Onboarding Overview

Welcome to Rubric!

We’re excited to partner with you to streamline your student engagement, club management, and operations.

This guide will help you understand:

• What to expect during onboarding

• How the implementation process works

• What your team needs to prepare

Our goal is simple: get you live quickly, confidently, and with the right setup for your workflows.

Process Overview

Your onboarding journey is structured into four key phases:

1. Configuration & Customisation – We set up your system and tailor it to match your workflows

2. Deployment & Fine Tuning – You review, test, and help refine the setup to ensure everything works as expected

3. Team Training – We train your team so they feel confident using Rubric day-to-day

4. Launch Preparation – Final checks and coordination to ensure a smooth and successful go-live

Each phase builds on the previous one, helping you move from setup → validation → readiness → launch with clarity and confidence.

Roles & Responsibilities

Your team

You will:

• Drive internal communication

• Provide accurate workflows, define user access levels

• Prepare and upload data, and configure core settings (eg: club details, forms, user access and portal preferences)

• Review and approve setup and any customisations

Rubric team

We will:

• Guide implementation

• Deploy your system and any customisations

• Provide training and support

Shared responsibilities

Success depends on:

• Clear and timely communication

• Constructive feedback

• Active participation