How To Improve Your Employee Onboarding Process In 5 Simple Steps

Does your organization have a process for new employee onboarding? How do you make sure you collect every form, provide all credentials, and assign the right training material?

The steps you take to get a new hire set up with their role, responsibilities, and credentials are your onboarding process, and it’s not as easy as it might first sound.

Training a new hire from a starter to a proficient team member is a long road, with tons of tiny things to remember. No matter how hard you try, holding all of these tasks in your head isn’t viable at scale.

A structured and documented onboarding program makes employees 69% more likely to stay with the company for three years, which reduces the cost of hiring and training.

A good onboarding experience also helps new employees fit in and get oriented with their surroundings, so it would follow that workers feel that onboarding is essential. One-fifth of workers surveyed by Christine Marino reported that the lack of a good onboarding process aided their decision to quit.

The most effective onboarding method — the method used by 63% of best-in-class companies — is a new hire checklist.

Checklists are just about the simplest tools a business can use but they are excellent at preventing the kinds of errors and oversight that make the onboarding phase difficult and increase your risk of employee turnover. Think about it — just by implementing a checklist, you could:

increase employee retention by 25%
Improve employee performance by 11%
Increase revenue-by-full-time-employee by 19%
Let’s first look at what you should include in your onboarding checklist, and then move on to how to build an integration between that checklist and TalentLMS.

The elements of a great employee onboarding process
If you think about all of your job-relevant knowledge (passwords, procedures, standards) you have, you can imagine how transferring that to a new hire would be a long process. For most, it takes between one and three months, and includes the following tasks:

Collect, track, and manage forms (insurance, benefits, emergency contacts)
Provide instructions for first tasks and projects
Grant access to software accounts, computer, company email, etc.
Assign and track training
Provide information about organizational structure (who do they report to, who do they need to know)
Socialize with team, mentors, and organization
Evaluate the onboarding process so it can be continuously improved
Since the onboarding phase is when training should be assigned, TalentLMS’ platform goes hand in hand with a new hire checklist. In the section below, we’ll look at how to automate TalentLMS user creation by tying it into your employee onboarding process.

How to streamline your employee onboarding process with TalentLMS
Integrations help you avoid unnecessary data entry, and human error, all while keeping important information centralized.

In this example, the employee onboarding process starts in Process Street, a tool that lets you create any business process, and integrate the steps with other tools. Popular processes include client and employee onboarding, sales qualification, and content approval.

We’ll start by adding the employee onboarding checklist to your Process Street account. You can find the process here.

Inside tasks, you’ll see form fields for the employee’s first and last name, username, email address and more. This data could have been inputted from your HR suite, or just manually typed out in the checklist.
When a later task — “Assign training material” — is checked off, Zapier grabs the employee’s information and uses it to create a new user in TalentLMS.

So the data goes from here…