Kuyini i-Digital Onboarding? | Izinyathelo Eziyi-10 Eziwusizo Zokukwenza Kusebenze

Work

Leah Nguyen 09 Novemba, i-2023 9 min ifundwe

Sisenkathini lapho ukuxhumana kwedijithali kuyinketho efunwa kakhulu, futhi naphezu kokulangazelela ukusebenzisana kwabantu, kube nemiphumela emihle.

Okunye kwalokhu kwaba ukuthuthuka kwamakhono edijithali ezinkampani, njengoba ziphoqelekile ukuthi ziguqule ukusebenza kwazo ku-inthanethi futhi zigcine ukusebenza kahle.

Yize ukusebenzisana kwabantu kusese phezulu ohlwini, ukungena ngedijithali kuqhubekile njengomkhuba ovamile ezinhlanganweni eziningi ngenxa yobulula bakho.

Kuyini i-Digital Onboarding? Iyini imisebenzi yayo? Kungani kungaba yisinqumo esifanele ibhizinisi lakho? Ake sikuhlole lokhu kulesi sihloko.

RJabulile: Inqubo yokugibela Izibonelo

Kuyini i-Digital Onboarding?
Kuyini i-Digital Onboarding?

Okuqukethwe

Amathiphu Okuhlanganyela Okungcono

Umbhalo ohlukile


Ufuna indlela yokusebenzisana yokugibela abasebenzi bakho?

Thola izifanekiso zamahhala nemibuzo ozoyidlalela imihlangano yakho elandelayo. Bhalisa mahhala futhi uthathe okufunayo kukho AhaSlides!


🚀 Thatha I-akhawunti Yamahhala

Kuyini i-Digital Onboarding?

Kuyini i-Digital Onboarding?
Kuyini i-Digital Onboarding? Incazelo yokugibela kwedijithali

Ingabe ufuna ukusheshisa ukuthi uletha kanjani amakhasimende amasha, amaklayenti noma abasebenzisi esibayeni? Bese ukugibela idijithali kuyindlela okufanele uhambe ngayo.

Ukungena ngedijithali kusho ukusebenzisa amandla obuchwepheshe ukuze wamukele abantu kumkhiqizo noma isevisi yakho ku-inthanethi.

Esikhundleni samafomu amade ephepha nemihlangano yobuso nobuso, abasebenzisi abasha bangaqedela yonke inqubo yokugibela kusukela ekunethezekeni kwesofa labo, besebenzisa noma iyiphi idivayisi.

Kubandakanya ukuqinisekiswa kobunikazi njengokuskena kobuso kusetshenziswa ikhamera yangaphambili, ukubonwa kwezwi noma izigxivizo zeminwe ze-biometric.

Amakhasimende azodinga futhi ukuveza imininingwane yawo siqu esebenzisa i-ID yawo kahulumeni, ipasipoti, noma inombolo yocingo.

Yiziphi Izinzuzo Zokugibela Ukude?

Ukugibela kude kunikeza izinzuzo ezimbalwa kuwo womabili amaklayenti kanye nezinhlangano. Ake sihlole ukuthi ziyini:

Okwabathengi

Kuyini i-Digital Onboarding? Izinzuzo Eziyinhloko
Kuyini i-Digital Onboarding? Izinzuzo Eziyinhloko Zamakhasimende

• Okuhlangenwe nakho okusheshayo - Amaklayenti angaqedela imisebenzi yokugibela ngokushesha futhi kalula ngamafomu edijithali namadokhumenti.

• Ukufaneleka - Amaklayenti angaqedela ukugibela noma nini, noma kuphi ukusuka kunoma iyiphi idivayisi. Lokhu kuqeda isidingo sokulandela amahora okusebenza futhi kuqinisekisa okuhlangenwe nakho okungenazinkinga.

• Ubuchwepheshe obujwayelekile - Iningi lamaklayenti selivele linethezekile ngokusebenzisa amathuluzi edijithali ne-inthanethi, ngakho inqubo izizwa ijwayelekile futhi inembile.

• Ukuzizwisa komuntu siqu - Amathuluzi edijithali angakwazi ukuhlela ukuzizwisa okuqondene nawe ngokusekelwe ezidingweni ezithile zeklayenti nendima.

