In this guide, we're going to show you how to create an effective employee onboarding system step by step
Step 1: which role types are you trying to onboard?
Are you working with full time employees, part time employees, casual staff, manager roles, departments? Identify the role types you are trying to onboard
Step 2: What steps would you like them to go through as part of their onboarding journey?
For each orientation type, how many steps should they go through? what would each step consist of? do you want to collect information from them, do you want to present some content to do them? is there an assessment to complete, a check list to go through, a document library to read? Think about the onboarding worflow that is applicable for each employee role type.
Step 3: What happens when they complete the process?
Do you issue a certificate or card at the end? do you get a notification that the employee has just completed the onboarding process? what do you want to have happen
Getting started: once the setup is done, simply invite new employees to complete the process.
New employees should be invited to complete the process as soon as they get advised of their job. Existing employees should complete the process annually.