The ScreenSteps Blog for Onboarding, Training, and Enablement (32)

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Employee/Customer Onboarding, Training and Enablement

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

How to Document Procedures in Your Bank or Credit Union (5 Steps)

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.

Call Center Training: What are Shadowing and Nesting?

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.

How Does ScreenSteps Fit in with Your L&D Technology and Strategy? [VIDEO]

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.

PluralSight vs Udemy vs ScreenSteps: What Are Their Roles in Training?

By: Greg DeVore
August 15th, 2021

You’ve been looking for training software to help teach your employees the skills they need to do their day-to-day job.

5 Steps to Prepare Content For Your ScreenSteps Site (+ Consulting Services)

By: Jonathan DeVore
August 13th, 2021

When you decide to use ScreenSteps, the ScreenSteps team offers consulting services to help migrate your existing content into your new knowledge base.

3 ScreenSteps Tools That Put Information at Your Employees’ Fingertips

By: Jonathan DeVore
August 11th, 2021

In today’s world, we’re used to Google. If we have a question, then we can type it into Google and related answers immediately pop up. But how can we get that same user experience in our knowledge base?

How Can L&D Use ScreenSteps During Classroom Training? [VIDEO]

By: Jonathan DeVore
August 10th, 2021

When Learning & Development teams find ScreenSteps, they typically quickly understand how the employee enablement software fits into helping their employees in their daily workflow.

Call Center Script vs Call Flow: What Are They? When Should I Use Them?

By: Rebecca Lane
August 8th, 2021

What is a script? A script has specific words and phrases that you want agents to use verbatim. With a call center script, you expect agents to follow instructions exactly, without any variations.

3 Consulting Services ScreenSteps Offers if You Have Existing Content

By: Jonathan DeVore
August 6th, 2021

As you prepare to transfer your content into ScreenSteps, naturally, you want to make sure your existing learning materials and procedures aren’t lost. After all, you’ve put a lot of effort into those.

5 Steps to Standardize Procedures For Patient Scheduling

By: Jonathan DeVore
August 4th, 2021

Step 1: Separate the Information from the Process Even if you don’t have standardized procedures for scheduling patients, your reps probably have some kind of process or flow that they use. Either they learned it in training or they developed it on their own with the information they used in training.

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