OnboardingRequisitioningHR Process ManagementPersonnel FoldersChange ManagementEmployment VerificationImagine.completely paperless HR management
The AllegroHR SuiteUniversal Employment ApplicationUniversal OnboardingNew Employee Acculturation PortalI9 Management with e-VerifyStaff Service RequestPersonnel Action NoticesPersonnel FoldersImagine.  completely paperless HR management
Best Practices in Employee Onboarding SystemsImagine.  completely paperless HR managementWhat you can and should do with an employee onboarding system
Imagine.  completely paperless HR managementTransactional OnboardingOptimizing, perfecting, and controlling business process tasks during employee onboardingAutomating Paperwork and FormsAutomating the Flow of New Employee DataEnsuring Compliance
Imagine.  completely paperless HR managementAcculturation OnboardingAccelerating an employee’s assimilation into the organizationOrientationAdaptationConnection
Imagine.  completely paperless HR managementRecommendation…Recognize the proper mix of transactional and acculturation onboarding features that makes sense for your organizationAll organizations can use transactional onboardingThe more white collar the workforce, the more acculturation onboarding also makes sense
Imagine.  completely paperless HR managementAutomating Paperwork and FormsApplication for Employment (if not collected by other systems)Employee Demographics FormOffer Letter (if not generated by recruiting technologies)Offer Letter AcceptanceIRS W-4INS I-9IRS 8850 (Work Opportunity Tax Credit)State W-4’s or equivalent and accompanying forms such as affidavit of non-residency, alternative tax elections, certification of military status, etc.
Imagine.  completely paperless HR managementAutomating Paperwork and Forms, continuedPolicy Acknowledgements and Acceptance:Drug Testing PolicyBackground Testing PolicyHarassment PolicyAcknowledgement of Job DescriptionReceipt of Employee HandbookReceipt of Employment ContractIntellectual Property and Invention AssignmentNon-CompeteChain of CustodyRelease of Information, Particularly for LicensureMinor Work Release FormsIntern or Work-Study Release Forms
Imagine.  completely paperless HR managementAutomating Paperwork and Forms, continuedBenefits, including group health and voluntary benefitsSpecial Industry FormsDepartment of TransportationDepartment of Homeland SecurityDepartment of Defense and National Security Related FormsFood Services Training & Certifications ReleaseGaming (casino) Training & Certifications ReleaseHealthcare Licensure & Safety
Imagine.  completely paperless HR managementAutomating the Flow of New Employee DataIntegrations to:Applicant Tracking and RecruitingHRMSPayrollTime and AttendanceLearning ManagementEmployee and Manager Self Service PortalsE-Verify (Immigration & Naturalization Service)Workforce Analytics and ReportingBenefits ManagementBenefits Enrollment Processing Partners
Imagine.  completely paperless HR managementAutomating the Flow of New Employee Data, continuedIntegrations to:Background Testing PartnersDrug Testing PartnersUnemployment Insurance Outsourcing PartnersState Newhire Reporting SystemsTax Credit Outsourcing PartnersDocument, Content, and Records Management SystemsRisk Management PartnersOther Business Operational SystemsFacility Security SystemsAccounting, ERP, or Supply Chain Management Systems
Imagine.  completely paperless HR managementAutomating the Flow of New Employee Data, continuedIntegrations to:IT SystemsNetwork Security: ActiveDirectory, LDAP, etc.Systems & Equipment ProvisioningEmail, Blackberry, and Communications ProvisioningEmployee Collaboration SystemsMicrosoft SharePointCorporate Social Networks
Ensure Completeness of Forms PackageNo Missing Tax FormsI-9All Policy Acknowledgements Reviewed & AcknowledgedOnly Relevant Forms Completed (Eliminate Risk of Unneeded Forms)Ensure Accuracy of Forms PackageNo Missing FieldsNo Improperly Formatted FieldsNo Inconsistency Between FieldsImagine.  completely paperless HR managementEnsuring Compliance
Special Industry Licensure: Verification TransportationHealthcareEducationGamingFood ServicesGovernment & DefenseImagine.  completely paperless HR managementEnsuring Compliance, continued
Imagine.  completely paperless HR managementOrientationWelcome Messaging (ideally multimedia, such as a video)Information on the OrganizationCompany HistoryCompany Mission, Vision, and Values StatementsCompany Culture OverviewCopies of Handbooks and Policy ManualsCopies of Benefits Guides and Manuals
Imagine.  completely paperless HR managementOrientation, continuedInformation on the New Employee’s Team and CoworkersNames and Titles of CoworkersName and Title of Supervisor(s)Contact Information—Email, Phone—for CoworkersSpecial Welcome Messaging from Coworkers is Ideal
Imagine.  completely paperless HR managementOrientation, continuedInformation on the New Employee’s JobPosition Description & ExpectationsList of Work Items Assigned to EmployeeDelivery StatusUsage GuidelinesAccess to Documents Related to Job PerformanceProject DocumentsUnique Departmental, Location, and Business Unit PoliciesJob Performance Standards & Best Practices
