Match onboarding needs to the support format that best fits the performance context.
Choose the strongest primary support format for each onboarding need. Course or module Job aid Checklist Manager ritual Buddy prompt Explain why customer data cannot be exported without approval Show the exact steps for submitting a rare security exception Confirm laptop, accounts, payroll, and building access before day one Review the new hire's first customer-risk draft against the rubric Help the new hire ask which Slack channels are essential versus optional Teach the core principles behind the pricing model Give field-by-field guidance during CRM opportunity setup Verify role-specific stakeholder intros are scheduled by day five
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