--- title: Team Member Onboarding Guide (for Managers) description: This onboarding guide will ensure every member of your team receives a clear and consistent experience when getting started on Metronome Software. --- [Skip to content](https://metronome.help/heres-a-streamlined-process-for-integrating-new-team-members-into-metronome-software#main-content) English Show submenu for translations [![metronome-icon (1)](https://metronome.help/hubfs/metronome-icon%20(1).svg)](https://metronomesoftware.com/) - Metronome Software Help Centre Open main navigation Close main navigation - Metronome Software Help Centre - English Show submenu for translations - [Send us a Support Ticket](https://share.hsforms.com/1jqjL2zbgRnKCmZLyPhVt5gny508) [Send us a Support Ticket](https://share.hsforms.com/1jqjL2zbgRnKCmZLyPhVt5gny508) What do you need help with? - There are no suggestions because the search field is empty. 1. [Metronome Software Help Section](https://metronome.help/?hsLang=en) 2. [Setting up a New Company](https://metronome.help/setting-up-a-new-company?hsLang=en) # Team Member Onboarding Guide (for Managers) ## This onboarding guide will ensure every member of your team receives a clear and consistent experience when getting started on Metronome Software. ### Step 1: Team Preparations #### **Add New Team Members:** 1\. **[Add the new team members](https://metronome.help/how-to-add-a-team-member?hsLang=en)** into the software and ensure they are enabled. Do not send them an invitation yet. 2\. **[Add permission level](https://metronome.help/how-do-i-set-a-team-member-as-assistant-or-admin-permission-level?hsLang=en)** using this guideline.  3\.**[Add the new team members to the necessary meetings](https://metronome.help/how-to-add-an-attendee-to-an-existing-meeting?hsLang=en),** particularly the Daily Huddle. 4\.**[Assign the new team members to their respective functions](https://metronome.help/how-do-i-add-a-function?hsLang=en)** in the Team View.This will need to be done by an Assistant or Admin permission level in the software. In some examples, **[copying an existing function](https://metronome.help/can-i-copy-a-function-and-its-scorecard?hsLang=en)**makes sense.  ### Step 2: Review and Cleanup #### **Review Metrics and Meetings:** As you prepare for the new team members in the software, we suggest completing a review of the current metrics and meetings. A few helpful tips that can help guide you:   1**. [Stop tracking any metrics](https://metronome.help/how-to-move-a-metric-start-to-another-period?hsLang=en)** that are no longer relevant or will not be owned by any of the new team members. 2**. [End and archive any recurring meetings](https://metronome.help/can-i-end-a-recurring-meeting?hsLang=en)** that are no longer needed and will not be used by incoming team members. ### Step 3: Sending Invitations and Calendar Invites #### **Invite Team Members & Send Calendar Invites:** 1**. [Send an invite to the new team members](https://metronome.help/how-to-send-invite-email?hsLang=en)** to log in to the software.  ### Step 4: Introduction and Preparation #### **Provide the Getting Started Checklist:** 1\. Share the**["New Team Member – Getting Started Checklist"](https://metronome.help/new-team-member-where-to-start?hsLang=en)** with your new team members. This checklist includes a pre-recorded demo video for an introduction to the software, as well as guided steps to learn the core areas of the Software. ### Step 5: Meeting Preparation #### **Prepare for their Meetings:** 1\. Ensure that the new team members come prepared **before** their first meeting to start creating the right set of accountable habits. ### Step 6: Metrics Setup #### **Create and Link Metrics:** 1**.** Ensure new team members have clarity on whether they will be setting up a new Metric, or whether they will be assigned an existing Metric. 2\. If they are owning an existing Metric, **ensure these are linked to their scorecard** to help kick start their momentum in the software.   **This guide is designed to facilitate the smooth onboarding of one team member or multiple team members at one time, ensuring they are fully integrated and productive within Metronome Software. If you have any questions or need further assistance, please reach out to our Member Success team at *support@metronomegrowthsystems.com***       - [Setting up a New Company](https://metronome.help/setting-up-a-new-company?hsLang=en) - [Setting up a Coach Account](https://metronome.help/setting-up-a-coach-account?hsLang=en#main-content) - [Managing my Companies](https://metronome.help/setting-up-a-coach-account?hsLang=en#managing-my-companies) - [Subscriptions](https://metronome.help/setting-up-a-coach-account?hsLang=en#subscriptions) - [Coach Templates](https://metronome.help/setting-up-a-coach-account?hsLang=en#coach-templates) - [Roundtables](https://metronome.help/setting-up-a-coach-account?hsLang=en#roundtables) - [New Team Member](https://metronome.help/new-team-member?hsLang=en) - [One Page Plan](https://metronome.help/one-page-plan?hsLang=en#main-content) - [Filling Out and Structuring the Plan](https://metronome.help/one-page-plan?hsLang=en#filling-out-and-structuring-the-plan) - [Plan