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Effective Employee Onboarding Guide

The document discusses onboarding goals and processes. It outlines a sample 90-day onboarding schedule that includes pre-boarding, orientation with HR and IT, product training, goal-setting with the employee's manager, introduction to peers, and official assignment within 2 weeks. The schedule aims to help new employees learn job tools and culture, complete initial projects, and take on more responsibilities over time.

Uploaded by

Roan Pesa
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410 views6 pages

Effective Employee Onboarding Guide

The document discusses onboarding goals and processes. It outlines a sample 90-day onboarding schedule that includes pre-boarding, orientation with HR and IT, product training, goal-setting with the employee's manager, introduction to peers, and official assignment within 2 weeks. The schedule aims to help new employees learn job tools and culture, complete initial projects, and take on more responsibilities over time.

Uploaded by

Roan Pesa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
  • Proposed Onboarding Process: Introduces the primary focus on improving the onboarding process for new employees, setting the stage for outlined procedures.
  • Coverage: Lists the key topics covered in the onboarding process, including the goals, process details, materials needed, key persons, and soliciting feedback.
  • What is Onboarding?: Explains the purpose and advantages of onboarding, emphasizing its role in integrating new employees and enhancing their initial experiences.
  • Goals: Outlines the short, medium, and long-term goals for new employees as they adapt to their roles within different time frames.
  • Process: Details a structured schedule for onboarding activities, including who is responsible, and the necessary materials for each step.
  • Comments and Suggestions: Invites feedback and suggestions for improving the onboarding process based on experiences and outcomes.

 What is Onboarding

 Goals
 Process
 Materials Needed
 Key persons / In-charge
 Recommendations
 Comments/Suggestions
Onboarding is the process of bringing a new employee into an organization.
 Effective onboarding programs go well beyond the first day of orientation. The
process may actually begin during the recruitment and hiring stages called
“pre-boarding”. This process help prepares candidate for a job by providing
information on Company culture, values and goals, and time to complete some of
the paperwork required for the position at an early stage.

Onboarding can also ensure that proper training is being provided in order to
reduce an employee’s learning curve and boost their confidence. It also allows
consistent customer satisfaction and ensure that there is no gap in the level of
service being provided during an employee transition.

Onboarding leave a great first impression by welcoming candidates and giving


them a sense of community. Employees who are engaged from the beginning
evolve into productive employees that are more likely to stay.
BY • Learn the Tools
• Become comfortable with the
30 •
Company’s culture
Learn the Company’s product
DAYS •
•
Complete a small project
Achieve a small goal

BY
• Complete a big project
60 •
•
Take on longer-term responsibilities
Work with other teams
DAYS • Get used to routine processes

BY
• Complete a project independently
90 •
•
Take on bigger responsibilities
Be able to juggle all responsibilities
DAYS
SCHEDULE PROCESS PERSON/S MATERIALS
IN-CHARGE

1. Pre-boarding/ • New Hire Portal HR – process, Company Intranet


Orientation - Company Profile execution and/or - Multimedia /Video
- Culture and Values implementation Presentations
Day 1 – HR and Admin i.e., company newsletter and/or videos of employees describing what they enjoy - HR Onboarding Checklist
Day about working at the company. IT - technical - IT Onboarding Checklist
- Services and Products - New Hire Onboarding
- Virtual Copy of Employee Handbook Checklist
- Dashboards - Manager’s Onboarding
- Links to the company website, social media pages. Checklist
-New Hire Roadmap – one-stop destination for essential resources.
- New Hire Resource Kit – 90 Days Tool

Day 2/3 – Product Day • Product Orientation for Account Managers (1-2 days) HR -Multimedia Product
• Assessment Merchandising Presentations
Marketing -Product Samples
-Sales Portfolio from
Marketing
-Multimedia Presentation on
Basic Sales Training
-Sales Training Manual

Day 4 – Team Day • Goal setting with Immediate Head Immediate Head -90 Day Onboarding
• Discuss 90 Day Onboarding Plans Template
• Introduce to the rest of the team -Goal Setting Template

Day 5 – Peer • Introduction to assigned peer. Immediate Head Mentoring Guidelines


Shadowing / Mentoring • Immediate Head will identify someone from the team to mentor the newly
hire for 1 month.

Week 2 • Official Endorsement to Area of Assignment HR Onboarding Templates


Head Office – Department / Immediate Head Immediate Superior
Sales – ARA
Showroom - ABM
 Comments?

 Suggestions?

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