Executive Summary
PyjamaHR offers comprehensive onboarding and implementation training sessions to ensure your team gets up and running quickly and confidently. Whether you’re a new customer, adding new recruiters, or need a refresher, our tailored training covers everything from initial setup to advanced best practices—helping you maximize the value of your ATS from day one.
Detailed Overview
What Are Onboarding and Implementation Training Sessions?
Onboarding and implementation training sessions are live, interactive walkthroughs led by PyjamaHR experts. These sessions are designed to:
- Guide new users through account setup, configuration, and core workflows
- Provide hands-on demonstrations of key features (job posting, candidate management, integrations, reporting, etc.)
- Address team-specific use cases and answer questions in real time
- Ensure all users (including new joiners) understand best practices for using PyjamaHR efficiently
When and Why to Use Training Sessions:
- New Account Setup: For organizations just starting with PyjamaHR
- Team Expansion: When onboarding new recruiters or HR team members
- Feature Refreshers: For teams needing a refresher or training on new features
- Custom Workflows: When you have unique requirements or want to optimize your hiring process
Integration with Other Features:
- Training covers integrations (e.g., email, LinkedIn, job boards)
- Demonstrates how onboarding connects with reporting, productivity tracking, and communication tools
Business Impact:
- Faster time-to-value and reduced learning curve
- Fewer errors and support requests
- Higher adoption and ROI from your ATS investment
Step-by-Step Guide: Booking and Participating in a PyjamaHR Training Session
1. Determine Your Training Needs
Are you a new customer, or do you have new team members?
Do you need a general walkthrough or training on specific features (e.g., job posting, integrations, reporting)?
2. Request a Training Session
Via Support Chat: Type your request (e.g., “I’d like to schedule a demo/training for my team”) in the PyjamaHR support chat.
Via Email: Email [email protected] with your request and preferred times.
During Onboarding: If prompted, provide your contact details and availability.
Example from customers:
- “I am looking for a complete product training. Could any of your team member support me with this?”
- “Can we schedule the demo for this week Friday please?”
3. Coordinate Scheduling
PyjamaHR support will ask for your preferred date, time, and the email address to send the invite (e.g., “May I know which email ID I can use to schedule a Google Meet for the product demo?”).
Confirm your time zone if relevant (especially for international teams).
4. Receive Your Calendar Invite
You’ll receive a Google Meet or Zoom invite via email.
If you don’t see the invite, check your spam/junk folder.
5. Prepare for the Session
Gather your team members who need training.
Prepare a list of questions or workflows you want covered.
Ensure you have access to your PyjamaHR account and any relevant integrations (email, LinkedIn, etc.).
6. Join the Live Training
Click the meeting link at the scheduled time.
The trainer will walk you through the platform, demonstrate workflows, and answer your questions.
Sessions can be recorded upon request (e.g., “Could you please send me yesterday’s recording as well?”).
7. Follow Up
Request additional resources (feature decks, proposal documents, walkthrough videos).
Ask for a recording if you need to share with absent team members.
Screenshots to Include:
- Where to find the support chat
- Example of a calendar invite
- Joining a Google Meet/Zoom session
Advanced Usage & Best Practices
Power User Tips
Schedule Regular Refresher Sessions: Especially when onboarding new recruiters or after major feature updates.
Customize Training: Let your trainer know if you want to focus on advanced features (e.g., custom reporting, productivity tracking, integrations).
Record Sessions: Always request a recording for future reference and for team members who can’t attend live.
Leverage Help Center Articles: Use them in tandem with live training for self-paced learning.
Optimization Strategies
Onboard in Batches: For large teams, stagger onboarding sessions to ensure everyone gets hands-on time.
Assign a Team Champion: Have one person coordinate with PyjamaHR and relay internal questions/feedback.
Document Internal Workflows: After training, document your team’s specific processes using PyjamaHR for consistency.
Do’s and Don’ts (Based on Real Customer Experiences)
Do: Share your availability and contact details promptly to avoid scheduling delays.
Do: Ask for best practices in job posting and candidate communication (as requested by customers).
Don’t: Wait until you encounter issues—proactively request training for new joiners.
Don’t: Assume all features are self-explanatory; leverage the expertise of the PyjamaHR team.
Troubleshooting & Common Issues
Common Issues and Solutions
Issue/Question | Solution |
Didn’t receive demo invite | Check your spam/junk folder; confirm the email address with support |
Need to reschedule | Reply to the invite or contact support with new preferred times |
Missed the session | Request a recording or ask to reschedule |
Onboarding setup not needed | Contact support to remove onboarding setup (e.g., “How can I remove this onboarding setup?”) |
Account not working due to incomplete onboarding | Complete the onboarding steps in your dashboard |
Time zone confusion | Specify your time zone when scheduling |
Need demo for new joiners | Contact support with preferred date/time for a new session |
Want to discuss custom workflows or reports | Mention this when booking so the right expert can join |
What If Scenarios
What if I need urgent help outside normal hours?
PyjamaHR operates in multiple time zones; specify your location for best scheduling.
What if I want to integrate email or LinkedIn during onboarding?
Mention this in your training request; trainers can walk you through integrations live.
What if I have technical issues during the session?
Use the chat or email support for immediate troubleshooting.
Comprehensive FAQ
1. Do you provide live onboarding and training for new customers?
Yes, every new customer can request a live onboarding session tailored to their needs.
2. Can I book a training session for new recruiters joining my team?
Absolutely—just let us know your preferred date and time.
3. What topics are covered in a typical training session?
Account setup, job posting, candidate management, integrations, reporting, and any custom workflows you request.
4. How do I request a training session?
Contact support via chat or email with your request and availability.
5. Can I get a recording of the session?
Yes, recordings are available upon request.
6. What if I miss my scheduled training?
You can request a new session or the recording of the previous one.
7. Do you operate in American/other time zones?
Yes, PyjamaHR supports global customers; specify your time zone when booking.
8. Can I get help with advanced features or custom reports during training?
Yes, mention your needs when booking so the right expert can join.
9. How do I remove onboarding setup if I don’t need it?
Contact support and they’ll remove it for you.
10. What if my account isn’t working due to incomplete onboarding?
Complete the onboarding steps in your dashboard or contact support for help.
11. Can I get best practices for job posting and candidate communication?
Yes, request this during your session for tailored guidance.
12. Can I schedule a call to discuss specific issues after onboarding?
Yes, follow-up calls are available for ongoing support.
Related Features & Next Steps
Integrations: Email, LinkedIn, job boards—covered during onboarding
Reporting: Productivity and custom reports—request advanced training
Help Center: Access self-service articles for ongoing learning
Ongoing Support: Contact support anytime for additional sessions or troubleshooting
Recommended Next Steps:
- Schedule your onboarding or refresher session
- Review related help articles:
- Getting Started with PyjamaHR
- Integrating Email and LinkedIn
- Best Practices for Job Posting
- Reporting and Analytics in PyjamaHR
Still have questions?
Contact our support team via chat or email—we’re here to help you succeed with PyjamaHR from day one!