These job aid samples are tailored to different industries and use cases, showcasing various formats (checklists, flowcharts, templates, etc.) to provide guidance and support.
| Title: New Employee Onboarding Checklist |
| Purpose: To ensure all onboarding tasks are completed for a smooth new hire experience. |
Checklist:
- [ ] Welcome email sent with first-day instructions.
- [ ] Workstation and equipment prepared (laptop, desk, login credentials).
- [ ] HR forms completed (W-4, I-9, direct deposit).
- [ ] Orientation scheduled with HR.
- [ ] Training sessions assigned (eLearning modules, workplace safety).
- [ ] Introductions to team members and mentor.
Distribution: Share as a printable PDF or editable Google Doc.
| Title: Printer Troubleshooting Flowchart |
| Purpose: To help employees quickly resolve printer issues. |
Flowchart:
1. Is the printer powered on?
- Yes Go to Step 2.
- No Plug it in and power it on.
2. Is there a paper jam?
- Yes Clear the jam and restart the printer.
- No Go to Step 3.
3. Is the toner cartridge empty?
- Yes Replace the toner cartridge.
- No Contact IT support.
Distribution: Create in Lucidchart, Canva, or as a poster for the office.
| Title: Product Feature Quick Reference |
| Purpose: To help sales reps recall product details during customer interactions. |
Format:
| Product Name | Key Features | Price |
|------------------|-----------------------------|------------|
| Pro Laptop 2025 | Lightweight, 15-hour battery, touch screen | $1,200 USD |
| Smart Tablet X | 10-inch display, stylus included, 4G LTE | $800 USD |
| SuperPhone 14 | 5G-ready, 3-camera system, water-resistant | $999 USD |
Distribution: Provide as a one-page printable or mobile-friendly PDF.
| Title: 5 Steps to Workplace Safety? |
| Purpose: To reinforce safety protocols visually. |
Infographic:
- Step 1: Wear appropriate personal protective equipment (PPE).
- Step 2: Report any unsafe conditions immediately.
- Step 3: Keep walkways and exits clear at all times.
- Step 4: Follow proper lifting techniques to avoid injury.????
- Step 5: In case of emergency, locate fire exits and follow evacuation plans.
Distribution: Design in tools like Canva or Piktochart and post in common areas.
| Title: Handling Customer Complaints |
| Purpose: To guide customer service reps through resolving customer issues. |
Decision Tree:
1. Is the customer complaint valid?
- Yes Proceed to Step 2.
- No Politely explain the policy and escalate if needed.
2. Can the issue be resolved immediately?
- Yes Offer a replacement/refund and thank the customer.
- No Collect details and escalate to the manager.
3. Follow Up: Call the customer within 48 hours to ensure resolution satisfaction.
Distribution: Share as an interactive PDF or visual flowchart (Lucidchart/PowerPoint).
| Title: How to Access the Employee Portal? |
| Purpose: To help employees log into the company portal for the first time. |
Steps:
1. Visit the website: Go to www.companyportal.com.
2. Enter your username: Use your employee ID (e.g., 12345).
3. Enter your password: Your temporary password is your birthdate (MMDDYYYY).
4. Update your password: Create a strong password following these guidelines:
- At least 8 characters.
- Includes uppercase letters, numbers, and symbols.
5. Log In: Click "Submit" to access your account.
Distribution: Include this guide in onboarding emails or as a PDF.
| Title: IT Support FAQs |
| Purpose: To answer common employee questions without needing direct IT help. |
FAQs:
- Q: What should I do if I forget my password?
- A: Click "Forgot Password" on the login screen and follow the steps.
- Q: How do I connect to the company Wi-Fi?
- A: Select the network “[CompanyName]” and enter the password: Secure1234.
- Q: How do I request software installation?
- A: Submit a request through the IT Help Desk Portal.
Distribution: Share as an intranet page or printable one-pager.
| Title: Project Planning Template |
| Purpose: To provide a structured template for project managers. |
Template Example:
| Section | Details |
|-------------------------|-----------------------------------------------|
| Project Name: | [Enter project name here] |
| Objective: | [Describe the project goal here] |
| Tasks: | - [Task 1] |
| | - [Task 2] |
| Team Members: | [List team members here] |
| Timeline: | [Add start and end dates here] |
| Key Deliverables: | [List deliverables here] |
Distribution: Create as a Google Doc or Excel template for team collaboration.
| Title: Sales Call Guide for New Products? |
| Purpose: To provide a script for sales reps during calls. |
Guide Example:
- Greeting:
- "Hi [Client Name], this is [Your Name] from [Company]. How are you today?"
- Introduction:
- "I’d love to share how our new product can solve [specific problem]."
- Key Selling Points:
- Point 1: [Feature/Benefit 1]
- Point 2: [Feature/Benefit 2]
- Closing the Sale:
- "Does this sound like a solution that meets your needs? Can we move forward with a demo or quote?"
Distribution: Share via email or as a printed reference card.
| Title: Interactive Guide to Using the CRM |
| Purpose: To teach employees how to perform key tasks in the CRM. |
Interactive Example:
- Step 1: Click the "Leads" tab.
- Step 2: Enter the client’s name in the search bar.
- Step 3: Add a note by clicking "Add Note."
- Step 4: Save and review updates.
Distribution: Create as an interactive PDF or SCORM-compliant module using Articulate Rise or Captivate.