我們正處於一個數字通信需求日益增長的時代，儘管人們渴望人際互動，但它確實產生了一些積極的成果。
One of these was the improvement in companies’ digital capabilities, as they were compelled to transition their operations online and maintain efficiency.
儘管面對面的互動仍然是最重要的，但數字化入職由於其便利性而一直是許多組織的普遍做法。
什麼是數字化入職? What are its functions? Why it could be a suitable choice for your business? Let’s explore this in this article.
R興高采烈： 入職流程 包機成本結構範例
目錄
更好參與的技巧
什麼是數字化入職？
想要加快吸引新客戶、客戶或用戶的速度嗎？ 那麼數字化入職就是必經之路。
數字化引導意味著利用技術的力量歡迎人們在線使用您的產品或服務。
新用戶無需使用冗長的紙質表格和麵對面的會議，而是可以在舒適的沙發上使用任何設備完成整個入職流程。
它涉及身份驗證，例如使用前置攝像頭進行面部掃描、語音識別或生物指紋。
客戶還需要使用政府頒發的身份證件、護照或電話號碼透露他們的個人數據。
遠距入職有哪些好處？
Remote onboarding provides several benefits to both the clients and the organisations. Let’s check out what they are:
對於客戶
• Faster experience – Clients can complete onboarding tasks quickly and easily through digital forms and documents.
• Convenience – Clients can complete onboarding anytime, anywhere from any device. This eliminates the need to adhere to office hours and ensures a hassle-free experience.
• Familiar technology – Most clients are already comfortable using digital tools and the internet, so the process feels familiar and intuitive.
• Personalised experience – Digital tools can tailor the onboarding experience based on the client’s specific needs and role.
• Less hassle – Clients do not have to deal with printing, signing and submitting physical documents. All relevant onboarding information is organised and accessible in one online portal.
相關新聞： 客戶入職流程
對於組織
• Increased efficiency – Digital onboarding streamlines and automates tasks, saving time and resources.
• Reduced costs – By eliminating the need for paper, printing, mailing, and in-person meetings, costs can be significantly reduced.
• Higher completion rates – Digital forms ensure all required fields are completed, reducing errors and incomplete onboarding.
• Improved compliance – Digital tools can automate compliance-related tasks, meet KYC, CDD and AML obligations for certain countries that the company operates in, and provide audit trails.
• Better data access – All client data is captured and stored in centralised systems for easy access and reporting.
• Improved tracking – Tasks and documents can be automatically tracked to ensure everything is completed on time.
• Analytics – Digital tools provide analytics to identify bottlenecks, improve processes and measure client satisfaction.
如何建立虛擬入職？
這些步驟將使您更了解如何為客戶規劃和執行有效的虛擬入職解決方案：
#1 – Define goals and scope。 確定您希望通過數字化入職為客戶實現什麼目標，例如速度、便利性、降低成本等。明確入職期間需要完成的工作。
#2 – Gather documents and forms。 收集入職期間需要填寫的所有相關客戶協議、調查問卷、同意書、政策等。
#3 – Create online forms. 將紙質表格轉換為可編輯的數字表格，客戶可以在線填寫。 確保所有必填字段均已清晰標記。
#4 – Design onboarding portal. 構建直觀的門戶，客戶可以在其中訪問入職信息、文檔和表格。 該門戶應該有簡單的導航並引導客戶完成每個步驟。
#5 – Include e-signatures. 集成電子簽名解決方案，以便客戶可以在入職期間對所需文檔進行數字簽名。 這消除了打印和郵寄文件的需要。
#6 – Automate tasks and workflows. 使用自動化來觸發後續任務，向客戶發送文檔，並提示他們完成清單上任何未完成的項目。
#7 – Enable identity verification. Implement verification tools to confirm clients’ identities digitally during onboarding to ensure security and compliance.
#8 – Provide 24/7 access and support. 確保客戶可以隨時通過任何設備完成入職。 此外，如果客戶有任何疑問或問題，也可以提供支持。
#9 – Gather feedback. 入職後向客戶發送調查問卷，收集有關如何改進數字體驗的反饋。 根據此輸入進行迭代。
#10 – Communicate changes clearly. 事先向客戶解釋數字化入職流程將如何運作。 根據需要提供指導材料和培訓視頻。
雖然每個組織可能有特定的需求，但關鍵是確保收集正確的表格/文檔，設計直觀的門戶和工作流程，並且客戶擁有有效完成入職任務所需的支持。
數字化入職與傳統入職有何不同？
| 傳統入職培訓 | 數字化入職 | |
| 速度和效率 | 使用紙質入職 | 使用在線表格、電子簽名和電子文檔上傳 |
| 方便 | 需要親自到辦公室 | 可以在任何地點、任何時間完成 |
| 費用 | 需要支付紙質表格、印刷、郵資和員工的更高成本 | 消除與打印和存儲物理文書相關的成本 |
| 效率 | 手動驗證過程中可能會出現錯誤 | 通過自動數據捕獲降低錯誤和延遲的風險 |
什麼是數字化入職示例？
Lots of companies are using digital onboarding now, which is a way for new employees or customers to get started without all the paperwork and waiting around. It’s easier for everyone involved and saves time too!
