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What Are the Most Important Onboarding Forms?

If you’re paying closer attention to your onboarding process, congratulations. You’re one of the few employers that recognizes that turnover is costly and mostly preventable. An effective onboarding process—complete with the most important onboarding forms—is the first step to creating productive, long-term employees.

Employee separations are costly to a company’s bottom line. Work Institute estimates that the cost of an exiting employee is 33 percent of his annual salary. Turnover costs increase if an employee leaves before his first anniversary. Most employee separations are spurred by employees voluntarily quitting their jobs. For example, in January 2020, 62 percent of separations were voluntary quits. In 2016, voluntary separations cost U.S. employers $536 billion. The “productivity costs” can be even greater. Companies with high turnover simply don’t perform as well as companies that are able to retain their employees.

If your company wasn’t fiscally austere before, the pandemic likely created an urgency to reduce costs. Now that 2021 is underway, you’re probably considering the high cost of turnover and looking into ways to reduce it.

A comprehensive onboarding plan is the best way to start building a team of long-term employees. But as you ramp up your onboarding efforts, how do you organize all the pieces? Specifically, can modernizing your onboarding process help you keep track of the most important onboarding forms?

 

Download ExactHire's Employee Onboarding Checklist

Employee Onboarding

A good onboarding meaning is this: the process by which you introduce the new hire to the company and his role. But don’t be deceived by the simplicity of this onboarding process meaning. When planned well, your new employee’s initiation helps your company in countless ways. Those who quit before the first year likely do so because they’re unhappy with the job’s characteristics. Effective onboarding continues well beyond the first week and ensures your new hire gets support to meet the expectations of his position.

Onboarding paperwork is a crucial piece of your employee’s inauguration into your company. The data you collect will make its way into the employee’s personnel file. This information will inform everything from your employee’s direct deposit to her tax withholdings. Onboarding forms, like all employee-related files, will protect you in the event of litigation or audits. Your employee’s documentation must be correct and organized from the first day.

You put yourself at risk if you aren’t storing your onboarding forms and other employee documentation electronically. Your new hire may accidentally leave a form incomplete. Messy handwriting may increase data entry errors. Worst of all, you may find yourself on a scavenger hunt when you need the forms in the future. If key people leave the company, they make take the secrets of their ad hoc filing system with them.

Filing your forms electronically with onboarding software solves these problems. The software will alert the employee if she left any fields empty. You won’t need to decipher messy handwriting. You can ditch the data entry too. The data your new hire enters will transfer to your HR and payroll systems. And you can save the scavenger hunts for team building exercises. Your employee’s information is safe, secure, and accessible to only those who are authorized.

Employee Onboarding Process

A comprehensive onboarding process increases the return on your recruitment dollars. Your new hire will become productive more quickly. He will feel supported, without the frustration that commonly leads to high turnover in that crucial first year.

Onboarding is your chance to help your new employee become engaged in his new role. Her perception of your company begins with her first interaction and develops during that first year. Finally, onboarding is an opportunity to prevent cultural problems common in business: infighting, toxicity, and other problem behaviors that undermine the organization.

You’re probably considering what are the phases of onboarding. Remember, if your new hire leaves she will most likely leave before her first anniversary. Plan on continuing your new hire’s onboarding phase until at least the end of that first year. You can create an onboarding checklist to keep the process on track.

When considering what is the onboarding process for a new employee, think about the goals surrounding the position. Refer to the job description to create a timeline. Set the dates by which you expect the employee to be able to work independently on important tasks. Then, create a training plan to support the employee in learning her position’s responsibilities. Information about the new hire’s training plan can be organized and kept electronically with the rest of her onboarding forms.

If you use onboarding software, you can start with a training module introducing the employee handbook. The module can walk the new employee through the handbook and, when completed, she can electronically sign it. Onboarding software can present the next training module upon completion of the first to prevent overwhelm. You can set deadlines for completion of the modules that supports the overall training plan. If your new hire falls behind, onboarding software will send her reminders.

Onboarding Process Documents

Documents related to the onboarding process have far-reaching significance. These documents go beyond those required by state and federal governments. Your new hire’s onboarding forms shield you from liability. Items such as signed receipts for the employee handbook and harassment policies can be organized using onboarding software. Onboarding software ensures all the forms are completed and remain accessible for authorized staff.

Paperwork such as the I-9 and W-4 are obvious choices to put into digital form. But don’t forget about other onboarding documents. Non-disclosure and non-compete agreements are essential documents that should be digitized for safe-keeping. A completed application form contains verifiable information and the employee’s signature that the information contained is true.

There’s no need to use printed forms if you implement onboarding software. Electronic signatures are legally binding—as long as you follow the rules. Onboarding software will ask employees if they consent to electronic signatures. Employees will also be required to enter a password before signing a form. The consent and password will ensure your digital forms are legally signed and stored securely. Just as importantly, you always have the digital forms available even if key stakeholders move on to other positions.

Storing your onboarding documents electronically will help you adhere to the requirements surrounding these forms. For example, the Equal Employment Opportunity Commission requires you to hold onto several onboarding forms for terminated employees. Onboarding software will ensure that items, such as drug tests and accompanying results, are stored in compliance with these regulations.

Electronic forms also help you adhere to guidelines requiring you to control access to certain forms. EEO-1 forms identifying employees’ race and ethnicity have more stringent security controls than other, less sensitive data. Onboarding software with multiple security levels is the best way to keep sensitive documents secure.

Free Onboarding Checklist

Are you ready to reap all the benefits of a well-organized onboarding process? We created a free onboarding template to get you started. Our checklist helps you organize your onboarding process. We divide onboarding into four phases with associated tasks and onboarding forms for each phase.

Our checklist is further divided into categories, so you know exactly how each task and document fits into your larger onboarding process. Tactical tasks take the chaos out of compliance. These administrative details help ensure that you’re ready for audits and EEOC reporting.

Our strategic and cultural tasks are designed to help you improve on key performance measures. These are the tasks that will improve your company’s employee retention rate and your new hires’ time-to-productivity. Cultural tasks are activities that boost employee engagement and foster support to help new hires make it to their first anniversary.

Onboarding begins before your new hire’s first day and continues throughout his first year. During each phase of onboarding, different stakeholders will take on tasks to support your new hire. Our free onboarding template will help you identify these individuals and identify the ways they contribute to the onboarding workflow.

Each position may need a slightly different onboarding plan. Additional factors, such as multiple locations, can complicate the onboarding process. Onboarding software can track these variables. Using the software, you’ll be able to create an onboarding plan for each position and corresponding location. Within each onboarding plan, you can include the most important onboarding documents. The software ensures these forms are completed.

Previously, you may have been hesitant to take on a comprehensive onboarding process. You may have been overwhelmed with the many tasks associated with onboarding. Our free checklist will help you create an effective onboarding process while ensuring related documents are completed.

Creating a New Hire Checklist for Your Company

Your new hire paperwork checklist should have several phases. Pre-boarding begins before the employee’s first day. During this phase, you can send your new hire important documentation via email. Documentation could include a complete description of the responsibilities for the new hire’s job. An organization chart, corporate mission, and values will help your new hire to familiarize herself with the company. You can include a link to online information, including the company website and the benefits portal.

