubva kune chero nzvimbo chero nguva |
| mari | inoda mari yakakwirira kubhadhara mapepa-based mafomu, kudhinda, kutumira uye vashandi | inobvisa mari inoenderana nekudhinda uye kuchengeta mapepa emuviri |
| kunyatsoshanda | kukanganisa kunogona kuitika panguva yemanyorero ekusimbisa maitiro | inoderedza njodzi yekukanganisa uye kunonoka neautomated data capture |
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 pakuvhurwa kweakaundi itsva uye magwaro evatengi. Izvi zvinosanganisira kuunganidza KYC (ziva mutengi wako) ruzivo, simbisa zvitupa, uye kusaina zvibvumirano zvemagetsi.
• Vatariri vehutano - Zvipatara, makiriniki uye network network dzinoshandisa digital portals kukwira varwere vatsva. Izvi zvinosanganisira kuunganidza ruzivo rwevanhu uye inishuwarenzi, nhoroondo yekurapa uye mafomu ekubvumidza. Zvishandiso zvedhijitari zvinofambisa izvi.
• eCommerce makambani - Vatengesi vakawanda vepaIndaneti vanoshandisa maitiro edhijitari kuti vakurumidze kupinda vatengi vatsva. Izvi zvinosanganisira kugadzira maprofile evatengi, kumisikidza maakaundi, kupa macoupon edhijitari / kukwidziridzwa uye kupa ruzivo rwekuteedzera.
• Nharembozha - Makambani enharembozha, internet netambo anowanzo kuve nedhijitari onboarding portals kune vatsva vanonyoresa. Vatengi vanogona kuongorora zvirongwa, kuisa account uye ruzivo rwekubhadhara, uye kutonga sarudzo dzebasa pamhepo.
• Makambani ekufambisa uye ekutambira vaenzi - Makambani endege, mahotera uye makambani ekurojesa zororo anoshandisa mhinduro dzedhijitari kukwira vashanyi nevatengi. Izvi zvinosanganisira kuchengetedza, kupedzisa profiles, kusaina waivers uye kutumira ruzivo rwekubhadhara.
• Zvikoro zvedzidzo - Zvikoro, makoreji nemakambani ekudzidzisa anoshandisa mapotera edhijitari kuvadzidzi nevadzidzi vari 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.
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 yakasimba onboarding maturusi secheki, masiginecha, zvinyorwa nezvimwe. Inobatanidza zvakasimba neHR maitiro.
- Chidzidzo - Nyanzvi mukuteerera uye nyoro 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 -Kutsvaga software ine onboarding maturusi senge kupa kugamuchirwa, mareferenzi ekutarisa uye matsva emuhaya ongororo.
- Coupa - Source-yekubhadhara chikuva chinosanganisira 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 yakanyanya intuitive kune mibairo mitsva.
- Vampire -Inodyidzana yekuratidzira chikuva inoita kuti kudzidzisa kusanyanya 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 Vampire.
Ita kuti vajairane nezvese nemharidzo inonakidza uye inonakidza. Isu tine onboarding matemplate ekuti iwe utange🎉
Mibvunzo Inonyanya Kubvunzwa
Kukwira chaiko kunoshanda here?
Ehe, kana zvaitwa nemazvo tekinoroji yakakodzera, virtual onboarding inogona kuvandudza zvakanyanya zviitiko uku ichidzikisa mutengo kuburikidza nekureruka, kushanda nesimba uye kugadzirira. Masangano anofanirwa kuongorora zvavanoda uye zviwanikwa kuti vaone kuti yakawanda sei yekuwedzera maturusi epaboarding.
Ndedzipi mhando mbiri dzekukwira?
Kune marudzi maviri makuru ekukwira - kushanda uye kushamwaridzana. Operational onboarding inotarisa pane zvinhu zvekuwana mihoro mitsva kumisikidzwa kusanganisira kupedzisa mapepa, kuburitsa maturusi evashandi, uye kutsanangura maitiro ebasa. Social onboarding inotarisa pakuita kuti mihoro mitsva inzwe kugamuchirwa uye kubatanidzwa mutsika yekambani kuburikidza nezviitiko zvakaita sesumo, kupa varairidzi, zviitiko zvekambani, uye kuvabatanidza nemapoka evashandi.
Maitiro ekuita online onboarding?
Pane matanho akati wandei ekuita zvinobudirira online onboarding: Gadzira maakaundi epamhepo evashandisi vatsva uye ipa pre-boarding mabasa. Iva nevashandi vatsva vazadze mafomu emagetsi, shandisa e-siginecha, uye rodha magwaro nedhijitari. Rondedzera otomatiki ruzivo rutsva rwekuhaya kumadhipatimendi akakodzera. Ipa dashboard yekutarisa kuti uone mafambiro. Fambisa kudzidziswa kwepamhepo uye itisa misangano chaiyo kuti udzokorore kusangana kwevanhu. Ipa rubatsiro rwehunyanzvi kubatsira vashandi vatsva. Tumira zvigadziriso kana kukwira kwapera.
