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Hello! I’m...
YOU!
Have seen what GOOD and BAD look like
Lead onboarding in prior lives
Felt the residual of broken processes
Quit jobs with painful onboarding processes
Small business founder and leader
Any business can have a WORLD-CLASS
Onboarding Program … even YOU!
HR
Onboarding
Statistics
• $1400 Average Cost to Onboard New
Employees
• 24% of companies have no strategy to
onboard internal promotions
• 88% of employees believe that aren’t given a
good onboarding program
Source: Forbes Advisor
By The Average
Numbers
• Companies lose 18% of their
workforce
• 12% is voluntary
• 6% is involuntary
• 31% Quit Within the First 6
Months
Source: Zippia.com
True Cost & Impact of Turnover
• Reduction in productivity
• Forced to recruit new employees
at higher rates
• Suffer from low morale
• Other hidden expenses
Replacement
costs can be as
high as 50%-60%
Overall costs
from 90% -
200%
Source: SHRM
High Stress &
Burnout On All-Time
High
• 37% of employees experiencing higher level of stress and burnout
• Top Contributors include workload and blurred work/life boundaries
Source: McLean & Company
AGENDA
The Art of Automating Process Workflows
Recognize the benefits of automating the onboarding
process and identify examples of tasks that can be
automated.
01
Enhancing Productivity Across The Board
Explore strategies for increasing productivity with limited
resources, tools, and technologies that can aid in improving
productivity.
02
Discover the Transformative Power of HR Tech
Learn how to choose the right HR tech solutions for your
specific needs.
03
How To Craft and Personalize Onboarding
Journeys
Understand the role of personalization in effective
onboarding. Discover how automation can be used to deliver
personalized onboarding experiences.
04
Sustaining Talent Engagement
Understand your role in ensuring continuous engagement
and how to measure and monitor for improvement.
05
Art of Automating Process
Think about
what it
takes to
properly
onboard an
employee.
Attract Me
Get Me
Started
Manage My
Performance
Develop Me
Engage &
Motivate Me
Wish Me
Farewell
Before first
day
New Hire
Orientation
During first
week
During the
first 90
days
At the six
month
mark
At the one
year mark
Examples of
Automatable
Onboarding Tasks
• I-9s
• Direct Deposit
• Company Policies
• Documents Requiring Signature
• Onboarding Checklists
• Welcome Emails
• Benefit Enrollments
Benefits of Automation
INCREASED EFFICIENCY INCREASED ACCURACY COST-EFFECTIVENESS
Important
Considerations
• Aligned to YOUR objectives
• Data Security
• Stakeholder Training
Enhancing Productivity
Across The Board
The Connection
Between Automation
and Productivity
• Save time!
• Re-shift to creating a more
human-centric onboarding
experience
Strategies To Enhance Productivity During Onboarding
Prioritize Essential
Onboard Tasks
Leverage Cloud-Based
HR Software
Use Self-Service Portals
Simplify Benefits Enrollment
Digitize Onboarding
Documents
Develop Onboarding
Templates
Automate Notifications
And Reminders
Delegate Onboarding Tasks
01.
03.
05.
07.
02.
04.
06.
08.
The Transformative Power
of HR Tech
HR Software and Tools Connected to Onboarding
HRIS
LMS
ATS
• Consider how other systems
interplay into the onboarding
experience.
Attract Me
Get Me
Started
Manage My
Performance
Develop Me
Engage &
Motivate Me
Wish Me
Farewell
Factors to Consider
In Choosing the
Right HR Tech
✓Scalability
✓Integration Capabilities
✓User-Friendliness
✓Customization Options
Crafting and Personalizing
Onboarding Journeys
Personalization
Is Key!
• Tailors the onboarding experience to individual needs
• Leads to higher job satisfaction, faster productivity, and better
engagement
• Reflects YOUR commitment to its employees
Examples of Onboarding Journeys
Role Journey
• Focus on the job
and all connections
to it
Individual Contributor
vs. Management
• IC – Foundation
Training
• Managers –
Leadership and
Strategic Skills
Senior Leadership
• Abridged Version
How Automation Can Help
✓Customized Content Delivery
✓Personalized Communication
✓Adaptative Workflows
✓Data-Driven Personalization
Sustaining
Employee
Engagement
Think about
what it
takes to
properly
onboard an
employee.