During the first week, your new hire will complete standard employment paperwork. You may consider taking her photo and inviting her to complete a short biography to post on the company’s intranet. Now is a good time to go over the results of any employee assessments you’ve administered and the training plan you’ve developed.

During the first 90 days, the employee is becoming more familiar with her new coworkers and her role within the company. Providing her with information about the company’s past and its objectives for the future will help her see how she fits in. Now is a good time to provide her with information about any incentives for bringing on new clients or employee referrals. A scavenger hunt or Bingo card will make seeking out information fun and memorable.

Once your new hire reaches her one-year anniversary, she is more likely to stay and become a valuable long-term employee. It’s important to include in your onboarding a plan for support for the period from the first 90 days to that one-year anniversary. Provide the employee with documentation about benefits as she becomes eligible for them. Go over her training progress and perform an employee performance review. Create a plan for support to help her overcome any revealed difficulties.

Conclusion

The global pandemic made businesses reevaluate their fiscal responsibilities. Companies are thinking about ways reduce costs without sacrificing performance. Reducing turnover is the key to saving money while also improving revenue.

Employees initiate most separations in the first year of employment. These departures cost your company a third of the employee’s annual salary. Your business can spend thousands recruiting and training new hires. A comprehensive onboarding plan is the most effective way to stem the flow of exiting employees. Onboarding doesn’t just reduce turnover. Effective onboarding will help you curate a winning team.

Expanding your onboarding may seem daunting if you’re still using paper forms and filing cabinets. Onboarding software can help you develop an onboarding process customized for each position. You can ditch the piles of paper and effortlessly organize your onboarding forms.

Are you thinking about implementing a more efficient and effective onboarding process? Our team is happy to help you.

 

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What Are the 5 Main Drivers of Employee Retention

Are back-to-back candidate interviews cutting into your other responsibilities? Are there so many new faces at work that you have trouble remembering who needs to complete the latest safety training module? Or maybe a hostile culture simmers under the heated grumblings of overworked, under-staffed employees. You’re inviting these and many more problems if you aren’t implementing these 5 main drivers of employee retention.

Hey, I get it. People leave their jobs for a variety of reasons. And at first glance, it may seem like there isn’t much you can do when an employee says they want to move to another city or switch careers. The reasons for high turnover that you hear most seem to be out of your control. It’s easy to hyper-focus on recruiting, even if you understand the importance of employee retention. But the reasons exiting employees tell you may not be the whole story. Giving these employees a reason to stay may be easier than you think.

Employee Retention Definition

A simple employee retention definition is “the rate at which employees leave a company and are replaced by new employees.” New hires are at the highest risk of leaving, with many companies losing one-third of these workers. Long-term employees, however, take experience and knowledge with them when they leave. When your employee turnover is high, you lose the stability long-term employees bring.

The importance of employee retention can’t be overstated. Whether your business is Armstrong Flooring or Physicians Healthcare Network or anything in between, you need a high employee retention rate to stay competitive. Companies that maintain a definitively high employee retention rate enjoy greater profits and productivity. Their teams are stronger and their customers have a better experience. By keeping your employee retention rate high, you spend less on recruiting and training. You also get to hold onto the wealth of knowledge and experience your current employees offer. Employee retention, by definition, reduces the high cost of turnover.

Employee Turnover

A high employee turnover rate, on the other hand, is costly. According to the Work Institute’s 2017 Retention Report, every employee that leaves costs your company about 15 percent of his salary. That cost goes up if the employee leaves before his one-year anniversary, long before his productivity can offset recruitment costs. Companies lose an average of one-third of these new hires.

High turnover has hidden costs too. Decreased customer service that goes along with too many inexperienced new hires can drive sales down. Low morale and a weak team also exemplify the harm that comes from voluntary turnover. These factors prove the following statement about turnover: poor employee retention is expensive.

Employee churn refers to the rate at which companies must hire new employees to replace the ones who are leaving. A high rate of churn tends to have a negative impact on the remaining employees in an organization. And while insufficient pay is one of the reasons that lead to employee turnover, it isn’t the most important. Before companies can find ways to retain employees, they must first know what is driving their workers to leave.

Factors Affecting Employee Retention

There are five main drivers of employee retention.

  1. The first driver for employee retention is effective onboarding. Introducing your employee to the company and her new role will improve your company’s image in her mind. By proactively creating an onboarding plan for each new hire, you take the reigns on another important factor that affects employee retention: culture.
  2. The second factor, a positive workplace culture reduces turnover and improves employee retention. Emphasizing a positive culture during employee onboarding is one way to improve employee retention. A strong value statement and purpose will help you find ways to improve culture throughout your company.
  3. The third factor that affects employee retention is job satisfaction. An employee who is satisfied with her job feels her work has meaning, is challenging, and is fulfilling. There are several ways you can improve workplace satisfaction. Recognizing achievement, fostering growth, and increasing responsibility are a few.
  4. A fourth way you can improve employee retention is through environmental factors at work. These are things like salary and benefits, work rules, and coffee breaks. Maintaining facilities that are comfortable and conducive to good work is just one way to improve the environmental factors that can reduce employee turnover.
  5. The fifth driver of employee retention is inertia. Turns out Newton would have been a good HR manager because he understood a body that isn’t moving won’t move without good reason. Even if you’ve proactively addressed the previous causes of turnover, your employee may leave if there is a significant change to his circumstances. If he becomes fully invested in his stock options and his children graduate college, he may decide to move on to a less stressful position. HR managers need to create drivers for employee retention during all phases of an employee’s tenure.

Adams Equity Theory and Employee Retention

John Stacey Adams is an American psychologist who developed the earliest need-based theory of human motivation at work. The resulting Adams Equity Theory is still used over 50 years later. The theory states that the employee’s input, in the form of his work, must be balanced by the output, such as salary or job satisfaction, he receives from his employer. Adam’s Equity Theory neatly balances employee motivation with employee retention.

Hard work, which according to equity theory is an input, should be balanced with the result the employee gets in return. According to Equity Theory, employees lose motivation if they feel their input is greater than the output they receive. Conversely, employee motivation is higher if they trust they’ll receive an output that matches their input.

According to Adam’s Equity Theory, employees provide the following inputs: effort, skills, knowledge, loyalty and experience. Employees receive as outputs financial rewards as well as immaterial rewards, such as recognition, challenge, and responsibility. These financial and immaterial rewards keep employee turnover low. Adams Equity Theory provides a formula for employee retention strategies by balancing the employee’s input with the rewards he receives.

Employee Retention Strategies

Employee onboarding software can help you organize and develop an onboarding process for each position. By strategically introducing employees to your company and their roles, you’ll help them become productive more quickly. You can also emphasize your company’s culture and expectations through the onboarding process. Companies with a strong onboarding system enjoy higher employee retention rates.

