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The Ultimate Onboarding Checklist: Setting New Hires Up for Success

Success

Preboarding (Before Day 1) The preboarding process can feel daunting, as this stage typically involves processing a large number of legal documents and getting ready. Gather Legal Documents Make sure that the new employee has signed an offer letter or submitted a formal written acceptance email. State and local tax forms (e.g.,

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Protect Your Data in the Wild West of Bots with One AI Meeting Assistant

Fellow

If your meetings deal with sensitive information that falls under HIPAA, that could even open you up to legal consequences. Not only does it create unnecessary clutter in your video conferencing software, but it also creates confusion. A central library is also useful for coaching.

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Why Sales Reps Are Spending Only 28% of Their Time Selling — And How AI Note Taking Changes That

Fellow

Every sales call requires careful research and CRM updates, not to mention time spent on receiving coaching and feedback. Beyond simply recording calls, an AI note taker can completely transform the entire sales workflow — from prep, to CRM tasks, to coaching, to sharing valuable insights with other teams.

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AI Note Taking: A Smarter Way to Manage Meetings

Fellow

That’s also an advantage for sales managers to provide feedback and coach their reps. For example, you can tell Fellow’s Copilot not to join meetings involving your legal team, or to not join meetings with a keyword like “coffee chat” or “personal.” First, think about your video conferencing software.

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5 things every startup founder needs to know after the idea

Work Life

Julia Austin has spent her career as a startup operator, executive coach, educator, investor, and board member. It is never too early to be thoughtful about team culture and hiring , brand image, finances, legal considerations, and everything else beyond the product or service on offer. Legal complexity is another constant.

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5 savvy steps to recover from a bad hiring decision

Insperity

Let’s say the employee in question is well-suited to your office environment but is having problems using a key piece of machinery or software that’s critical for your business. In addition to the performance improvement plan, make sure to document all coaching and progress discussions, as well as disciplinary actions.

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Laying off employees: 6 ways to ease the transition

Insperity

That respect should have been there through hiring, training, onboarding, coaching and counseling. For instance, say you have five software developers who each work on separate software products. Handle layoff conversations with care. Throughout the life cycle of your employee, mutual respect is your foundation.

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