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.
FOR PEOPLE & OPERATIONS
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.
One recording. A narrated video, a readable guide, or both.
Expense request
Have your receipt and the correct project code.
Create the request and attach the receipt.
Submit it and check the request is waiting for approval.
A BETTER HANDOFF
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
An experienced colleague shares a screen. The new hire takes notes, then has to ask again when the task comes around.
WITH POLYSH
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
Choose a workflow such as submitting an expense or requesting leave. Record a sample request with no personal or financial information.
Explain permissions, required details, and what happens after submission. Review the script and the guide’s expected results.
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
A reviewed script gives room for the terms and context a new teammate needs.
Explore the featureUse guide prerequisites, numbered steps, and results to make the workflow easier to follow.
Explore the featureChange narration text without repeating the spoken delivery of the same screen workflow.
Explore the featureGOOD TO KNOW
About using Polysh for employee onboarding.
Polysh helps you create and share walkthroughs. It does not provide course enrollment, completion tracking, or an employee learning management system.
Yes. Prepare a sample workspace and sample request before recording. Review the finished video and guide before sharing either.
Yes. Guides can be downloaded as PDFs when downloading is enabled. Choose that setting based on the information the guide contains.
KEEP EXPLORING
OPERATIONS TEAMS
Capture the ongoing process.
Explore the use caseLEARNING & ENABLEMENT
Teach a recurring task.
Explore the use caseCUSTOMER SUCCESS
Onboard people outside your team.
Explore the use casePUT YOUR KNOWLEDGE TO WORK
Start with a screen recording. Give it a little Polysh.
Request accessAccess is currently by team invitation.