What is an employee onboarding process?
What’s included in the onboarding workflow
- Handling administrative tasks and filling out the basic paperwork.
- Obtaining tools, equipment, resources, and information.
- Undergoing training.
- Socializing with the team and other coworkers through formal and informal events.
- Grasping the company’s culture.
- Better understanding of the team’s dynamics.
Why effective employee onboarding is important
- A new hire acclimates in the company faster and better. They learn about the company’s processes, goals, and norms. This helps them start feeling like a part of the team sooner and increases their comfort level, which contributes to high productivity.
- Collaboration with the team goes smoother. A plan with specific steps for getting acquainted with the key colleagues and starting with essential tasks will streamline adaptation. This is especially important for remote employees who may have less communication with colleagues.
- Saving on employee turnover. Recruiting and hiring can be expensive. At the same time, according to BambooHR, efficient onboarding makes employees 18x more committed to the company.
Best practices for onboarding new employees
- Incorporate pre-boarding activities. One of the key tips for onboarding new employees is to get ready before their first day. Start with sending them paperwork that can be signed digitally and a note about how the team is excited about a new member joining them. Mention any administrative details, such as the time the working day starts, an address and parking details, and the agenda for the first day or week.
- Set up the workspace and accounts. Make sure your new employee will have everything needed to start working. Prepare a comfortable workspace with a desk, a chair, and a workstation with other necessary devices. Leave essential office supplies and a welcome gift if a company provides one, like a mug or a notepad. Finally, contact the tech team to create logins and credentials for the platforms a new hire will be using, so that they can access it from their first day.
- Perform a building tour. Give a new employee a tour around the office or a building to introduce them to the key staff members and show the key areas. Share an access code or provide an access card and explain security policies and protocols.
- Explain the company’s values. Learning the company’s culture early will help a person understand if it matches with their values. Take a few minutes to discuss the organization’s vision, mission, and goals. Knowing the bigger picture will make one more connected and engaged.
- Announce a new hire to the team. On the new hire’s first day, ask them to write a short bio and send a message to the staff to introduce the new team member. Mention the person’s role and general goals to help others better understand the changes in the team’s dynamics.
- Assign an office buddy. Find a person who can mentor a new employee well and won’t feel obliged to do that. The activities may include an explanation of more specific workflows and unspoken rules, having lunches together, and answering any questions.
- Encourage communication at lunch. Make sure a new hire is not eating alone on their first day. Lunch is a great time to socialize and make new connections. Getting to know coworkers in an informal atmosphere is simpler compared to only tasks-related conversations. Consider joining an employee if their mentor and other colleagues are busy.
- Set expectations early (30-60-90 plan). Collaborate with a person’s manager to prepare a detailed job description, key responsibilities, and an overall 30-60-90 plan. This plan includes primary objectives for each of the three first months, performance metrics, and evaluation milestones. Remember to add information about where to get support if any difficulties occur.
- Schedule one-on-one meetings with their manager. Schedule one-on-ones with their manager or supervisor. During these meetings, they will discuss tasks, plans, victories, and concerns in more detail. A manager will evaluate whether the goals are achieved and if an employee is ready for more challenging tasks. It’s also a perfect time to discuss training options if necessary and specific skills to be gained for professional development.
- Communicate regularly. Communicate with the new hire after the first week, at the end of the first month, and then monthly. Make sure they understand how success in their role is measured and ask if they need anything to maintain good performance. Evaluate their comfort and engagement, which also shows the onboarding effectiveness. The best way to handle HR analytics for this matter is using specialized staff management platforms, including the ones with AI helping with data analysis.
- Ask your team for feedback. Your and manager’s conclusions about the employee’s performance and adaptation may not be enough sometimes. In this case, to receive a more comprehensive overview, start a survey involving other team members to explore their experience.
Onboarding timetable
- Before their first day. These activities make their first day simpler. Prepare mandatory paperwork and instructions, necessary accounts, and equipment.
- On the first day. Conduct orientation, including an introduction to the team and a tour of the facility. Make sure the workstation operates well, promote communication at lunch, and help an employee explore the details of their responsibilities and the company’s rules.
- During the first week. Seek feedback to make sure a newly hired employee is aware of all their duties, has the necessary tools, and knows who can help them in different situations. For some roles, it’s also the time to start training.
- After the first month. This period is focused on evaluating the employee’s initial progress. Schedule weekly one-on-ones with their manager and make sure they go through training and meet initial expectations.
- After the first 90 days. At this point, an employee should feel mostly adapted. You can focus on the training programs, gather performance feedback, and hold a formal performance review.
- At the end of the first year. Continue with regular formal evaluations and their integration into the team to gather data for the yearly performance review. Also, offer support when needed.
Common onboarding mistakes to avoid
- Late start. Prepare all the documents and equipment in advance. This way, an employee won’t feel lost or unwelcomed.
- Lack of structure. An unstructured onboarding program can cause information overload. Craft a step-by-step plan and share information about different matters over time based on priorities.
- Lack of training. Don’t rush through training to avoid decreased quality or productivity. Make sure a new hire doesn’t feel frustrated but instead knowledgeable and confident.
- Unclear expectations. Confirm with an employee if they know their job responsibilities, primary goals, and the impact of their role.