• Ukungabi nezinkinga - Amaklayenti akudingeki abhekane nokuphrinta, ukusayina kanye nokuthumela imibhalo ebonakalayo. Lonke ulwazi olubalulekile lokugibela luhlelwa futhi lufinyeleleka kuphothali eyodwa eku-inthanethi.

Related: Inqubo Yokungena Kwekhasimende

Okwezinhlangano

Kuyini i-Digital Onboarding? Izinzuzo Ezibalulekile Zezinhlangano
Kuyini i-Digital Onboarding? Izinzuzo Ezibalulekile Zezinhlangano

• Ukusebenza okuthuthukisiwe - Imigqa yokugibela yedijithali futhi yenze imisebenzi ngokuzenzakalelayo, ukonga isikhathi nezisetshenziswa.

• Izindleko ezincishisiwe - Ngokususa isidingo sephepha, ukunyathelisa, ukuthumela, nemihlangano yomuntu siqu, izindleko zingancishiswa kakhulu.

• Amazinga aphezulu okuqedela - Amafomu edijithali aqinisekisa ukuthi zonke izinkambu ezidingekayo ziyaqedwa, anciphisa amaphutha kanye nokugibela okungaphelele.

• Ukuthobela okuthuthukisiwe - Amathuluzi edijithali angenza imisebenzi ehlobene nokuthobela ngokuzenzakalelayo, ahlangabezane nezibopho ze-KYC, ze-CDD ne-AML zamazwe athile inkampani esebenza kuwo, futhi anikeze izindlela zokucwaninga.

• Ukufinyelela idatha okungcono - Yonke idatha yeklayenti iyathathwa futhi igcinwe kumasistimu aphakathi nendawo ukuze ifinyeleleke kalula futhi ibike.

• Ukulandelela okuthuthukisiwe - Imisebenzi namadokhumenti kungalandelelwa ngokuzenzakalelayo ukuze kuqinisekiswe ukuthi yonke into iqedwa ngesikhathi.

• Izibalo - Amathuluzi edijithali ahlinzeka ngezibalo zokukhomba izingqinamba, ukuthuthukisa izinqubo nokulinganisa ukwaneliseka kweklayenti.

Ukudala Kanjani Ukugibela Okubonakalayo?

Kuyini i-Digital Onboarding? Izinyathelo Eziyi-10 Zokudala I-Digital Onboarding
Kuyini i-Digital Onboarding? Izinyathelo Eziyi-10 Zokudala I-Digital Onboarding

Lezi zinyathelo zizokunikeza ukubuka konke okuhle kokuthi ungahlela kanjani futhi wenze isixazululo esisebenzayo sokugibela esibonakalayo samakhasimende akho:

#1 - Chaza imigomo kanye nobubanzi. Nquma ukuthi yini ofuna ukuyizuza ngokugibela idijithali kumakhasimende, njengesivinini, ukunethezeka, izindleko eziphansi, njll. Cacisa ukuthi yini okudingeka iqedwe ngesikhathi sokugibela.

#2 - Qoqa amadokhumenti namafomu. Qoqa zonke izivumelwano zamaklayenti ezifanele, uhlu lwemibuzo, amafomu emvume, izinqubomgomo, njll. okudingeka zigcwaliswe ngesikhathi sokugibela.

#3 - Dala amafomu aku-inthanethi. Guqula amafomu ephepha abe amafomu edijithali ahlelekayo amakhasimende angawagcwalisa ku-inthanethi. Qinisekisa ukuthi zonke izinkambu ezidingekayo zimakwe ngokucacile.

#4 - Ingosi yokugibela yokuklama. Yakha ingosi enembile lapho amaklayenti angafinyelela khona ulwazi lokugibela, imibhalo, namafomu. Iphothali kufanele ibe nokuzulazula okulula futhi iqondise amaklayenti esinyathelweni ngasinye.

#5 - Faka ama-e-signatures. Hlanganisa isisombululo se-e-signature ukuze amaklayenti akwazi ukusayina amadokhumenti adingekayo ngesikhathi sokugibela. Lokhu kuqeda isidingo sokuphrinta nokuposa imibhalo.

