Welcome to Reflektive! Your Customer Success team is excited to work closely with you throughout your onboarding process. This resource is intended to get you up and running with Reflektive by supplying you with necessities.
Connecting with Your Customer Success Manager
The very first step of your Reflektive Onboarding experience is to meet with your Onboarding Customer Success Manager (CSM) to start your Strategy Alignment and Planning sessions. There are two key conversations that will happen on in this early stage:
Session 1: Partnership Call
The main objectives of the Partnership Call (aka Project Leads Call) is to have the two project leads (Client + Reflektive) get to know each other, and confirm and discuss your goals, priorities, relevant team members, and timelines.
After this call, your Onboarding Customer Success Manager will be able to tailor an Onboarding Plan to suit your needs.
You'll also receive access to your configured instance of the Production Environment should you be eager to get started ahead of the formal kickoff!
Session 2: Kickoff Call
The Kickoff Call will serve as the formal kickoff for your entire Reflektive project team. Your Onboarding CSM will provide an overview of Reflektive and the onboarding process to team members. We ask that you co-present during this call to help provide an overview of your primary program goals. Your Onboarding CSM will then provide an overview of your tailored Onboarding Plan to the broader team, seek feedback, and provide next steps.
Initial Learning Materials and Resources
Real-Time Feedback is often the foundation of most Reflektive implementations. However, depending on your organization and needs it might not be something you elect to implement or use.
For a holistic understanding of the Reflektive product suite, we highly recommend viewing the following resources to help new administrators achieve a firm grasp on things:
If you're curious to learn more, we have additional resources for you to view:
- Reflektive’s blog with HR best practices and strategies
- Reflektive's event calendar - where you can find upcoming webinars and in-person events
- Knowledge Center - this is your go-to when searching for how-to guides and best practices! There are many articles housed within that will help answer questions for your company.
- If you are coming into a company that has already deployed Reflektive, please ask your CSM for any relevant documents that may still be relevant to you and your new role.
- If you don't know who your CSM is, please contact firstname.lastname@example.org.
Ready to enter the system? Once your Customer Success Manager has set up your production instance of Reflektive, visit https://www.reflektive.com/app.
If your company uses Gmail, then simply click on "Log in Using Google."
If you have set up Single Sign-On already, just enter your e-mail address (no password needed), and go through the Single Sign-On workflow and you should be able to access the system.
If not set up with Single Sign-On, click on the Forgot Password or New User? link.
Enter your email address. In order to receive a password set/reset email, you have to have been added as a user to Reflektive already! If you aren't receiving an email, please contact your CSM.
Download this log in guide to share with your team!