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Kate Brandall

6 Checklists to Perfect your New Employee Onboarding Process

In this post, I’m going to define and explain the benefits of employee onboarding, then give you access to sixemployee onboarding checklists. But first, picture the scene…

Jack has hired a new employee who is starting work on Wednesday.

All the documents have been signed and sent to the HR department, so Jack is happy in the knowledge he’s done hispart in the hiring process.

On Wednesday, the new employee arrives and goes to see Jack. Unfortunately, Jack is on the phone, so he gesturesthe new employee to leave

…He will get on just fine.

Three months later Jack finds out that the employee he had hired is quitting. He goes down to the HR department tofind out more. It turns out the employee had many great ideas, but he had not had the right induction in the companyso he felt like he did not have the chance to work to his full potential.

The company he is leaving to is no different when it comes to his payment or job description.

The only difference – this company cares about their employees enough to use a quality new employee onboardingprocess.

If you’re not entirely convinced by the story above, let me offer you some facts by Christine Marino in 7 Need-to-Know Facts About Employee Onboarding:

Onboarding programs can increase retention by 25% and improve employee performance by 11%.

Employees who participate in a structured onboarding program are 69% more likely to stay with anorganization for 3 years.

It takes 8-12 months for new hires to be as proficient as their tenured colleagues.

15% of employees said the lack of an effective onboarding program aided in their decision to quit.

But wait, let me back up a bit. What exactly is onboarding?

What is a New Employee Onboarding Process?

According to iCIMS “onboarding is the initial process of assimilating new hires into an organization”. It covers everystep such as (but not limited to):

Preparations before the starting day

Introduction to tools used

Orientation of the office

Meeting the team

Evaluating your employee’s onboarding experience afterwards

And here’s something you really want to know about – it increases productivity, makes the new hire happier and savesyou money. Just look at this image Stephen Bruce has prepared in his blog post of onboarding success infographics,showing the money wasted on ineffective onboarding.

The statistics seem pretty grim, but don’t worry – help is here! A study conducted by Madeline Laurano in 2013 foundmore about the best onboarding strategies (read it here). As it turns out, the most commonly used strategy in the newemployee onboarding process is creating a checklist. Coincidentally, Process Street has the right templates for you touse!

Scroll down to find the employee onboarding checklists I have prepared for you and find the right one for yourcompany’s needs now.

Employee Onboarding Checklist

With the variety of jobs and professions it’s hard to cover every single onboarding checklist (but we’re working on it!)

so for now I present you the ultimate new employee onboarding checklist.

Whilst not job-specific (e.g. restaurants or retail) this checklist covers everything you can think of (but can’t alwaysremember) to bring your employee up to speed with the company.

Use it, adjust it to your needs and start improving the way your employees perform their duties before they’ve evenstarted!

Call Center Employee Onboarding Checklist

Imagine this – your new call center employee has arrived for their first day of work. She has 10 years of experience inthe job so you just put her straight to the phone. What could go wrong?

The phone rings, she picks up and politely introduces herself. Everything seems to go perfectly well. “What’s that? I’msorry… Could you hold for a second?” She frantically goes through a pile of papers left on the desk for her. It’s somemanuals, a prank welcome card and notes from the previous employee who worked at the desk.

“I’m sorry, I am going to have to redirect you to someone else,” she says as she gives up against the pile of irrelevantpapers. She hangs up, sits back and cries. No, not because she’s a woman (let’s not get into that!) – she criesbecause she has no idea what she’s meant to be doing here. Her work-buddy John is in the next stall. He’s beenweeping and redirecting calls for two weeks now.

Think what it does to your customer satisfaction and your employee productivity and happiness!

Worry no longer as we have prepared a call center employee onboarding checklist for you to use, starting the day youhire a new employee. We have made sure you do not miss a thing and worked hard so your new onboarding process

is successful, employees happy and clients taken care of. Sounds great, doesn’t it?

Retail Employee Onboarding Checklist

Retail employee onboarding is often done in groups, through training presentations or remotely, through videos.Employee orientation sessions, as they are often called, usually include information about the brand, the values of thecompany and how/why the company started up in the first place.

You own a great retail business and need people, just as great to work in it and help it succeed. Perhaps you oncewere a retail worker, perhaps not – either way – you once were an employee (unless you were born into a retail chainowner family in which case you need this checklist even more!).

If you look back to the days of working for someone else – can you remember your induction process? Can you traceback the steps of your onboarding? What would you have done differently? Did you wish you had more training andattention invested in you for you to feel valuable and prepared?

This is your chance to use the retail employee onboarding checklist of your employee’s dreams. This checklist willmake sure your employees are informed, trained and left with a smile on their face (which is exactly what you wantgiven that they will be in direct contact to your customers).

Restaurant Employee Onboarding Checklist

Hiring a new employee for your restaurant is very much like creating a new ad for it. When you create a billboard or aTV promotion you hire a whole team to think of the best ways to engage the clients and prove your restaurant is theplace to be.

A new hire is there to prove that your adverts were true – they interact with customers, create the whole experienceand are with your customers all the way through. Given how much time, money and energy you have spent increating the perfect advert it is only logical you would invest the same attention into your employees – the live versionof your restaurant’s promotion.

Here’s a checklist created for you to cover the basics on how to onboard your employees to ensure they are happy,prepared and ready to make your restaurant the one people want to come back to! Get the restaurant employeeonboarding checklist now and use it every time when you employ a new restaurant worker.

Developer Onboarding Checklist for Startups

Developers are sometimes thrown in at the deep end when joining a new company, expected to teach themselvesany parts of the code base and architecture they don’t know. While this works for some people, it can be incrediblystressful and might make your new hire want to quit.

The costs of replacing a developer are tremendous if you think about the half-finished projects and time it would takefor a new employee to fill the gaps, so we have created a developer onboarding checklist for you to use every time adeveloper joins your team.

Prepare them for what’s to come, make them feel welcome on their first day and keep up with their work in thefollowing weeks by using this simple developer onboarding checklist.

Salesperson Onboarding Checklist for Startups

It doesn’t matter whether your company specialized in B2B or B2C – you want your sales team up to the higheststandard. In a perfect world we would hire people described in this old joke:

Unfortunately, this is not a perfect world and people don’t come to your company knowing everything. And I’m nottalking about the job specifics entirely. Each company has their own tricks or if we get to a more basic level – differentstaff, office layout, dress code. All of these things, whilst familiar and even obvious for you, are going to be completelynew to your employee.

At first it must seem like a lot to cover, remember and deal with. There are plenty of steps, and who can rememberthem all? Now, that is exactly why Process Street has prepared this salesperson onboarding checklist for startups.

It will guide you every step of the way starting from the moment your new employee is hired. You will be taken throughthe first day, week and month. This template includes all the information you need, including double-checking yourcompany handbook. We have thought about everything so all you need to do is get it here and start using it.

Use Process Street to Create a New EmployeeOnboarding Process

Process Street is the best workflow management software, and we are all about helping you and your companyget the best results every step of the way (and simultaneously offering you the satisfactory feeling of ticking off boxes).Whilst we try to cover every onboarding checklist possible, there’s plenty of other branches waiting to be tackled.Process Street helps with documenting systems of all kinds, from employee and client onboarding to contentmarketing and more.

If you’re looking for checklists to guide you through the client onboarding process, we have those too here.