Use this link to share with your colleagues:
What to Do When You Hire Someone (Onboarding New Staff): https://help.pm.leapevent.tech/a/1464541
You've hired a new staff member - exciting! In the midst of your organization's onboarding process, you'll want to make sure they get access and training with PatronManager.
We recommend you:
- Create a new user for them
- Get them logged into the Community
- Have them set their PatMan communication preferences
- Have them complete the User Certification Course
- Send them on Learning Paths
- Make sure they know to sign up for webinars
- Make sure they sign up for our instructor-led training sessions
- Optionally, give them hands on practice in a sandbox
1. Create a new user for them
It's very important to give each user at your organization their own user license. We strongly discourage:
- Staff members sharing a login
- New staff members inheriting old user licenses (e.g. new box office staff receives a "[email protected]" email + license)
To do: add your staff member as a new user
Need to free up a user license? Make sure to deactivate any old users properly.
2. Get them logged into the Community
The Client Community is the place to go for help with PatronManager. There, your new staff member will be able to:
- Find answers to common questions
- Manage and submit cases
- Suggest product ideas
To do: send your colleague to our All About the Client Community and make sure they've logged in
3. Have them set their PatMan communication preferences
We send out emails to make sure you and your staff stay informed about new product updates, webinars, and more.
We recommend your new user at least sign up to receive our webinar and product release emails.
To do: send your colleague to this article - they'll change their preferences in the Community
4. Have them complete the User Certification Course
Our User Certification Course will introduce your new staff member to PatronManager and Salesforce as concepts, as well as give them the tools they need to take donations, sell tickets, find Contacts, and more. We strongly recommend new users complete the course as soon as possible.
The course should take about 2.5 hours to complete.
To do: send your colleague to Module 1 of the User Certification Course
5. Send them on Learning Paths
PatronManager's Learning Paths are the primary resources for new staff members to get up to speed quickly with role-specific training.
To do: send your colleague to the Learning Paths in the Help Tab
6. Make sure they know to sign up for webinars
PatronManager's webinars will give your new staff member to learn more about specific topics, ask questions of our experts, and keep up to date about changes to the product - but only if they sign up!
To do: make sure they bookmark our webinar registration article
7. Make sure they sign up for our instructor-led training sessions
With the experience they've gained, they'll be able to get the most out of our instructor-led trainings. These are small-class sessions covering the main areas of a non-profit PatronManager touches. They're an hour and a half long, and generally feature plenty of audience interaction.
To do: send them to our Instructor-Led Training Session menu (please note classes are offered regularly, but at the discretion of our training team)
8. Optionally, give them hands-on practice in a sandbox
Now that your new staff member has been in PatronManager for a bit, we recommend they make a sandbox and get their hands dirty - it's the best way to learn!
To do: send them to the How to Create a Training Sandbox article, where they'll make a sandbox, then create Contacts, Donations, Event Inventory, and more