Defining your company’s values and purpose is the first step to creating a better culture. Once you have a clear vision for your company’s mission, you can use employee assessments during the pre-screening process for candidates. Employment assessments are one of the most effective employee retention strategies. You’ll be able to screen candidates for the qualities you value in your corporate culture such as work ethic, integrity, and compassion.

You can expand the scope of your employee retention strategies by implementing ways to increase job satisfaction. Remember, effective employee retention goes beyond salary and benefits. Recognize your top employees’ achievements. Incorporate opportunities for growth through educational and training programs.

Pay attention to the environmental factors that drive employee retention. Create a workplace environment that is comfortable and conducive to productivity. Make investments in software and other tools your employees need to reduce their frustration and increase efficiency. Pay attention to the details, like providing quality coffee and tea.

Proactively work to make sure your employees don’t have a reason to leave as their circumstances change. Yearly bonus programs are more effective than stock options that become vested at the same time. Use HR software to identify employees who may have plateaued in their careers and find ways to reignite their enthusiasm. Interviews that assess current employees‘ experiences will help. If an employee does leave, conduct an exit interview to find out why.

cultivating-company-culture-exacthire

 

Employee Retention | PDF Download

The importance of employee retention goes beyond saving the time of your HR team. The numerous benefits of employee retention will keep your company competitive. You can increase the scope of your employee retention measures through strategies that address the drivers of employee turnover. Employee retention strategies should balance employees’ input with the output they receive from your company. A thorough exit interview will help in employee retention efforts as well.

If you need more ideas on how to create a workplace that encourages employee retention, download our guide on Cultivating Company Culture.

 

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Virtual Onboarding Ideas For HR

The benefits of onboarding can’t be overstated. Propelling your new hires to productivity, reducing employee turnover, and promoting a positive company culture are all a boon to your bottom line.

Chances are your company understands the importance of introducing a new hire to the organization. You probably already had an effective onboarding program in place before 2020. When COVID hit, you may have hastily reworked your current onboarding process into a virtual plan. It probably included ad hoc Zoom meetings and email blasts with links to scattered documents.

The dust has settled, so to speak, but the pandemic rages on. Meanwhile, nearly two-thirds of employees who have been working from their home prefer to continue doing so after the pandemic ends. And yours may be one of the many companies that are realizing the benefits of a more productive workforce and less rent for office space.

If your company is embracing remote work for at least some of your employees, it’s time to build a virtual-first onboarding experience.

Build a Virtual Onboarding Experience

COVID has given you a sampling of the difficulties around virtual onboarding and the new hire experience.

Working from home means missing out on the benefits of casual, in-person interactions. New hires have an even more difficult time bonding with their team members. Your virtual onboarding experience needs to help your new hire feel like part of the team.

Virtual onboarding during COVID may have left you disappointed with your new hires’ rate of productivity. It’s just tougher to get the new person up to speed when no one is near to see how things are going. You need to plan for more support for your virtual onboarding process.

One of the benefits of virtual onboarding is that you can steer your company’s culture in a more positive direction. Remote employees won’t have run-ins with the complainers or gossips at the water cooler. And you can facilitate virtual lunches and coffee breaks with the people who have upbeat outlooks.

Making your new employee feel welcomed, getting that person productive, and managing your company’s culture are all possible when you put together the right virtual onboarding checklist.

Best Practices for Virtual Employee Onboarding Process

Putting together a virtual onboarding process that accomplishes all of your goals may seem nearly impossible now. But since constraint is the key to creativity, you may find your best onboarding ideas in 2021.

One of the first things you should do is create a virtual onboarding email template that includes a quick rundown of important information and links to important documents. Onboarding software can help you organize all of your new employee forms. You can even include in your welcome email a link to training modules in the onboarding software.

When it comes to virtual onboarding, the best practices facilitate bonding between co-workers as effectively as in-person interactions. Virtual onboarding ideas that will strengthen your team include assigning multiple “onboarding buddies” to your new hire and planning virtual lunches for them. The virtual lunch gives employees an opportunity to get to know the new hire and offer to help orient them. Often, the casual feel of a lunch lends itself better to positive interaction among employees.

As mentioned, the idea behind these virtual employee onboarding examples is to encourage interaction. Assigning multiple onboarding buddies to your new hire connects her with helpful, relevant resources that will help her become productive more quickly. Remember also to task your buddies with checking in on the new hire and setting up virtual coffee breaks or lunches.

Giving your new hire several people to lean on for support spreads the weight. Introducing your new hire to people from different, but related, areas of the company will help her understand the big picture. And finally, assigning multiple onboarding buddies will increase the odds that one of them will be a good personality fit with the new employee.

Virtual New Hire Orientation

Your virtual new hire orientation is a chance for new employees to learn about the company and their role within it. Orientation is often a more formal process than some of the fun virtual onboarding activities we’ve discussed, however you can still make it memorable.

Consider sending a welcome mail package to the new employee. Company swag will help your new hire feel like part of the team. Include printed copies of the handbook, benefits information and organizational chart. Your new hire will often remember information better if she can take notes on printed materials.

A virtual welcome email from the new hire’s manager can get the relationship off to a good start. Encourage team members to send a “welcome onboard” email too. They can offer assistance for questions, set up a virtual get-to-know you meeting, or come up with their own unique onboarding ideas. In fact, getting employees involved in the creation of new hire orientation ideas is the best way to create a process that complements your company culture.

When brainstorming virtual new hire orientation ideas, you should aim to create activities that are fresh and engaging. There are plenty of creative new hire orientation ideas that acclimate your new hire to his role without putting him to sleep. Some engaging virtual new hire orientation ideas include creating a scavenger hunt that will have your new hire delving into information found on the employee portal and company website.

ExactHire has created an onboarding guide with 77 ideas to get you started!

You can rework standard new employee orientation games for a virtual world. Ice breaker games such as Two Truths, One Lie still work well on Zoom. Create a trivia game that pulls information from the printed information your new hires receive in the welcome package. A Door Dash gift card prize is both easy and suitable for social distancing.

Finally, send a new employee introduction email to team members with a bio that includes personal facts such as hobbies and pets to discover shared interests. Make it a group email including the new hire and encourage employees to respond with information about themselves. Again, it’s all about positive interaction–even if that interaction is virtual.

Conclusion

Effective onboarding can help your new hires become productive, long-term employees. It creates a better company culture. Lower employee turnover and a stronger team will reduce costs and increase profits.

At least some of the workplace changes the pandemic brought are here to stay. Done correctly, a virtual onboarding process for remote employees can be every bit as effective as an in-office orientation. Download our in-depth guide for more ideas on how to improve your onboarding process.

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What is the Best Employee Onboarding Process

The benefits of effective employee onboarding are often overlooked. But, done correctly, onboarding will contribute to your organization’s financial health. When you make the effort to acclimate your new employees to their new roles, they will become productive more quickly and will stay longer.

Finding and training the right people is expensive, and you risk wasting financial resources if you don’t do everything you can to make your new hires successful. By creating an effective onboarding plan, you’re also shaping your company’s culture into an environment that bolsters teamwork.

