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ACXPA CUSTOMER SERVICE HUB

Employee Induction Wizard

Build a structured, best-practice induction for any customer service hire in under 2 minutes. Tailored to their role, organised by timeframe, downloadable as a PDF you can share with the team.

1

Tailored to the role

Answer three quick questions — channels supported, primary function, work model — and we build a checklist specific to that role. A remote phone-based complaints handler gets a different induction to an on-site retail assistant.

2

Organised by timeframe

Items are grouped into Before day one, Day one, First 3 days, Week one and Within 30 days — so nothing gets missed and managers always know what to do next.

3

Completely customisable

Every checklist is yours to shape. Tick items off as they're completed, remove anything that doesn't apply to your business, and download the finished checklist as a branded PDF for the new starter's file or to share with the team.

4

Training recommendations included

Each checklist links to ACXPA's self-paced training library, downloadable resources and CX Skills specialist courses matched to the role — so you know exactly what to train them on, not just what to tick off.

Business Members: save, sync and customise

ACXPA Business Members can save and name multiple checklists, sync them across devices and add custom items specific to their business.

Come back and pick up exactly where you left off — ideal for running several inductions at once.

Members: full ACXPA resource library

ACXPA members also get access to the full resource library, induction tools, training plans, monthly roundtables, and member-only content linked throughout this tool — not just the induction checklist itself.

Ready to build your first induction checklist?

The tool is free to use for ACXPA subscribers.

With an ACXPA Business Membership your team can save, sync and customise multiple checklists across devices — plus everything else included in your membership.

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FAQs

Got questions about the Employee Induction Wizard?

What does the Employee Induction Wizard do?

It builds a structured induction checklist for any new customer service hire in under 2 minutes. Answer three questions (the channels the role supports, its primary function and its work model) and you get a checklist built for that role.

How is the checklist organised?

Items are grouped into five timeframes: Before day one, Day one, First 3 days, Week one and Within 30 days. That way nothing gets missed and managers always know what to do next.

Does it tell me what training to give?

Yes. Each checklist links to ACXPA's self-paced training library, downloadable resources and CX Skills specialist courses matched to the role.

Is it free, and can I download it?

It's free with an ACXPA Subscriber account, which lets you build checklists and export them as a PDF: https://acxpa.com.au/subscribe/ Individual Members and Vendor Membership seats get the same, and visitors need an account to use it.

Own a Business or Vendor Membership? Switch to your Individual Membership to use it. The admin login is just for managing the membership.

What extra do Business Members get?

Business Membership seats can save and name multiple checklists, sync them across devices and add custom items specific to their business. It's ideal for running several inductions at once: https://acxpa.com.au/business-membership/

Still stuck? Ask the ACXPA team and we'll help.

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