Occy Onboarding & Customer Success: Your 4-Step Guide to Getting Started
Getting started should feel effortless. That’s why we designed our 4-Step Onboarding & Customer Success Plan: a simple, structured approach that ensures you hit the ground running and get the most out of Occy, fast. From day one, we guide you through every step so you can focus on what matters most: growing your business, delighting your customers, and making smart decisions with confidence.
Step One: Meet & Greet
We kick things off with a conversation to understand your project needs, challenges, and priorities, so we can tailor the experience to your team.
Step Two: Discovery Workshop
A deep dive into your systems and workflows to define clear goals, success metrics, and how Occy will fit seamlessly into your processes.
Step Three: System Walkthrough & Training
We walk you through the Occy system and provide full training, ensuring your team knows exactly how to get the most from your ATS.
Step Four: FREE Additional Training
Hands-on testing and training sessions tailored to your team’s pace. Break it into as many sessions as needed learning by doing is how it sticks.
Why Our 4-Step Onboarding Makes Your — ATS Work for You
Recruit faster, smarter, and with confidence
Our structured onboarding ensures your team can use Occy effectively from day one—so you spend less time wrestling with systems and more time filling roles with the right people.
Minimise interruptions, maximise productivity
A well-trained team means fewer mistakes, less back-and-forth, and smoother processes. Your recruitment continues without constant disruption.
Get clear processes that stick
We don’t just set up the system—we embed it into your processes. Clear processes reduce confusion, improve collaboration, and make your ATS a tool that accelerates your business.
Ongoing support for continuous improvement
Even after go-live, our support ensures your team stays confident and capable. That means every new hire and every process runs seamlessly—today, tomorrow, and in the months ahead.
Q: How long does onboarding take?
A: Onboarding with Occy is designed to be fast and flexible. Most teams are fully up and running within 2–4 weeks, depending on your size and processes. We tailor the pace to your needs, so you’re never rushed.
Q: Can we spread training across multiple sessions?
A: Yes! Our training is designed to fit your team’s schedule. You can break sessions into as many short workshops as needed, ensuring everyone learns at a comfortable pace and fully absorbs the system.
Q: Is ongoing support included?
A: Absolutely. Training doesn’t stop at go-live. Occy includes continuous, free support so your team stays confident, new hires are onboarded smoothly, and your ATS continues to deliver value.
Q: What if our team grows after onboarding?
A: No problem. Occy scales with you. New team members can be onboarded quickly using our structured training and support, ensuring everyone stays aligned and productive, no matter how much your team expands.
Ready to talk? Let us show you around
Book a call with the team to get a personalised demonstration of Occy’s platform. We’ll show you how we help internal teams build a hiring process in their ATS that automates the admin and elevates the candidate experience.
What to expect from a demo with Occy’s team:
- A consultation on your current recruitment challenges, paired with expert advice on how Occy can help
- A personalised demonstration of Occy’s platform and features, tailored to your hiring process and priorities
- Honest, straightforward answers to any questions that you have regarding Occy, or ATS systems