Onboarding acclimates your new hires to the company and their position within it. The best employee onboarding process will steer new hires toward success in their roles and create alignment with the company’s culture and values.

New Employees and Getting Started

It’s easy to be overwhelmed when considering how to onboard a new employee. You’ll need to create an onboarding schedule that’s unique for each role, even though many tasks will be the same for all new hires. For example, every employee will need to know and understand your harassment policies, but those in management will require further training.

Additionally, there’s pressure to come up with creative new ways to onboard employees. Like most employers, you’re probably experiencing a shortage of qualified applicants. You don’t want to risk losing your new superstar under piles of employment forms and reels of outdated videos.  

COVID-19 has created yet another series of challenges as many human resource professionals wonder how to onboard new employees remotely. You can get started by breaking down the steps to onboard a new employee.

First, consider your onboarding goals. These goals will vary for each position. In general, the onboarding process should transform a new hire into a productive team member.

Determine the metrics you’ll use to measure how long it does take for a new employee to be productive. These metrics will become goals for the new hire. Determine the support your new hire will need to achieve each goal. Armed with this information, you’re ready to create an onboarding process flow chart.

Employee Joining Process Flow Chart

An employee onboarding process flow chart is a powerful visual tool because it creates benchmark deadlines. Your onboarding flow chart should take your onboarding processing from the preboarding stage through to the employee’s first annual review.

A team member should be assigned to each phase of the flow chart and a deadline should be assigned. Goals should be clearly communicated for each item. You can use onboarding software to manage communications and organize important documents.

Onboarding software can help you create a flow chart for the new hire training process. The flow chart you create with onboarding software can assign tasks to your onboarding team. The customized workflow can automate assignments and trigger reminders. Team members will be able to access files and reports from within the system.

Software can help you organize your onboarding process and save you time. Using software, you can easily create an onboarding process flow chart template for every position in your organization. New hires will be able to fill out their employment forms digitally and their information can seamlessly merge with your human resources system. Everyone on your team will spend less time inputting data and managing records.

New Employee Orientation

The best orientation practice will help your new employee understand how his role fits with the company’s larger picture. Orientation is your opportunity to present your company’s mission. This crucial introduction will help rally your employees around the company’s values. It’s a key component to creating a strong team.

Many organizations create games to make new employee orientation fun and memorable. You can create a mock game show using questions about the employee handbook. Or you can create an office scavenger hunt for new employees. To help new hires get to know their coworkers, give them an autograph book. Tell current employees to initiate a short get-to-know you conversation when they sign the book.

The best practices for employee onboarding will incorporate a technology perspective. You can use onboarding software to create training modules for your new hires. Use the triggering feature to avoid overwhelming employees. You can even send automatic reminders to gently nudge employees to complete training modules.

Onboarding software will come with free templates and checklists to make new employee orientation easier to manage. You can create new hire packets quickly and easily.

Virtual New Hire Orientation Ideas

COVID-19 has upended the onboarding process for many companies. If your organization operates in a state that has mandated work-at-home policies, you may be concerned about providing your new employees with the support they need. Even if your employees are able to work onsite, masks and social distancing policies may undercut your efforts at team building.

Now it’s even more critical to make sure new employees are able to build rapport with their coworkers. Advise supervisors and team members to check in with new employees while they learn to navigate their role in a pandemic world.

Many organizations have turned to creative ideas for new hire orientation during the pandemic. Make the most of virtual meetings. You can avoid “Zoom fatigue” by utilizing breakout rooms and doing interactive activities.

Team members can also create a welcome video for new hires. You can also encourage team members to have a virtual “coffee break” during which they can chat and get to know each other. You can use these techniques and others to encourage the socializing and relationship-building that happens naturally in the office.

Ideas for orientation can include a presentation for new hires during which the team can get to know each other with ice breaker questions. These ideas include employee orientation videos and PowerPoint slides that new hires can view remotely.

New Employee Welcome Packet PDF

You can send the digital portion of the welcome pack to the new hire’s email. Include welcome messages from the new hire’s manager and team members. Also include a link to the online benefits portal as well as their digital employment forms.

The welcome pack should include the things all new employees need to know. Include the company’s mission statement and organizational chart with the employee welcome booklet. The new employee welcome packet PDF should also include the company handbook and policies.

The welcome packet is also an opportunity for your new hire to get to know your brand. Throw in some company swag such as a t-shirt or a hat. Mix in professional items with fun items. A personal development book with something fun like a mini basketball net to go over the waste basket will foster productivity and creativity.

Your new employee will grow as she moves through the stages of the onboarding process. The welcome packet, orientation, training, productivity goals and ultimately the first year performance review should all be structured to support your employee’s success.

Employee Onboarding Process Flow

The key to a smooth onboarding process is a checklist. Software can help you easily create and customize a checklist for each position. You’ll be able to assign tasks and deadlines from within the application. Each stakeholder will be able to access the checklist and communicate from within the software.

The employee onboarding process should flow seamlessly from the preparation stage all the way to the first annual review. When you use onboarding software, you can track your progress and data so you can improve the onboarding checklist over time. You can create a questionnaire for new hire’s to complete at the end of their first year to find ways to improve your onboarding process.

If you’re wondering what the phases of the onboarding process are, we’ve broken it down for you here.

Employee Onboarding Process Summary

Strong job growth over the past decade and, more recently, the pandemic have forced organizations to get creative with their employee onboarding process. The talent shortage of the past few years has made hiring more difficult. COVID-19 has made it difficult for new hires to build relationships and acclimate within their new organizations.

The unique challenges companies face going into 2021 mean the employee onboarding process is more important than ever. By using digital tools to foster community and putting extra effort into team building, you can increase employee retention and build a stronger team.

Companies are finding it takes more than converting their welcome packet into a PDF file to meet the digital challenges during the pandemic era. As it becomes more difficult to find and keep talent, more companies are asking what is the best employee onboarding process that will reduce turnover.

But the best onboarding process hasn’t changed in these stormy times. A new set of challenges simply helps you see the solution more clearly. By seeing the onboarding process as an opportunity to support your employee’s success and develop a dynamic company culture, you can bolster your organization’s financial health. 

 

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What are the Phases of Onboarding?

Onboarding is your secret weapon for attaining all sorts of goals for your business. For example, taking the time to make the best impression for new hires can help increase employee retention. Having a well-rounded training plan in place can catapult your new employee from lumbering novice to an agent of productive wizardry. The onboarding process can help you take the helm of your company’s culture to increase collaboration and reduce petty grumblings.

Small to medium-sized businesses often neglect the onboarding process at their peril. But realizing the potential of onboarding requires thoughtful planning. Taking new hires on the journey from clumsy newcomer to accomplished contributor calls for a phased onboarding plan.

Employee Onboarding Process Stages

You may find yourself saying “I hate the term onboarding” once you really take a deep dive into how you can make this process better. But I assure you, if you don’t take control of your new employees’ experience, your organization will suffer.

A good onboarding definition is simply the process of introducing your new employee into the organization. Employee onboarding can help your organization reach its financial goals, and that prospect is maximized when you create a phased plan for this important process.

