The Candid onboarding process has been built to give your team the knowledge and confidence needed to fully adopt the platform and get the most out of its functionality, allowing advisors to provide the best possible support for their participants.
We really enjoy welcoming new teams to Candid and getting to know how they work. Our aim is to make onboarding feel supportive, straightforward and tailored to your team, rather than a one-size-fits-all process.
Appointments with your team will be flexible around your timelines, and you will have direct contact with our onboarding manager throughout the process, so there will always be someone on hand to support you and answer any questions along the way.
The following steps are what you can expect:
Step 1: Kick Off
We will start by getting to know your team, your timelines and what will work best for you. We will work with your team manager/s to agree the onboarding plan and get your setup and training sessions in the diary at times that suit your team.
Step 2: Setting Up Your Organisation
Next, your team manager will have a video call with our onboarding manager. We will take care of getting your organisation set up together and make sure your team manager feels comfortable and confident managing the platform.
During the session, we will create your organisation’s account, apply your licences, and guide your team manager through everything they need to know, including how to create and manage advisor users.
There’s plenty of time to ask questions as we go, and we’ll make sure everything is clear before we finish.
After the session, we’ll send a friendly follow-up email with the session recording, so you can revisit anything we’ve covered whenever you need to.
Step 3: Advisor Training
Next, we’ll run a video call training session for your advisors using a screen-share demonstration to walk through the features. This involves:
- Accessing the platform
- Setting up participants
- Creating CVs and Cover Letters – AI chat, CV generation, editing, AI suggestions, and job tailoring
- Saving and exporting the documents
- Navigating the dashboard
If you’ve opted for Self-Serve licences, then we’ll provide additional training on how to set up and manage participant user roles, and how participants should use the platform themselves.
We’ll also invite your advisors to log in and explore the platform during the session. This gives everyone the chance to try Candid for themselves in a relaxed and supportive environment, with our team there to guide them as they go.
We actively encourage advisors to ask questions and test different features. Our aim is for everyone to leave the session feeling comfortable and confident using Candid.
Following the session, we’ll share the recording and an FAQ document, so your team has useful guidance to refer to as they begin using Candid.
Step 4: Team Manager Follow Up
Once your team has had some time to use Candid, we’ll arrange a follow-up session with your team manager to check in, hear how everyone is getting on, and make sure you’re getting the most from the platform.
We will use this time to introduce the management dashboard and show you how to access useful insights, including how many CVs have been created, the average number of CVs created per participant, and the average time taken to create a CV.
We’ll also show you how to view and manage your licences, advisor accounts, and participants, so your team manager feels confident managing Candid day to day.
Most importantly, this is a chance to catch up after your team has been using the platform. We want to hear what’s working well, answer any questions that have come up, and work through anything your team would like some extra support with.
Our aim is to make sure your team feels comfortable and confident using Candid and that the platform is working well within your service.
Continuous Support
For us, onboarding is just the start of our relationship with you. We really enjoy getting to know the organisations using Candid and hearing how the platform is working for their teams. We will keep in touch, welcome your feedback, and always be here if you need a question answered, some extra guidance, or simply want to talk something through.
Our aim is to make sure Candid continues to work well for your organisation, your advisors feel confident using it, and you’re getting the greatest possible value from the platform.
Ready to get started?
Would you like to see how Candid could work for your team?
