Topics started by Melissa_Stout

3 Discussions

Melissa_Stout
Beginner
Melissa_StoutBeginner
posted in Ask a Peer

New employee Karbon training

We are bringing on multiple employees over the next month or so and I am wondering how others train new employees on Karbon.  I know that there is a training work item that will teach the functionality of Karbon, but how do you teach how your firm uses it?  For example, time tracking rules, work item naming convention, review of work status and how/where to communicate internally.  I have used multiple methods but think we can improve .

5
DianeK
Sr. Community Champion
2 years ago
Melissa_Stout
Beginner
Melissa_StoutBeginner
asked in Ask a Peer

What is your client onboarding process?

We are looking at improving our client onboarding process - high level of the process below.Currently, we launch a couple of onboarding work items and have triggers within that process to create work for recurring services as we are ready to begin that part of the engagement.  The reason we do multiple work items is because multiple teams are involved and some of the work actually happens concurrently.What have you done within Karbon regarding your onboarding that has worked well for your team?

4
Terri Warren
Superstar
3 years ago
Melissa_Stout
Beginner
Melissa_StoutBeginner
posted in Share Tips & Best Practices

Best Practice: Prevent multiple replies from coming into Triage

If you’re included in a group email but you are no longer needed, rather than continuing to receive all email responses go into the email in your Triage and navigate to the first tab in your information tray and turn off the notifications for all new emails & comments.When this is turned off, no further emails or comments will come into your Triage until someone goes into the comment section of the email in Karbon and explicitly mentions you.

1
max
Sr. Karbon Community Guide
3 years ago

Badge winners

Show all badges
Terms & ConditionsCookie settings