#6 - Yenza ngokuzenzakalela imisebenzi nokugeleza komsebenzi. Sebenzisa okuzenzakalelayo ukuze uqalise imisebenzi yokulandelela, uthumele amadokhumenti kumakhasimende, futhi uwatshele ukuthi aqedele noma yiziphi izinto ezisele ohlwini lwawo lokuhlola.

#7 - Nika amandla ukuqinisekiswa kobuwena. Sebenzisa amathuluzi okuqinisekisa ukuze uqinisekise ubunikazi bamakhasimende ngedijithali ngesikhathi sokugibela ukuze uqinisekise ukuphepha nokuhambisana.

#8 - Nikeza ukufinyelela nokusekela okungu-24/7. Qinisekisa ukuthi amaklayenti angaqedela ukugibela noma nini ukusuka kunoma iyiphi idivayisi. Futhi, thola ukwesekwa uma amaklayenti enemibuzo noma izinkinga.

#9 - Qoqa impendulo. Thumela amakhasimende inhlolovo ngemva kokugibela ukuze aqoqe impendulo yokuthi ukuzizwisa kwedijithali kungathuthukiswa kanjani. Yenza izimpinda ngokusekelwe kulokhu okokufaka.

#10 - Khuluma ngezinguquko ngokucacile. Chazela amaklayenti kusenesikhathi ukuthi inqubo ye-digital onboarding izosebenza kanjani. Nikeza ngezisetshenziswa zokuqondisa namavidiyo okuqeqesha njengoba kudingeka.

Nakuba inhlangano ngayinye ingase ibe nesidingo esithile, ukhiye ukuqinisekisa ukuthi kuqoqwa amafomu/amadokhumenti afanelekile, ingosi enembile kanye nokugeleza komsebenzi kwakhiwa, futhi amaklayenti anosekelo oludingekayo ukuze aqedele imisebenzi yokugibela kahle.

I-Digital Onboarding ihluke kanjani Kokugibela Ngokwendabuko?

Ukugibela KwendabukoI-Digital Onboarding
Isivinini nokusebenza kahleisebenzisa ukugibela okusekelwe ephepheniisebenzisa amafomu aku-inthanethi, ama-e-signatures, kanye nokulayishwa kwemibhalo ye-elekthronikhi
Lulakudinga ukuba khona ngokomzimba ehhovisiingaqedelwa kunoma iyiphi indawo nganoma yisiphi isikhathi
Izindlekokudinga izindleko eziphakeme ukukhokhela amafomu asekelwe ephepheni, ukuphrinta, ukuposa kanye nabasebenziiqeda izindleko ezihambisana nokuphrinta nokugcina amaphepha aphathekayo
Ukuphumelelaamaphutha angase enzeka phakathi nezinqubo zokuqinisekisa mathuphakunciphisa ubungozi bamaphutha nokubambezeleka ngokuthwebula idatha okuzenzakalelayo
I-Traditional vs Digital Onboarding

Siyini Isibonelo Sokugibela Kwedijithali?

Kuyini i-Digital Onboarding? Izibonelo
Kuyini i-Digital Onboarding? Izibonelo

Izinkampani eziningi zisebenzisa i-digital onboarding manje, okuyindlela yokuthi abasebenzi abasha noma amakhasimende aqalise ngaphandle kwawo wonke amaphepha nokulinda. Kulula kuwo wonke umuntu ohilelekile futhi konga nesikhathi!

• Amasevisi ezezimali - Amabhange, ababolekisi bezindlu, izinkampani zomshwalense, namafemu okutshalwa kwezimali zisebenzisa i-digital onboarding ekuvuleni ama-akhawunti amasha kanye nokuqinisekisa kwekhasimende. Lokhu kuhlanganisa ukuqoqa KYC (yazi ikhasimende lakho) ulwazi, ukuqinisekisa ubunikazi, kanye nokusayina izivumelwano zikagesi.