Modifications and Customizations](https://metronome.help/one-page-plan?hsLang=en#plan-modifications-and-customizations) - [Template Management](https://metronome.help/one-page-plan?hsLang=en#template-management) - [Copying, Sharing, and Exporting the Plan](https://metronome.help/one-page-plan?hsLang=en#copying-sharing-and-exporting-the-plan) - [Team View & Scorecards](https://metronome.help/team-view-scorecards?hsLang=en#main-content) - [Setting Up and Managing Team View](https://metronome.help/team-view-scorecards?hsLang=en#setting-up-and-managing-team-view) - [Managing Functions](https://metronome.help/team-view-scorecards?hsLang=en#managing-functions) - [Creating and Managing Scorecards](https://metronome.help/team-view-scorecards?hsLang=en#creating-and-managing-scorecards) - [Copying Functions and Scorecards](https://metronome.help/team-view-scorecards?hsLang=en#copying-functions-and-scorecards) - [KFFM](https://metronome.help/kffm?hsLang=en#main-content) - [KFFM and Metrics](https://metronome.help/kffm?hsLang=en#kffm-and-metrics) - [Managing the KFFM](https://metronome.help/kffm?hsLang=en#managing-the-kffm) - [Meeting](https://metronome.help/meeting?hsLang=en#main-content) - [Meetings: Getting Setup](https://metronome.help/meeting?hsLang=en#meetings-getting-setup) - [Managing Meeting Content and Features](https://metronome.help/meeting?hsLang=en#managing-meeting-content-and-features) - [Finding and Navigating Meetings](https://metronome.help/meeting?hsLang=en#finding-and-navigating-meetings) - [Managing Attendees and Participation](https://metronome.help/meeting?hsLang=en#managing-attendees-and-participation) - [Agenda Management](https://metronome.help/meeting?hsLang=en#agenda-management) - [Meeting FAQs](https://metronome.help/meeting?hsLang=en#meeting-faqs) - [Priorities](https://metronome.help/priorities?hsLang=en#main-content) - [Creating & Managing Priorities](https://metronome.help/priorities?hsLang=en#creating-managing-priorities) - [Reordering and Organizing Priorities](https://metronome.help/priorities?hsLang=en#reordering-and-organizing-priorities) - [Tracking & Reviewing Priorities](https://metronome.help/priorities?hsLang=en#tracking-reviewing-priorities) - [Priorities FAQ](https://metronome.help/priorities?hsLang=en#priorities-faq) - [Metrics](https://metronome.help/metrics?hsLang=en#main-content) - [Getting Started with Metrics](https://metronome.help/metrics?hsLang=en#getting-started-with-metrics) - [Parent and Child Metrics](https://metronome.help/metrics?hsLang=en#parent-and-child-metrics) - [Organizing and Viewing Metrics](https://metronome.help/metrics?hsLang=en#organizing-and-viewing-metrics) - [Daily Dashboard](https://metronome.help/daily-dashboard?hsLang=en#main-content) - [Daily Dashboard Best Practices](https://metronome.help/daily-dashboard?hsLang=en#daily-dashboard-best-practices) - [Team Members](https://metronome.help/team-members?hsLang=en#main-content) - [Adding and Managing Team Members](https://metronome.help/team-members?hsLang=en#adding-and-managing-team-members) - [Permissions and Roles](https://metronome.help/team-members?hsLang=en#permissions-and-roles) - [Tracking and Activity](https://metronome.help/team-members?hsLang=en#tracking-and-activity) - [Action Items](https://metronome.help/action-items?hsLang=en#main-content) - [Creating and Managing Action Items](https://metronome.help/action-items?hsLang=en#creating-and-managing-action-items) - [Best Practices](https://metronome.help/action-items?hsLang=en#best-practices) - [Action Item FAQs](https://metronome.help/action-items?hsLang=en#action-item-faqs) - [Swimlanes](https://metronome.help/swimlanes?hsLang=en#main-content) - [Managing & Editing Swimlanes](https://metronome.help/swimlanes?hsLang=en#managing-editing-swimlanes) - [Reviews](https://metronome.help/reviews?hsLang=en#main-content) - [Reviews Overview](https://metronome.help/reviews?hsLang=en#reviews-overview) - [Managing Reviews for Team Members](https://metronome.help/reviews?hsLang=en#managing-reviews-for-team-members) - [Review Settings & Customization](https://metronome.help/reviews?hsLang=en#review-settings-customization) - [War Room](https://metronome.help/war-room?hsLang=en) - [Function Chart](https://metronome.help/function-chart?hsLang=en#main-content) - [Setting up and Managing the Function Chart](https://metronome.help/function-chart?hsLang=en#setting-up-and-managing-the-function-chart) - [Settings](https://metronome.help/settings?hsLang=en#main-content) - [Account Settings](https://metronome.help/settings?hsLang=en#account-settings) - [Company Settings](https://metronome.help/settings?hsLang=en#company-settings) - [Subscription](https://metronome.help/settings?hsLang=en#subscription) - [Helpful Tips](https://metronome.help/helpful-tips?hsLang=en) - [Metronome System Updates](https://metronome.help/metronome-system-updates?hsLang=en#main-content) - [New Features & Enhancements](https://metronome.help/metronome-system-updates?hsLang=en#new-features-enhancements) - [Release Notes](https://metronome.help/metronome-system-updates?hsLang=en#release-notes) - [Contact Us](https://metronome.help/contact-us?hsLang=en#main-content) - 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