This document discusses employee onboarding best practices and automated onboarding solutions. It begins with introductions of the presenters and an overview of SmartERP and its onboarding products. It then covers onboarding trends like high new hire attrition rates and the costs of turnover. Best practices for strategic onboarding like socialization, provisioning, and performance management are outlined. The document discusses assessing onboarding effectiveness and impact. It provides guidance on who to onboard and considerations for different groups. Finally, it outlines desired features of automated onboarding systems and contact information for SmartERP's onboarding solution.

1. PeopleSoft Employee
Onboarding with Style
(and no paper)
Session #31709
March 18, 2013

2.  Doris Wong
 Former Group VP and General Manager for Oracle’s
PeopleSoft product line
 25+ years technical, product development & business
experience in software industry
 17 years PeopleSoft veteran
 Colleen Neymeyer
 Former HR Manager; over 20 years Human Resources
experience
 15 years working with HR technology
 PeopleSoft HCM since version 3.0

3.  About SmartERP
 Onboarding Trends
 Best Practices
 Automated Onboarding
 Q & A
• Pre-built, packaged,
proven solutions
• Highly configurable –
tailor to YOUR needs
• Customer driven
requirements
• Affordable
• Integrated with
existing PS apps
• Architected as add-
on solutions
• Avoid customizations
• Low-cost
• Minimal risk
• Release independent
– no upgrade
required
• On Premise solution
• Rapid
implementation
• Deep PeopleSoft
knowledge &
experience
• Unique best
practices for
implementations &
upgrades
• PeopleSoft data
model and existing
data
• Current PeopleSoft
business rules and
processing
• End-user PeopleSoft
skills
• Infrastructure and
technology
Extend
Functionality
Improve ROI Get Faster
Results
Leverage Existing
Investment
Human Capital
Management
Financials and
Supply Chain
Campus
Solutions
Innovative Solutions & Services for PeopleSoft
Common – Critical – Complementary

4. Onboarding Trends

5. Average 1st Year New Hire Attrition
22.7%
PwC Saratoga 2011/2012 US Human Capital Effectiveness Report
Onboarding 2011, The Path to Productivity, Aberdeen Group

6. New Hires
Often Feel
New Hires
Should Feel

7. News Travels Fast
Bad News Travels Faster
“Well, here ready to start my 1st day back in
the workforce and my boss is late. Thank God
for my old trusty iPhone to entertain me. “
“Really just an all around great 1st day at my
new gig w/ 3M. I’m excited to see how this all
turns out!”
Twitter Posts – July 2012

8. Turnover is Costly
Recruiting a Replacement $
Compensation Paid to Departing
Employee
$
Training (Classroom & On the Job) $
Hiring Manager and Work Team
Time
$
Lost Productivity $
Total Cost 50% – 150% of
Annual Salary

9. What Drives Turnover?
Problems with
Hiring Process
Inadequate
Candidate Pool
Poor Onboarding
Poor Mgr / New
Hire Relationship
Role Not as
Expected
Failure to Connect
& Build
Relationships

10. Average 1st Year New Hire
Attrition
22.7%
PwC Saratoga 2011/2012 US Human Capital Effectiveness Report
Onboarding 2011, The Path to Productivity, Aberdeen Group
4%*
*With Onboarding Best Practices
1st Year New Hire Attrition

11. The Promise of Onboarding
Cut Recruiting
Costs
Speed Time to
Productivity
Improve
Retention
Improve Data
Quality
Reduce
Admin Time
Increase
Engagement
Stay
Compliant
Drive
Performance

12. Onboarding Best Practices

13. Orientation vs. Onboarding

14. Orientation
Offer
Accepted
First Day
Month 1
Month 3
Month 6
Month 9
Month 12
• Complete Forms • Policy Review • Limited Training

15. Onboarding
Offer
Accepted
First Day
Month 1
Month 3
Month 6
Month 9
Month 12
• Complete Forms • Policy Review • Limited Training• Employee Development
• Cultural Socialization • Ongoing Mentoring • Performance Mgmt

16. Offer
Accepted
First Day
Month 1
Month 3
Month 6
Month 9
Month 12
Onboarding - Strategic
Offer
Accepted
First Day
Month 1
Month 3
Month 6
Month 9
Month 12
Orientation - Tactical