Employee Onboarding Process Phases

There are six stages to employee onboarding. The first is project management, during which you plan and break down the steps for onboarding your new hire.

The second is preparation and pre-boarding. During this phase, you complete your background checks and brief the staff who will be taking part in the onboarding process. You’ll also communicate with your new hire to help ease lingering doubts about his new position.

Next is the tedious, yet necessary step, that you’re already familiar with: new hire paperwork. Employee onboarding software can help you easily crank out this administrative detail while saving time and reducing errors.

The fourth step is new employee orientation, followed by new employee training. During this phase, your new hire will be introduced to your organization’s structure and will learn how he fits in.

Finally, the last step, reviewing productivity and performance, will help you assess the success of the previous steps.

Process Project Management

In many ways, bringing in new hires and helping them evolve into productive and contributing members of the organization is no different than any other project. You can use the principles of project management to create your employee onboarding process flow. In this first phase, you consider your goals for the onboarding process and develop the basics, such as a timeline.

The goals you set for your new employee will help determine your metrics for the onboarding process. Make the goals specific with clear standards for success.

You want new hires to feel comfortable with how things are done at your company. You can do this by identifying what new hires need to know about the company’s culture and work environment. Consider assigning a coworker to mentor the new hire in the subtleties of staff interactions.

Remember that onboarding is a key factor in employee retention. Consider each onboarding stage from your new hire’s perspective. Consider what impression you want your new hires to have throughout each phase of the onboarding process.

The project management phase for the onboarding process workflow is also when you determine your timeline. Most employee turnover happens in the first year of employment. Incorporate support for that entire first year into your onboarding plan.

The project management phase is also a good time to rally your onboarding team. These are the people who will play a role in helping the new hire acclimate to her new role. Make sure each of these people understand their role in welcoming the new employee.

At the end of this stage, you’ll be able to create an onboarding process checklist. While many of the tasks on this checklist will apply to all new hires, you want to create a detailed checklist unique to each new hire’s position.

Download ExactHire's Employee Onboarding Checklist

Employee Onboarding Preparation And Pre-Boarding

The following onboarding process steps include everything on your checklist that happens before the new hire’s first day.

Don’t forget to think about the onboarding process project from the point of view of your new employee. In this sense, bringing on a new hire is much like your customer onboarding process. In other words, extend as much consideration to your new hire as you do your new customers.

Consider sending him a welcome email with photos and welcome messages from co-workers with whom he’ll be working closely. Include information about parking. Let them know which door they should enter through and who his first point of contact will be.

During the preparation phase, the new hire’s workstation should be set up with the relevant equipment and supplies. Don’t forget some company swag. It’s also a good time for the hiring manager or supervisor to send an email invitation to lunch.

This step in your employee onboarding process is also when you coordinate with security and the IT team to make sure the employee is outfitted with appropriate user IDs and access. Don’t forget to add the new hire to calendar invites and email distribution lists.

New Hire Paperwork

While business has seen a lot of changes in 2020, the content of new hire paperwork has stayed largely the same. From tax forms to payroll forms, the data gathered from paperwork keeps your company rolling and in compliance with important government guidelines.

The most tedious part of the new hire checklist, paperwork, is prone to mindless errors. Onboarding software can automate employment paperwork to save time and reduce errors. New hires will need to enter information only once to populate multiple forms. And the data they enter can cross over to your other human resources software.

After the new hire digitally signs her paperwork, paperless onboarding software can automatically direct her to the orientation checklist and training modules.

New Employee Orientation Checklist

Orientation is your opportunity to help your new hire acclimate to your company’s culture and conform to procedures. Your employee onboarding checklist will include all the items to go over during orientation. You can automate this portion of the new employee checklist with onboarding software. 

During this time, introduce your new hire to the company’s mission and its organizational chart. Your new hire checklist wouldn’t be complete without a review of the employee handbook and safety policies. Your new employee orientation checklist should also include benefits documents and basic administrative procedures from security to the telephone systems.

Your new employee onboarding checklist should include activities and/or content to help the new hire better understand your organization’s culture. Schedule lunch outings with key employees. Personal fact sheets are a great way for coworkers to learn about each other. Invite your new hire to complete one and give her access to her coworkers’ fact sheets.

Onboarding software is a great way to manage your new employee orientation checklist templates. You can find a free checklist here if you need ideas for what to include during orientation.  

Employee Training

Employee training is when your new hire learns the nuts and bolts of his new position. How long it takes to learn a new job depends on many factors. Your onboarding process should be thorough enough to encourage success, yet succinct enough for your new hire to get up to speed quickly. 

How long it does take for a new employee to be productive really depends on a comprehensive onboarding process. You should give your new employee access to training modules. Onboarding software can make the distribution and tracking of these modules easy.

New employee training should also be collaborative. Assign knowledgeable staff members to teach the new hire how to do various tasks. If you incorporate these tutorials as items on your onboarding software, you’ll be able to track their completion and coordinate communication between the stakeholders.

Throughout the training process, you should give your new employee clear standards by which they can gauge their own success. Help them feel comfortable and encourage them to ask questions. Their productivity and performance will depend on how well they grasp key information during the training phase.

New Hire Time to Productivity and Performance

Hopefully, these onboarding steps will lead to success in the last phase: productivity and performance. All of your goals for onboarding hinge on making sure your new hire graduates into a productive employee.

Once your new hire is trained, you can continue your onboarding efforts with support and feedback. Schedule meetings to provide feedback on the new hire’s performance. This is also a good time to introduce your new hire to additional training opportunities.

Let your new hire know his input is important, too. Ask him to provide feedback about the onboarding process. Encourage him to ask questions and address concerns.

From time to time, you’ll need to part ways with a recently hired employee. You can use onboarding software to manage your offboarding checklist. The data you acquire can be incorporated to give you a clearer picture of how to increase employee retention.

If you’re using onboarding software, you can effortlessly measure your onboarding success. Over time, you’ll collect enough data to know the average time it takes to onboard a new employee. You’ll be able to use that data to measure the time it takes that employee to reach the position’s expected level of productivity and competence.

A great onboarding process will help your organization develop effective, long-term employees. By reducing turnover and reducing the time it takes new hires to be fully productive employees, you’ll have a healthier bottom-line.

 

Want to learn more about onboarding software?

Schedule a live demo today!

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How Is Onboarding Related To Employee Retention?

Employers are facing more challenges than ever as they march into 2021. The pandemic, social unrest, and the general chaos of the past year have brought otherwise healthy companies to the brink, while decimating others that were unstable in the best of times. Our turbulent and uncertain era has illustrated one truth: the corporations that succeed will be the ones that don’t waste their financial resources.

Yet, decision makers often ignore a hidden siphon draining their financial reservoirs: high employee turnover. In terms of lost time, productivity, and resources, every employee that voluntarily leaves costs the company about 15 percent of their annual salary. That means a company loses $7,500 when an employee with a $50,000 salary quits. That percentage goes up when that employee has been with the company for less than a year. When the average company loses a third of such new hires, the losses eat away at the margins needed to weather unforeseen forces such as a pandemic.

