A dedicated specialist works only for you, on your hours, inside your tools. That makes the first 30 days matter: it is when they learn your process, your standards and how you like to work. This guide sets out who does what, and a plan for each week.
Who does what
You direct the work. You set priorities, explain how things are done, review the work and decide anything that needs your judgment.
We take on the people side. With employmagic, whether you have one person or a hundred, that means attendance, working hours that match yours and PTO; check ins, performance and replacements; conduct, HR issues and our own compliance training; and onboarding, offboarding and payroll. You never have to chase timesheets or run payroll for your specialist.
Before the first day
- Set up access to the tools they need, and only those.
- List the first tasks you want them to take on, in order of priority.
- Record yourself doing each task once, talking through the steps.
- Book a daily 15 minute check in for the first two weeks.
Week 1: learn your way
Your specialist watches the recordings, works through your tools and writes down the steps as they understand them. Review those notes together. Expect questions: they mean the person is paying attention, and each answer becomes part of the written process.
Week 2: supervised work
They do the work, and you review it before it goes out or at the end of each day. Correct the written steps as you go. Be specific with feedback: "use the customer's first name in replies" works better than "make it friendlier".
Week 3: on their own, with spot checks
They work on their own and flag anything outside the rules. Review a sample of their work each day instead of all of it. Move the check in to every other day if things are going well.
Week 4: settle the rhythm
Agree how you will work from here: a weekly check in, the numbers you will look at, and how they should raise problems. Add the next tasks from your list once the first ones run smoothly.
Signs it is working
- You spend less time on the tasks you handed off each week
- Questions are about exceptions, not the basics
- The written steps are getting shorter and clearer, not longer
If it is not working
Tell us early. If your first placement does not deliver in month one, you do not pay for that month. If your specialist is not working out, at any point, we will have a replacement ready. Each replacement carries our standard onboarding fee.