Steps to onboard your Bayzat Account.
The process involves you sharing with us specific data for each of the modules you have selected and any supporting documentation you wish to see on the platform.
Below are the key steps to successfully configure your account -
Step 1: Select Modules
Specific modules you want to use on Bayzat:
Step 2: Sign the Master Subscription Agreement (MSA)
Step 3: Complete Bayzat Onboarding Sheet
Filling in the onboarding Excel sheet with specific data required to set up each module. Click here for a video on how to fill in the document.
Step 4: Upload Documents
Share employee and company documents you wish to see on the platform by uploading them on the Google Drive link shared with you.
Step 5: Configuring the Account
Once you have shared all the required company and employee data and documents with us, our configuration team will update and upload all these details and get your Bayzat account configured within a week.
Step 6: Schedule Training
Once your account is configured, you will be introduced to your dedicated Customer Success Manager who will schedule the Admin and Employee training sessions for you and will share tutorial videos and articles for your ready reference.
Step 7: Company-wide Bayzat Launch
Your dedicated Customer Success Manager will finally agree with you on an official Bayzat app roll-out date across your organization and share email templates with you which you can forward to all your employees. Your Customer Success Manager will be available for any support that you might require throughout your journey with Bayzat.