Step 5: Train employees

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Automation can be a HUGE change for your employees. You need to provide them with all the resources they need to help them through the transition.

Create training material
First, create a detailed training manual using the ClickUp Training Matrix Template tool .

ClickUp Training Matrix Template
Download this template
ClickUp Training Matrix Template

ClickUp Training Matrix Template will help you with:

Organize and evaluate employee training programs
Tracking employee progress as they complete training
Identify areas for improvement
With this structured approach, you'll ensure that all employees have the right knowledge iran whatsapp number data to get the most out of automation.

Download this template
Once you’ve outlined your training content, ClickUp Docs provide a place to gather relevant information, such as guidelines, technical procedures, company policies, or industry standards. ClickUp Docs allow you to organize this information into one centralized, accessible manual.