• Abahlinzeki bezempilo - Izibhedlela, imitholampilo kanye namanethiwekhi ezempilo asebenzisa amaphothali edijithali ukugibela iziguli ezintsha. Lokhu kuhlanganisa ukuqoqa imininingwane yezibalo zabantu kanye nomshwalense, umlando wezokwelapha namafomu emvume. Amathuluzi edijithali alula le nqubo.

• Izinkampani ze-eCommerce - Abathengisi abaningi abaku-inthanethi basebenzisa amasistimu edijithali ukugibela amakhasimende amasha ngokushesha. Lokhu kuhlanganisa ukudala amaphrofayela ekhasimende, ukumisa ama-akhawunti, ukunikeza amakhuphoni edijithali/amaphromoshini kanye nokuhlinzeka ngemininingwane yokulandelela i-oda.

• Ezokuxhumana - Izinkampani zamaselula, i-inthanethi nekhebula zivame ukuba nezingosi zedijithali zababhalisile abasha. Amakhasimende angabuyekeza izinhlelo, afake ulwazi lwe-akhawunti nolwazi lokukhokha, futhi aphathe izinketho zesevisi ku-inthanethi.

• Izinkampani zezokuvakasha nezokungenisa izihambi - Izinkampani zezindiza, amahhotela nezinkampani ezilawula izindawo eziqashisayo zeholide zisebenzisa izixazululo zedijithali zokugibela izivakashi namakhasimende amasha. Lokhu kuhlanganisa ukubhukha, ukugcwalisa amaphrofayela, ukusayina ukuyekwa nokuthumela imininingwane yokukhokha.

• Izikhungo zemfundo - Izikole, amakolishi nezinkampani zokuqeqesha zisebenzisa amaphothali edijithali ekungeneni kwabafundi nabafundi. Abafundi bangafaka izicelo ku-inthanethi, balethe imibhalo, babhalisele amakilasi, bamise izinhlelo zokukhokha futhi basayine izivumelwano zokubhalisa ngedijithali.

Ukukufingqa, izinhlangano eziletha amakhasimende amasha, amakhasimende, iziguli, abafundi, noma ababhalisile bangasebenzisa amathuluzi edijithali ukwenza inqubo ibe lula. Izinzuzo zesivinini esisheshayo, ukusebenza kahle okukhuphukile, nezindleko eziphansi ezihlinzekwa ngabasebenzi bedijithali nazo ziyasebenza ekungeneni kweklayenti.

Hlola: Inqubo Yokuhlela Umsebenzi futhi Inqubo Yokuhlola Iphrojekthi

Kuyini i-Digital Onboarding? Inqubo Yokungena Kwezisebenzi Zedijithali
Kuyini i-Digital Onboarding? I-Digital Onboarding ingasetshenziswa ezimbonini ezihlukahlukene

I-Digital Onboarding Platform ukuze Uhlole

Inkundla yedijithali yokuqasha abantu abasha idinga ukusebenziseka kalula, kube lula ukuyisebenzisa futhi kube lula ukuyisebenzisa futhi ihlanganiswe nokuhamba komsebenzi okukhona. Unalokho engqondweni, nazi izincomo zethu zezinkundla ezijwayelekile zokugibela zedijithali ezihlanganisa uthando:

  • I-BambooHR - I-HRIS ephelele enamathuluzi okugibela aqinile afana nezinhla zokuhlola, amasiginesha, amadokhumenti njll. Ihlanganisa ngokuqinile nezinqubo zakwa-HR.
  • Isifundo - Isebenza ngokukhethekile ekuthobeleni nasekuqeqesheni amakhono athambile ngesikhathi sokugibela. Inikeza izifundo zevidiyo ezihehayo kanye nokufinyeleleka kweselula.
  • I-UltiPro - Inkundla enkulu ye-HR, ukukhokhelwa kanye nokuphathwa kwezinzuzo. Imojula yokugibela izenzela amaphepha kanye nokusayina.
  • Usuku lokusebenza - Isistimu ye-HCM yamafu enamandla ye-HR, inkokhelo, nezinzuzo. Ikhithi yokugibela inamadokhumenti okuhlola, nezici zenhlalo yabantu abaqashwayo abasha.
  • I-Greenhouse - Isofthiwe yokuqasha enamathuluzi okugibela afana nokwamukela okunikezwayo, ukuhlolwa kwereferensi kanye nezinhlolovo ezintsha zokuqasha.
  • I-Coupa - Inkundla yomthombo wokukhokha ihlanganisa imojuli ye-Onboard yemisebenzi ye-HR engenamaphepha kanye nokuqondisa umsebenzi omusha wokuqasha.
  • I-ZipRecruiter - Ngaphandle kokuthunyelwa komsebenzi, isisombululo sayo se-Onboard sihlose ukugcina abaqashiwe abasha ngezinhlu zokuhlola, ukululekwa kanye nempendulo.
  • I-Sapling - Inkundla yokugibela eyisipesheli kanye neyokuzibandakanya eklanyelwe ukuba ibe enembile ekuqashweni okusha.
  • AhaSlides - Inkundla yesethulo esebenzisanayo eyenza ukuqeqeshwa kungabi nesithukuthezi ngokusebenzisa izinhlolovo ezibukhoma ezijabulisayo nezisebenziseka kalula, imibuzo, izici ze-Q&A nokunye okuningi.

