Video Conferencing Service Onboarding Checklist

In this article, we’ll look at the best practices for onboarding your new Video Conferencing Service. We’ll look at the employee onboarding process/steps you can add to your own reusable Video Conferencing Service checklist.

Need help with onboarding new Technology team members? See the templates and resources we recommend for successful onboarding experiences.

Order Checklist →

Video Conferencing Service Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Video Conferencing Service starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Technology onboarding experience or just need an onboarding checklist for your new Video Conferencing Service, you’re in the right place. We’ve put together a sample Video Conferencing Service onboarding checklist below and have created onboarding templates & resources to help.

Video Conferencing Service Onboarding Checklist

1. Account setup: The task involves creating a new user account for the video conferencing service. This includes providing necessary information such as name, email address, and contact details. The IT department or system administrator typically performs this task to ensure proper access and security measures are in place.

2. Software installation: To effectively use the video conferencing service, the employee needs to have the necessary software installed on their device. This task involves downloading and installing the video conferencing application, which can be performed by the IT department or the employee themselves with guidance from IT.

3. Training session scheduling: To familiarize the new employee with the video conferencing service, scheduling training sessions is crucial. This task involves coordinating with the employee’s manager or team lead to determine the most suitable time for training. The HR department or the employee’s direct supervisor typically performs this task.

4. Training session facilitation: Once the training sessions are scheduled, a facilitator needs to conduct the training. This task involves explaining the features and functionalities of the video conferencing service, demonstrating how to use it effectively, and addressing any questions or concerns. The IT department or a designated trainer within the company usually performs this task.

5. User guide provision: Providing a comprehensive user guide is essential for the new employee to refer to when using the video conferencing service independently. This task involves creating or sharing an existing user guide that outlines step-by-step instructions, troubleshooting tips, and best practices. The IT department or the training team typically performs this task.

6. Access to support resources: Ensuring that the new employee has access to support resources is crucial for a smooth onboarding experience. This task involves providing contact information for technical support, FAQs, and any online forums or communities related to the video conferencing service. The IT department or the training team typically performs this task.

7. Testing and troubleshooting: To ensure that the video conferencing service is functioning properly, testing and troubleshooting should be conducted. This task involves verifying audio and video quality, testing different features, and addressing any technical issues that may arise. The IT department or the employee themselves, with guidance from IT, typically perform this task.

8. Integration with other tools: Many companies use various tools and software alongside video conferencing services. This task involves integrating the video conferencing service with other tools such as calendar applications, project management software, or customer relationship management systems. The IT department or a designated integration specialist typically performs this task.

9. Security and privacy training: Given the sensitive nature of video conferencing, it is crucial to provide training on security and privacy measures. This task involves educating the new employee on best practices for securing meetings, protecting sensitive information, and adhering to company policies. The IT department or the training team typically performs this task.

10. Ongoing support and updates: After the initial onboarding, providing ongoing support and updates is essential. This task involves keeping the new employee informed about any updates or changes to the video conferencing service, addressing any technical issues that may arise, and providing additional training or resources as needed. The IT department or the training team typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Video Conferencing Service checklist above, you’ll now have an idea of how you can apply best practices to getting your new Video Conferencing Service up to speed and working well in your Technology team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.

Category: Tag: