Oak Ave install
$4,200
Jordan Hale
Won · pending review
Maya Chen · close Oct 18 · 6d in stage
onboarding a new sales rep
Keep the hire in the sidebar, and still send them to the door
Onboarding a new sales rep is assigning a checklist the hire finishes on the phone, while they can still knock, until My Onboarding hits Completed. Knockdesk is field sales software for that first week, and this how-to sits on the guides hub next to the sales onboarding feature and the sales rep onboarding checklist.
Book a Walkthrough| Job | On a paper packet | On the desk |
|---|---|---|
| The list | Email attachment | My Onboarding until Completed |
| A knock | Sometimes withheld | Onboarding does not block knocks |
| A contest | Anyone can join | Eligibility can require finished onboarding |
1
Sales onboardingThe product page for templates, Sequential Completion, and My Onboarding.
2
Sales rep onboarding checklistThe checklist this process is supposed to finish.
- 1Open People, then Tools, then Onboarding. Set the target role to Field Sales Rep or Sales Manager.
- 2Turn on the policies you need: Sequential Completion, Allow Skipping Optional Tasks, Auto-assign to New Users, and Require Admin Approval.
- 3Assign the template from User Onboarding, or from the person on People. Auto-assign gives that template to new users of the target role.
- 4The hire opens My Onboarding. Tasks can be a short answer, long answer, checklist, true or false, link, file upload, form, or fillable document they can sign on the phone.
- 5When every required task is Completed, or an admin marks Manually Completed, My Onboarding hides. Until then it stays. It does not block a knock.
The first week
A sales onboarding process that still lets them knock
A sales onboarding process that withholds the route until every PDF is signed teaches the hire that the packet matters more than the door. Sales rep onboarding on this desk is the opposite: My Onboarding stays in the sidebar until Completed or Manually Completed, and the product does not block a knock or a route. A contest can still wait. Require finished onboarding is eligibility, not a lock on the pin.
The sidebar
My Onboarding stays until status is Completed or Manually Completed. Then it hides.
The lock
Sequential Completion keeps later required tasks locked until earlier required work is done or submitted. Optional work can still be skipped.
The door
They can clock in, cut a knock, and log Not Home while the list is still open.
The misses
Mistakes that hide the hire or block the week
The miss is treating onboarding a new sales rep as a gate on the first knock. You hold the turf, the packet lives in email, and the contest is already live for anyone who saw the thread. The hire either never knocks, or knocks with no list in the sidebar.
| Mistake | What you think you got | What Friday holds |
|---|---|---|
| Withholding knocks until the packet is done | A trained hire | A week with no visits on the pin |
| A list in email | A process | Nothing in the sidebar after day one |
| Opening every task at once | Speed | Required work skipped for optional work |
| A live contest for unfinished hires | Energy | A game they were not eligible for |
Doing it in Knockdesk
The sit can wait. The knock should not.
On Knockdesk the hire can log doors while My Onboarding is still open. The deal card here is a fixture: Oak Ave install, Jordan Hale, Won pending review. That sample is not a customer close. It is what the first sit should become on the same desk as the knock. Full desk is on the pricing page. There is no second Knockdesk tier. A free trial is not open.
Deal
Sample
Related
Keep going from this onboarding how-to
- Sales onboarding software
Templates, Sequential Completion, approval holds, and My Onboarding until Completed.
- Sales rep onboarding checklist
The list the hire still owes, including the first knock.
- Hold the contest until they finish
Eligibility can require finished onboarding. That is not a knock block.
- Ride along while the list is still open
A scored ride does not have to wait on Completed.
- Back to the guides hub
The index this how-to opens from.
- Full desk pricing
One Knockdesk plan: Full desk.
FAQ
Frequently asked questions
What does onboarding a new sales rep look like here?
Onboarding a new sales rep is a template from People, then Tools, then Onboarding, and My Onboarding in the sidebar until Completed or Manually Completed. Knockdesk is field sales software. It does not block a knock.
What is the sales onboarding process if knocks stay open?
The sales onboarding process is assign the template, sequential locks on required work, approval holds when that policy is on, and a sidebar that stays until finished. Knocks and routes stay available.
What does sales rep onboarding assign?
Sales rep onboarding assigns a template aimed at Field Sales Rep or Sales Manager. Tasks can be a short answer, long answer, checklist, true or false, link, file upload, form, or fillable document.
Does My Onboarding stay after they start knocking?
Yes. My Onboarding stays until Completed or Manually Completed. Then it hides. Onboarding does not block knocks.
Can a contest wait on onboarding?
Yes. Require finished onboarding is an eligibility switch on a game. That is not a knock block.
How much does Knockdesk cost?
Full desk is on the pricing page. There is no second Knockdesk tier. A free trial is not open. Book a walkthrough and bring the checklist a new rep still owes.
The hire
Bring the checklist that still lives in email.
We will assign a Field Sales Rep template and open My Onboarding on Full desk. A free trial is not open.
Book a Walkthrough