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🔵 PORtAM: Pre Onboarding Resources to Align Mutually
Purpose:
To set mutual expectations and ensure that candidates understand the vision, values, roles, and commitments before formally beginning onboarding.
Audience:
Serious applicants shortlisted for final evaluation
Those who must prove readiness and alignment before being offered onboarding access
Focus Areas:
Mission clarity (e.g. HDI goals, earning potential, remote culture)
Role understanding (e.g. what it means to be a HRE or BDE)
Behavioral expectations (e.g. punctuality, discipline, communication)
Transparency on selection filters and consequences of non-performance
Nature of Content:
Orientation videos, FAQs, value-alignment content
Role-based clarity (BDE vs HRE vs LMA)
Example scripts, case studies, dos/don’ts
Involves submission of intent forms & trial tasks
Goal:
Mutual decision: Are you right for IoK and is IoK right for you?
🟢 SPYO: Self Pace Your Onboarding
Purpose:
To enable newly accepted team members (or onboarding invitees) to train themselves at their own pace, using structured material and step-by-step activities.
Audience:
People who have cleared PORTAM and are offered onboarding access
Typically aspiring BDEs, HREs, or support ops who want to contribute actively
Focus Areas:
Tools & Platforms (e.g. Portal, Phone, WhatsApp usage)
Process walkthroughs (e.g. Cold calling scripts, scheduling protocols)
Daily/weekly targets and sample performance benchmarks
Productivity habits, reporting formats, team culture
Nature of Content:
Modular learning (videos, docs, checklists)
Performance tracking sheets
Time management strategies
Peer examples and milestone tracking
Goal:
Make you functionally ready to contribute in live work, achieve your early performance targets, and build career momentum.
| Feature | PORTAM | SPYO |
|---|---|---|
| Stage | Before onboarding offer | After onboarding offer |
| Objective | Mutual fit, expectation clarity | Role-readiness, execution ability |
| Format | Vision, values, FAQs, filters | Self-paced modules, SOPs, tools |
| Audience | Shortlisted candidates | Onboarding candidates |
| Outcome | Final selection decision | Job-ready contributor |

