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Set Employees Up for Success: Using Onboarding to
Increase Engagement and Retention
Jennifer Currence Naba Ahmed
With: Moderated by:
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https://www.recruitingbrief.com/webinar-series/set-employees-up-for-success/
https://www.humanresourcestoday.com/webinar-series/set-employees-up-for-success/
https://www.hrtechcentral.com/webinar-series/set-employees-up-for-success/
About Jennifer Currence
Jennifer Currence is the president of The Currence Group, LLC in Tampa Bay, Florida, where she delivers results
through customized training and coaching programs for leaders and HR. She is the creator of the LEAD360TM
leadership development program. Jennifer earned her MBA with an emphasis in management and holds nationally
accredited certifications in coaching (ACC) and human resources (SPHR and SHRM-SCP). She has been
recognized as a Thought Leader by the International Society of Performance Improvement, a Subject Matter Expert
by the Society for Human Resource Management (SHRM), and was named Tampa Bay’s HR Consultant of the
Year for 2017. She has 20+ years of experience in Human Resources and training in organizations, as a university
professor, and is one of 35 people in the world serving as a faculty member for SHRM.
About Naba Ahmed
Naba went to Cal Poly, San Luis Obispo and majored in Journalism and minored in Integrated Marketing
Communications. After working as Editor-in-Chief at the campus newspaper, she became interested in developing
content across multiple platforms, and now works as a Content Marketing Specialist at Aggregage, providing some of
the most interesting thought-leaders across a wide variety of industries with a space to celebrate the diversity, depth,
and experience of their professional cultures, personalities, and passions.
Jennifer Currence
MBA, SPHR, SHRM-SCP, ACC
Set Employees Up for Success:
Using Onboarding to Increase
Engagement and Retention
Agenda
Onboarding Success
WHY: Importance
WHAT: 4 Components
HOW: Creative Solutions
WHY is Onboarding Important?
JobSatisfaction
Turnover
Performance
Source: SHRM Research
CBS News
Harvard Business Review
Forbes
$$ 20-213%
400% 30x
WHY is Onboarding Important?
69% more likely to be with company in 3 years
Source: SHRM Research
CBS News
50% greater new hire productivity
The Sad Truth
• 2018 US Average Turnover = 44.3%
(BLS.gov)
• 50% of execs fail after 18 months
Cost of Turnover
Cost of EXECUTIVE Turnover
WHAT is Onboarding?
Onboarding Strategy
Source: SHRM research
HOW: 3 Phases to Onboarding
1)Pre-boarding
2)Orientation
3)Onboarding
Pre-boarding
Passive
• Do nothing until first day
High Potential
• Welcome packet sent to home
• Access to company intranet
• Order business cards
• Set up IT and passwords
Proactive
• Handwritten note sent to home
• Shout-out on social media
• Pictures of teammates
• “Get to know you” survey
Orientation
Passive
• Complete I-9, benefits, payroll, handbook
• Company history and harassment video
High Potential
• Send 1st day paperwork home after hire
• Lunch with team
• Welcome email to company/team
Proactive
• 1st day plant or product basket
• Customized desk accessories
• Personalized intro to cross-functions
Onboarding
Passive
• Job description
• “How’s it going?”
High Potential
• 1-on-1 training
• Checklist
• Regular check-ins
• 90-day review
Proactive
• Monthly lunch
• Mentor
• Focus groups
• Pay to quit
• Ask opinions
• New hire survey
The Sad Truth
• 50% of execs fail after 18 months
• 33% fail to establish key relationships
• 31% fail to align with company culture
21
Manager Onboarding & Coaching
Establish Key Relationships
• Teach key leadership behaviors
• Establish 3-6-12 month goals
• Focus on team
Align with Company Culture
• Communication business values and strategies
• Share company history and “hero stories”
• Create a safe space
Manager Onboarding & Coaching
Consistency
1. Tied to organizational success, strategy, goals,
values
2. Management support – behavior, not just verbal
3. Written, organized, communicated plan
4. Customized for company, position, individual
Onboarding Success
Metric for Onboarding Success
Quality of Hire
• Rated “most valuable metric for performance”
- 2016 LinkedIn Survey of 4,000 employers
• For external new hires within first year:
– Onboarding satisfaction survey completed by new
hire
– Manager 90-day performance evaluation of new hire
– Satisfactory completion of first 90-day goals
– Retention
25
Onboarding Benefits
• Role Clarity
• Self-Efficacy
• Quicker Productivity
• Social Integration
• Knowledge of Culture
Short-Term
• Higher job
satisfaction
• Org. Commitment
• Higher Performance
• Lower Turnover
• Career Effectiveness
• Lower Stress
Long-Term
WHY: Importance of Onboarding
Job Satisfaction, Performance, Reduce Turnover
WHAT: 4 C’s of Onboarding
Compliance, Clarification, Culture, Connection
HOW: Creative Solutions to Improve
Onboarding
Pre-boarding, Orientation, Onboarding
Manager Onboarding and Coaching
Setting up Employees for Success
Jennifer Currence
MBA, SPHR, SHRM-SCP, ACC
jcurrence@CurrenceGroup.com
Let´s Connect!
