Nikolaos Lygkonis

The employee onboarding process is an essential part of the employee journey. Companies that implement effective onboarding strategies improve long-term employee engagement and talent retention.

employee onboarding

Automate the pre-onboarding process so that your team is prepared for any new joiner

Ensure nothing falls through the cracks and all employee information is properly captured

Give managers the tools they need to successfully integrate a new team member into the company

Pre-onboarding is designed to get you and your team ready to welcome a new hire before they join so that they can get off to a great start.

The Employee Pre-Onboarding checklist includes:

A form for employee details like their address, emergency contacts and SSN/Tax numbers

Pre-employment HR checks for references, payroll and benefits enrolment

New joiner activities that need be organized by the line manager to get the employee up to speed and integrated with the team

You're encouraged to customize the checklist further to set specific participants and relationships, and include company-specific policies and documentation. You can attach all policies as download files for any state participants.

Help new hires to hit the ground running by giving them the right documents, references and equipment before they start. 

Employee Pre-Onboarding

Benchmark the success of your onboarding process

Iterate and develop your onboarding so that you've got the perfect welcome for all new talent

Provide additional support for new joiners to prevent the risk of them leaving

New joiners are the best people to assess the quality of your onboarding process, having just been through it themselves.

Gathering feedback from new talent on the pros and cons of your onboarding process will help you to improve experiences for your future recruits. You can also track the performance of line managers as they integrate employees into their team and make sure staff are getting the right resources and coaching to be successful.

The New Joiner Survey should be sent to all new employees at 60-90 days and includes:

6 open-ended questions around the highs and lows of their first few weeks

3 yes/no questions about their manager participation and expectations

7 Likert scale questions (from strongly agree to strongly disagree) about cultural fit and company belonging.

This survey should remain confidential between employees and HR. Ideally the employee will be identified so that HR can follow up on specifics, but you can also make the survey anonymous using the webforms function in the app settings.

A survey for new hires to give feedback on their onboarding experience.

New Joiner Survey

Decrease the time to full productivity for new employees

Provide your newest recruits with the tools and support they need to successfully integrate and get up to speed.

A pre-onboarding checklist to gather new hire information and set them up with the right policies, documents and equipment before they start.

An onboarding checklist to make sure HR, admin support, IT, managers and new talent are fully up to speed when a new person joins.

An onboarding checklist for managers to give a framework to properly onboard any new hire in 90 days.

A new joiner survey to check in with new talent and make sure they're getting the onboarding support they need.

Once you've installed this workspace all of the above functionality will be available. You are encouraged to make further customizations to each app including setting manager relationships, default participants and updating statuses.

Give new hires the tools and support they need to successfully integrate into the company culture.

Onboarding

Provide a clear roadmap for a new hire's first 3 months at the company

See a real impact on employee engagement and talent retention

Easily track onboarding metrics like happiness index and eNPS

This Onboarding Checklist gives managers a complete framework to effectively onboard any new hire in 90 days. Following the "Learn, Build, Do" methodology with milestones every 30 days, the manager is given a toolkit to support their employee as they are learning the ropes in their new position.

The Onboarding Checklist for Managers app includes:

A checklist of onboarding activities to be completed at the five key onboarding stages: Day 1, Week 1, Month 1, Month 2 and Month 3

A check-in meeting template after completing each stage with guidance and suggested discussion points

Onboarding metrics to track including happiness index and eNPS

Resources and tips for successful onboarding strategies

New hires will be able to view and comment on their checklist so they can collaborate with their manager on their onboarding. When you install the app template you can also easily add your own onboarding activities to each checklist to fully customize and personalize your company onboarding plan.

A checklist for managers to direct new hires through their first 90 days at the company.

Onboarding Checklist for Managers

New hires are given all the tools and information they need to be successful

The company provides a consistent new joiner experience

Expectations and standards are set up correctly

The employee onboarding process is designed to provide new employees with a great first impression of your company.

There are many people involved in a new hire's first few weeks and months, and all of them need to be up to speed on their role and expectations. An onboarding checklist makes sure that everyone has the right documentation and is prepared to welcome new talent to the team.

HR documentation checks to make sure you've received signed contracts, benefits and payroll details, and have provided the employee with the correct policies and handbooks they need.

Line manager checkpoints for giving the employee the right information, introducing them to their team and setting up regular one-to-ones and check-ins.

Administrator activities to provide new hires with office equipment, contact details and welcome packs.

IT checks to set up new joiners with the right equipment, software and tools.

You're encouraged to customize this checklist further with company-specific policies, equipment and teambuilding activities.

Employee Onboarding

Employee Pre-Onboarding

New Joiner Survey

Onboarding Checklist for Managers

Employee Onboarding