The goal of our onboarding process is to customize the account to your needs and integrate Application Manager into your everyday life as a recruiter in the best possible way. We support you with this article in successfully preparing for your go-live.

1. The onboarding process at a glance

To get you started, we have compiled an overview of the single steps up to a successfull go-live.

For the duration of the implementation, you will have a dedicated Customer Consultant who will serve as your point of contact*.

For technical questions please contact our Customer Service Team via online contact form.

In addition to our consultations, we support you with video tutorials and numerous manuals here on our Help Center, as well as in our free online consultation hours*.

To successfully implement each step, please schedule enough time until go-live.

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* Onboarding services and functionality depending on the package you choose.

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2. Your way from the demo till go-live

2.1 Preparations

You can access your account any time at meinaccount.onlyfy.io and start your preparations already. At the start of the contract, your test account will be converted according to the booked range of functions. All settings made up to that point will, of course, be retained.

2.2 Initial contact with your Customer Consultant

You will receive the following information by email from your personal consultant soon after signing the contract:

• Overview first steps and tasks including support material
• Information about your account
• Proposed date for the kick-off call 
• Presentation of the homepage integration possibilities
• Job Ad Designer manual for the creation of your job ads
• Video tutorials (German only)

2.3 Kick-off meeting

During this meeting we will plan your project together and clarify all open points. Main topics:

• Contact persons & responsiblities
• Project flow
• Career page integrations & ad design
• Settings (basic & advanced features)
• Clarification of any additional topics and questions

Set-up the system

In this phase, you customize Application Manager to meet the needs of your business. Your future system administrators will learn the necessary information about the configuration in our video "Admin Training" (only available in German). Among others, the following topics will be covered: 

• How to set up hiring processes?
• How to set up user groups?
• How to set up application processes?
• How to create message templates?
• GDPR settings

Training of the key user

The future key users of the system learn in the video "Key-user Training" (only available in German), how to master daily recruiting needs (job creation and publication, as well as candidate management).

2.4 Test run & follow-up

We recommend that you try out the functions that are important for your company during the test run in order to adapt Application Manager to your internal processes in the best possible way.

In order to exchange information on the current status and to clarify any open issues, we will arrange an appointment with you for a phone call during the kick-off meeting. Main topics:

• Fine tuning
• Internal test run
• Erasing of the demo data
• Clarification of open points

2.5 Final meeting & go-live

In our final meeting, we go through our checklist, defined in the kick-off meeting, in order to close all topics or finalize open points.

Of course, we would like to continue to provide you with the best possible support in the future, which is why we offer regular consultation hours for any unanswered questions you may have about our Application Manager.

Simply select an appointment and ask all the questions that are close to your heart — together we will find a solution! Our specialists from the Customer Success Team look forward to meeting you!