www.Linkedin.com/in/
JenniferCurrence
“Small Business HR Group”
Twitter: @CurrenceGroup
www.CurrenceGroup.com
HRCI/ SHRM Recert Credits
Q&A
Naba Ahmed
With: Moderated by:
President, The Currence Group
Linkedin page: /in/JenniferCurrence
Twitter ID: @CurrenceGroup
Email: jcurrence@currencegroup.com
Website: www.CurrenceGroup.com
Jennifer Currence
Editor, Recruiting Brief
Linkedin page: /in/naba-ahmed/
Twitter ID: @recruitingbrief
Email: naba@aggregage.com
Website: recruitingbrief.com
https://www.recruitingbrief.com/webinar-series/set-employees-up-for-success/
https://www.humanresourcestoday.com/webinar-series/set-employees-up-for-success/
https://www.hrtechcentral.com/webinar-series/set-employees-up-for-success/
Jennifer Currence
MBA, SPHR, SHRM-SCP, ACC
jcurrence@CurrenceGroup.com
Let´s Connect!
www.Linkedin.com/in/
JenniferCurrence
“Small Business HR Group”
Twitter: @CurrenceGroup
www.CurrenceGroup.com
HRCI/ SHRM Recert Credits

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Set Employees Up for Success: Using Onboarding to Increase Engagement and Retention

  • 1. Set Employees Up for Success: Using Onboarding to Increase Engagement and Retention Jennifer Currence Naba Ahmed With: Moderated by: TO USE YOUR COMPUTER'S AUDIO: When the webinar begins, you will be connected to audio using your computer's microphone and speakers (VoIP). A headset is recommended. Webinar will begin: 11:00 am, PDT TO USE YOUR TELEPHONE: If you prefer to use your phone, you must select "Use Telephone" after joining the webinar and call in using the numbers below. United States: +1 (213) 929-4232 Access Code: 511-081-476 Audio PIN: Shown after joining the webinar --OR--
  • 2. Enboarder empowers HR to build and deliver experiences that your managers and new hires will love. Our visual automation software will help you connect, engage and wow new hires through personalized onboarding experiences. From e-signing and HR software to communication platforms and task creation, Enboarder integrates with products that you and your people use.
  • 3. The world’s first and only July 2019 Experience-Driven Onboarding Platform
  • 5. Click on the Questions panel to interact with the presenters https://www.recruitingbrief.com/webinar-series/set-employees-up-for-success/ https://www.humanresourcestoday.com/webinar-series/set-employees-up-for-success/ https://www.hrtechcentral.com/webinar-series/set-employees-up-for-success/
  • 6. About Jennifer Currence Jennifer Currence is the president of The Currence Group, LLC in Tampa Bay, Florida, where she delivers results through customized training and coaching programs for leaders and HR. She is the creator of the LEAD360TM leadership development program. Jennifer earned her MBA with an emphasis in management and holds nationally accredited certifications in coaching (ACC) and human resources (SPHR and SHRM-SCP). She has been recognized as a Thought Leader by the International Society of Performance Improvement, a Subject Matter Expert by the Society for Human Resource Management (SHRM), and was named Tampa Bay’s HR Consultant of the Year for 2017. She has 20+ years of experience in Human Resources and training in organizations, as a university professor, and is one of 35 people in the world serving as a faculty member for SHRM. About Naba Ahmed Naba went to Cal Poly, San Luis Obispo and majored in Journalism and minored in Integrated Marketing Communications. After working as Editor-in-Chief at the campus newspaper, she became interested in developing content across multiple platforms, and now works as a Content Marketing Specialist at Aggregage, providing some of the most interesting thought-leaders across a wide variety of industries with a space to celebrate the diversity, depth, and experience of their professional cultures, personalities, and passions.