You can’t change the news headlines. Luckily, there is plenty you can do to reduce unwanted employee turnover. The best place to start is with a robust and comprehensive employee onboarding process.

Importance Of Employee Onboarding

Onboarding in the workplace, whether positive or negative, creates a powerful impression in the minds of new hires. During those critical first days and months, new hires decide whether they will remain committed to their role or regret taking the position.

You invested time, energy, and money into wooing the perfect candidate. But if your onboarding process is chaotic, overwhelming, and disorganized, your dazzling new hire will be browsing online job boards before he has completed his W-4.

As you probably experienced during the hiring process, finding the right talent is a growing challenge. Eighty-three percent of companies agree: desirable, qualified applicants are harder to come by. There simply aren’t enough workers with the right education and skill set. The talent shortage is three times higher than it was just ten years ago, according to CNBC.

According to the Work Institute, “the escalating competition for workers and a shrinking talent pool are coming together, intensifying an employee-in-control marketplace.” With the job market tipped in favor of applicants, the last thing you want to do is send your lucky catch back to the job pool where you’ll be forced to cast your net again. Onboarding statistics show that the work of retaining valuable new hires begins on their first day.

The importance of employee onboarding becomes clear when you recognize its ability to dramatically reduce the stream of unhappy employees heading to the exit door. Done correctly, onboarding can reinforce your company’s image as being a well-managed employer with clear expectations that empowers employees and provides them with the support they need to succeed.

Employee Onboarding Statistics

Estimates vary as to what employee turnover costs companies. The Work Institute uses a modest estimate of 33 percent of an employee’s salary. When a recently hired employee decides to leave, the company loses thousands of dollars.

But a high turnover rate doesn’t just affect the costs associated with that one position. Organizations that habitually lose talent experience lower performance across the company. Low retention rates adversely affect morale and undermine the cohesiveness of the team. Your best employees often pay the price as their frustrations mount with an increasing workload.

Given the cascading effects of high employee turnover, it isn’t surprising that, since 2010, there has been a 46 percent increase in voluntary employee resignations. A third of these resignations happen before the employee’s first anniversary. First-year resignations are not only the most common contributors to turnover, they are also the most costly. It takes several months for employees to be productive enough to begin to offset the cost of their hiring and training.

Employee onboarding statistics 2020 show onboarding is your best chance to inspire new hires to stick around past their first anniversary, when their retention rate will dramatically increase. Your new hires feel understandably anxious about their new job. Not only do they want to do well, they want to be reassured that they’ve chosen the right company in which to excel. A well-designed onboarding process will let them know how they fit into their new role and how your organization fits into their long-term goals.

Despite the crucial role of those first days and weeks in a new employee’s longevity, Gallup onboarding statistics show that only 12 percent of employees feel their employer nails the onboarding process. Perhaps that is why, as employees plan their future, employee onboarding statistics tell us that 51 percent of those currently employed are looking for a new job.

Benefits Of Employee Onboarding

The benefits of onboarding don’t stop with employee retention. With the right process in place, your new hires will know more quickly what is expected of them. The early investment you make in their career within your company will pay dividends when they become independent and productive. Committed and motivated employees work harder, are more efficient, and have lower absenteeism.

When it comes to improving the employee onboarding process, the benefits of onboarding checklists can’t be ignored. Automating your checklist can be done within onboarding software so you make sure all of your new hires receive the information and training they need to be successful. You’ll finally be able to customize your onboarding packets for each position and its corresponding location. Your new hires won’t be bombarded with information that is irrelevant to their role.

Well-organized employee onboarding will help you ensure that you’re following all federally mandated regulations for new hires. Digitized paperwork means fewer errors and it is more easily retrieved. Security protocols will ensure only the right staff can assess sensitive records.

The advantages of onboarding also include setting the bar high in terms of expectations for new hires. You’ll increase their confidence in the management of the company. They’ll also see your company as a place where they can learn and grow.

The work of putting together new hire packets for all of your potential open positions that take advantage of the many strategies to reduce employee turnover may seem like one of the disadvantages of onboarding. But when considering the benefits of onboarding, survey how your current retention rates may be hurting your organization’s goals.

Employee Onboarding Reduces Employee Turnover

Once you realize its financial impact, you can begin thinking about how to reduce employee turnover through robust retention strategies.

Understanding why employees leave is the first step in managing employee turnover and retention. When employers wonder how to reduce employee turnover in industries as different as manufacturing and healthcare, the Work Institute found that the answers are similar.

The top four reasons employees leave a company are career development, work environment, management behavior, and job characteristics. Employees get their first taste of all four areas of concern during the onboarding process. Strategies to reduce employee turnover begin with onboarding.

Concern over career development is the most cited reason employees give for leaving their jobs. With employee onboarding software, you can present new hires with digitized training and online video tutorials at just the right moment to support them as they learn their new roles. You can create a checklist or schedule of training. You can even use triggers so that a training video won’t appear until the right time so that your new hires aren’t overwhelmed. When new employees are provided the information they need to succeed, they’ll feel that your company will meet their career development needs.

Employee onboarding is the perfect time to take control of your company’s culture and work environment. Task a new hire’s coworkers with various aspects of her orientation. You can even do this during the pandemic by having coworkers record a welcome video or schedule a virtual get-to-know-you meeting with their new colleague. By taking the helm of your company’s culture, you’ll create a pleasant work environment for your new hires and strengthen your team’s cohesiveness.

A comprehensive onboarding process helps managers understand what is expected of them as they welcome a new employee. Now is the time for managers to get to know their new team member. Knowing a bit about the new hire’s home life can help the management team mitigate another reason for employee turnover: work-life balance. Managers can also use employee onboarding to clearly set forth the expectations they have for the new hire and identify ways to help the new hire succeed.

Employee onboarding software will allow you to easily create customized new hire packets for each position. Armed with a packet that contains comprehensive and relevant information, your new employee can be comfortable in his or her new role.

The right employee onboarding process will create a good first impression in those retention areas: career development, work environment, management behavior, and job characteristics. Getting the impression right from the start will reduce employee turnover.

Impact Of Employee Onboarding

The travails of 2020 may have been unpredictable, but employers have always had to contend with external circumstances when making hiring decisions. The silver lining of this past year may very well be the enduring lesson that employees should be valued like customers. The financial impact for treating them like cogs in the wheel can be devastating when the world’s chaos starts circling your business.

You can avoid the often hidden, though significant, financial losses of high employee turnover. Done correctly, onboarding can lead to reduced employee turnover, meaning better margins and productivity. The best time to double-down your efforts to keep your talent is on their first day at work. Onboarding reduces turnover, increases your employees’ loyalty to your company, and inspires them to excel.

 

Download ExactHire's Employee Onboarding Checklist

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How to Create Digital New Hire Forms

Human resources professionals can improve employee onboarding by creating a process to complete new hire paperwork that is easy to follow and manage. Web-based (or digital) new hire forms are a great way to achieve this. Now, you may have people in your organization that can facilitate a process like this by using Excel, Word, or Adobe PDFs. However, the security of personal information should be a very high priority, and those programs often fall short in that area.

