Online Meeting: Onboarding

Summary

In this team meeting, newly hired customer care team members, Ken and Maria, are introduced to the onboarding process at Log-A-Team. Tarek from HR outlines important paperwork, including liability and confidentiality agreements. Angela explains their role in assisting clients with Log-A-Team software, including its features and troubleshooting. Training will span two weeks, and the new hires will become experts in the product. Logistics regarding company laptops and client interactions via video conferencing are also addressed. The meeting concludes with Tarek’s best wishes and the expectation that Ken and Maria will soon be ready to contribute.

Takeaways

• 😀 New customer care team members, Ken and Maria, were introduced during the meeting.
• 😀 Tarek from HR provided instructions regarding necessary paperwork, including a liability policy and confidentiality agreement.
• 😀 Ken had not received the necessary documents, but Tarek promised to resend them and emphasized that work cannot begin until they are signed.
• 😀 Maria and Ken will be trained on Log-A-Team software, becoming experts in its features and troubleshooting.
• 😀 The company, Log-A-Team, was founded three years ago by Jen and Mina, and is currently successful with 43 employees and 82 customers.
• 😀 The customer care team will assist clients, including team leads from other companies, in using the Log-A-Team software.
• 😀 In the next two weeks, Ken and Maria will learn all basic functions, security features, and common issues related to the software.
• 😀 The training will prepare Ken and Maria to help clients use Log-A-Team to its full potential.
• 😀 The team will use company laptops for training, and accounts will be set up on those devices.
• 😀 Maria and Ken will primarily interact with clients via video conferencing, which will be covered in the training.

Q & A

What is the primary purpose of this meeting?

The primary purpose of the meeting is to introduce the new customer care team members, Ken and Maria, to the company’s training process, and to ensure they are set up with the necessary documentation before starting work.

What forms do Ken and Maria need to complete before starting their work?

Ken and Maria need to complete a liability policy form and a confidentiality agreement. These forms require their initials in four places and signatures in two places.

What happens if Ken or Maria do not complete the required documentation?

They cannot begin work until the signed documents are on file. It’s important to send the signed documents directly to Tarek as per the instructions.

What should Ken do if he has not received the required forms?

Ken should inform Tarek, who will resend the forms to him. Ken is expected to sign and return them once received.

What is the purpose of the customer care team at Log-A-Team?

The customer care team handles client inquiries, provides short demos of the software, and helps clients use the software to its full potential.

How long is the training process for the new customer care team members?

The training process lasts for two weeks, during which time Maria and Ken will become experts on the Log-A-Team software and its features.

What specific knowledge will Ken and Maria gain during their training?

They will learn about all the basic functions, security features, add-ons, and common glitches of the software, enabling them to assist clients effectively.

Will Maria and Ken need to use their personal devices for training?

No, they will not need their personal devices. The company will set up their work accounts on the provided computers for training purposes.

How will the customer care team interact with clients during their work?

The team will interact with clients through a video conferencing tool, which will be covered during their training.

Who are the founders of Log-A-Team and how long has the company been in operation?

The company was founded by Jen and Mina three years ago. They created the Log-A-Team software, which has been a success and is used by numerous clients.