Kleer
System support built around user needs
Integrated self-service
With a clear focus on user experience, Kleer has made guides and instructional support available based on each user’s behaviour and needs. Using one of InfoCaption’s APIs, they have created an integration between their own application and InfoCaption.
The integration creates dynamic self-service by listing guides from their InfoCaption platform based on where the user is in the system or which function they are using at that moment. This gives users immediate help and answers to their questions, so they can continue their workflow.
A list of guides is available directly in the application behind a Help button. The guides shown are based on exactly where the user is in the system.
From HR support to product support
Jenny Alfvén and Amalia Lundin from Kleer, explain how they implemented InfoCaption:
"We first came into contact with InfoCaption when we were looking for system support for internal documentation and our employee handbook. We were immediately convinced after seeing a demo and could see how InfoCaption would help us communicate information about our product. Today, we use InfoCaption for all kinds of things — from internal information, such as routines and policies, to product information for our customers.
We have built an integration from InfoCaption to Kleer where instructional guides become visible in Kleer’s interface depending on which view or function is active. This is an extremely valuable feature that gives us great flexibility when guides need to be displayed, changed or removed. Behind the guides, there is also a guide portal that users can access from the interface to search through all instructional guides."
Kleer’s guide portal, where users can search through all their guides.
An onboarding plan in 3 phases
Onboarding is structured in three phases. Each phase is linked to overall goals and knowledge requirements.
Phase 1 - First week
A theoretical phase focusing on information, policy documents, training and welcoming and creating a sense of who Länsförsäkringar is.
Phase 2 - First month
The phase contains theoretical information about procedures, support functions and systems that the employee will work in. But also practical elements where you will sit with colleagues to get into the job.
Phase 3 - Months two to six
A more individualised phase based on role and whether it is an internal or external recruitment. At the end of this phase, the new employee is also given the opportunity to reflect, rehearse and question.
Information and follow-up for managers
It is important that the manager is aware of the new employee's onboarding plan and what information it contains in order to be able to support and guide.
On the manager's page, there is a short instructional film and a guide with clear instructions on the different steps the employee goes through. This is designed to help the manager get an overall picture and answer questions from the new employee.
Via the statistics page, the manager can easily get an overview of the employee's individual development and see how far they have progressed in the different steps.
A single course portal
To make it easier for employees to find information, Länsförsäkringar has chosen to package procedures and courses in a course portal. Employees can always go there to repeat or seek knowledge, even after the onboarding plan is completed.
An onboarding process that really works
"With the help of InfoCaption, we have been able to create an onboarding process that really works for our employees. The digital solution makes it easy for everyone to absorb information in a way that suits them."
- Cassandra Isgren, Business Developer, Länsförsäkringar
Effective preboarding and onboarding at SkiStar: From recruitment to daily support
- Carolina Edlund,
HR specialist at SkiStar
Who is Kleer?
Kleer combines accounting services with a high level of personal service and a cloud-based finance system connected directly to the bank. The result is better decision-making, improved financial control and reduced time and costs spent on administration.
Kleer specialises in service companies with 5 to 500 employees. They have more than 700 companies as customers and around 17,000 users.
