4 steps to create an effective employee onboarding process

Retrato da colaboradora Caeleigh MacNeilCaeleigh MacNeil
3 de fevereiro de 2024
10 minutos de leitura
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You’ve invested time and resources to hire the best candidate—now it’s time to help them succeed with a structured employee onboarding process. 

Employee onboarding is more than just a training period for a new job. When done right, it shortens ramp-up periods and empowers new hires to learn and grow, so they can start making an impact faster.

Here’s how it works. 

What is an employee onboarding process?

An employee onboarding process is a structured approach to welcome new hires to your team and get them up to speed. During onboarding, employees learn about your organization and its culture, get to know their teammates, meet cross-functional partners, and learn the tools and information they need for their role. 

A structured onboarding process lays out the steps required for every new hire, so you can ensure all new employees get the right information at the right time. It provides a standardized experience for new hires, a repository of information for their onboarding, and a timeline for introductions and trainings so new hires know what to expect during their first weeks and months.

Free employee onboarding template

Get an inside look at how we structure onboarding at Asana.

See the template
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How effective onboarding can benefit your team

An effective onboarding program helps new team members feel welcome and empowered to learn. It also boosts productivity and job satisfaction, encouraging great talent to stay at your company longer. In fact, research by Brandon Hall Group reveals that employee onboarding can increase retention rates by 82%. However, only 12% of employees strongly agree that their organization does a great job of onboarding new employees. 

Here’s how creating an effective onboarding experience can help close that gap. 

It drives engagement and accountability

In order for new employees to succeed, they need to know what they’re aiming for and why their work matters. During onboarding, leaders have an opportunity to clarify these things with concrete goals, opportunities for feedback, and an open line of communication. 

Here’s how leaders can set up their new hires for success: 

  • Use goals to set clear expectations. Set goals to give team members a clear definition of success and metrics to measure their progress. For example, you could set goals for what the new hire should accomplish within their first 30, 60, and 90 days. These can be smaller short-term goals to start, like trainings they should complete in their first few weeks. Later, you can follow up with the new hire to set measurable long-term goals for their first year on the job. Make sure each objective you set is SMART—specific, measurable, attainable, realistic, and time-bound. 

  • Build trust with feedback. Effective feedback is essential for workplace communication and employee engagement because it helps people grow and improve. Soliciting feedback from new hires encourages them to ask for what they need and demonstrates that you value their input. Conversely, giving feedback helps new colleagues learn and feel safe in their role, because they can trust that you’ll tell them if they’re doing something wrong.  

  • Assign a mentor or onboarding buddy for your new hire. A mentor meets regularly with your new hire and is typically a peer on their team—in other words, a mentor is someone the new hire can talk to other than their manager, so they have a space to bring up issues in a low-pressure environment. Assigning a mentor during onboarding can also encourage people to stay with your team longer. According to a case study at Randstad, employees who participated in mentoring programs were 49% less likely to leave, in addition to saving the company $3,000 per participant per year. 

  • Be specific about how your team communicates. This is especially important for virtual teams and remote employees, because it’s harder for new hires to ask questions when they’re not physically at the office. Create and share a communication plan that outlines who to talk to for specific issues, which communication tools to use for what, how often team members should communicate status updates and project details, and what requires an in-person (or virtual) meeting rather than asynchronous communication. It’s also helpful to set expectations around instant messaging apps like Slack—for example, you could emphasize that team members don’t need to respond to messages immediately. 

It gives new hires time to learn

There’s a lot to take in when starting a new job. New hires need to learn new skills, explore company processes, understand their job responsibilities, and figure out how to collaborate with cross-functional partners. A structured onboarding experience gives time to absorb all this new information so they’re set up for success when work ramps up.

Here’s how you can prioritize learning during onboarding: 

  • Make your onboarding process at least three months long. Hiring managers and HR professionals often spend less than a month onboarding new employees. But that leaves little time for new hires to become confident in their roles. Ideally, onboarding should last from three to six months to allow new hires to ramp up gradually. Research suggests that organizations with strong onboarding processes increase productivity by 70% and employee retention by 82%, so you may want to continue to look for and provide learning opportunities past the first three months of employment. This will help your new hire deepen their understanding of your company and team.

