New Employee Onboarding: Tips And Tools

New Employee Onboarding: Tips And Tools
Summary: Do you want to build a strong new employee onboarding process? This article will help you increase employee productivity and retention.

How To Build A Strong New Employee Onboarding Process

The term “onboarding” comes from the aviation industry — “onboard the plane”. Imagine the situation: you are at the airport waiting for boarding. You get on the plane, where you meet polite, smiling flight attendants. They help you find your seat, place your luggage, and feel comfortable during the flight. Of course, you could find your seat and put your luggage in the bin yourself. However, the crew’s task is to make you feel calm and secure.

Let’s translate this into the corporate language. We hire a new recruit and must make their “boarding” and “flight” fast, comfortable, and stress-free.

The process of immersing new hires into a new work environment is called new employee onboarding. Through it, they acquire the skills, knowledge, and behaviors needed to become an effective member of the organization.

Take your seat and fasten your seatbelts; we are preparing for takeoff!

How To Onboard

You are enjoying your flight, sitting in a comfortable chair with a cup of tea that a courteous stewardess has just brought you. Good memories about this pleasant journey will stay with you for a while, and when you decide to visit some other place, you will likely choose this airline again. It’s the same thing with a corporate environment.

According to a survey, nearly one in three people quit a job within the first three months. Of course, no company wants a newly hired employee to leave in such a short time. Therefore, it’s in the interests of the organization to create an environment that has all the staff involved in the workflow. This is exactly how a well-thought-out new employee onboarding process can help.

What Must An Onboarding Program Include?

Dr. Talya Bauer from the SHRM identified The Four C’s which a successful onboarding program must include. The 'Four C’s' stands for compliance, clarification, culture, and connection.

  • Compliance implies teaching new hires the basic policies of the company.
  • Clarification refers to ensuring that employees are aware of their responsibilities and how to correctly fulfill their role.
  • Culture involves the norms of the organization.
  • Connection means relationships with colleagues and feeling like a part of the team.

A new employee onboarding program can take several weeks or longer. However, many onboarding specialists agree that the adaptation period should last at least three months. 90 days is the bare minimum for new hires to get used to their roles, mentally prepare for their responsibilities, feel valued and supported, and get the knowledge and skills necessary to succeed. Extended onboarding can also decrease time to productivity and increase ROI for an organization in regards to the employee.

“Keep in mind that onboarding should begin once the job offer has been accepted. Managers should be reaching out to the new hire to discuss how excited they are to have them on the team, what the new hire should expect on the first day, and be open to any questions between offer acceptance to the first day on the job.”

How To Make Onboarding Effective?

Offer A Warm Welcome

Flying on a plane is stressful for many people. It’s like the first few days (or weeks) at a new job for an employee. Just as flight attendants can reduce the passengers’ stress through compassionate customer service, companies can make their employees’ experience more relaxed through well-organized onboarding.

Here is a basic onboarding checklist you can reuse with every new hire. It contains all the items that are necessary to make the employees feel at home.

Before The First Day:

  1. Provide a job description with responsibilities.
  2. Prepare the benefits package that comes with the job.
  3. Induct the new hire into the company culture (Discuss such details as working hours, company’s dress code, parking, etc.).
  4. Prepare a fully functional workstation (furniture, computer, desk supplies).
  5. Give access to any tools they will need (corporate email, company phone line, social accounts).

On The First Day:

  1. Help your new hire complete all HR and payroll forms (or complete online ahead of time).
  2. Take your employee on a tour around the facility.
  3. Introduce them to the department staff.
  4. Assign a mentor who will help your employee throughout the onboarding process.

In The First Week:

  1. Have the manager set up a 1-on-1 to discuss 30/60/90 day goals for the new hire.
  2. Arrange meetings for the new hire to meet with key stakeholders.
  3. Take your new employee out for lunch to talk to them in an informal environment.
  4. Setup a social event for your new recruit’s team at the end of the week to celebrate the new hire’s first week.

Now, you have a list of what you need to do. Prioritize the objectives: divide them into what you should do before the first day, on the first day, and in the first week. However, don’t overload your employees with new information.

“At the beginning of the onboarding process, concentrate on the information that will help your employees to survive. Just start with an explanation of where to go for knowledge and who to talk to.”
Clive Shepherd - Founding Partner at Skills Journey

Provide New Hires With Training

Flight attendants’ duties include giving instructions to passengers on how to behave on board and use emergency equipment. As for employee onboarding in your company, it’s also important to provide new hires with the necessary knowledge and help them improve their skills.

You need to make up a training program that is a roadmap with goals and responsibilities for each period of time.

“Having a roadmap that includes course/assessment time will help a new hire successfully manage their time. They will feel less stressed when they know the scope required for their training, and that it can seamlessly fit within their first few weeks on the job.”
Tracie Cantu - Founder of Metamorphosis Learning

Here’s an example of a new sales hire:

Goals And Objectives
Study the steps of the sales process, learn to predict and shape customers’ needs, present products in terms of customer benefits, handle objections, and close sales. Make the first sale.

Knowledge And Skills
Know the steps of the sales process, objections, funnel questions and answers to them, sales closing techniques. Know how and what to say about competitors in the market, their products, and their strengths and weaknesses. Be able to work with the mail.


  • Business proposal templates, call records, chats.
  • Online course. “Features, benefits, and values. Reasoning”. Online course. “Need identification. Funnel questioning”. Online course. “Objection handling”. Online course. “Closing a sale”.

