Onboarding with WeCP is a structured and streamlined process designed to ensure a smooth transition for our clients. Our approach ensures that all necessary checks and preparations are completed efficiently, allowing clients to start using our services with confidence. Here’s a detailed look at our onboarding process:
Step 1: Initiate Onboarding
The onboarding process begins when a client decides to partner with WeCP. At this stage, we collect all necessary information and documentation to kickstart the onboarding.
Step 2: Legal and Finance Clearance
Once the initial information is collected, it undergoes a thorough review for legal and finance clearance. This step is crucial to ensure compliance and financial stability. The review process checks for any legal or financial concerns that need to be addressed before moving forward.
Checklist Item | Description | Status |
MSA / Contract Clearance | Check if the agreement or contract is signed. Confirm with your legal team. | ☐ Done |
Purchase Clearance | Check if the purchase is done or purchase order is sent to WeCP. Confirm with your finance team. | ☐ Not done |
Review Your Subscription Plan | Review your subscription plan and the features included. | ☐ Done |
Outcome: Clearance Approved
If the legal and finance review is successful, the onboarding process continues. The client is then moved to the onboarding phase.
Outcome: Clearance Denied
If the review raises any issues, the onboarding process is halted. The client is informed, and the process is marked as complete without moving forward.
Step 3: Onboarding
Clients who pass the legal and finance clearance proceed to the onboarding phase. This phase involves preparing the client to start using WeCP’s services.
Standard Checklist
For most clients, the onboarding follows a standard checklist. This checklist includes all the essential steps and tasks required to set up and start using our services.
Checklist Item | Description | Status |
Take Self or Personalized Tour of WeCP | Explore WeCP through a guided tour or a self-paced tour to understand its features. | ☐ Done |
Integrate External Apps with WeCP | Integrate your ATS, Slack, Teams and similar other apps in your workflow | ☐ Done |
Design an Assessment | Create assessments using templates, your own questions, or AI-generated questions. | ☐ Not Started |
Setup Candidate Experience | Configure the candidate experience to ensure a smooth assessment process. | ☐ Not Started |
Setup Assessment Integrity | Implement measures to maintain the integrity and security of the assessment. | ☐ Not Started |
Invite Candidates | Send assessment invitations via email, share the assessment link, or invite via ATS. | ☐ Not Started |
View Assessed Candidates | Review the performance and results of the candidates who completed the assessment. | ☐ Not Started |
Move Qualified Candidates to Interview | Select and move candidates who meet the criteria to the interview stage. | ☐ Not Started |
Schedule Interviews | Organize and schedule interviews with qualified candidates. | ☐ Not Started |
Running Interviews | Conduct interviews with the candidates as per the schedule. | ☐ Not Started |
View Skills at Your Organization | Analyze and review the skills present within your organization through WeCP. | ☐ Not Started |
Personalized Checklist (Enterprise Plans)
For enterprise clients, we offer a personalized onboarding experience. This involves creating a customized checklist tailored to the specific needs and workflows of the client. To provide this personalized service, WeCP requires the client to share their current workflow and key expectations from the new workflow. This information helps our customer success manager to create a personalized onboarding checklist.
By following this structured approach, WeCP ensures that every client receives the attention and support needed to get started effectively. Whether you are a standard client or an enterprise client, our goal is to make your onboarding experience as smooth and efficient as possible.