Onboarding Process - Sample

Effective onboarding is crucial for retaining top talent and creating a positive employee experience.

Objective

- Our objective is to become the type of company people actually want to work at, rather than just attracting people to a job.
- We achieve this by preparing new hires for new challenges, establishing a compelling vision, and setting them up for success.

Importance of Onboarding

- Highlight the importance of a well-structured onboarding process and its impact on employee retention.
- Emphasize the significance of a smooth transition for new hires.

Interview Stage

- Advise HR and trainers to thoroughly prepare for interviews by doing research and having questions ready.
- Encourage the use of checklists for new hires attending interviews to ensure a smooth experience.
- Recommend conducting interviews in a comfortable and distraction-free environment.

Pre-Trial Shift

- Send a welcoming email to new hires, providing details about the trial shift and what they can expect.
- Use the trial shift to assess cultural and technical fit.
- Include the first-day schedule, directions, parking access, and information about the people they will be working with.
- Request a headshot photo from new hires in advance.

Trial Shift

- Provide a checklist for managers to ensure a comprehensive onboarding experience.
- Once the trial shift is completed, send a welcome email and request acceptance of the position.
- Ensure that all necessary contracts, forms, and agreements are signed.
- Inform new hires about the information they need to provide, such as Super (401K) details and bank information.
- Share points of contact for HR and provide detailed job descriptions and key responsibilities.

Pre-First Day

- Capture key personal data and interests of new hires to personalize their onboarding experience.
- Share the first-day schedule and provide information about shifts, leave requests, and points of contact.
- Introduce new hires to the company culture, values, and mission.
- Provide an overview of the company's history and implement a Three Buddy System, matching new hires with a peer, a leader, and a culture buddy.

Pre-Day One Continued

- Arrange necessary software permissions and access.
- Introduce new hires to the team through internal arrival announcements and create excitement.
- Set up their workstations to ensure a comfortable and welcoming environment.

Day 1

- Conduct an orientation tour to familiarize new hires with the workplace.
- Provide a welcome box containing the Employee Handbook, a note from the CEO, and goodies.
- Explain the benefits and perks offered by the company.
- Encourage new hires to reach out to the CEO for any queries or feedback.
- Facilitate introductions and encourage open dialogue among team members.

- Effective onboarding sets the foundation for a successful employee experience.
- By following this checklist, HR and trainers can create a positive onboarding process that supports the growth and retention of top talent.