• Financial services – Banks, mortgage lenders, insurance companies, and investment firms use digital onboarding for new account opening and client credentialing. This includes collecting KYC （了解您的客戶）信息、驗證身份並簽署電子協議。
• Healthcare providers – Hospitals, clinics and health networks use digital portals to onboard new patients. This involves collecting demographic and insurance information, medical history and consent forms. Digital tools streamline this process.
• eCommerce companies – Many online retailers use digital systems to quickly onboard new customers. This includes creating customer profiles, setting up accounts, offering digital coupons/promotions and providing order tracking details.
• Telecommunications – Cell phone, internet and cable companies often have digital onboarding portals for new subscribers. Customers can review plans, enter account and billing info, and manage service options online.
• Travel and hospitality companies – Airlines, hotels and vacation rental management companies employ digital solutions for onboarding new guests and customers. This includes making reservations, completing profiles, signing waivers and submitting payment information.
• Education institutions – Schools, colleges and training companies utilise digital portals for student and learner onboarding. Students can apply online, submit documents, register for classes, set up payment plans and sign enrollment agreements digitally.
總而言之，引入新客戶、客戶、患者、學生或訂戶的組織可以使用數字工具來簡化流程。 數字化員工入職提供的更快速度、更高效率和更低成本的優勢也適用於客戶入職。
值得一試的數位入職平台
新員工入職的數位平台需要直覺、易於導航、易於使用並與現有工作流程整合。 考慮到這一點，以下是我們對企業喜愛的主流數位入職平台的建議：
- BambooHR – Full suite HRIS with strong onboarding tools like checklists, signatures, documents etc. Integrates tightly with HR processes.
- Lessonly – Specializes in compliance and soft skills training during onboarding. Offers engaging video lessons and mobile accessibility.
- UltiPro – Large platform for HR, payroll and benefits administration. The onboarding module automates paperwork and signoffs.
- Workday – Powerful cloud HCM system for HR, payroll, and benefits. The onboarding kit has screening docs, and social features for new hires.
- Greenhouse – Recruiting software with onboarding tools like offer acceptance, reference checks and new hire surveys.
- Coupa – Source-to-pay platform includes an Onboard module for paperless HR tasks and directing new hire work.
- ZipRecruiter – Beyond job posting, its Onboard solution aims to retain new hires with checklists, mentoring and feedback.
- Sapling – Specialized onboarding and engagement platform designed to be highly intuitive for new hires.
- 啊哈幻燈片 – An interactive presentation platform that makes training less boring through fun and easy-to-use live polls, quizzes, Q&A features and many more.
底線
數字化入職工具和流程使公司能夠簡化新客戶體驗並提高效率。 從開設新銀行賬戶到電子商務註冊，再到患者健康門戶網站，數字表格、電子簽名和文件上傳正在成為大多數客戶入職的常態。
入職您的員工 啊哈幻燈片.
通過有趣且引人入勝的演示讓他們熟悉一切。 我們有入門模板可以幫助您入門🎉
常見問題
虛擬入職有效嗎？
是的，如果採用適當的技術，虛擬入職可以顯著改善體驗，同時通過便利性、效率和準備來降低成本。 組織必須評估其特定需求和資源，以確定在多大程度上利用虛擬入職工具。
入職有哪兩種類型？
There are two main types of onboarding – operational and social. Operational onboarding focuses on the logistics of getting new hires set up including completing paperwork, issuing employee tools, and explaining work procedures. Social onboarding concentrates on making new hires feel welcome and integrated into the company culture through activities like introductions, assigning mentors, company events, and connecting them with employee groups.
如何進行線上入職？
進行有效的線上入職培訓有幾個步驟：為新員工建立線上帳戶並指派入職前任務。 讓新員工填寫電子表格、使用電子簽名並以數位方式上傳文件。 自動將新員工資訊傳送至相關部門。 提供清單儀表板來追蹤進度。 促進線上培訓並舉行虛擬會議以複製個人互動。 提供技術支援以協助新員工。 入職完成後發送狀態更新。