Imagine.  completely paperless HR managementA Note on Virtual Orientation ProgramsCan be a very powerful tool for physically distributed organizationsShould be well integrated with in-person employee orientation programsSupplementing, not replacing, where feasibleReinforcing business objectives
Imagine.  completely paperless HR managementAdaptationNew Employee’s Learning PlanPolicy Training & TestingSecurity Training & TestingPhysical SecurityNetwork, Internet, & Virtual SecurityJob TrainingMaterials and Work Items TrainingSkills Remediation & Personal DevelopmentSpecial Skills Training, such as foreign languages or business protocol
Imagine.  completely paperless HR managementAdaptation, continuedSurveysEnsuring Expectations Have Been Met by Company Ensuring Employee Feels They Have Materials They Need to be EffectiveEnsuring Employee Feels They Are Connecting with Company and Coworkers
Imagine.  completely paperless HR managementConnectionNew Employee Creates Personal ProfilePersonal Contact InformationEducation HistoryWork HistoryPersonal Interests & HobbiesNew Employee Is Encouraged to Peruse Company Personal Profiles, Traversing both the Official and Unofficial Company Structure, and Find Employees of Similar Background and InterestsExisting Employees Are Encouraged to Seek Out New Employees with Matching Education and Work History and Interests
Encourage Employee to Participate in Company EventsCompany CalendarsCompany Clubs & SIGsProvide Message Forums and Electronic Bulletin BoardsSpecial Interest for New EmployeesSpecial Interest per ActivityCar PoolingCareer DevelopmentEmployment Resources (such as)Childcare RecommendationsBenefits RecommendationsLocal Office Facility RecommendationsImagine.  completely paperless HR managementConnection, continued
Imagine.  completely paperless HR managementObtain Our Best Practices Brief…Emerald Software’s “Onboarding Best Practices Brief” is our most popular piece of content, read by thousands of HR professionals.Learn more and request our brief at: http://www.emeraldsoftwaregroup.com/onboardingOr call us at 770-569-5122
Thank You For Spending Some Time With Us!Visit Us Atwww.EmeraldSoftwareGroup.comImagine.  completely paperless HR management

Employee Onboarding Best Practices

  • 1.
    OnboardingRequisitioningHR Process ManagementPersonnelFoldersChange ManagementEmployment VerificationImagine.completely paperless HR management
  • 2.
    The AllegroHR SuiteUniversalEmployment ApplicationUniversal OnboardingNew Employee Acculturation PortalI9 Management with e-VerifyStaff Service RequestPersonnel Action NoticesPersonnel FoldersImagine. completely paperless HR management
  • 3.
    Best Practices inEmployee Onboarding SystemsImagine. completely paperless HR managementWhat you can and should do with an employee onboarding system
  • 4.
    Imagine. completelypaperless HR managementTransactional OnboardingOptimizing, perfecting, and controlling business process tasks during employee onboardingAutomating Paperwork and FormsAutomating the Flow of New Employee DataEnsuring Compliance
  • 5.
    Imagine. completelypaperless HR managementAcculturation OnboardingAccelerating an employee’s assimilation into the organizationOrientationAdaptationConnection
  • 6.
    Imagine. completelypaperless HR managementRecommendation…Recognize the proper mix of transactional and acculturation onboarding features that makes sense for your organizationAll organizations can use transactional onboardingThe more white collar the workforce, the more acculturation onboarding also makes sense
  • 7.
    Imagine. completelypaperless HR managementAutomating Paperwork and FormsApplication for Employment (if not collected by other systems)Employee Demographics FormOffer Letter (if not generated by recruiting technologies)Offer Letter AcceptanceIRS W-4INS I-9IRS 8850 (Work Opportunity Tax Credit)State W-4’s or equivalent and accompanying forms such as affidavit of non-residency, alternative tax elections, certification of military status, etc.
  • 8.
    Imagine. completelypaperless HR managementAutomating Paperwork and Forms, continuedPolicy Acknowledgements and Acceptance:Drug Testing PolicyBackground Testing PolicyHarassment PolicyAcknowledgement of Job DescriptionReceipt of Employee HandbookReceipt of Employment ContractIntellectual Property and Invention AssignmentNon-CompeteChain of CustodyRelease of Information, Particularly for LicensureMinor Work Release FormsIntern or Work-Study Release Forms
  • 9.
    Imagine. completelypaperless HR managementAutomating Paperwork and Forms, continuedBenefits, including group health and voluntary benefitsSpecial Industry FormsDepartment of TransportationDepartment of Homeland SecurityDepartment of Defense and National Security Related FormsFood Services Training & Certifications ReleaseGaming (casino) Training & Certifications ReleaseHealthcare Licensure & Safety
  • 10.
