Getting set-up

The starting point of the onboarding process

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Setting up the Zendesk ticket

1. Complete the Zendesk ticket fields
   Video: How to fill in the Zendesk Fields

   Watch video on Loom

Waiting on approval to contact TM from Customer

1. Follow up with the customer every day to obtain permission.
2. As soon as permission is granted, tick the box "Permission to Contact TM = Yes" in the task list. If the customer isn't responsive, refer to our on-hold rules for the next steps.

Note on automation
When ticking "Permission to Contact TM = Yes" in the task list, a TM ticket will automatically be generated in View 3, and the HSA monitoring this view will know they can reach out to the TM. This removes the need for any external (Slack) communication on that step.

Ready for the next step?

Pick an option:

• If a RTW check is required: HSM → Go to Right to Work Checks
• If RTW check isn't required:
  • HSA → Go to Sending the Team Member Welcome Email
  • HSM → Go to Asking the customer to confirm employment details