Onboarding & Offboarding

Onboarding New Employees

Here's what you need to do when a new employee joins:

1. Create a User Account:

• Go to Settings > Edit Users & Managers

• Click Add a User on the top right

• Add the user’s information:

  • First Name, Last Name, Email Address, and User Role

  • Sales Rep ID, and the Outlet(s)* they work at as listed in your POS or reporting system

  • You can also add the user’s Cell Phone Number and Job Title

  • Pro-Tip: To select the right User Role, look at what other employees similar to this new person have as their User Role.

• Click Add And Invite at the bottom of the page.

  • The user will receive an email to sign up for Statflo and set their password.

2. Assign Initial Tasks (for Managed Service Clients):

If the new employee will be working with specific customer tasks right away, assign those to them in Statflo. This helps them get started quickly. If they need training first, you might skip this step and assign tasks later.

• Go to Reports > What are my tasks?

• For any Tasks that should be re-assigned to the new employee, click Update > Update > Select the new employees name from the drop-down menu.

3. Provide Training:

• While not directly in Statflo, ensure the new employee receives proper training. This might include how to use Statflo, how to talk to customers, and what their job responsibilities are.

Offboarding Employees

Here's what to do when an employee leaves:

1. Reassign Tasks/Leads (for Managed Service Clients):

   • Before removing the employee as a user, it’s best to reassign any customer tasks that were assigned to them in Statflo.

     • Go to Reports > What are my Tasks?

     • Filter Users = employee leaving

     • Click Update on all Tasks to reassign them to a different employee

     • Communicate these reassignments to the team, so others can offer support to the new employee

2. Remove User Access:

• Go to Settings > Edit Users & Managers

• Find the employee’s name and click on the Pen and Paper icon under Actions.

• Change Account Status to Inactive

• Click Save

3. Communicate Changes:

• If a customer was in the process of being assisted, the new employee should notify the customer of the change in point of contact and continue the conversation with the customer.