How to Onboard New Employees Seamlessly

Plug and play new employees directly into your advisory firm's processes using Hubly workflows. You can also embed training videos and resources so that you only need to teach it once.
Plug and play new employees directly into your advisory firm's processes using Hubly workflows. You can also embed training videos and resources so that you only need to teach it once.

Teach it Once by Embedding Training Videos Into Your Workflows


Training a new employee takes time and resources — which, ironically, are likely to be the two things you were short on when you decided to bring someone on in the first place. But if you don't properly onboard your new hire, they could end up causing you far more problems than they solve.

You may already know that Hubly workflows can be an effective store of your advisory firm's information and processes when onboarding new staff. But did you know you can take it a step further by embedding instructional videos into them directly? This saves you from ever needing to re-explain how to do something — if your employee needs to see things in action, they can do it right in Hubly.

Interested in getting started with Hubly?
Talk to a Workflow Expert

More Quick Tip Videos