Umugqa Ongezansi

Amathuluzi okungena edijithali nezinqubo kuvumela izinkampani ukuthi ziqondise ulwazi lwekhasimende elisha futhi zithuthukise ukusebenza kahle. Kusukela ekuvulweni kwama-akhawunti amasha asebhange kuya ekubhaliseni kwe-e-commerce kuya ezingosini zezempilo zesiguli, amafomu edijithali, ama-e-signatures kanye nokulayishwa kwemibhalo sekuyinsakavukela umchilo wesidwaba kumakhasimende amaningi.

Ngena nabasebenzi bakho AhaSlides.

Bajwayeze yonke into ngephrezentheshini ejabulisayo nehehayo. Sinezifanekiso zokugibela ukuze uqale🎉

kuyini ukuphathwa kwephrojekthi

imibuzo ejwayelekile ukubuzwa

Ingabe ukugibela okubonakalayo kuyasebenza?

Yebo, uma kwenziwa kahle ngobuchwepheshe obufanele, ukugibela okubonakalayo kungathuthukisa kakhulu ukuzizwisa kuyilapho kunciphisa izindleko ngokunethezeka, ukusebenza kahle kanye nokulungiselela. Izinhlangano kufanele zihlole izidingo zazo ezithile nezisetshenziswa ukuze zinqume ukuthi zingasebenzisa malini amathuluzi okugibela abonakalayo.

Yiziphi izinhlobo ezimbili ze-onboarding?

Kunezinhlobo ezimbili eziyinhloko zokugibela - ukusebenza kanye nezenhlalo. I-onboarding yokusebenza igxile ekuhlelekeni kokuqashwa okusha okuhlanganisa nokuqedela amaphepha, ukukhipha amathuluzi ezisebenzi, nokuchaza izinqubo zomsebenzi. Ukungena komphakathi kugxile ekwenzeni abaqashwa abasha bazizwe bamukelekile futhi bahlanganiswe nesiko lenkampani ngemisebenzi efana nezingeniso, ukwaba abeluleki, imicimbi yenkampani, nokubaxhuma namaqembu abasebenzi.

Ungayenza kanjani i-onboarding online?

Kunezinyathelo ezimbalwa zokuqhuba ukugibela ku-inthanethi okuphumelelayo: Dala ama-akhawunti aku-inthanethi okuqashwa okusha futhi unikeze imisebenzi yangaphambi kokugibela. Yiba nabasebenzi abasha abagcwalisa amafomu e-elekthronikhi, sebenzisa ama-e-signatures, futhi ulayishe amadokhumenti ngedijithali. Thumela ngokuzenzakalelayo ulwazi olusha lokuqasha eminyangweni efanele. Nikeza ngedeshibhodi yohlu lokuhlola ukuze ulandelele ukuqhubeka. Lungiselela ukuqeqeshwa ku-inthanethi futhi uqhube imihlangano ebonakalayo ukuze uphindaphinde ukuxhumana komuntu siqu. Nikeza usekelo lobuchwepheshe ukuze usize abaqashiwe abasha. Thumela izibuyekezo zesimo uma ukugibela kuqediwe.