Open every new location the same way, from kickoff to go-live.

Two meanings

Location onboarding vs employee onboarding

"Franchise onboarding" means two different jobs. One is hiring and training hourly staff, which HR and applicant-tracking tools handle. The other is opening a new location: getting a signed franchisee or a new company unit from kickoff to a confident first day. This page covers the second.

Openings fail in predictable ways. Tasks live in one person's spreadsheet. Nobody owns the handoff between construction, systems and training. HQ finds out a location is behind when its opening date has already slipped. A good location opening checklist fixes the first problem. Software fixes the rest: owners, due dates, dependencies and one view of every opening in flight.

How it works in JBMOnboard360

From template to a dated plan in one step

In JBMOnboard360, your opening playbook becomes an onboarding template: phases such as kickoff, setup, content, training, go-live and hypercare, with tasks, owner roles and a due-date offset for each one. When a new location signs, you apply the template to that location.

• Every task is assigned and dated. Tasks go to the right owner, and due dates are set from the plan's start date. The target go-live date is set from the template's length.
• Dependencies are kept. If "load services" must come before "systems training," the plan knows.
• Training, sign-offs and milestones are task types of their own, so you can see which openings are waiting on training or approval.
• Go-live tasks can raise a change in the HQ help desk, with approvals and a rollback plan. When that change is done, the task is done. Read about the franchise help desk.
• Go-live is recorded automatically when the go-live tasks are finished, and the location's Account 360 shows the history.
• HQ sees every opening in flight on one board, by phase, so you spot slipping openings before the date moves.

Onboarding plans and Account 360 are part of Enterprise, which starts at $349 per location per month, billed annually, for 10 or more locations. See the worked costs on our CRM for franchises page, or the pricing page.

What it doesn't do

JBMOnboard360 tracks the opening plan; it doesn't manage construction drawings, permit filings or franchise disclosure documents, and it isn't an applicant-tracking system for hiring. Keep those tools, and link their milestones into the plan as tasks.