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  • 1.  New Hire Training

    Posted 05-17-2022 14:01
    What is your process for onboarding new hires onto Cvent?  Do you have a set training schedule, links to trainings, or use the community?


    Amy Lum
    Senior Systems and Tools Specialist
    Boston Scientific CorporationUnited States

  • 2.  RE: New Hire Training

    Posted 05-17-2022 17:33
    Hi Amy,

    Good question - I'm actually in the middle of revising my training plan for a new employee due to start in the next few weeks. 

    I do a bit of a mix, starting internally with the other Cvent users (2 of us right now), giving an overview of what we use Cvent for and our templates, commonly used reports, and common admin tasks they'll encounter. Also take them through event creation. 

    Then, introduce them to the community, forums/knowledgebase and turn them to the academy for further training.

    Worth contacting your Cvent account team as your Client Success Advisor can likely spend some one on one time with the new employee. 

    Would love to hear others' suggestions too. 

    Sophie Pierronnet
    Education & Training Manager
    Electronic Theatre Controls, Inc.

  • 3.  RE: New Hire Training

    Community MVP
    Posted 05-18-2022 09:43

    Currently, we have  35 groups with150 users from admin, event admin, event planner, and people who help with reports. 

    The process of our onboarding is done in 2 parts. First, we create an account to give user(s) access to Cvent Knowledge Base & training videos (all of Cvent Community). Once the person(s) has finished our list of training we have a 2 -3 hour working session with the group or person(s) tailored to their role in Cvent. 

    Here is the basic information in step 1 we send to the user once an account is created. I want to thank our Client Success Advisor that helped us with this list. Then we have a slide deck we follow for our working session having the new user build out an event. We constantly update it to reflect the newest updates or releases from Cvent or our policies. Even though they are outdated, Colorado University has created a couple of training videos on YouTube that really helped us curate our training. 


    Along with the training we also have our own knowledge base of all the steps as admins to Cvent we need to follow. From how to create a user to the steps a group needs to get a merchant account linked to their user group & events. 

    Hopefully, this will get you started?

    James Rose | Senior Web Developer and Content Management
    Digital Infrastructure
    Office of University Development | University of Michigan