Welcome to Collage! We’re excited to help you get set up for success. Below is your step-by-step onboarding guide. We know that one size doesn’t fit all: if you need more or less support as you go, please let us know! We want to tailor this experience to your needs, so you can be successful on our platform.
1. Kickoff Call
Your team will meet with your Collage onboarding specialist.
We want to learn about your priorities for this process!
Map out the steps, key milestones, due dates, and timing of launch. 🚀
2. Employee Data Upload
Securely share your employee data with us for import.
Our team will handle the heavy lifting to get your data into the platform.
3. Training Sessions
Customize roles & permissions, and policies based on your needs.
Guidance on setting up time off, time tracking, and onboarding workflows.
Explore key features like reporting and custom fields.
Get familiar with employee profiles and records – learn how to update details, manage documents, and track important information all in one place.
Training is flexible! Most clients have 1–3 sessions with some homework in between, but we’re here to support you—let us know what works best for your team!
4. Hands-On Setup
As each training session is completed, you can continue to fine-tune your roles, permissions, and policies in Collage.
Use our support articles, save your questions for the next scheduled sessions or reach out for extra help!
5. Pre-Launch Review
Review your setup, answer final questions, and confirm readiness.
Provide manager/employee level training collateral, as needed.
Activate your platform by inviting employees to join!
6. Additional Module Setup
If needed, set up performance management, recruiting, or other modules.
We’ll guide you and provide resources for continued success.
7. Transition to Ongoing Support
Meet your support team and learn how to get help moving forward.
Don’t worry - our level of support stays the same! You can access a real human, set up screen share training and request personalized assistance whenever needed.
8. Enjoy & Optimize!
Experience the simplicity and efficiency of Collage.
Let us know how we can support your ongoing success—we’re here to help!
Let’s get started! 🚀