September 15, 2022
How To

How to Create the Perfect Employee Onboarding Process

The best way to get employees off to a great start and increase their retention is with a well-thought-out onboarding process.

Arzu Özkan-  Digital Marketing Manager
Arzu Özkan
Digital Marketing Manager

The first few weeks on the job are crucial to building a successful, long-term career. Your new employee won't know your company culture yet and may not be fully aware of what's expected from them as far as work tasks or relationships with co-workers are concerned. The best way to ensure that they learn everything they need to succeed is by creating a process for onboarding new employees. This guide will show you how!

Make Your Preparations

It’s important to make sure you have the right resources in place before an employee starts. The best way to do this is by creating a checklist of tasks that need to be completed before they start, so that there are no surprises, and everything runs smoothly.

For example:

  • Make sure your HR department has all the paperwork ready (e.g., contracts) and signed by both parties involved
  • Make sure the new hire is added to your company email system so they can communicate with other employees while they’re training
  • Make sure that supporting documents and guides are ready for your new colleague.
  • Assign a buddy for your new colleague and make sure the communication between them is strong
  • Be sure to clarify the periods when you will receive feedback from your new colleague.
  • Don't forget to send your welcome pack to your new colleague, a nice welcome is the first step in a better collaboration journey.

Collaborate Easily with Your HR Team

The whole purpose of creating an onboarding spreadsheet template like this is to make it easy for your HR team to collaborate and create the perfect employee onboarding process.

Try the full version of this template:

  • Copy this spreadsheet template on your Retable workspace
  • Share this onboarding spreadsheet template with your team, so everyone has access to all the information they need.
  • Use the spreadsheet template together with your team to track employee information, including contact details, employment dates, job titles etc., as well as training and certification information. You can even use it as a way of tracking performance during an employee's first few months on board!

Keep Onboarding Documents Organized

The next step is to keep your onboarding documents organized and ready. If you’re using a Retable onboarding spreadsheet template, this is easy. Just create a column for each document and attach them to the database when they are ready for use. This way, all your HR and training documents are in one place, and it is easy to find specific information about employees, topics or steps in different roles and departments.

Have a Regular System in a Place

One of the most common mistakes new managers make is waiting for performance reviews to have a conversation about employee progress. Don't fall into this trap! In fact, it's important to check in with your employees on a regular basis so that you can ensure they feel supported and are getting what they need from their job.

It's also important not to wait until an annual review or an employee tells you they need help in order to give feedback. This can send the message that these conversations are only important during formal performance reviews and don't happen otherwise. Instead, build an environment where giving feedback is routine—and make sure everyone knows how valuable it is!

Give Feedback

One of the most important parts of onboarding is giving your new employee feedback. Feedback should be specific, timely and positive. Giving feedback in a private setting is also important, as this will help your employee feel comfortable in asking questions or clarifying what you said earlier on.

When giving feedback to employees, it’s important not to come across as threatening or intimidating. It's also important not to embarrass them during the process; make sure that if you do have any negative feedback for them that you're able to explain why it was necessary in a way that doesn't make them feel bad about themselves or their performance at work.

The best way to get employees off to a great start and increase their retention is with a well-thought-out onboarding process.

It's important to understand why this is the case, and what makes for an effective employee onboarding process.

If you’re looking to start a new employee onboarding process, we hope that this article has given you some helpful tips on what to do. With a little planning and collaboration, you can set up an onboarding process that works for everyone involved.

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