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How PBS Supports a Better Onboarding Process for Dealers

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Leverage PBS to Enhance Your Onboarding Process

In the highly competitive world of automotive retail, we know that every edge counts. While technology and inventory are critical, the people who interact with customers and operate the systems are at the heart of dealership success. One often-overlooked factor in building a high-performing team is having a clear, effective onboarding strategy for new employees.


For PBS dealers using our DMS, onboarding is more than just paperwork and passwords—it is a foundational process that can dramatically impact productivity, morale, and customer satisfaction.



Accelerated Productivity From Day One

Bringing new staff up to speed quickly is essential. PBS offers curated learning paths and user role customization within PBS Academy and the v10 platform that allow dealers to introduce new hires to essential functions and dealership processes in a structured, accessible way. By using a systematic onboarding approach assisted by PBS tools, new employees spend less time feeling lost and more time making a meaningful contribution to the business.


  • Curated Learning Paths: With ready-made PBS Academy courses such as "Fundamentals," new team members get relevant, role-based training tailored to their position.

  • User Role Customization: Within v10, dealers can assign specific system permissions, ensuring each employee receives the most pertinent training and access from the start. You can easily maintain consistent security access by copying user roles and permissions instead of setting each one individually.

    Watch our PBS Academy video to learn how.


When you hire a new staff member, email academy@pbssystems.com and ask them to add your new staff to the Academy with:


  • Staff member name

  • Staff member email address

  • Staff member role (sales rep, service advisor, parts advisor, etc.)


This will help the Academy staff enroll them in the course that will put them on the path of learning content that is based specifically on their role, so they can become comfortable with v10 functions as quickly as possible.



Reducing Turnover and Building Engagement

The first few weeks at a new job are pivotal for an employee’s long-term satisfaction and confidence. By investing in structured onboarding and leveraging the resources available through PBS Academy, you’ll signal to new hires that their development is valued. Employees who feel supported and competent are more likely to stay, reducing costly turnover and fostering loyalty within the team.



Ensuring Consistency and Compliance

Dealerships are fast-paced environments with little margin for error. Standardized onboarding ensures that every employee receives the same high-quality instruction in PBS’ system, policies, and procedures. This consistency minimizes mistakes, reduces the risk of compliance issues, and promotes a culture of professionalism throughout the dealership.



Supporting Continuous Improvement

Our onboarding tools don’t just benefit new hires. They also empower dealership managers and trainers by streamlining the process of updating training materials and tracking employee progress. As dealership technology evolves, so do the courses and resources available at PBS Academy, ensuring all staff—new and existing—are kept up to date with the latest features, such as the v10 Penny Escalator function or the new Technician Performance tracking page.


For direct access to the PBS Academy, click here.


For help with setting up or utilizing v10 features, contact our Client Services team at 800-665-6304.



Enabling Seamless Growth

As you expand operations or adapt to market changes, onboarding strategies make scaling up smoother. Whether opening a new location or introducing a new software feature, having robust onboarding in place means less disruption and more confidence as the team adjusts. The content that is consistently updated in the PBS Academy is your starting point for implementing new features.


To learn more about new features you would like to implement at your store, visit the PBS Global Training Calendar where PBS hosts bi-weekly virtual training on features available in v10.



Conclusion

Onboarding strategies are not just an administrative step—they are a strategic investment in the success of every PBS dealership. By embracing structured, technology-powered onboarding with tools like PBS Academy and the v10 platform, you can lay the groundwork for efficient, engaged teams ready to deliver top-notch service. In a business where every interaction matters, thoughtful onboarding is the key to unlocking the full potential of both employees and the dealership.


For assistance with PBS Academy, please email academy@pbssystems.com.


For assistance with all other PBS inquiries, contact our Client Services team at 800-665-6304.

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