  • Give new hires unstructured time. Instead of packing in back-to-back training sessions, leave room for new team members to read through information and explore on their own. This is especially important in the first few weeks, when employees are unfamiliar with company processes. Estimate the time it will take for your new hire to read through all the materials you give them—then add additional buffer time so they can take breaks and absorb information.

  • Make information easily accessible. Since new hires have extra time during onboarding to read through project materials and documentation, information should be easy for them to find. It’s time-consuming to share individual files for your team member to read, and near-impossible to put together a comprehensive list of resources. That’s where a work management program like Asana can help. When you share a project in Asana, team members can see all of the relevant tasks, documentation, and contributors, plus explore other related projects they might be interested in.

It builds a positive culture

Organizational culture is made up of all the norms, best practices, ideals, and shared values within your company. Investing in great culture benefits everyone—not only does it help team members feel supported, but it also encourages them to grow and produce their best work.

Great culture starts with a good first impression. Here’s how to use your new hire onboarding plan to build a positive work environment: 

  • Communicate your core company values. Values describe how new members of the team can expect to be treated and provide guidelines for employees to collaborate with mutual respect. For example, some of Asana’s values include being real, giving and taking responsibility, and practicing mindfulness.  

  • Set the standard for diversity, inclusion, and belonging.  Every team member should feel like they belong. For example, you could include a diversity, inclusion, and belonging learning session in the onboarding process for all new employees to learn about your company standards and employee resource groups. Additionally, let new hires know about any special events where team members can candidly discuss their experiences with identity and workplace challenges.  

Leia: Como o moral da equipe afeta o desempenho dos funcionários

4 steps to create an effective onboarding process

Creating a great onboarding program may seem daunting at first. Luckily, you don’t have to reinvent the wheel. Whether you’re building off of existing company processes or using an employee onboarding template to jumpstart the process, check out these four steps to effectively onboard team members. Here’s what to do: 

1. Determine what new hires need to know

At its heart, onboarding is about learning. That means it’s important to determine what new hires need to know for their role so you can make sure they get the information and training they need. Think beyond just hard skills—this can also include details like your company culture and values, how your team is structured, and how employees give and receive feedback

Try to separate key information into two buckets—details that all new hires should know, and things that are specific to a new hire’s role or job description. For example, all new employees should learn about your company culture, but only engineers need to learn about your company’s development stack. 

Not sure where to start? Here are some examples to get you started. 

For all new employees

  • Company culture and values, such as how new hires can expect to be treated and what your organization does to create a good employee experience where everyone feels welcome. 

  • Company policies and processes, like how annual review cycles are done and how employees should request time off. If you have one, an employee handbook is a great way to share this information.

  • Team processes, like how your team communicates with each other and the purpose of different team meetings. 

  • Team structure and responsibilities, so new hires know who to reach out to for specific problems or questions. 

For specific roles

  • Job skills. For example, a designer may need to understand the look and feel of your company website. 

  • Tools. For example, an account manager may need to learn how to manage leads in a CRM tool. 

  • Role-specific processes. For example, an IT manager should learn how to put in an order for replacement computers.  

  • Individual responsibilities and expectations. For example, the responsibilities and expectations for a team lead differ from those of an entry-level individual contributor. 

Read: Process documentation: The ultimate how-to with examples

2. Outline logistical requirements

Next up, determine the logistical tasks that need to be taken care of on or before your new hire’s start date. This is usually a combination of tasks for you, the new hire, human resources, and IT. For example, this might include: 

  • Tech setup. For example, requesting and setting up a computer for the new hire. 

  • Office access, like creating a new employee access badge. 

  • Setting up a physical workspace. This could mean setting aside an office, desk space, or providing a benefit so new hires can purchase home office equipment. 

  • HR tasks, like setting up benefits and direct deposit. 

  • Access to tools. For example, you may need to create accounts so the new hire can access online tools and team software. 