17. 0% 20% 40% 60% 80% 100%
New Hire Clubs
First Day Assignment
Other
Mentor Programs
Buddy System
Plan a Lunch
Team Building
30-60-90 Day Performance…
Provisioning
Socialization
Employment Elig Verification
Orientation to Company Info
Benefits Enrollment
Mgmt Involvement
Forms Completion
Aberdeen
Bersin
Key Onboarding Activities
Strategic Onboarding: Insight & Analysis, Bersin & Associates, March 2010, Aberdeen Onboarding
2010/2011

18. Forms Completion
Prior to First Day until complete
What
•New Hire
Data
•Payroll
•Benefits
•I9
•Company
specific
How
•Online
process
•Electronic
signatures
•Automated
notifications
Objectives
•Better
accuracy &
completion
rate
•Improved
compliance
•Audit trail

19. What
• Team Building
• Networking
• Mentors
• Buddies
• Scheduled
learning &
development
activities
• Social Networks
• Sr Mgmt
Connection
How
• Social Networks
• Online Learning
• Development
Plans
• Informal
Activities
Objectives
• Reinforce job
decision
• Develop KSAs
for Role
• Bond with Peers
• Learn informal
structure
• Understand org
language
• Retention
Socialization
Prior to First Day through 1st Year

20. What
• Configure
computer
• Set up email
• Order security
badge
• Obtain
network
access
• Order Business
Cards
How
• Automate as
part of
Onboarding
process
• Integrate to
other systems
Objectives
• Increase
Productivity
• Drive
satisfaction
Provisioning
Prior to First Day through 1st Year

21. What
• Assess skills
• Establish
development
goals
• Define
performance
goals
• Identify training
needs
• Assess progress
How
• Online skills
assessment
• Complete
performance
and
development
docs
• Enroll in learning
• Assign mentors
• Establish
development
activities
Objectives
• Shorter time to
productivity
• Clearly defined
expectations
• Provide timely
feedback
Development & Performance
First 6 – 12 months

22. Who to Onboard
New Hires
Temporary
Employees
Consultants
Internal
Transfers
M&A
Employees
Interns

23. Who Participates in Onboarding?
Manager
Peer New Hire
Direct
Reports
Peer
Human
Resources

24. One Size Doesn’t Fit All
Vary Onboarding Process Based
On:
•Role or Job
•Generation
•Location
•Culture
•FT/PT/Temp Status
•New Hire vs. Transfer

25. Onboarding KPIs
Best Practices in Onboarding a Multigenerational Workforce, Bersin & Associates,
New Hire Engagement

26. Assessing Onboarding
Effectiveness
New Hire Surveys
• Necessary Tools Available?
• Timely Paycheck?
• Benefits Enroll Process Clear?
• Initial Welcome?
• Management Coaching?
• Help Available When Needed?
Hiring Manager Surveys
• Necessary Information Shared?
• Onboarding Process Thorough?
• New Hire Performance Satisfactory?
Periodic Performance Reviews

27. Impact of Onboarding
17%
-1%
30%
18%
39%
3%
48%
35%
82%
18%
75%
62%
-10%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
Meeting Perf
Goals
Improved
Hiring Mgr
Sat
% of Org
Goals
Achieved
% of New
Hires Highly
Engaged
Laggard Industry Avg Best in Class
Onboarding 2011, The Path to Productivity, Aberdeen Group

28. What to Look for in
an Automated
Onboarding System

29. Intuitive, User-Friendly Process

30. Integration with ATS - Data

31. Broad Task Management
Support
CompanyProperty CompanyProperty

32. Configurable and Criteria Based

33. Automated Forms Management

34. Online Survey Tools

35. Administrative Support & Analytics

36. “The will to win is not
nearly so important
as the will to prepare
to win.”
-Vince Lombardi

37. For more information on employee onboarding best
practices and automating your process, contact:
Telephone: 925/271-0200
Email: sales@smarterp.com

38. Stop by our Booth in
the Exhibit Hall for a
demo of our
Onboarding Solution

39. Q & A