# 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.

## 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.

## 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 |

## 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.

## Keep going from this onboarding how-to

- [Sales onboarding software](/features/sales-onboarding): Templates, Sequential Completion, approval holds, and My Onboarding until Completed.

- [Sales rep onboarding checklist](/checklists/sales-rep-onboarding-checklist): The list the hire still owes, including the first knock.

- [Hold the contest until they finish](/guides/how-to-run-a-sales-contest): Eligibility can require finished onboarding. That is not a knock block.

- [Ride along while the list is still open](/guides/how-to-run-a-sales-ride-along): A scored ride does not have to wait on Completed.

- [Back to the guides hub](/guides): The index this how-to opens from.

- [Full desk pricing](/pricing): One Knockdesk plan: Full desk.

## FAQ

### 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.