Employee/Customer Onboarding, Training and Enablement

Come to ScreenSteps blog to learn how to onboard, train and support your employees and customers.

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By: Rebecca Lane
September 9th, 2021

Maybe you are like me. You went to college, got a degree, and then you expected to know everything there was about your career.

Blog Feature

By: Greg DeVore
September 5th, 2021

You’ve been using SharePoint for some time now, but now you are considering switching to ScreenSteps. But you are hesitating because you have put a lot of effort into creating your SharePoint account and you’ve seen some success with its tools.

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By: Jonathan DeVore
September 3rd, 2021

Many organizations use SharePoint as a knowledge base. They start by uploading PDFs, Word docs, and PowerPoint decks. Then they wait and hope that it works its magic to help their employees.

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By: Rebecca Lane
September 1st, 2021

Must-have features for scheduling patients These are the features that you can’t live without. These are the critical knowledge base features that are the backbone for creating, storing, and sharing your guides to support your patients as they schedule medical appointments.

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By: Jonathan DeVore
August 29th, 2021

Building SOPs and help articles for your company can sometimes feel like writing a never-ending story. Once you write one job aid or help guide, something changes and you have to make an update. That revolving door of edits can be frustrating.

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By: Jonathan DeVore
August 24th, 2021

Learning to create content in new software can be challenging at first. It's different than what you are used to so it can feel like the new system is slowing you down.

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By: Jonathan DeVore
August 22nd, 2021

Step 1. Identify what your performance goals are One of the biggest mistakes we see with businesses adopting new software is they don’t really define what it is they’re trying to accomplish. Or the business goals don’t really lead to an outcome.

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By: Jonathan DeVore
August 21st, 2021

Whether you are acquiring other banks/credit unions or opening new branches and hiring more people, you need to be able to ensure consistent service and compliance across your organization.

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By: Rebecca Lane
August 19th, 2021

What is shadowing? Shadowing is a phase in call center training where your new hires watch experienced agents take calls. New hires observe how your tenured agents answer calls and use your tools and resources to help the callers.

Blog Feature

By: Jonathan DeVore
August 17th, 2021

When you are developing a training strategy for your company, you want to make sure that the tools and methodologies you are using help you take care of your employees in every phase of their jobs.