Templates
Human Resources
CPS Onboarding Process
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CPS Onboarding Process

Experience a streamlined onboarding process with CPS, ensuring a smooth transition, comprehensive training, and continuous support for optimal system integration.
1
Assign dedicated CPS onboarding team
2
Gather necessary client information
3
Setup initial meeting with client
4
Draft tailored Onboarding Plan
5
Approval: Onboarding Plan
6
Communicate onboarding plan to client
7
Conduct training for client's staff on CPS platform
8
Setup user accounts for client's staff
9
Approval: Account Setup
10
Conduct system compatibility test
11
Approval: System Compatibility
12
Onboard client's data into CPS
13
Monitor data import for any issues
14
Approval: Data Import
15
Handle any raised concerns or issues
16
Conduct final review and sign off onboarding process
17
Finalize and send invoice to client
18
Approval: Invoice
19
Provide post-onboarding support information to the client
20
Archive onboarding process documents