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Onboarding new team members

Set up Onboarding new team members

Software/Sytems required
  1. Email team@ftm.net.au with first and last name to request email address and access to sharepoint be set up - once the email address is set up, create accounts for the following (only those required). 
  2. Freshdesk
  3. Hubspot
  4. Trello planning and onboarding boards
  5. Slack - add to relevant channels.
  6. Logins to Omnivore
  7. Invite to any relevant meetings e.g Scrum, Dept meetings.

Introductory email

  1. Send an introductory email - see template at the end of this.

In the first week

  1. Meet with Ivan for a 'Where did Omnivore come from' 
  2. Meet with Fern for a 'What is our product and who are our customers and key partners'
  3. Attend scrum
  4. Receive a high level demo of the software
  5. An overview of systems/processes within the dept they are working in. E.g
    1. Support - Freshdesk
    2. Onboarding - Hubspot, Trello 

Introductory Sessions 

  • By the end of the first month, new starters should have met one on one with everyone in City Beach. Everyone in City Beach should give an overview of what they do (e.g Krystal can do an overview of Enterprise or Deb an overview of Onboarding) or a specialist topic (e.g Radu can go over Jobs, Its up to hiring manager to facilitate. 
  • Topics to cover: 
    • All ecom platforms - Shopify, WC, BC, Magento, Maropost, Custom integrations
    • All key marketplaces - eBay, Amazon, Trade Me, Catch, TheMarket, Kogan, MyDeal etc.
    • Omnivore functionality - Managing products, Orders, Settings etc

New starter email template UPDATE as required


Welcome to City Beach Software! Here is a summary of some key apps/comms tools that we use and some guidance on what to do on your first day/week etc.

User details

Display name: Fern Jones

Username: fjones@citybeachsoftware.com

Password: asdfasdfas

Your new email address is: fern@citybeachsoftware.com and the pw is asdfasdfas 

To access your email:

  1. Login to https://portal.office.com and go to Outlook Web Access.
  2. Add this account to Outlook – if you need any tech support to help with this let me know, Bill, Leone or Wesley from the support team can assist with it.

Once you login to your email address you should find invites/logins to the following apps/tools that we use:

  1. Trello– There are 3 main boards
    1. Planning: for development tasks 
    2. Onboarding: for Retailers that are being onboarded/set up in Omnivore
    3. FAQ Support: A board for help content that needs creating, tasks to improve support processes etc.
  2. Freshdesk– this is our Support ticking system and also the content management system for the Help centre 
    1. Login and have a look around
    2. Edit your profile – name, signature etc.
    3. Here are some tutorials that you can watch to better familiarise with it; Note: we will also provide some training on how we use it: https://freshdesk.com/resources/videos/freshdesk-demohttps://www.youtube.com/watch?v=EmxACwjOkiw&list=PLsYJ3BsyR4qEWJTEYOEKK-VwXzvU_w876https://www.youtube.com/watch?v=XDOm5iI9bqU&list=PLsYJ3BsyR4qGFujlW0iDtOBOf4IPVsAqt
  3. Slack – we use slack to communicate with each other and also the key channels are:
    1. General – all members of City Beach 
    2. Productsupport – this is just the support team to help each other with tickets and ask questions etc

Logging into Omnivore/eBay LINK/m7/Trade Runner

 

You have a login to all the below sites with your email address. Click ‘forgot password’ for each cluster to reset the password and login with your own (must contain letters, numbers and symbol).

M1

https://m1.omnivore.com.au/

Omnivore Shopify, Magento 1, BigCommerce, WooCommerce retailers

M2

https://m2.omnivore.com.au/

Omnivore Shopify, Magento 2, BigCommerce, WooCommerce retailers, some Custom integrations

M3

https://m3.omnivore.com.au/

Super Retail Group retailers e.g Super Cheap Auto

M4 or eBay LINK

https://ebaylink.omnivore.com.au/login/auth

eBay LINK retailers

M5

https://m5.omnivore.com.au/login/auth

Mostly Custom/Enterprise customers likes Coles, Appliances Online

M6 or Trade Runner

https://traderunner.omnivore.com.au/login/auth

Trade Runner retailers

M7

https://m7.omnivore.com.au/login/auth

m7 or WMP app retailers

Support Portals

If you have free time, please read through and familiarise yourself with the support content:

https://omnivore-22393621.hs-sites-ap1.com/knowledge

https://omnivore-22393621.hs-sites-ap1.com

https://22393621.hs-sites-ap1.com/

Meetings

You should have received invites to the following recurring meetings:

  1. Everyday at 10am AEST time we meet to discuss what we are working on and if there are any blockers. You should have received an invite for this to your email address.
  2. Every Tuesday at 1pm we have a support catch up

Your first day!

  1. Join scrum at 10am on Tuesday and be prepared to introduce yourself. Just a few mins to say who you are, where you’re based and a bit about your work background/online retail experience. The invite should be in your outlook with a link to Zoom to join the meeting.
  2. Make sure you can access your email, slack, trello and Freshdesk. It might take a while to set all these logins up and I would recommend installing the Slack app.
  3. Make sure you can login to each Omnivore cluster 
  4. I recommend bookmarking all of these sites/apps for quick access
  5. Attend any meetings you’ve been invited to

Your first two weeks!

Key People:

  • Founder/MD: Ivan
  • COO: Fern
  • Developers: Ivan, Radu, Werner and Will
  • Support Team: Jo, Bill, Leone, Wesley, Reece, Gareth, Ryan
  • Onboarding Team: Debbie, Dave, Steve
  • Enterprise Account Management: Krystal
  • Marketing: Andrew and Elise
  • Reporting: Kim
  • Mapping team: Belinda, Athina, Andreea, Maya

City Beach can be busy and there is lots to learn – if you are ever feeling confused/overwhelmed or don’t know where to start you need to speak up and don’t be afraid to ask questions (I’ve been at City Beach for 7 years and I can honestly say I don’t know everything). I will check in with you over the next few weeks but if you ever need anything my mobile number is 0458201907 and you can message me in slack anytime.

Looking forward to working with you.