Attract Me
Get Me
Started
Manage My
Performance
Develop Me
Engage &
Motivate Me
Wish Me
Farewell
Before first
day
New Hire
Orientation
During first
week
During the
first 90
days
At the six
month
mark
At the one
year mark
Employee Life-cycle: Get Me Started
Before first
day
New Hire
Orientation
During first
week
During the
first 90
days
At the six
month
mark
At the one
year mark
• Manager should call or email to welcome
the new employee to the organization
• Set up the employee’s work area
• Send a welcome gift and keep in touch with
the employee before their first day
• Have the employee complete as much
paperwork as possible
• Assign an employee to serve as a buddy or
mentor during the new hire process
• Notify all employees of the new employee
• employee onboarding portal. Captures all
the activities related to onboarding. Sends
reminders to all involved. Paperwork can
normally be completed via the portal.
Some can include training videos or
learning activities. Eliminate the PAPER!
Employee Life-cycle: Get Me Started
Orientation Program Elements
• Company history
• Bios of leaders
• Overview of benefit programs
• Employee Handbook Procedures
• Payroll Procedures
• Employee Referral Program
• Safety and emergency protocols and
procedures
• Department or division specific
information
• Tour of the facility
• Evaluation
Before first
day
New Hire
Orientation
During first
week
During the
first 90
days
At the six
month
mark
At the one
year mark
Employee Handbook
Policies and Procedures
Benefit Enrollments
Employee Life-cycle: Get Me Started
• Employee should receive their
first assignment
• Employee should meet with the
buddy to address any questions or
concerns after attending initial
meetings, receiving training, and
beginning to work on an
assignment
• Explain the goal setting process
and annual performance review
procedures
Before first
day
New Hire
Orientation
During first
week
During the
first 90
days
At the six
month
mark
At the one
year mark
Initial goals?
Employee Life-cycle: Get Me Started
• Provide regular feedback regarding the
employee’s performance
• Request feedback from the new
employee and respond to questions
and concerns
• Discuss the employee’s professional
development goals
• Have the employee and mentor meet
together regularly to assess the new
employee’s needs and progress
• Provide opportunities for the new
employee to meet others in the
company by attending cross functional
meetings and informal gatherings
Before first
day
New Hire
Orientation
During first
week
During the
first 90
days
At the six
month
mark
At the one
year mark
Check point.
Employee Life-cycle: Get Me Started
• Conduct a review of the employee’s
performance over the first 6 months
• Review the employee’s progress on
performance goals and professional
development goals
• Make additional assignments that
utilize and stretch the employee’s
developing skills and competencies
• Have the employee and mentor
continue to meeting together
regularly to assess the new
employee’s needs and progress
Before first
day
New Hire
Orientation
During first
week
During the
first 90
days
At the six
month
mark
At the one
year mark
Check point.
Employee Life-cycle: Get Me Started
• Conduct a formal review of the
employee’s performance over the first
year
• Celebrate the employee’s successes
during the first year with the
organization
• Review the employee’s progress on
performance goals and professional
development goals
• Have the employee and mentor
continue to meeting together regularly
to assess the new employee’s needs
and progress
• Request feedback from the employee
regarding the onboarding process
Before first
day
New Hire
Orientation
During first
week
During the
first 90
days
At the six
month
mark
At the one
year mark
Check point.
Measure and
Monitor Employee
Engagement
• Surveys and Feedback
• Identify Key Metrics Connected
to Onboarding
• Qualitative Assessments (1:1 or
focus groups)
• Data-Driven Improvement
DID WE
COVER
EVERYTHING?
The Art of Automating Process Workflows
Recognize the benefits of automating the onboarding
process and identify examples of tasks that can be
automated.
01
Enhancing Productivity Across The Board
Explore strategies for increasing productivity with limited
resources, tools, and technologies that can aid in improving
productivity.
02
Discover the Transformative Power of HR Tech
Learn how to choose the right HR tech solutions for your
specific needs.