Coach: Ryan Lewis – Head Of Sales Department

Knowledge check:

  • Online quiz “Features, benefits, and values. Reasoning”. Online quiz “Need identification. Funnel questioning”. Online quiz. “How to handle objections”.Online quiz. “How to close a sale”.
  • Face-to-face assessment on cases – Head of Sales Department / Sales Director.
  • A decision on moving an employee to probation.

Books: “The Challenger Sale: Taking Control of the Customer Conversation” by M. Dixon and B. Adamson

Sales plan: 1

When it comes to introducing employees to your corporate culture and training them, you can maximize efficiency by using a Learning Management System (LMS). It will help you manage the whole training progress: create learning paths, upload and assign learning materials, and assess employees’ results.

There are several benefits of using an LMS for employee training and onboarding:

  1. It helps you organize your onboarding process and learning materials.
  2. It saves you time. You can set up all the training in advance and, when new employees arrive, just assign them courses that suit their job role.
  3. It doesn’t require many coaches, scheduled classes, special equipment, and other such expenses.
  4. Your new employees can go through the courses at their own pace.
  5. Both learners and instructors can track completion status and results.

How To Engage

When you are onboard a plane, you want to feel comfortable. The in-flight meal, movies, and free Wi-Fi are just a few ways that airlines enhance the passenger's travel experience. The more bells and whistles you get, the more likely you will choose the airline next time.

It’s also very true when it comes to a corporate environment. The more employees are engaged, the more effort they are willing to invest in the company’s goals and outcomes.

According to Gallup research, only 13% of all employees are “highly engaged” at work, 63% are “not engaged”, and 26% are “actively disengaged”. To boost your employees’ effectiveness, it’s crucial to engage them at the onboarding stage.

1. Create Relevant And Engaging Content

Each piece of learning content (video, article, course, etc.) must be created with a purpose, and that goal should reflect the needs of your employees. If a piece of learning content solves their current problem, they will be motivated to study it.

Relevant content that is interesting and inspiring can be even more effective. However, one out of every three employees says that relevant content that is boring makes them feel miserable. This means you need to develop training programs that not only provide knowledge to employees but also entertain them.

Tip 1: Keep Content “Human”

“If it sounds like it was written by lawyers in a committee, it’s not interesting. It’s got to sound like ‘a human-being has created it for me’. The language has got to be friendly, informal and easy to understand.”
Clive Shepherd - Founding Partner at Skills Journey

Tip 2: Use Storytelling

“Stories engage us emotionally and help us remember lots of other stuff. When we remember a story, we remember lots of details that would otherwise be hard to recall.”
Clive Shepherd - Founding Partner at Skills Journey

Tip 3: Make Interactive High-Quality Courses

To learn more about engaging eLearning content, see this complete guide about how to create online courses.

Tool requirement: An authoring toolkit for creating courses

In iSpring Suite, you can develop quality SCORM-compliant courses, quizzes, conversation simulations, and video lectures that will work on any desktop or mobile platform. The toolkit is seamlessly integrated with PowerPoint, so anyone who’s created PPT presentations can easily build courses with iSpring Suite.

2. Challenge Your Employees

People like to solve challenging problems, and feel inspired when they see their progress. You can add game mechanics in their training: rising up through levels, leaderboards, high scores, winning badges, and so on. It boosts their engagement and motivates them to conquer new peaks.

Tool requirement: An LMS with gamification

iSpring Learn supports leaderboards to involve learners in competition and points and badges which can be assigned to learners for successfully completed courses and quizzes.

3. Grant Certificates

Appreciation is an important factor of employee engagement and motivation to keep moving towards goals at work. Your colleagues are likely to aim higher and better if you demonstrate your appreciation by issuing electronic certificates for the assignments they have completed.

Tool requirement: An LMS with certification functionality

iSpring Learn allows you to upload PDF certificates to the platform and deliver them to your learners upon completing courses. Learners can download and print their certificates, and share them with friends, relatives, and co-workers.

4. Adopt Mobile Learning

Modern learners are extremely busy; they have to retain a huge amount of information. Flexibility and mobility can save the day. Let your employees learn whenever it’s comfortable for them from the deviсes they use most often.

Tool requirement: A mobile-friendly LMS

iSpring Learn supports fully responsive courses that adapt to the screen size of any device. Plus, it has a free mobile app that allows learners to take courses even offline.

How To Assess

The autopilot is on, but the pilot is constantly monitoring the instruments, making sure they are on course. When it comes to onboarding, it’s crucial to make sure your employees are flying in the right direction. The most objective way to evaluate your new hires’ success is to use real numbers and calculations.

Let’s take for example a sample one-week program for salespeople. From the 'knowledge check' column, we find out that an employee should pass 4 online quizzes and 1 face-to-face assignment.

A learner gets points for the tests assigned in the LMS and the grade for the assessment from the Head of Sales. After all the tasks are completed, the manager sees the total number of points. If the result meets the minimum passing score set by the coach, the employee moves to the following step of onboarding.

Tool requirement: An LMS with analytics

iSpring Learn LMS allows you to get full control over learners’ progress on every course. It not only lets you assess their results, but also provides you with attempt details, answer breakdown, average score, and much more.

To learn how to use metrics to boost learning effectiveness, see this full guide on LMS reports.

Each employee’s onboarding experience ends, sooner or later, but their professional development never does. Through eLearning, your whole staff will be able to constantly acquire new skills and improve themselves as professionals. You can make the training process easy and engaging with iSpring Learn LMS. Explore all the LMS features without spending a cent right now.

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