10 Tips for a Successful Onboarding Process

Onboarding involves getting new hires acquainted with their roles, team, and organization as a whole. An effective onboarding process enables new employees to become a part of the company. It begins when a company hires new employees and ends once they become fully integrated into the organization. The process can last up to a year. Onboarding processes can vary by company and may depend on culture, size, and more. The most successful onboarding programs are strategic, operational, and social.

The strategic element of an onboarding program ensures that new hires familiarize themselves and identify with the organization’s goals, mission, vision, structure, culture, and critical developments. The operational aspect provides that new staff have the proper knowledge and materials required to perform their duties optimally. The social element seeks to ensure new hires feel welcome, build and grow valuable relationships with teammates. An effective onboarding process enhances engagement, satisfaction, and performance of new staff. Below are tips for a successful onboarding process.

     1. Begin the onboarding process during recruitment 

Starting the onboarding process during the early stages of interviews is an excellent way to introduce potential hires to your company culture. Since most prospective hires are usually curious to learn about the new company and the persons they’ll be working and interacting with, you can tell them how you like your team members to be, including attitude, perspective, interpersonal and technical skills.

Thanks to today’s technology, you can easily connect and engage with your employees after making them an offer. With the help of an ID card scanner, you can streamline the onboarding process instantly. Your employees can do ID scans from anywhere, even without an internet connection. You can also onboard remote employees into the team.

     2. Create a plan

The ideal onboarding process should enable your new hires to have the best experience, appreciate, and remember it. Create a plan for each step of the onboarding process so you can stay on track. Failure to do so causes you to lose valuable chances to engage and connect with your new hires.

Ensure the onboarding process is detailed enough to equip your employees with the training required to succeed in their roles. This helps them feel welcome, making it easy to adapt your company culture and work towards meeting your organizational goals.

     3. Customize each hire’s onboarding process

Every new hire joining your organization brings something new to the table. With an effective onboarding program, the new employees can quickly and better grab the concept to create value. Besides the general orientation process, you consider customizing the onboarding plan for every new hire.

To prepare an onboarding process unique for each new hire, consider how they learn, manage time, and approach supervisory and team dynamics. Consider including a behavioral assessment into the recruitment process to gain insights into a potential hire’s attitude and behavior. This not only helps you make an informed hiring decision but also personalizes the onboarding process.

     4. Give a realistic overview of the job

Overselling or overstating the job responsibilities can create complications during the onboarding process or the first few months. If the new employee has unrealistic or high expectations, they can feel disappointed and let down if the job turns out otherwise. Ensure your new hires are aware of what they’re signing up for, expectations from the position, and what they’ll need to be successful in their role deciding to hire them. This will make it less likely for you to lose good talent.

     5. Explain your company culture and all there is to know

Every business has its culture, tone, and language. Explaining all these to the new hires makes them feel less of an outsider. Consider adding a translator or glossary into your business model, so everything gets interpreted to your new employees as they settle in.

     6. Go at a comfortable pace

While some companies may take the onboarding process as more of a marathon, rushing through it all may backfire. Rushing through the process causes you to miss out on chances to engage and bond with your new hires. It also forces them to choose between understanding their roles and learning the company culture. Each hire’s learning and grasping pace is different, which is why you should give them time to slowly settle and fully integrate, becoming a part of your culture. Set a comfortable pace so your employees can feel at home, improving retention.  

     7. Introduce a standard operating procedure

Onboarding can be a frustrating, overwhelming, and time-consuming process. To invalidate this, consider creating a standard operating procedure for new employees. It may consist of informational documents and instructional videos. You can also include a new hire checklist template which the new employees can tick off as they go. This helps lessen the time spent on the onboarding process, getting new hires acquainted and productive quickly.

     8. Consider assigning a partner for the first three months

Consider assigning partners to your new hires. Give them an employee who has been with the organization longer to have someone to go to whenever they have questions, need clarifications, or have any other work-related issues. It doesn’t have to be someone from their team, as this can allow tenured workers to welcome and integrate new faces.

     9. Seek feedback

New employees can be a valuable source of insights. This is because, after creating the onboarding process, they are the ones who experience it. Making the time to collect their views, perception of the onboarding experience, and what they would have loved to know can help you better your onboarding process. Make tracking employee feedback and results a routine so it can help you determine the most fruitful techniques of your onboarding process and identify the parts that need revisiting. Treat onboarding as an evolving process to ensure you can always adapt, improve, and get the best out of your efforts.

     10. Assist them in envisioning their future with your company

To create psychological loyalty and trust, onboard new hires in a way that makes them envision their future with your company. The process should leave them feeling enthusiastic and set to make an impact.


A proper onboarding process should enhance employee retention, productivity, and satisfaction, creating positive results for your company and employees. Use the above tips for a successful onboarding process and consider preparing new hires for their first day.    





Rylie Holt