OnboardCentric by ExactHire allows organizations to create digital new hire forms that eliminate any security concerns. Our employee onboarding software contains your company’s handbook, policies, Form I-9, W-4 Form, and other new employee paperwork. Here’s how it works:

Implementing Onboarding Software–What to Expect

The process of building a digital new hire form is much more seamless than one might think. First, ExactHire gathers and reviews all the standard forms that you would like to include. If we have any questions about those forms, we will discuss them with you. And we are happy to answer your questions, as well!

Typically, our questions are aimed at understanding who fills out which portions of various forms. We also need to know which form fields will be pre-filled before the employee looks at the form. From there, our team will take the PDF, Word, or Excel forms provided to us and build the questionnaire into the system.

We will assign you an employee-level login to test your newly created web-based new hire forms. As a result, you will receive an email with a username and password requesting that you complete the forms. Then, you will walk through the questionnaire to submit your answers.

After you’ve viewed and signed your forms as a new employee would, you can view your forms as an administrative-level user would, and complete that aspect of the approval process.

Choosing Onboarding Software–Why ExactHire?

Collecting, managing, and storing sensitive employee data is no small task. While there are many online form solutions on the market, few can meet the specific requirements of a Human Resources department.

Our employee onboarding software is designed by a team with professional HR experience and credentials. Beyond simple forms, our system facilitates internal task management and offers features such as integrated E-verify, and push-to-payroll.

Finally, when local or federal governments release new compliance requirements or updates to forms, our team likely knows about it first. We help you respond to changes quickly, and we are always available if you have questions or advice.

 

Schedule a Personalized Demo

Provide your new hires with a secure, digital method to easily complete employee onboarding paperwork. Sign up for a demo to learn how ExactHire can partner with your organization to modernize employee onboarding!

5 Pro Tips for Quickly Pivoting to a Virtual Employee Onboarding Process

The new normal of living amidst the COVID-19 global pandemic is causing many employers to adopt new business processes…and to adopt them quite quickly.

For those organizations who are fortunate enough to continue hiring new employees, one of those business processes is to learn how to correctly onboard remote employees in a distributed workforce.

A hastily created employee onboarding process will put new hires at risk of feeling disconnected from their work and organization. On the other hand, a productive virtual employee onboarding program will forge a connection between the new teammate and the organization; thereby, positively contributing to employee satisfaction and the goals of the organization despite the uncertainty and hardship attributable to our current coronavirus reality.

Are you ready to pivot to a distributed workforce? Whether virtual employee onboarding is a brand new practice at your company, or you’re just looking for ways to fine tune employee onboarding for distributed workforces, you’ve come to the right place. In this post, I’ll discuss five best practices for quickly pivoting to a virtual employee onboarding process.

1 – Create a “remote-first” pre-boarding experience

With so much uncertainty on everyone’s mind, your new hire’s interactions with your organization in the days leading up to his start date shouldn’t further increase his anxiety. Make a toolkit of digital assets to share with a new teammate to make sure he feels adequately prepared and informed on day one. Here are some ideas:

  • Provide an organizational chart listing all employee names, titles and the hierarchy of the management structure. If you are a part of a very large organization, then a chart of the new employee’s department and/or division may be sufficient.
  • Create a task list or training schedule for the new hire’s first few days on the job. Create this in a shared document (e.g. Google Docs) that can be edited on-the-fly to include additional tasks as time progresses, as well as hyperlinked resource documents. With this approach, the employee can follow links to conduct further research to acquaint himself with your company and its organizational knowledge as his schedule permits.
  • Task relevant co-workers with creating video welcome messages to be shared with the new employee in the days leading up to the first day. We use a variety of tools at ExactHire (ranging from completely free to very affordable) such as video capture on our smartphones, and video applications like Soapbox, Vidyard and Camtasia.
  • Share a short, hyperlinked list of your company’s social media profiles with the new hire, as well as expectations about whether he is likely to be bombarded by social media invitation requests in his first week (as this can be a common way for remote workers to connect with one another).
  • Make it clear what equipment will be provided by the company (and by what date), and/or whether the new hire is responsible for bringing any of his own devices to his remote workstation. Ensure that all devices are accompanied by robust instructions on how to use and/or setup appropriate security protocols for effective work within the organization.

2 – Leverage the unique onboarding resources now available to your organization

While social distancing has caused many of us to approach the work setting in dramatically different ways, it has also led to the installation of a handful of new laws and limited regulations meant to help the American working population and employers cope with this crisis. Aside from new laws such as the Families First Coronavirus Response Act (FFCRA) and the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the Department of Homeland Security (DHS) has also recently relaxed its normal requirements for Form I-9 compliance when hiring new employees. This change will help employees who have never hired remote workers to examine and temporarily approve employment eligibility documentation with confidence.

In particular, DHS has “[deferred] the physical presence requirements associated with Employment Eligibility Verification (Form I-9) under Section 274A of the Immigration and Nationality Act (INA). Employers with employees taking physical proximity precautions due to COVID-19 will not be required to review the employee’s identity and employment authorization documents in the employee’s physical presence.”

However, not all employers meet the criteria necessary for taking advantage of the option to initially virtually examine new hire documentation. In fact, only employers who have gone 100% remote for all employees may utilize this temporary flexibility in document examination. For more details on which organizations qualify and what documentation is necessary to participate, check out this recent Forbes article.

3 – Make a short list of near-term new hire expectations

To make this pivot toward remote onboarding manageable and relatively fast, focus on only the absolutely critical expectations that you need all new hires to know right from the start. In doing so, make sure you communicate that the current situation necessitates focusing on the “must-knows” initially, but that icing-on-the-cake knowledge and nurturing will be sure to follow as things calm down a bit.

Your new hire will appreciate your candor, and be more likely to establish trust in the organization early because it is helping to flesh out priorities to ensure the new hire’s success.

Here are some examples of employee expectations that may resonate with your team. Be sure to educate your new hire about each of the items below that may be important for his work.

  • Training prerequisites that must be completed before certain aspects of a job can be endeavored (e.g. safety, password security protocol)
  • Preferred methods for co-workers to communicate with each other (e.g. email, phone, Slack, text, video conference, project management tool comments)
  • Mission-critical reports and metrics that must be updated…and with what frequency

Remember that while your ability to equip your new employee with these essential bits of information can shorten his learning curve and improve outcomes, don’t forget that our normal isn’t so normal right now. In fact, it reminds me of an unidentified quote that my co-worker shared on our Slack channel today…one that very appropriately describes the current plight for many of America’s remote workers:

“You’re not working from home; you are at your home during a crisis trying to work.”

There’s a place for grace right now.

4 – Communicate your culture

While company culture can be somewhat nebulous to describe to others, as it is often something experienced for one’s self in-person, there’s no doubt that remote cultures exist, too.

