Source: https://polysh.io/use-for/employee-onboarding/ FOR PEOPLE & OPERATIONS # Make day-one workflows less of a guessing game. Give a new teammate a clear way into your internal tools. Turn a colleague’s screen walkthrough into a narrated explanation and a guide they can follow when it is time to do the work. [Request access](https://polysh.io/contact/)[See the workflow](#workflow) One recording. A narrated video, a readable guide, or both. NEW-TEAMMATE WALKTHROUGHVIDEO + GUIDE ## Submit your first expense Expense request New request Receipt Submit 1. 01 **Get ready** Have your receipt and the correct project code. 2. 02 **Follow the workflow** Create the request and attach the receipt. 3. 03 **Know what happens next** Submit it and check the request is waiting for approval. *Illustrative workflow. Sample content, not a product screenshot.* A BETTER HANDOFF ## Nobody remembers every screen from the welcome call. The first week comes with new names, tools, and habits. A task-based reference lets a teammate revisit the expense form or request process when they actually need it. BEFORE ### Learn it all in one sitting. An experienced colleague shares a screen. The new hire takes notes, then has to ask again when the task comes around. WITH POLYSH ### Learn the task when it comes up. A narrated walkthrough explains the unfamiliar tool. A guide holds the prerequisites and steps in a format the teammate can use beside it. THE WORKFLOW ## Start with the questions every new teammate asks. 1. 01 ### Pick an internal task Choose a workflow such as submitting an expense or requesting leave. Record a sample request with no personal or financial information. 2. 02 ### Add the context an experienced colleague skips Explain permissions, required details, and what happens after submission. Review the script and the guide’s expected results. 3. 03 ### Keep the reference within reach Share the video or guide with the intended audience. For information sent outside your organization, use invited-email access as appropriate. MADE FOR THE TASK ## The right tools for a clearer explanation. ### Explain the unfamiliar bits A reviewed script gives room for the terms and context a new teammate needs. [Explore the feature](https://polysh.io/products/narrated-videos/) ### Leave a reference beside the task Use guide prerequisites, numbered steps, and results to make the workflow easier to follow. [Explore the feature](https://polysh.io/products/step-by-step-guides/) ### Edit the explanation after the take Change narration text without repeating the spoken delivery of the same screen workflow. [Explore the feature](https://polysh.io/products/ai-voiceover/) GOOD TO KNOW ## A few practical questions. About using Polysh for employee onboarding. **Is this an employee training management system?** Polysh helps you create and share walkthroughs. It does not provide course enrollment, completion tracking, or an employee learning management system. **Can I document a task without showing private employee data?** Yes. Prepare a sample workspace and sample request before recording. Review the finished video and guide before sharing either. **Can new teammates keep a copy of the guide?** Yes. Guides can be downloaded as PDFs when downloading is enabled. Choose that setting based on the information the guide contains. KEEP EXPLORING ## Where else could a walkthrough help? OPERATIONS TEAMS ### SOP documentation Capture the ongoing process. [Explore the use case](https://polysh.io/use-for/sop-documentation/) LEARNING & ENABLEMENT ### Training videos Teach a recurring task. [Explore the use case](https://polysh.io/use-for/training-videos/) CUSTOMER SUCCESS ### Customer onboarding Onboard people outside your team. [Explore the use case](https://polysh.io/use-for/customer-onboarding/) PUT YOUR KNOWLEDGE TO WORK ## Give the next teammate a clearer first week. Start with a screen recording. Give it a little Polysh. [Request access](https://polysh.io/contact/) Access is currently by team invitation.