Rolling out a new system can feel overwhelming. You’re changing technology, processes, responsibilities, knowledge, and employee habits all while keeping the business running.
And once everything is built and ready to go, how do you train new employees to actually use it?
With the ScreenSteps' Sidekick browser extension, rollout training just got a whole lot easier.
Sidekick lets you push your training resources directly into the system your employees use.
First, create a few videos that cover the foundational concepts. This shouldn't explain how to perform tasks in the system, but rather set the context around the new system.
For example, if you're rolling out a CRM, show what it looks like and explain the general navigation.
Once employees feel comfortable navigating around, you need them to learn how to perform their day-to-day procedures. This is where Sidekick really shines.
During training, give learners a scenario and have them pull up the appropriate policy, job aid, procedure, or decision tree right alongside the new system. They can then follow the steps to practice doing the procedure.
If you're rolling out a new HR system, ask your employees to request time off by finding the correct guide and then following the steps.
If you're rolling out a new banking system, ask them to handle a situation where a member of the credit union has passed away, and somebody wants to close their account.
This way, they're not just becoming familiar with the system; they're actually learning how to do their job using the new system.
Since the SOPs are available in Sidekick even after training, employees will feel comfortable pulling up job aids and following along, even in the middle of an interaction.
The goal of rollout training shouldn't be to make employees memorize every screen, click, and procedure before they start working.
It should be to give them enough foundational knowledge to understand the new system, let them practice real scenarios using the resources they'll have on the job, and build confidence that they can find and follow the right procedure when they need it.
And it should be easy to set up, update, and maintain.
That's the difference between Sidekick and Whatfix, WalkMe, and other digital adoption tools.
Instead of spending weeks trying to prepare employees for every situation they might encounter, you can train them on how to work with the new system, then give them access to the guidance they need right alongside it.
That means less time spent in training, less information employees have to memorize, and a faster path from "I've never used this system before” to “I can do my job.”
See how ScreenSteps Sidekick works in our 6-minute demo video.