AC Onboarding Process

Person Responsibility
Intern Distributing screening form, App Install,
FMF, Profile creation, Money Collection
Trainer Interview and form validation, Training
CM UC Pitching, App Training, CM Session
GM GM Session – Correct expectation
setting, importance of quality service

Step 0

Scheduling the visit of confirmed technicians into one of the two time slots
 Morning Slot (10:30 AM)
 Afternoon Slot (2:30 PM)

Step 1:

Step Task Responsibility

No
1.1 Once the technician enters the office, he should be Intern
asked to sit in the waiting area
1.2 Screening form (Annexure-1) has to be provided to Intern
them with the sequence number
1.3 Filling all the basic details, experience and contacts Technician
for background verification
1.4 Downloading the UC Partner APP and do the FMF Intern

The waiting area should also have the documents of AC service SKUs and spare price list for
technicians. If it is possible, few videos of UC and AC technician success story should be
played in loop.

Step 2:

Sl No Task Responsibility
2.1 Briefing of Onboarding process, pitching about UC CM
2.2 Intern should takeover from here to send Intern
technicians for interviews

CM should explain technicians that how joining UC is one of the best decision in terms to
grow their business. Also, the amount they need to deposit for joining and explaining that
every amount is refundable. How UC is different from JustDial and Sulekha (as most of the
technicians enrolled in JD and are quite unhappy with it)
Step 3: The technician will go for the interview with the trainer based on the sequence
number. He will take the screening form along with him. Trainer will also verify the
screening form and sample check of the details provided. Typical interview should be of 20
mins where trainer should assess them critically on following parameters:

i) Technical Skills & knowledge

ii) Past experiences and qualifications
iii) What to do when customer is getting furious (behavioral aspects)

Step 4: If the technician gets rejected in the interview, trainer will keep the screening form.
If he passes the interview, trainer will write the comment on the form that he has been
selected. He will go to an intern for profile creation and money deposits. Intern will create
the profile and inform the technician about the training date (on the coming
Monday/Friday).

The created profile should be sent to CM for validation. CM will validate the profile, add
hubs and send the details to the GM with the details of money collected. GM should verify
and add credits in the account of provider.

Step 5: Training should be scheduled two times in a week, ideally on Monday (since lineups
are not being done on Sunday and relatively less people show up on Monday for on-
boarding) and Friday (Many technicians are Muslims and don’t come for onboarding on
Friday).

All the technicians should be reminded and confirmed on one day in advance about the
training. They should also be asked to bring technicians along with them to get referral
credits.

During the training, the trainer should be relieved for 1 hour in the morning slot where the
CM will take the APP training session and Trainer will take the interview of the technicians.
He should also be relieved one hour in the evening to take interviews when the GM should
take the session and certificates of the training should be distributed.

Step 6: Once the provider completes the training, his profile has to be sent to the central
team for the approval.
Annexure 1
Annexure 2