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Onboarding Your Team

Updated over 2 months ago

Once your team members have been added to Site App Pro, it's essential to properly onboard them to ensure smooth adoption. Here's how to set them up for success:

Organise a Training Session

Consider scheduling a team meeting or sending a comprehensive email covering the following topics:

1. How to Login

  • Where to access Site App Pro (web console and/or mobile app)

  • How to use their credentials

  • Password reset procedures

2. How to Use Site App Pro

  • Navigation basics

  • Key features relevant to their role

  • Mobile app functionality (if applicable)

3. Required Forms

  • Which forms they need to complete

  • When and how often to submit forms

  • What to do if they encounter issues

Training Resources

Download our Team Training Infographic to support your onboarding efforts. You can:

  • Print and display it in common areas

  • Distribute digital copies to all staff

  • Use it as a quick reference guide during training sessions


Tips for Successful Implementation

Be Patient with Change

Implementing new health and safety processes takes time. Remember:

  • You're changing established workflows and habits

  • Staff may need time to adapt to digital forms

  • Initial setup effort leads to long-term efficiency gains

  • Provide ongoing support as your team adjusts

Best Practices

  • Start small: Begin with essential users and gradually expand

  • Assign champions: Identify tech-savvy team members to help others

  • Provide hands-on training: Demonstrate the app rather than just explaining it

  • Be available: Make yourself accessible for questions during the transition period

  • Gather feedback: Ask your team what's working and what needs improvement

Support During Transition

Your team's adaptation to Site App Pro is an investment in improved health and safety management. While the initial setup requires effort, the streamlined processes and better compliance will quickly demonstrate the value of the change.


Need Help?

If you encounter any issues during user setup or onboarding:

Remember: Successful implementation comes from clear communication, adequate training, and patience as your team adapts to their new health and safety management system.

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