What is the Onboarding Workspace?

The Onboarding Workspace (OWS) is a central document that streamlines the onboarding process and minimizes back-and-forth communication. It is a simple yet crucial Google Sheet that acts as the single source of truth for both you and Insider teams.

Why is the Onboarding Workspace Important?

• It ensures consistency and transparency by organizing all necessary onboarding details.

• It contains multiple tabs, each with specific owners responsible for different aspects of onboarding.

• It functions as a project management document, keeping track of the entire process from start to finish.

What Can You Find in the Onboarding Workspace?

The Onboarding Workspace includes everything you need to streamline your onboarding journey, such as:

• Team & Learning Resources – Easily access relevant Insider teams and educational materials to support your onboarding.
• Use Case Scope – Find fast-track scenarios to help you set up key use cases efficiently.
• Integration Scope – Track your onboarding progress and stay aligned with key stakeholders.

As the first document shared with you during the initial meeting, the Onboarding Workspace plays a critical role in ensuring a smooth, well-documented onboarding experience. With structured collaboration and clear visibility, it helps you and the Insider team stay aligned every step of the way.