Credit Union Job Aid Template Packet

Boost employee confidence & improve member consistency with easy-to-follow job aids and help guides.

Credit Union Job Aid Templates

Create a variety of job aids that employees can find and follow with ease, no matter their experience

Improving the member experience starts with confident, consistent employees. Design a variety of job aids that empower employees to handle any task or problem, even if it's their first time doing it. Here's what you can create with this template packet:

SOPs

How-To Guides

Checklists

Decision Trees

Troubleshooting Guides

Call Flows

Download the Templates + Examples

The Goal: Findable, Followable, Scannable

Not all job aids are created equal. To drive real confidence and performance improvements, job aids need to support employees in the moment of need. To do that, credit union job aids need to be findable, followable, and scannable.

Findable
Followable
Scannable

Credit Union Employee Working on Computer

1 Job aids that employees can find in less than 5 seconds

Employees won't use what they can't find.

When employees can't easily find the job aid they need, the moment they need it, they will resort back to asking their neighbor or escalating to a manager.

Tips to make findable job aids:

Create a centralized knowledge hub
Use the language your employees use
Optimize for search
The more specific the job aid, the better

Credit Union Employee Following Digital Guide Instructions

2 Job aids that employees can follow without assistance

Employees should be able to follow your credit union job aids without making mistakes and without needing extra support.

Tips to make followable job aids:

Leave out the background information
Design for repeated use
Deal with the variables

3 Employees can use the job aid while interacting with a member

Job aids aren't useful if an employee has to ask a member to wait while they read a lengthy document. The more scannable you make your job aids, the more successful they will be.

Tips to create scannable job aids:

Use bullets instead of commas
Add screenshots
Use checklists
Use styled text

Download the Templates + Examples

Why you need job aids for your credit union employees

The key to an exceptional member experience is developing confident employees that members can trust, every time.

But, when MSRs, tellers, and agents rely on memorization, outdated documentation, or word of mouth, they are far more likely to make mistakes and take longer to perform tasks.

When you arm your employees with the right resources ...

Employee confidence skyrockets
Members get a consistent experience
Managers are no longer bogged down with questions

What's included in the template packet

This template packet will help you create findable, followable, and scannable job aids for your credit union.

This packet includes templates (and examples) of:

Standard Reference Articles (x2)
How-To Guides
Decision Trees
Interactive Checklists

We also include a cheat sheet to determine when you should use each job aid type.

Download the Templates + Examples

Elevate your job aids with a ScreenSteps knowledge base

When employees have a single source of truth they can trust, everything changes. Confidence skyrockets, productivity increases, and mistakes end. Learn how a ScreenSteps knowledge base can take your credit union to the next level.