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3 min read

How Dovetail Makes First Weeks for Employees Effortless: A Guided Demo

Nov 22, 2024 7:14:28 AM

HR case management demo

Disclaimer: The following is a scenario-based demo created to illustrate how Dovetail Software can streamline HR processes. While the characters and events are fictional, the functionality and benefits described are based on real features of Dovetail’s platform.

Starting a new job has its fair share of butterflies and big questions. In today's post, we're diving into a real-life scenario showing how Dovetail Software smooths out those first-week jitters for both HR teams and new employees. Let’s follow Christopher Lopez as he navigates his first week at Global Frontier Solutions and discovers just how easy it is to get answers with Dovetail!

🌟 The Call: A New Journey Begins

Christopher, fresh on the job and eager to understand the ropes, picks up the phone to make his first official inquiry about his pay period. It's a big moment, stepping into the unknown of a new company's processes. Luckily, Global Frontier Solutions is powered by Dovetail Software, which means Christopher is in good hands.

📞 Ring, Ring! It’s Showtime

The phone rings, and Annie, our trusty HR representative, is ready with a warm welcome:

HR Rep (Annie): "Hello, thank you for calling Global Frontier Solutions. My name is Annie. How can I assist you today?"

Employee (Christopher): "Hi, this is Christopher Lopez. It's my first week on the job, and I wanted to know when my first pay period will be."

🛡️ Security First

Before diving into details, Annie ensures everything is secure and starts with a quick verification to protect Christopher’s personal information:

HR Rep: "Welcome to Global Frontier Solutions, Christopher! Let me get that information for you. Before we proceed, could you verify your identity? Could you please provide your date of birth and your Employee ID?"

Employee (Christopher): "Sure, my date of birth is 05/15/1995 and my Employee ID is 3010."

With Christopher’s details confirmed Annie gets to work. The Dovetail system’s CTI (Computer Telephony Integration) popup is a marvel, showing up right on time with the case creation screen. This feature not only looks sleek but ensures that all the necessary information is at Annie’s fingertips, making it a breeze to manage calls and information simultaneously.

📚 Finding Answers with a Click

Annie quickly accesses Christopher’s employee profile, where a custom field displays his pay period details. It's all there—clear, concise, and exactly what he needs to know.

HR Rep: "Great news, Christopher! Your first pay period ends on 03/15/2024, and you will receive your paycheck on 04/01/2024."

Employee (Christopher): "That's awesome, thank you so much!"

🌍 Empowering Employees Beyond the Call

Annie reminds Christopher that this information, along with other useful details, can also be found on the Employee Portal, Dovetail's user-friendly, self-service platform that empowers employees to find answers, access resources, and manage HR-related tasks independently, enhancing efficiency and engagement. It's all about empowering employees to find information on their own, fostering a sense of independence and confidence from day one.

HR Rep: "You're welcome! All this information is also available on our employee portal under the 'About Me' section."

As they speak, a confirmation email, including a link to the case on the Employee Portal, is automatically sent to Christopher. It’s like magic—efficient, effective, and utterly seamless.

Employee (Christopher): "I just received the email. Thanks for your help!"

🎉 A Happy Ending to a New Beginning

With a few clicks, a couple of verifications, and Dovetail’s intuitive interface, what could have been a nerve-wracking call turned into a delightful first interaction with HR.

HR Rep: "It was my pleasure, Christopher. If you have any more questions, feel free to reach out. Welcome, once again to Global Frontier Solutions, and have a great day!"

Employee (Christopher): "Thanks, you too!"

🚀 Dovetail: The HR Superhero

As we wrap up this demo, it’s clear that Dovetail isn’t just software—it’s a game-changer for HR professionals and new employees alike. From seamless integrations and real-time updates to empowering self-service portals, Dovetail ensures that every employee, new or seasoned, feels supported and informed from day one.

Thanks for joining us on this journey with Christopher and Annie! Stay tuned for more tales from the HR front lines where Dovetail Software continues to make life easier for everyone in your company. Until next time, take care! 🌟

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Rebecca Berkowitz
Written by Rebecca Berkowitz

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