03
How To Craft and Personalize Onboarding
Journeys
Understand the role of personalization in effective
onboarding. Discover how automation can be used to deliver
personalized onboarding experiences.
04
Sustaining Talent Engagement
Understand your role in ensuring continuous engagement
and how to measure and monitor for improvement.
05
Cracking the Turnover Code: Navigating Onboarding Challenges in Small HR Teams

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Cracking the Turnover Code: Navigating Onboarding Challenges in Small HR Teams

  • 1.
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  • 5. Hello! I’m... YOU! Have seen what GOOD and BAD look like Lead onboarding in prior lives Felt the residual of broken processes Quit jobs with painful onboarding processes Small business founder and leader Any business can have a WORLD-CLASS Onboarding Program … even YOU!
  • 6. HR Onboarding Statistics • $1400 Average Cost to Onboard New Employees • 24% of companies have no strategy to onboard internal promotions • 88% of employees believe that aren’t given a good onboarding program Source: Forbes Advisor
  • 7. By The Average Numbers • Companies lose 18% of their workforce • 12% is voluntary • 6% is involuntary • 31% Quit Within the First 6 Months Source: Zippia.com
  • 8. True Cost & Impact of Turnover • Reduction in productivity • Forced to recruit new employees at higher rates • Suffer from low morale • Other hidden expenses Replacement costs can be as high as 50%-60% Overall costs from 90% - 200% Source: SHRM
  • 9. High Stress & Burnout On All-Time High • 37% of employees experiencing higher level of stress and burnout • Top Contributors include workload and blurred work/life boundaries Source: McLean & Company
  • 10. AGENDA The Art of Automating Process Workflows Recognize the benefits of automating the onboarding process and identify examples of tasks that can be automated. 01 Enhancing Productivity Across The Board Explore strategies for increasing productivity with limited resources, tools, and technologies that can aid in improving productivity. 02 Discover the Transformative Power of HR Tech Learn how to choose the right HR tech solutions for your specific needs. 03 How To Craft and Personalize Onboarding Journeys Understand the role of personalization in effective onboarding. Discover how automation can be used to deliver personalized onboarding experiences. 04 Sustaining Talent Engagement Understand your role in ensuring continuous engagement and how to measure and monitor for improvement. 05
  • 11. Art of Automating Process
  • 12. Think about what it takes to properly onboard an employee. Attract Me Get Me Started Manage My Performance Develop Me Engage & Motivate Me Wish Me Farewell Before first day New Hire Orientation During first week During the first 90 days At the six month mark At the one year mark
  • 13. Examples of Automatable Onboarding Tasks • I-9s • Direct Deposit • Company Policies • Documents Requiring Signature • Onboarding Checklists • Welcome Emails • Benefit Enrollments
  • 14. Benefits of Automation INCREASED EFFICIENCY INCREASED ACCURACY COST-EFFECTIVENESS
  • 15. Important Considerations • Aligned to YOUR objectives • Data Security • Stakeholder Training
  • 17. The Connection Between Automation and Productivity • Save time! • Re-shift to creating a more human-centric onboarding experience
  • 18. Strategies To Enhance Productivity During Onboarding Prioritize Essential Onboard Tasks Leverage Cloud-Based HR Software Use Self-Service Portals Simplify Benefits Enrollment Digitize Onboarding Documents Develop Onboarding Templates Automate Notifications And Reminders Delegate Onboarding Tasks 01. 03. 05. 07. 02. 04. 06. 08.