    Imagine. completelypaperless HR managementAutomating the Flow of New Employee DataIntegrations to:Applicant Tracking and RecruitingHRMSPayrollTime and AttendanceLearning ManagementEmployee and Manager Self Service PortalsE-Verify (Immigration & Naturalization Service)Workforce Analytics and ReportingBenefits ManagementBenefits Enrollment Processing Partners
  • 11.
    Imagine. completelypaperless HR managementAutomating the Flow of New Employee Data, continuedIntegrations to:Background Testing PartnersDrug Testing PartnersUnemployment Insurance Outsourcing PartnersState Newhire Reporting SystemsTax Credit Outsourcing PartnersDocument, Content, and Records Management SystemsRisk Management PartnersOther Business Operational SystemsFacility Security SystemsAccounting, ERP, or Supply Chain Management Systems
  • 12.
    Imagine. completelypaperless HR managementAutomating the Flow of New Employee Data, continuedIntegrations to:IT SystemsNetwork Security: ActiveDirectory, LDAP, etc.Systems & Equipment ProvisioningEmail, Blackberry, and Communications ProvisioningEmployee Collaboration SystemsMicrosoft SharePointCorporate Social Networks
  • 13.
    Ensure Completeness ofForms PackageNo Missing Tax FormsI-9All Policy Acknowledgements Reviewed & AcknowledgedOnly Relevant Forms Completed (Eliminate Risk of Unneeded Forms)Ensure Accuracy of Forms PackageNo Missing FieldsNo Improperly Formatted FieldsNo Inconsistency Between FieldsImagine. completely paperless HR managementEnsuring Compliance
  • 14.
    Special Industry Licensure:Verification TransportationHealthcareEducationGamingFood ServicesGovernment & DefenseImagine. completely paperless HR managementEnsuring Compliance, continued
  • 15.
    Imagine. completelypaperless HR managementOrientationWelcome Messaging (ideally multimedia, such as a video)Information on the OrganizationCompany HistoryCompany Mission, Vision, and Values StatementsCompany Culture OverviewCopies of Handbooks and Policy ManualsCopies of Benefits Guides and Manuals
  • 16.
    Imagine. completelypaperless HR managementOrientation, continuedInformation on the New Employee’s Team and CoworkersNames and Titles of CoworkersName and Title of Supervisor(s)Contact Information—Email, Phone—for CoworkersSpecial Welcome Messaging from Coworkers is Ideal
  • 17.
    Imagine. completelypaperless HR managementOrientation, continuedInformation on the New Employee’s JobPosition Description & ExpectationsList of Work Items Assigned to EmployeeDelivery StatusUsage GuidelinesAccess to Documents Related to Job PerformanceProject DocumentsUnique Departmental, Location, and Business Unit PoliciesJob Performance Standards & Best Practices
  • 18.
    Imagine. completelypaperless HR managementA Note on Virtual Orientation ProgramsCan be a very powerful tool for physically distributed organizationsShould be well integrated with in-person employee orientation programsSupplementing, not replacing, where feasibleReinforcing business objectives
  • 19.
    Imagine. completelypaperless HR managementAdaptationNew Employee’s Learning PlanPolicy Training & TestingSecurity Training & TestingPhysical SecurityNetwork, Internet, & Virtual SecurityJob TrainingMaterials and Work Items TrainingSkills Remediation & Personal DevelopmentSpecial Skills Training, such as foreign languages or business protocol
  • 20.
    Imagine. completelypaperless HR managementAdaptation, continuedSurveysEnsuring Expectations Have Been Met by Company Ensuring Employee Feels They Have Materials They Need to be EffectiveEnsuring Employee Feels They Are Connecting with Company and Coworkers
  • 21.
    Imagine. completelypaperless HR managementConnectionNew Employee Creates Personal ProfilePersonal Contact InformationEducation HistoryWork HistoryPersonal Interests & HobbiesNew Employee Is Encouraged to Peruse Company Personal Profiles, Traversing both the Official and Unofficial Company Structure, and Find Employees of Similar Background and InterestsExisting Employees Are Encouraged to Seek Out New Employees with Matching Education and Work History and Interests
  • 22.
    Encourage Employee toParticipate in Company EventsCompany CalendarsCompany Clubs & SIGsProvide Message Forums and Electronic Bulletin BoardsSpecial Interest for New EmployeesSpecial Interest per ActivityCar PoolingCareer DevelopmentEmployment Resources (such as)Childcare RecommendationsBenefits RecommendationsLocal Office Facility RecommendationsImagine. completely paperless HR managementConnection, continued
  • 23.
    Imagine. completelypaperless HR managementObtain Our Best Practices Brief…Emerald Software’s “Onboarding Best Practices Brief” is our most popular piece of content, read by thousands of HR professionals.Learn more and request our brief at: http://www.emeraldsoftwaregroup.com/onboardingOr call us at 770-569-5122
  • 24.
    Thank You ForSpending Some Time With Us!Visit Us Atwww.EmeraldSoftwareGroup.comImagine. completely paperless HR management