Skip to main content
Engage and Serraview Onboarding Checklist
- Last updated
-
-
Save as PDF
- Onboarding Prerequisite Decisions
- Use the prerequisite decisions list to ensure you have made decisions on the following areas before you commence the onboarding.
- #1 - Initial Integrations
- We have a collection of integrations that will make it easy to manage single sign-on, transfer of import files, and desk bookings with calendars.
- #2 - Buildings, Floors, and Floorplans
- Set up your buildings, floors, and floorplans.
- #3 - Branding for Engage
- Your company's branding can be quickly set up.
- #4 - Allocation and Occupancy
- Using Serraview you can quickly set up seating charts to suit your business.
- #5 - Set up Desk Reservations
- If you want your employees, to be able to book a desk from Engage then this can be configured.
- #6 - Set up Meeting Rooms
- If you want your employees, to be able to book a meeting room from Engage then this can be configured.
- # 7 - Set up Parking
- #8 - Engage Distribution
- Now, you are ready to distribute the Engage app to your employees. There are several ways the app can be distributed.
- #9 - Additional Engage Configuration
- Important Note: For initial onboarding, you may want to skip this section! This is the additional configuration that can be set up later.