However, it may take longer to assimilate remote workers to cultural norms if you don’t take strides to help them take seed early. Here are some ways to make your virtual culture more quickly tangible:

  • Facilitate video introductions between a new hire and fellow department members and other key co-workers. Make sure all teammates take a turn to introduce themselves, explain their respective roles, and offer suggestions on how they interface with the new employee in his job.
  • Recognize that your organization likely has a multitude of multimedia approaches for communication in different situations. Create a “cheat sheet” of common scenarios to give your new employees a head start:
    • Protocol for out of office messages
    • Appropriate channels for different types of Slack posts
    • Frequency for co-worker video meet-ups and the purpose of each (e.g. is this a project-related call or a virtual happy hour?)
    • General guidelines on how quickly to respond to different inquiries and requests (make sure to allow for time zone differences between co-workers)
    • Location of a schedule of regular working hours for different employees
    • Protocol on whether to use one’s video camera on conference calls (is it preferred or required by various departments?)
    • Acceptable format for email signatures
    • Preferred software applications for different assignments (e.g. MS Word or Google Docs when both are available?)

5 – Implement employee onboarding software for remote hiring success

Depending on the industry in which you work, you likely use a set of software applications critical to the productivity of your business–it’s your tech stack. From CRMs to POS systems, and project management suites to ticketing portals, these varied forms of technology are essential to different industries because they leverage technology to automate and improve repetitive, and perhaps otherwise manual tasks for different employers.

While health clinics may not need POS systems, and safety equipment manufacturers aren’t desperate for software issue ticketing suites, I will advocate that all employers who are currently hiring should consider employee onboarding software.

Moreover, if you are hiring remote employees, onboarding software gives you a significant competitive advantage as you can improve the new hire user experience (aka first impression) as well as minimize documentation errors.

ExactHire’s OnboardCentric employee onboarding software can be implemented either as a stand-alone solution to meet your urgent onboarding needs; or, as a hiring component integrated with our ExactHire applicant tracking system.

As employers face constantly evolving news related to COVID-19, they are adjusting priorities and re-allocating resources on a daily basis. Our team understands the need for fluidity and responsiveness, and we’re equipped to get you up and running with onboarding software quickly.

To expedite implementation and improve your new hire experience despite the current pandemic, we recommend that you start by implementing required new hire forms (e.g. state tax forms, Form W-4, Form I-9, direct deposit, etc.) and allow us to train supervisors who need access right away.

Then, as demands on your schedule decline, our team is happy to work with you to include non-essential nice-to-have new hire forms, discuss onboarding process best practices and conduct more advanced user training with all of your hiring managers. Our responsive team is ready to work as your partner through this crisis.

Demo ExactHire Onboarding Software

Are you ready to improve your employee onboarding experience and respond to the rapidly changing hiring landscape with success? Schedule a demo of OnboardCentric today.

17 Details for Your New Hire’s First Day *Don’t Forget!

An employee’s first day of work usually includes a mix of emotions. And although an employer cannot possibly control those emotions, it can be prepared to warmly welcome new hires and eliminate unnecessary stress.  Often times it’s the small details that can make the biggest difference in the new hire experience. So here’s a list of seventeen details that you’ll want to remember in order to make your new hire’s first day perfect.


Map to ExactHire

1. Maps & Amelia Earhart

Everyone can get lost! Be kind and provide an address, accompanied by a map, to show new hires where to park and where to go when they first arrive.

 

2. Parking Permits

Does your office require a parking permit, or is there a waiting list to get into the parking garage? Your new hire will want to know.

 

3. Planes, Trains, and Automobiles

We aren’t all lucky enough to work in cities with public transit, but if you do and your company has an incentive program, be sure to include those details.

 

4. Day One Schedule

It is great to have a schedule that provides accurate information. Notify everyone on the team of the new hire’s first day schedule to encourage them to be ready at designated times.

 

5. Jinx the cat uses the toilet

Please make sure one of the first things you do when a new person arrives to your office is show them where the toilet is. There is no need for peeing in the corner if you know where the toilet is.

 

6. No Shirt, No Shoes, No Service

Dress codes may be a bit more lax these days, but if there are lines you don’t want crossed, a Working Attire Policy and/or Hygiene Policy should be in place and provided as soon as possible.  Offer a time to discuss any policies to ensure the new hire understands the policies in place and enforced.

7. Hello, is it me you’re looking for?

Cell phones are basically attached to everyone nowadays – if you don’t want your staff playing Candy Crush at their  desk, make sure you let everyone know the rules.

8. Inspirational Cat Pictures

Sending personal emails, social media, and shopping online are great ways to waste time at work. Setting limitations and expectations for internet use at work is becoming more and more important, especially with the constant need for cybersecurity.

9. Bueller?!

Every employee needs to know about allocated sick days, PTO, and any repercussions for going to a parade after calling in sick.

10. Where do you want to eat?

Whether you have a cafeteria, common fridge, or vending machines – it is important that your new hire knows what’s what. At a bare minimum, provide some local lunch places or delivery menus for reference.

11. What makes your office special?

Do you have shared bikes or umbrellas available across your campus? Do you have a ticket concierge to help your employees get the hot tickets around town? Does your office have an annual retreat or summer company picnic? Remember to tell your employees about these things as soon as they come onboard.

12. Benefits

  • 401K – Does the company offer a match?
  • Roth IRA
  • 529 / Educational Savings Account
  • Pension
  • Medical
  • Dental
  • Health
  • Flexible Spending Accounts
  • Pet Insurance
  • Any other optional benefit offered.

13. Mo’ Money > Mo’ Problems

Provide the pay schedule, bonus structures, and commission rates to ensure there isn’t any confusion for the new hire. If you offer direct deposit or use pay cards, provide that information as well. There is nothing like getting your first paycheck late due to a clerical error to put a bad spin on your new job!

14. Drug & Alcohol Policy

Pre-employment drug testing, random testing, and consequences of being under the influence at work need to be identified and defined. Different industries will have different requirements here but in a world where your employee might go somewhere that recreational marijuana is legal, you can never be too safe in making sure that the rules are known up front.

15. Guns

You might be okay with your employees packing heat – maybe you aren’t – but either way, this is a hot topic that should be discussed with your employees on or before their first day at the office.

16. Inter-office Dating

Does your office host speed-dating once a quarter after work? Do you work in an environment where dating co-workers or customers is strictly prohibited? You’ll want to be certain your employees don’t have any questions about the office dating scene.

17. Childcare

Even if your office doesn’t have a childcare facility, you might want to provide resources for your employees that may have just moved to town. Don’t forget about your employees with fur-babies and include any policies on bringing children or pets to work.


Don’t Forget!

The seventeen details above are examples of some important things that often go unmentioned. Your organization may have others as well. To make sure that you are including the right details, you may want to audit your existing onboarding materials to review the level of detail that is included.

Knowing what the important details are is one thing, but remembering to communicate them in a timely manner is another. To make sure that you remember to communicate the details, you can utilize a number of free task management tools available online or you may wish to explore employee onboarding software, which will automate communications and provide a digital repository for reference materials.