Contents

Onboarding & Procedures

1 Solution

Reimagined Documentation

A simplified set of instructions developed by conducting a needs assessment and subsequent round of user tests. The revised documentation specifically addresses the needs of these users:

  1. Connectivity due to their remote location.
  2. Availability of secured mobile devices.
  3. Inexperience using 2-factor authentication.
  4. Intimidated by the complexity and learning curve.
Redesigned onboarding procedure 1/3 Redesigned onboarding procedure 2/3 Redesigned onboarding procedure 3/3

2 Challenge

Question
How might we evaluate the current onboarding process?

3 Process

To explore the experience of onboarding, I interviewed recently onboarded employees to ask them specifically about any challenges they encountered.

Responses

The most common challenges reported by those interviewed included:

  1. Overwhelmed by the process of using 2FA.
  2. Frustrated by the lack of images in the instructions.
  3. Unsure if they were successful.
Existing onboarding procedure 1/3 Existing onboarding procedure 2/3 Existing onboarding procedure 3/3