  • 7. Jennifer Currence MBA, SPHR, SHRM-SCP, ACC Set Employees Up for Success: Using Onboarding to Increase Engagement and Retention
  • 8. Agenda Onboarding Success WHY: Importance WHAT: 4 Components HOW: Creative Solutions
  • 9. WHY is Onboarding Important? JobSatisfaction Turnover Performance Source: SHRM Research CBS News Harvard Business Review Forbes $$ 20-213% 400% 30x
  • 10. WHY is Onboarding Important? 69% more likely to be with company in 3 years Source: SHRM Research CBS News 50% greater new hire productivity
  • 11. The Sad Truth • 2018 US Average Turnover = 44.3% (BLS.gov) • 50% of execs fail after 18 months
  • 13. Cost of EXECUTIVE Turnover
  • 16. HOW: 3 Phases to Onboarding 1)Pre-boarding 2)Orientation 3)Onboarding
  • 17. Pre-boarding Passive • Do nothing until first day High Potential • Welcome packet sent to home • Access to company intranet • Order business cards • Set up IT and passwords Proactive • Handwritten note sent to home • Shout-out on social media • Pictures of teammates • “Get to know you” survey
  • 18. Orientation Passive • Complete I-9, benefits, payroll, handbook • Company history and harassment video High Potential • Send 1st day paperwork home after hire • Lunch with team • Welcome email to company/team Proactive • 1st day plant or product basket • Customized desk accessories • Personalized intro to cross-functions
  • 19. Onboarding Passive • Job description • “How’s it going?” High Potential • 1-on-1 training • Checklist • Regular check-ins • 90-day review Proactive • Monthly lunch • Mentor • Focus groups • Pay to quit • Ask opinions • New hire survey
  • 20. The Sad Truth • 50% of execs fail after 18 months • 33% fail to establish key relationships • 31% fail to align with company culture
  • 21. 21 Manager Onboarding & Coaching Establish Key Relationships • Teach key leadership behaviors • Establish 3-6-12 month goals • Focus on team Align with Company Culture • Communication business values and strategies • Share company history and “hero stories” • Create a safe space
  • 22. Manager Onboarding & Coaching Consistency
  • 23. 1. Tied to organizational success, strategy, goals, values 2. Management support – behavior, not just verbal 3. Written, organized, communicated plan 4. Customized for company, position, individual Onboarding Success
  • 24. Metric for Onboarding Success Quality of Hire • Rated “most valuable metric for performance” - 2016 LinkedIn Survey of 4,000 employers • For external new hires within first year: – Onboarding satisfaction survey completed by new hire – Manager 90-day performance evaluation of new hire – Satisfactory completion of first 90-day goals – Retention
  • 25. 25 Onboarding Benefits • Role Clarity • Self-Efficacy • Quicker Productivity • Social Integration • Knowledge of Culture Short-Term • Higher job satisfaction • Org. Commitment • Higher Performance • Lower Turnover • Career Effectiveness • Lower Stress Long-Term
  • 26.
  • 27. WHY: Importance of Onboarding Job Satisfaction, Performance, Reduce Turnover WHAT: 4 C’s of Onboarding Compliance, Clarification, Culture, Connection HOW: Creative Solutions to Improve Onboarding Pre-boarding, Orientation, Onboarding Manager Onboarding and Coaching Setting up Employees for Success
  • 28. Jennifer Currence MBA, SPHR, SHRM-SCP, ACC jcurrence@CurrenceGroup.com Let´s Connect! www.Linkedin.com/in/ JenniferCurrence “Small Business HR Group” Twitter: @CurrenceGroup www.CurrenceGroup.com HRCI/ SHRM Recert Credits
  • 29. Q&A Naba Ahmed With: Moderated by: President, The Currence Group Linkedin page: /in/JenniferCurrence Twitter ID: @CurrenceGroup Email: jcurrence@currencegroup.com Website: www.CurrenceGroup.com Jennifer Currence Editor, Recruiting Brief Linkedin page: /in/naba-ahmed/ Twitter ID: @recruitingbrief Email: naba@aggregage.com Website: recruitingbrief.com https://www.recruitingbrief.com/webinar-series/set-employees-up-for-success/ https://www.humanresourcestoday.com/webinar-series/set-employees-up-for-success/ https://www.hrtechcentral.com/webinar-series/set-employees-up-for-success/
  • 30. Jennifer Currence MBA, SPHR, SHRM-SCP, ACC jcurrence@CurrenceGroup.com Let´s Connect! www.Linkedin.com/in/ JenniferCurrence “Small Business HR Group” Twitter: @CurrenceGroup www.CurrenceGroup.com HRCI/ SHRM Recert Credits