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Boon Customer Onboarding
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.
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.
Phase 1: Setup
Progress: 
(% of tasks completed)
100
P1 Action Items
Summary
Assignee
Status
Due date
Details
File upload
1
Sign SaaS agreement
Completed
May 26, 2022
Open
2
Confirm employer profile details
Joanne Ojwang
Completed
Jun 3, 2022
Open
Info-Tech-LOGO-Blue-TransparentBG (1).png
McLean&Co-LOGO-Purple.png
my Policies-LOGO-Color.png
SoftwareReviews-Logo-Color.png
3
Submit department bulk setup
Joanne Ojwang
Completed
Jun 10, 2022
Open
4
Submit reward structure details
Joanne Ojwang
Completed
Jun 10, 2022
Open
5
Confirm reward structure and department bulk setup
Completed
Jun 13, 2022
Open
6
Grant Boon access to begin ATS integration
Joanne Ojwang
Completed
Jun 10, 2022
Open
7
Application Questions
Joanne Ojwang
Completed
Jun 17, 2022
Open
8
Complete payment
Completed
Jun 29, 2022
Open
There are no rows in this table
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Phase 2: Configuration
Progress:
(% of tasks completed)
100
P2 Action Items
Summary
Assignee
Status
Due date
Details
File upload
1
Determine launch strategy
Completed
Jun 20, 2022
Open
2
Access to UKG integration portal
Completed
Jun 22, 2022
Open
3
UKG documentation review
Completed
Jul 8, 2022
Open
4
UKG Integration set up & testing
Completed
Jul 8, 2022
Open
5
Schedule account walkthrough & review
Completed
Jul 11, 2022
Open
6
Confirm launch date/schedule
Completed
Jul 11, 2022
Open
There are no rows in this table
Phase 3: Launch & Monitor
Progress:
(% of tasks completed)
38
P3 Action Items
Summary
Assignee
Status
Due date
Details
File upload
Image 7
1
Groups bulk setup (optional)
Open
2
TA/HR team bulk import
Joanne Ojwang
Completed
Jul 8, 2022
Open
3
UKG Job Integration & Mapping
Completed
Open
4
UKG Tracker Integration & Mapping
Completed
Open
5
TA/HR team test & review
Joanne Ojwang
In Progress
Jul 11, 2022
Open
6
Employees bulk import
Joanne Ojwang
In Progress
Jul 8, 2022
Open
7
Approve team member invite campaign
Joanne Ojwang
In Progress
Jul 8, 2022
Open
8
Schedule retrospective/progress report
Pending
Jul 11, 2022
Open
There are no rows in this table
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