On-boarding your employees into any new system can often be a tedious task not many look forward to. For this reason, we are here to help and with all the information you might need to get you started on Sunlight in the easiest possible way.
Before we begin, you will need a list of your employees with their email addresses, so you can add them swiftly as soon as you are ready, as well as a company credit card which you will use to activate budgets.
To begin, you first need to open your account, which you can do by clicking HERE. Once your personal account is set, you can create a new group by going to groups, clicking on "Create A New Group" and adding your employees. Everything you need to know about this is in this short article.
Once the group is created and your employees added, you should set their budgets in the currency of your preference as well as define your approval system, in order to
have everything ready for them to begin their learning journey.
That's it! You are now 100% ready to use Sunlight. However if you want to get the most out of it, you can follow these tips:
Something that might help you when orders start flowing is our Slack Integration, which enables notifications to the Slack channel of your preference and keeps you up to date on your team's Sunlight activities.
When everything is set up, the next thing you might want to do is let your team know about Sunlight and how it works within your company. You may have internal rules in place on how they should spend their personal allowance, or simply want to let them know that they have free reign over their learning budget. Whatever the case, we offer you a template of an Internal Communications Email, with which you'll be able to inform them about our platform. Furthermore, they will want to know how to get on spending their Sunlight, and this short video is ideal to give them a general overview of the platform.
For further information, questions or comments please do not hesitate to contact us at firstname.lastname@example.org or via our Concierge feature which you can access through the button on the bottom right-hand corner of your Sunlight screen.