HR Glossary / Onboarding Process

The onboarding process of an organization is a streamlined step-by-step method used to welcome and introduce newly hired employees.


What Are the Steps of an Onboarding Process?

Many activities can be included in the onboarding process of an organization, from the job interview to training and beyond. Thus, the process can last anywhere from a few weeks to a year. Steps typically include:

  1. Job interview;
  2. Salary negotiation;
  3. Contract signature;
  4. Employee arrival preparation;
  5. Policy and culture introduction;
  6. Benefits paperwork and explanation;
  7. Facility tour;
  8. Team introduction;
  9. Executive introduction;
  10. Job training;
  11. Employee follow-up meetings;
  12. Employee team building;
  13. Early performance assessment.

Why Is the Onboarding Process Important?

The onboarding process is important because it marks the first experience of a person as an employee in a company. Onboarding helps employees acclimatize to their role as well as the values and the culture of the organization, and helps them integrate with their colleagues.

The result of a successful onboarding process normally includes a higher level of engagement and motivation from the employees.

What Are the 4 Phases of the Onboarding Process?

  1. Pre-onboarding: this phase begins as soon as the employee accepts the job offer and lasts until their first official work day. It includes all the communications prior to their arrival.
  2. Orientation: this phase begins on the first work day of the new employee. It includes meeting with their team, getting to know the organizational culture, and getting familiar with the location.
  3. Training: this phase begins within the first few days of work. It includes working with a mentor, getting familiar with procedures, and attending specific training.
  4. Monitoring: this phase begins when an employee is beginning to feel more comfortable with their tasks and lasts until they are fully independent in their work. It includes performance reviews in order to assess the progress of the employee.

Effective Onboarding Process Checklist

Checklists are often used by managers to ensure the completeness of the onboarding process.

Onboarding checklists commonly include the following tasks:

  • Confirm the hire with the HR department;
  • Prepare the paperwork;
  • Request all equipment;
  • Set up accounts and credentials;
  • Set up the workspace;
  • Plan the employee orientation;
  • Assign a mentor;
  • Announce the arrival of the new employee;
  • Organize the appropriate training.

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