  • Required security and privacy trainings. 

Keep in mind that your company may already have processes in place for some or all of these requirements. As a first step, check with your IT and HR departments to see what’s automatically taken care of for new hires, and what you have to drive. 

3. Determine who new hires should meet

Part of the onboarding process for new hires is meeting coworkers and cross-functional partners they’ll be working with on a regular basis. As a manager, you can help your new hire make the right connections during onboarding so they’re clear who they should be working with on which projects. Make a list of everyone your new hire should meet during their first weeks on the job—later, you can use this information to schedule introduction meetings.

If you’ve opted to assign a mentor for the new employee, now is the time to specify who that person will be. Your new hire’s mentor should be one of the first people they meet with regularly. Their mentor may also have suggestions of people they should meet during their first few weeks.

And most importantly, make sure your new hire has dedicated time to meet their fellow team members. This can include group events like a team lunch on their first day, plus 1:1 time with each new teammate. 

Leia: 45 jogos para melhorar a comunicação e a amizade entre os membros da equipe

4. Create an onboarding timeline

Now it’s time to put it all together and create an onboarding timeline. An onboarding timeline lays out when each step of the new employee onboarding process should happen, so your new hire has a clear workflow to follow from day one onward. Your timeline should address the following questions: 

  • When will the onboarding process start? You may want to start the logistical aspects of onboarding before an employee’s first day—like getting their direct deposit and tax information, setting up their equipment, and sending a personal welcome message from your team. 

  • How long will the onboarding process last? Since you’ve already laid out all of the information and skills your new hire needs to know, you should have a general sense of how long it will take for them to get up to speed. Remember to build in plenty of buffer time so they can take breaks and process all the new information. It’s also important to communicate the length of your onboarding process to new hires, so they know how much time they should spend on each task. Keep in mind that this isn’t set in stone—you can always adjust the pace of onboarding depending on how fast your new hire is learning. 

  • When should you schedule training sessions to pass along key information? For example, you might want to schedule high-level employee orientation sessions on company processes the first week, and skills training during the second and third weeks. 

  • When does your new hire need to learn and start using specific skills? Try to time skills training sessions close to when the new employee will actually put those skills into practice. That way, they have an opportunity to solidify their understanding and ask questions that weren’t addressed during training. 

  • Who should your new hire meet with, and when? For example, they might check in with their mentor every day during their first week, and meet cross-functional stakeholders during their second or third week. 

  • What goals should your new hire achieve by the first day, week, month, and so on? These should be clear expectations for what the new employee should accomplish by when. For example, a new recruiter on your team may have a goal to shadow a hiring process with one of their peers during their first month. Keep in mind that goals are a starting point—you can still work with your new hire to adjust objectives as needed. 

  • When will you meet with the new employee to give and receive feedback? This can include informal check-ins to see how things are going and what can be improved, plus more structured feedback sessions at the end of the new hire’s first month or 100 days. 

Leia: Três conceitos orientadores para gerenciar com sucesso novas equipes remotas

Example new hire checklist

An onboarding checklist is a useful tool to ensure your onboarding process includes all the steps necessary to set new hires up for success. This can be a version of your onboarding timeline, with individual tasks grouped in sections for your new hire’s first day, week, month, and so on. 

Using work management software like Asana can help make your onboarding checklist actionable. For example, you can create tasks with links to relevant information and specific due dates, then assign them to yourself, IT and HR team, or your new hire to complete. You can also use automations to streamline your onboarding process by instantly assigning the right tasks to stakeholders, at the right time. That way your checklist isn’t just a static document—it’s a living resource you and your new hire can work from and complete together.  

Visualização de lista: um formato de planilha na Asana para projetos de integração de novos colaboradores
Modelo gratuito de integração de novos colaboradores

Get new hires up to speed faster

With these steps, you can onboard new team members with confidence. Taking the time to create a successful onboarding process not only helps employees succeed in their new role—it also helps them hit the ground running with all the skills, information, and connections they need to make an impact. 

Free employee onboarding template

Get an inside look at how we structure onboarding at Asana.

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