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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Use SweetProcess to Streamline Employee Onboarding

Posted by Emily Morgan on Jul 24, 2020 10:00:51 AM
Emily Morgan

The Problem

Our client, a busy small-business owner and entrepreneur, needed to get all employee onboarding documents and processes under control. She had files living in Google Drive, Word Documents, Excel Spreadsheets and PDF’s and there was no defined “process” to follow for onboarding. 

The Solution

SweetProcess is a smart web-based solution that takes all of your processes and procedures and turns them into systems that anyone in your organization can step in and follow along. There is a free 14 day trial, which includes access to their world-class customer support. If you decide you love it, the cost is $99/month or $82.50/month billed annually.


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The Result

Our client can now assign employee onboarding tasks to new employees. All of her reference docs, forms and files are neatly tucked into the appropriate tasks for ease of use. She loves it so much that she is also going to start using SweetProcess for other procedures and processes within her organization! 


How We Helped

Once our team identified SweetProcess as the solution for our client, we got to work putting together processes and procedures with the direction of our client. We uploaded all necessary forms and documents to SweetProcess, and when a new employee comes onboard, we assign the onboarding tasks to them. We can monitor their progress and help them out if they have any questions along the way. SweetProcess for the employee onboarding win!


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Topics: strategic support, strategic support team, Productivity, small business, remote support, For Entrepreneurs, Entrepreneurs, Remote Team, remote support options, process, Team Onboarding, small business owner, busy entrepreneur, Hiring Process, productive, solid process

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