  • 20. HR Software and Tools Connected to Onboarding HRIS LMS ATS • Consider how other systems interplay into the onboarding experience. Attract Me Get Me Started Manage My Performance Develop Me Engage & Motivate Me Wish Me Farewell
  • 21. Factors to Consider In Choosing the Right HR Tech ✓Scalability ✓Integration Capabilities ✓User-Friendliness ✓Customization Options
  • 23. Personalization Is Key! • Tailors the onboarding experience to individual needs • Leads to higher job satisfaction, faster productivity, and better engagement • Reflects YOUR commitment to its employees
  • 24. Examples of Onboarding Journeys Role Journey • Focus on the job and all connections to it Individual Contributor vs. Management • IC – Foundation Training • Managers – Leadership and Strategic Skills Senior Leadership • Abridged Version
  • 25. How Automation Can Help ✓Customized Content Delivery ✓Personalized Communication ✓Adaptative Workflows ✓Data-Driven Personalization
  • 27. Think about what it takes to properly onboard an employee. Attract Me Get Me Started Manage My Performance Develop Me Engage & Motivate Me Wish Me Farewell Before first day New Hire Orientation During first week During the first 90 days At the six month mark At the one year mark
  • 28. Employee Life-cycle: Get Me Started Before first day New Hire Orientation During first week During the first 90 days At the six month mark At the one year mark • Manager should call or email to welcome the new employee to the organization • Set up the employee’s work area • Send a welcome gift and keep in touch with the employee before their first day • Have the employee complete as much paperwork as possible • Assign an employee to serve as a buddy or mentor during the new hire process • Notify all employees of the new employee • employee onboarding portal. Captures all the activities related to onboarding. Sends reminders to all involved. Paperwork can normally be completed via the portal. Some can include training videos or learning activities. Eliminate the PAPER!
  • 29. Employee Life-cycle: Get Me Started Orientation Program Elements • Company history • Bios of leaders • Overview of benefit programs • Employee Handbook Procedures • Payroll Procedures • Employee Referral Program • Safety and emergency protocols and procedures • Department or division specific information • Tour of the facility • Evaluation Before first day New Hire Orientation During first week During the first 90 days At the six month mark At the one year mark Employee Handbook Policies and Procedures Benefit Enrollments
  • 30. Employee Life-cycle: Get Me Started • Employee should receive their first assignment • Employee should meet with the buddy to address any questions or concerns after attending initial meetings, receiving training, and beginning to work on an assignment • Explain the goal setting process and annual performance review procedures Before first day New Hire Orientation During first week During the first 90 days At the six month mark At the one year mark Initial goals?
  • 31. Employee Life-cycle: Get Me Started • Provide regular feedback regarding the employee’s performance • Request feedback from the new employee and respond to questions and concerns • Discuss the employee’s professional development goals • Have the employee and mentor meet together regularly to assess the new employee’s needs and progress • Provide opportunities for the new employee to meet others in the company by attending cross functional meetings and informal gatherings Before first day New Hire Orientation During first week During the first 90 days At the six month mark At the one year mark Check point.
  • 32. Employee Life-cycle: Get Me Started • Conduct a review of the employee’s performance over the first 6 months • Review the employee’s progress on performance goals and professional development goals • Make additional assignments that utilize and stretch the employee’s developing skills and competencies • Have the employee and mentor continue to meeting together regularly to assess the new employee’s needs and progress Before first day New Hire Orientation During first week During the first 90 days At the six month mark At the one year mark Check point.
  • 33. Employee Life-cycle: Get Me Started • Conduct a formal review of the employee’s performance over the first year • Celebrate the employee’s successes during the first year with the organization • Review the employee’s progress on performance goals and professional development goals • Have the employee and mentor continue to meeting together regularly to assess the new employee’s needs and progress • Request feedback from the employee regarding the onboarding process Before first day New Hire Orientation During first week During the first 90 days At the six month mark At the one year mark Check point.
  • 34. Measure and Monitor Employee Engagement • Surveys and Feedback • Identify Key Metrics Connected to Onboarding • Qualitative Assessments (1:1 or focus groups) • Data-Driven Improvement
  • 35. DID WE COVER EVERYTHING? The Art of Automating Process Workflows Recognize the benefits of automating the onboarding process and identify examples of tasks that can be automated. 01 Enhancing Productivity Across The Board Explore strategies for increasing productivity with limited resources, tools, and technologies that can aid in improving productivity. 02 Discover the Transformative Power of HR Tech Learn how to choose the right HR tech solutions for your specific needs. 03 How To Craft and Personalize Onboarding Journeys Understand the role of personalization in effective onboarding. Discover how automation can be used to deliver personalized onboarding experiences. 04 Sustaining Talent Engagement Understand your role in ensuring continuous engagement and how to measure and monitor for improvement. 05