Onboarding Employees
Onboarding a New Employee in 1Stop: Step-by-Step Guide
This article walks you through the steps to onboard a new user to 1Stop. Each section expands with more details.
1. Create the Employee Record – Start by setting up the employee’s profile in the system.
Create an Employee Record
1. Navigate to the Employees Module and click the Create Employee button.
2. Complete the fields in the About Employee section, as well as any other required fields (indicated by a red line). If the Pay Rate is unknown, enter "0". Some fields or their locations may very slightly.
Note:
The Work Email is the address where the 1Stop invite will be sent.
3. Once all required fields — and any additional fields your company needs you to fill out — are complete, click Save in the top right corner.
Note
If your company uses New Hire Request, please click the Process New Hire transition once they are ready to move into the Active Employee state.
2. Send an Invitation to the 1Stop CRM – Invite the employee to access the 1Stop CRM platform so they can get started.
Invite New Users to 1Stop
1. Log into 1Stop. Go to Setup > General > Users, then click the + New User button.
2. A pop-up box will appear. Enter the user details, then click Save. An email invitation will be sent to the new user.
Note:
When a user accepts the invitation and joins, the info icon next to their name will disappear. If a user didn’t receive the invite, you can resend it by clicking their name and then selecting the Reinvite button.
3. Complete the Directory Record – Once the employee has been invited to 1Stop, fill in all necessary information in the Directory Record. Note: If the Employee is a Sales Rep, confirm the date they should be added to the Sales Scheduler before completing their information in the Directory.
Complete the Directory Record for Employees (Excluding Sales Reps)
After you receive confirmation that the new employee has been invited to 1Stop, follow the steps below to complete their setup. If the employee is a Sales Rep, proceed to the next section: Complete the Directory Record for Sales Reps.
1. Navigate to the Employees module and click the name of the employee whose setup you're completing.
2. Once you're in the employee record, click the 1Stop User field and search for the employee’s user information. When you find the correct user, click their name, then click the check mark to save.
3. After entering their information in the 1Stop User field, click Directory in the Related List.
4. Click the name under Directory Name to open the directory record.
5. Complete the following fields on the Directory record:
- 1Stop User - Select their name from the lookup field.
- Text Group - Add them to the appropriate group, if applicable. Options are: Call Center, Customer Service, Operations, and Finance.
Complete the Directory Record for Sales Reps
After you receive confirmation that the new employee has been invited to 1Stop, follow the steps below to complete their setup.
1. Navigate to the Employees module and click the name of the employee whose setup you're completing.
2. Once you're in the employee record, click the 1Stop User field and search for the employee’s user information. When you find the correct user, click their name, then click the check mark to save.
3. After entering their information in the 1Stop User field, click Directory in the Related List.
4. Click the name under Directory Name to open the directory record.
5. Complete the following fields on the Directory record:
- 1Stop User - Select their name from the lookup field.
- Include-Sales Schedule - Check this box.
- Spanish Speaker - Check this box if applicable.
- Sales Rep Score - Enter the Sales Rep's overall Score.
- Sales Schedule Products - Add the product the rep is selling to the subform:
- Click Add Row.
- Select the product from the drop-down list and enter the Sales Rep's product-specific score.
- Click the checkmark to save.
Alert
- You must check the "Include-Sales Schedule" field and add the Product to the subform for the rep to appear in the Sales Schedule.
- The "Spanish Speaker" field must be checked for any bilingual Sales Rep. If it is not checked, they will not be eligible for Opportunities marked "Spanish Speaker."
- 1Stop provides two ways to score your Sales Reps - an overall Sales Rep Score and a Product Score. Both of these scores are used to rank your Sales Reps on the Sales Scheduler, allowing your appointment setters to assign the best leads to the best closers. You may develop whatever scoring method you choose, with Sales Reps listed in descending order, so the higher the score, the higher they'll appear on the Sales Scheduler.
4. Add to Global Set Picklist (if applicable) – If the new user is a Sales Rep or Scheduler, make sure to add them to the appropriate Global Set picklist.
Add Sales Reps to the Global Set
1. Log into 1Stop. Go to Setup > Customization > Modules and Fields. Click the Global Sets tab at the top, then scroll down to the Sales Rep List and click it.
2. Hover your mouse to the right of the picklist field, then click the + icon.
3. Add the Sales Rep's name and click Save. To add more than one name, click the + icon again for each additional entry.
Alert
To avoid any issues, please keep all names in the Global Set, even if someone is no longer with your company.
Add Schedulers to the Global Set
1. Log into 1Stop. Go to Setup > Customization > Modules and Fields. Click the Global Sets tab at the top, then scroll down to the Call Center List and click it.
2. Hover your mouse to the right of the picklist field, then click the + icon.
3. Add the Scheduler's name and click Save. To add more than one name, click the + icon again for each additional entry.
Alert
To avoid any issues, please keep all names in the Global Set, even if someone is no longer with your company.
5. Invite the Employee to Zoho Sign (if applicable) – If the employee will be using the Sign feature, make sure they’re added after they’ve accepted the 1Stop CRM invitation.
Invite Users to Zoho Sign
1. Go to sign.zoho.com and log in. Navigate to Settings > Users and Control, then click the Invite user button.
2. A new window will open. Enter the email address of the new user, then click Save. An email invitation will be sent.
For 1Stop Internal Use Only:
Add Additional Zoho Sign licenses (if needed) - Purchase extra licenses if your current plan doesn't have enough.
Add Additional Licenses
1. In Zoho Sign, click the profile name in the upper-right corner of the page.
2. In the new window, click Upgrade.
3. Then click Upgrade Add-Ons.
4. Enter the number of additional licenses needed, then click Proceed. Enter any required payment information to complete the purchase.
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