How to build an employee onboarding knowledge base from files you already have
onboarding
A step-by-step way to turn existing handbooks, checklists, and job notes into an onboarding knowledge base your new hires can simply ask.
New hires ask the same questions in their first month: where do I find the price list, how do we quote a job, who do I call about a supplier? You probably already have the answers. They are just scattered. Here is how to build an employee onboarding knowledge base without writing a new manual.
Step 1: Gather what already exists
Pull together handbooks, checklists, past quotes, client files, and job notes from Google Drive, Dropbox, and email. Don't tidy anything yet. Rough and incomplete is fine for a start.
Step 2: Connect it in one shared memory
Instead of sorting files into folders, connect them so related things link together: a client, their past quotes, and the jobs you did for them. See how a company knowledge graph works, or watch how to build an onboarding knowledge base from files you already have.
Step 3: Let new hires ask instead of interrupt
A new hire can ask "How do we handle a weekend emergency call?" and get an answer with the source attached, so they can check it. That is what reasoning search is for.
Step 4: Fill the gaps as questions come up
When a question has no good answer, that shows you what to write down. Add it once and everyone benefits.
Step 5: Keep it private
Your files stay private to your team. Read more on trust and data control.
For the full walkthrough, see Employee onboarding with Constella. You can start free at askconstella.com.