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Reminder: Pages about working at FareHarbor (Human Resources, administrative policies, etc.) have been moved to the new Employee Help Center!

Onboarding Team Materials

Last updated: April 26, 2024

Below are resources to be used by the Onboarding team. In addition to the help pages located in this Help Center, please also see the following Google docs:

Dashboard Changes & Responsibilities
Re-Onboarding a Former Client and New Client Live Dashboards

Take special note when onboarding international accounts by visiting Onboarding International Accounts.

Visit this page if you are looking for the website log-in for Onboarding.

In This Section

OB Checklist & Responsibilities
Onboarding Enterprise Accounts
Onboarding non-US Accounts
Best Practice for Onboarding Communication
Onboarding Slack Glossary
Close Tutorial for Onboarders
Onboarding Dashboard Checks
Onboarding Employee Bookmarks
Expense Reports for Onboarding Travel
Zendesk for Onboarding
Using Google Hangouts for a training
Live Customer Builds
- Dashboard Merge & Consolidation Protocol
- Submitting a Live Build Request
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Internal-only page. Don't copy and paste to anyone.

Reminder: Pages about working at FareHarbor (Human Resources, administrative policies, etc.) have been moved to the new Employee Help Center!

Onboarding Team Materials

In This Section

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