Essential Steps for Successful Employee Onboarding
1. Pre-boarding Phase (Before Day One)
- Send welcome email with first-day instructions
- Set up workstation and required technology (if the employee is remote this will involve configuring their device and mailing it)
- Prepare necessary paperwork related to payroll, NDAs, etc…
- Configure access to essential systems (it may help to first list all of the software your company uses. You may be surprised how many accounts need to be activated)
- Set up workstation and required technology (if the employee is remote this will involve configuring their device and mailing it)
- Prepare necessary paperwork related to payroll, NDAs, etc…
- Configure access to essential systems (it may help to first list all of the software your company uses. You may be surprised how many accounts need to be activated)
2. First Day
- Welcome meeting with immediate team
- Office tour and introductions (if remote you may want to schedule time specifically for general introductions)
- Review of company culture and values (be sure to describe what these look like in action)Setup of essential accounts and passwords
- Office tour and introductions (if remote you may want to schedule time specifically for general introductions)
- Review of company culture and values (be sure to describe what these look like in action)Setup of essential accounts and passwords
3. First Week
- Role-specific training sessions (both in-person and with employee training software)
- Introduction to key stakeholders
- Review of goals and expectations
- Regular check-ins with manager
- Introduction to key stakeholders
- Review of goals and expectations
- Regular check-ins with manager
4. First Month
- Complete required training modules
- Establish performance metrics
- Schedule milestone reviews
- Gather initial feedback (this will help you improve onboarding in the future)
- Establish performance metrics
- Schedule milestone reviews
- Gather initial feedback (this will help you improve onboarding in the future)
Comprehensive Employee Checklist
Download the Comprehensive Employee Checklist!
Modern employee onboarding software can help streamline these processes, ensuring nothing falls through the cracks. By following this structured approach, organizations can create a more engaging and effective onboarding experience that sets new hires up for success.
Modern employee onboarding software can help streamline these processes, ensuring nothing falls through the cracks. By following this structured approach, organizations can create a more engaging and effective onboarding experience that sets new hires up for success.
Best Practices for Implementation
1. Make it personal: Customize the onboarding experience based on role and department.
2. Use technology wisely: Leverage employee onboarding software to automate repetitive tasks.
3. Gather feedback: Regularly collect input from new hires to improve the process.
4. Extend the timeline: Think of onboarding as a 90-day journey rather than a one-day event.
2. Use technology wisely: Leverage employee onboarding software to automate repetitive tasks.
3. Gather feedback: Regularly collect input from new hires to improve the process.
4. Extend the timeline: Think of onboarding as a 90-day journey rather than a one-day event.
Remember, successful onboarding is an investment in your organization's future. By following these guidelines and utilizing the right tools, you can create an onboarding experience that engages new hires and sets them up for long-term success.
If you are looking for software to support your onboarding efforts check out www.canopylms.com
Dive deeper into the steps above with this pre-boarding guide