Playbooks

The anatomy of a great onboarding

Onboard new joiners at scale

May 13, 2022

A critical part of onboarding – being for new hires or new team customers – is to train and educate on the critical areas for their success.

For new joiners, it can be how to use the product, explain the scope of the team, or describe internal processes. For new users, it includes explaining how the product works, where can they go for help, or sharing best practices and common use cases.

In the early days, you love it. You get to know everyone really well and even customize the training for their needs. But as your team or user base grows, training everyone personally, week after week, starts taking a lot of time.

One option is leveraging written communication, like Trello or Notion. It solves the scalability problem, but some topics can be hard to explain and grasp in a document. Another limitation is that these tools don’t really show your team’s personality and the faces behind the names.

The solution? Record your onboarding and enable async Q&A. With Claap’s in-context feedback, you can let people ask precise questions, while enabling following watchers to learn from others’ questions too.

About the Tutorials Playbook

The Tutorials Playbook has been designed to help you onboard new joiners at scale, without compromising the quality of the onboarding or preventing new joiners from getting to know their team.

When to create Tutorials with Claap

This playbook is particularly useful when your company faces two scenarios:

  1. You are a distributed team. Onboarding new joiners in this model is a bottleneck if you try to do it with live meetings. There’s normally not a lot of overlap time to meet. And when you resort to written communications only, you also increase the feeling of disconnection, since new hires are onboarded without seeing their colleagues.
  2. You are in a hypergrowth organization. When you have to onboard +5 people every two weeks, it simply becomes impossible to customize onboarding for everyone. Either you have a group session where it’s hard to ask questions (so you end-up booking follow-up meetings) or once again you resort to impersonal, written guides.

With Claap, your team can rely on screen recording to precisely explain the different areas of the business, processes to follow, and how the product works. All videos are also easily centralized and accessible to everyone, fostering collaboration at scale.

How to get started

Step 1. Record your screen

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Recording a claap from the extension

Record your screen to explain an internal process, your department rituals, or how to leverage internal tools. You can record any window and choose to record your full-screen or a specific tab.

When explaining processes and workflows, zoom in on each step so your colleagues can check details.

Step 2. Highlight critical moments

Bookmark important steps

Use our in-context feedback feature to note important steps in the presentation. This ensures the recording will automatically stop, forcing your team to pay extra attention and ask questions if they have doubts.

Step 3. Centralize your onboarding resources

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Moving a claap to a new topic

Create a dedicated onboarding topic onboarding to centralize recordings. Anyone on your team can add their videos here and you can use labels to add structure to your claaps.

Step 4. Clarify doubts

Async Q&A with Claap

Encourage your teammates to annotate the video to ask questions. And because your whole team has access to the topic, anyone can jump in to answer questions that pop up.