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Boon Customer Onboarding: Info~Tech
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Boon Customer Onboarding


We're excited to partner with Info~Tech Research Group. The following workspace includes our onboarding plan.

The process is straightforward and is designed for us to do most of the heavy lifting, and get you the results you’re looking for.

Contract start date: 06/29/22
Launch date:
Walkthrough/onboarding date:
Hello, Info~Tech!
My name is Nadia Motta and I'm your account manager.
Feel free to reach out whenever you have a question.
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Dakota Younger
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Schedule a Call
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How to use this document:
More details for an action item can be viewed by using the “expand button” on the left when you hover over it or by clicking the “details” column to the right.
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Boon Customer Onboarding · Boon Customer Onboarding 2022-06-01 at 8.44.53 AM.png
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Phase 1: Setup
Progress:
Completed
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Pending
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(
100
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% of tasks completed)
P1 Action Items
0
Search
Summary
Assignee
Status
Due date
Details
File upload
1
Sign SaaS agreement
​
Completed
May 26, 2022
Open
2
Confirm employer profile details
JO
Joanne Ojwang
Completed
Jun 3, 2022
Open
Info-Tech-LOGO-Blue-TransparentBG (1).png
Info-Tech-LOGO-Blue-TransparentBG (1).png
McLean&Co-LOGO-Purple.png
McLean&Co-LOGO-Purple.png
my Policies-LOGO-Color.png
my Policies-LOGO-Color.png
SoftwareReviews-Logo-Color.png
SoftwareReviews-Logo-Color.png
3
Submit department bulk setup
JO
Joanne Ojwang
Completed
Jun 10, 2022
Open
department_ukg.xlsx
4
Submit reward structure details
JO
Joanne Ojwang
Completed
Jun 10, 2022
Open
5
Confirm reward structure and department bulk setup
Nadia Motta
Completed
Jun 13, 2022
Open
6
Grant Boon access to begin ATS integration
JO
Joanne Ojwang
Completed
Jun 10, 2022
Open
7
Application Questions
JO
Joanne Ojwang
Completed
Jun 17, 2022
Open
8
Complete payment
​
Completed
Jun 29, 2022
Open
Info-Tech_Invoice-78A785B3-0002.pdf
There are no rows in this table
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Related Content
⁠
Boon_Company_-_SaaS_Agreement_-_InfoTech_V1.2-wrussell_infotech.com (1).pdf
468.3 kB
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ITRG Vendor NDA 03.03.2022 version-Boon_Signed.pdf
254.2 kB
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Info-Tech_Invoice-78A785B3-0002.pdf
43.9 kB
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⁠
⁠
Phase 2: Configuration
Progress:
Completed
⁠
⁠
Pending
⁠
⁠
(
100
⁠
% of tasks completed)
P2 Action Items
0
Search
Summary
Assignee
Status
Due date
Details
File upload
1
Determine launch strategy
Nadia Motta
Completed
Jun 20, 2022
Open
2
Access to UKG integration portal
Nadia Motta
Completed
Jun 22, 2022
Open
3
UKG documentation review
Patrick Bollinger
Completed
Jul 8, 2022
Open
cd1902cd5cb480b0634194b8c8dd42a6be7288894b0628434283112544da947675c25594c5dd65c228ada43f82f047c690a8f102bba01e44e637f3eefd0e0c94cc08b66cf9f374dfd8754a3ec3924db487e51c6a294fe084e66d9ffba9d20b239899f718.pdf
4
UKG Integration set up & testing
Patrick Bollinger
Completed
Jul 8, 2022
Open
5
Schedule account walkthrough & review
Nadia Motta
Completed
Jul 11, 2022
Open
6
Confirm launch date/schedule
Nadia Motta
Completed
Jul 11, 2022
Open
There are no rows in this table
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⁠
Phase 3: Launch & Monitor
Progress:
Completed
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⁠
Pending
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⁠
(
38
⁠
% of tasks completed)
P3 Action Items
0
Search
Summary
Assignee
Status
Due date
Details
File upload
Image 7
1
Groups bulk setup (optional)
​
​
Open
2
TA/HR team bulk import
JO
Joanne Ojwang
Completed
Jul 8, 2022
Open
3
UKG Job Integration & Mapping
Nadia Motta
Completed
Open
4
UKG Tracker Integration & Mapping
Nadia Motta
Completed
Open
5
TA/HR team test & review
JO
Joanne Ojwang
In Progress
Jul 11, 2022
Open
initial launch.xlsx
email text.odt
email text.odt
6
Employees bulk import
JO
Joanne Ojwang
In Progress
Jul 8, 2022
Open
7
Approve team member invite campaign
JO
Joanne Ojwang
In Progress
Jul 8, 2022
Open
8
Schedule retrospective/progress report
Nadia Motta
Pending
Jul 11, 2022
Open
There are no rows in this table
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