Enterprise Onboarding Help
You are only a few steps away from having your enterprise set up on Zapoint SkillsMapper. Below are details of the steps you need to complete as part of the onboarding process. If you have any further questions, please contact us by emailing info@zapoint.com.
Selecting an Administrator
Before completing the set up process, you need to select an Administrator for your enterprise. The Administrator will be responsible for changing and updating the Enterprise details, and purchasing and activating further modules, if required.
The first tab of the Setup page asks the administrator to either login (if they already have a Zapoint account) or enter their personal details to create an account.
Once the setup process has been completed, the Administrator should upload the company logo, which will then be displayed when any member of the enterprise is logged into the application.
The Administrator will have access to certain features within the application which are hidden from regular users. Once logged into the application, the Administrator can manage the Enterprise account from the Admin Dashboard.
The Administrator will also be responsible for identifying "Superusers" - these are Enterprise members with enhanced Administrative access to certain key features of the application. The designated Administrator and Most Senior Executive can also be changed through the Admin Dashboard.
topConfirm the Enterprise details
Before submitting the application to create a new Enterprise account on Zapoint, you will need to confirm the address and telephone details for the organization.
These can be edited at a later date from the Admin Dashboard and a separate billing address can also be entered if required.
Before submitting the application, you will need to confirm that you agree to Zapoint's Terms and Conditions. By submitting the application you are confirming that you are authorized to accept Zapoints Terms and Conditions of Business on behalf of the Enterprise.
topIdentify the Most Senior Executive
Once you've identified who will be the Administrator for your organization, the next step is to identify the most senior person who will be using the system.
This will be the person who you want to appear at the top of the formal organizational chart in the system and who will start the roll-out across the enterprise by identifying their direct reports.
The Administrator can change the Most Senior Executive at a later date from the Admin Dashboard so if you're initially planning on setting up the system for a pilot group of users, this can easily be expanded to cover the whole organization at a later date.
topHow do I get everyone added to the Enterprise?
Once the Most Senior Executive has been identified, he/she will receive a confirmation email with a link to set up their account details.
They will simply have to identify each of their direct reports by name and email and an email will be sent to all of their direct reports asking them to follow the same process. This quick and simple cascade will continue down through the organization until it reaches the bottom of each branch, where the employee doesn't have anyone reporting to them.
Additional employees can easily be added at a later date from within the application either by a manager (for a new direct report) or by the Administrator (for a new employee reporting to any existing manager).
Once the cascade is underway an org chart will be automatically generated showing the users who have been added to date.
topWhat happens next?
Once the cascade has been completed, all employees are now on the system. Next they need to make sure that they have accurately completed their profile by uploading their resume or creating a profile from scratch.
Once the profiles have been completed you can start using all of the features available in SkillsMapper to identify and manage the skills that exist across your organization.
Further details of how to use the application can be found in the User Instructions section of the application.
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