Automated Onboarding in PlanFix | Customized for Company Processes

Two Training Formats

Basic Course

Universal PlanFix training. Not tied to specific business processes. Conducted in a demo account.

Basic Course Page

Specialized Onboarding

Customized setup for your company's processes. Accounts for business specifics, team features, and existing PlanFix configurations. Works in your account.

How Specialized Onboarding Works

• Created in your PlanFix account
• New employees receive automatic task sets
• Tasks simulate real company work scenarios
• All actions occur in training mode without affecting live processes

Course Scaling

Basic setup includes course development for 1-2 roles within one department. Covering additional departments, positions, or complex role relationships is discussed individually and affects timelines and cost.

Technical Requirements

• Requires PlanFix "Business" or "Corporate" tariff
• Automated training is not available on "Professional" tariff

Work Organization Process

Preliminary Stage:

• Several meetings for process analysis
• Definition of onboarding goals and training scenarios
• Approval of plan and setup timelines

Main Stage:

• Setup of automated scenarios in your PlanFix account
• Creation of course structure and task templates
• Testing course operation in training mode

Implementation Results

• Automated training process in your PlanFix account
• Uniform onboarding standard for similar positions
• Ability to track learning progress in the system

Timelines and Cost

Setup Time: 2-3 weeks

Cost: approximately 200,000 rubles

Included in Cost:

• Business process analysis
• Setup of automated scenarios in your PlanFix
• Basic course launch instructions

Paid Separately:

• Detailed training materials development
• Personalized instructions creation
• Subsequent course modifications

Let's discuss onboarding setup for your company

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