TeamStation AI Client Onboarding Guide 🚀

Welcome to TeamStation AI! This guide will walk you through each step of the onboarding process, from scheduling a demo to setting up your first job requisition, selecting devices, and meeting cybersecurity needs. We’re here to make hiring top talent from Latin America smooth, secure, and transparent.

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Step 1: Schedule a Demo Call 📅

1. Book a Demo: Visit our website to schedule a demo and meet with a TeamStation expert.

   • Schedule Your Demo

2. Demo Overview: We’ll cover:

   • Platform Tour: Get familiar with our dashboard and main features.
   • Job Posting: How to create a job post for roles you need.
   • Security Features: See our cybersecurity tools and compliance options.

3. Q&A: Bring any questions you have about the onboarding process.

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Step 2: Sign Up and Access Your Account 📧

1. Invitation Email: After the demo, you’ll receive an invitation link to create your TeamStation AI account.
2. Set Up Your Profile: Complete your profile setup and invite other team members to join if needed.
3. User Roles: Assign access permissions for admins, HR managers, and others who will work with the platform.

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Step 3: Create Your First Job Requisition 📋

Ready to post your first role? Here’s how to set up a job listing with all the details you need:

1. Go to the Job Requisition Dashboard: Log in and find the "Job Requisitions" section.

2. Click "Create New Job Requisition" and fill in:

   • Job Title: Name the role (e.g., Senior Software Engineer, DevOps Specialist).
   • Skills: List required skills like programming languages, tools, and years of experience.
   • Experience Level: Choose the experience level (e.g., Junior, Mid, Senior).
   • Job Description: Describe the responsibilities and goals for the role.
   • Timeline: Enter the start date and expected duration of the project.

3. Budget:

   • Salary Range: Set the budget range you’re looking for.
   • Payment Terms: Choose monthly or project-based payments.

4. Preferred Hiring Countries:

   • Select countries from our LATAM network, like Mexico, Colombia, and Brazil, for better time zone and cultural alignment.

5. Submit the Requisition: Review all details and submit!

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Step 4: Customize Onboarding 🧑‍🏫

Customize the onboarding process to make sure each new hire has everything they need to succeed:

1. Choose an Onboarding Template: Go to the “Onboarding” section and pick a pre-made template or customize one to fit your needs.

2. Add Steps for New Hires:

   • Company Introduction: Include an overview of your company, values, and mission.
   • Role-Specific Training: Upload any role-specific training materials or guides.
   • Policies and Compliance: Include required documents or policies to sign.
   • Tools and Software: List any software or tools they’ll need to install.

3. Save and Apply: Once you’ve customized the onboarding process, save it and apply it to each new hire.

For more about onboarding, check out:

• TeamStation AI’s Onboarding and Compliance

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Step 5: Choose Devices and Equipment 💻

1. Device Requirements: Set any specific device needs (e.g., laptops with high processing power or secure configurations).

2. TeamStation-Provided Devices:

   • Choose from TeamStation-provided devices or allow new hires to use their own as long as they meet security standards.
   • Remote Device Setup: TeamStation configures devices before they’re shipped, ensuring they’re ready for secure access.

3. Shipping: We handle all logistics, securely shipping devices to new hires.

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Step 6: Set Up Security Requirements 🔒

Configure information security and cybersecurity standards to protect sensitive data:

1. Security Settings:

   • Go to “Security Settings” in your dashboard.
   • Enable features like multi-factor authentication (MFA), endpoint security, and VPN access to keep data secure.
   • Define any requirements to align with Cybersecurity Insurance standards.

2. Compliance Checks:

   • Schedule automated compliance checks to make sure devices and access follow your security protocols.

3. Reporting:

   • TeamStation provides reports that show compliance for auditing and insurance purposes.

For more on cybersecurity and compliance:

• TeamStation AI Cybersecurity Policies

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Step 7: Reviewing and Selecting Candidates 🎓

Once your job post is live, we’ll start presenting top candidates who match your needs.

1. View Candidate Profiles:

   • Each profile includes a summary, video introduction, and skill evaluations.
   • Check our radial graph that visually maps each candidate’s strengths in technical skills, critical thinking, and communication.

2. Schedule Interviews:

   • Set up interviews with your top candidates directly in the platform.
   • TeamStation manages scheduling, reminders, and availability across time zones.

3. Provide Feedback and Make Decisions:

   • Review feedback from your team and make a final decision directly in the platform.
   • Once approved, the onboarding process you set up will start automatically for the new hire.

More details about our selection process:

• How We Hire Full Stack Engineers

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Step 8: Monitor and Manage Your Team 📈

Once your new hire is onboarded, manage your team’s progress with real-time tools.

1. Dashboard:

   • Track project milestones, hours worked, and productivity directly from the dashboard.
   • Get real-time updates to stay informed on all aspects of your projects.

2. Performance Reporting:

   • Access regular updates on team performance, including key metrics like completion rates, quality scores, and compliance.

3. Direct Communication:

   • Use the built-in messaging platform for direct communication with your team.
   • Easily share updates, feedback, or project modifications.

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Final Thoughts 📝

The TeamStation AI onboarding process is designed to be easy, secure, and completely transparent. From setting up job roles to managing your team, we’re here to support your Nearshore IT staffing needs every step of the way.

Need more help? Visit our Knowledge Base for additional resources:

• TeamStation AI Knowledge Base

Thanks for choosing TeamStation AI! We’re excited to help you build an amazing team. 🌎💻