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Posted on February 20, 2020June 29, 2023

How to create a formal onboarding program

onboarding strategy small business

Brad’s Deals didn’t always have a formal onboarding program. New hires would have meetings with the hiring manager and HR, but there was something lacking that could improve the employee experience, said Jessica Adams, vice president of people at Brad’s Deals and 2018 Workforce Game Changer. 

“You spend a lot of time trying to find the right fit for your organization in a really competitive recruiting environment,” she said. “So you need to work to make [new hires] feel welcome and incorporated as a team member as soon as possible.”

Employee engagement starts at the beginning of the recruitment process and continues through onboarding, said Jennifer Duff, co-founder of Totem Consulting, which has built many onboarding programs for its clients. These experiences that happen early on set the stage for the way in which employees will engage with the organization moving forward. 

New hires partly assess their new job by asking themselves if working at this company was really what they were promised during the recruiting process, Duff said. This is why employees should think more broadly about onboarding, past the basic HR tasks like signing forms. Consider “whatever you want your employee experience to look like as an organization and your employer brand, and then weave that into your onboarding,” she said. 

If employees are sold on a company through the recruiting process and then their onboarding experience does not live up to their expectations, there may be some negative impacts for employers, she said. Employers may see high attrition rates because new employees leave after a few months. 

To avoid this, employers have the power in those first few months to shape a new hire’s employee experience during onboarding rather than letting other parties set the tone. 

“If you’re not managing that conversation up front and if you’re not owning that conversation, that conversation will get owned through water cooler conversation, and that can undermine what the employer is trying to do in terms of the employer brand or the employee experience they’re trying to create,” she said. 

Your Onboarding Timeline

Brad’s Deals’ onboarding process has changed over the years through a process that allows for actionable feedback and constant improvement. 

Also read: 5 easy onboarding strategies for small businesses

Before a new hire starts, they receive at least three phone calls or emails from HR about how excited the team is to have them on staff, what time they should come in and how to dress on their first day, Adams said. Meanwhile, before the employee’s start date, the head of each of the organization’s eight departments sit down and decide, based on the role of the new hire, the most important people they should meet in each department during their first, second and third weeks.

The questions people have in their first week versus the end of the first month are very different, Adams said. While they tend to have more general questions at first, the longer they’re at the organization, the more focused their questions are based on what they’ve observed about their job or around the office. This is why meeting with people from each department on a weekly basis is valuable. 

Jessica Adams, Brad's Deals
Jessica Adams, Brad’s Deals

In addition to these meetings, Brad’s Deals does check-ins with new hires after week one, week two and week four through online surveys. Questions include: How are you doing? Who have you met? How else can we support you? And, what questions do you still have?

New hires also have face-to-face meetings with their manager after three months and after one year, Adams said.  

“Traditional literature says that someone is considered a new hire for three months, but I think there is also some benefit to looking at someone as a new hire for their first year,” she said. “Every company has their busy season, [and] they have their slower season. You want to give that new hire the opportunity to experience the entire cycle your organization goes through each year.” 

Brighid Courtney, client leader at Wellable and a WELCOA Institute faculty member, built Wellable’s first onboarding packet and procedure, and she also included a well thought-out timeline. 

In their first two weeks, Wellable’s new hires have “highlighted meetings for the day” in which they meet with the different departments and learn about what they do and how they contribute to the overall goals of the company. 

Then, the new employees receive a task for the day, based on these meetings. For example, a new project management hire meets with the customer support team one day. They may sit in with support employees and learn about some of the user issues people have with a type of software. Then, their task would be to answer some user tickets to help them further understand the user experience. 

Also read: Onboarding tips HR leaders can adopt from the first day of school

“As you’re looking to build a collaborative environment, it’s important for people coming in to be able to build those relationships early on to make sure they can always go there for help or for resources,” Courtney said.  

The company also makes sure to space out these meetings and tasks so that the employee is not overwhelmed with new information, she added. 

Value of Constructive Feedback

While employee feedback is valuable to any process, it’s especially important when an organization is starting something new, Courtney said. There’s room for growth, and tweaking anything that needs improvement will help the program grow in the right direction. 

Brad’s deals uses its regular new hire check-ins both to make sure the employee has their questions answered and to get feedback on where there’s room for improvement in the onboarding process, Adams said. But the company also uses feedback from candidates who did not receive job offers to make improvements. 

“Getting feedback from people who were not hired is valuable to us to ensure that we are being clear, authentic, and realistic about the projects and the opportunities and our expectations of someone in the role,” she said. 

One time, the company received feedback that a candidate had to wait 15 minutes for their second interviewer to come into the room. Learning this, Brad’s Deals was able to ensure that they could improve the process and not make any candidate have to wait anymore.

“Onboarding is so greatly impacted by the preboarding phase and the recruiting phase that you really have to keep it in mind before someone’s even walked through the door of your organization,” Adams said. 

Big Picture Guidance for Employers 

While this process may seem overwhelming to employers who are creating their first formal onboarding program, Duff recommends that organizations try not to take on too much, overextend themselves and underdeliver. The best thing an organization can do is create small improvements consistently and iteratively over time, she said. 

Practically, how this might pan out is that once every month, the organization makes one change in the onboarding process. That might mean something as manageable as starting to have the CEO send a welcome email or regularly send a simple pulse survey. 

“People get daunted easily by overhauling a program, and I try to encourage my clients to look at it through small impactful changes, because it gets people used to seeing [that] small things can be done, and you can implement feedback quickly,” she said. “It’s about building small wins.”

Creating a flexible timeline is one of the most important parts of making a formal onboarding program, Courtney said. 

“For anyone with a limited budget, time is such a valuable resource,” she said. Organizations must make sure they give new hires enough time to work on the tasks they need to complete. It also helps if there is room built in their schedule to make adjustments and change the timeline, if necessary. 

She suggests that employers carefully plan out that first month with flexibility in mind and come up with the most vital objective and goals for new hires to reach in that time frame. 

Using consistency to help with retention and attrition rates is a major part of Brad’s Deals overall strategy, Adams said. Their process in which new hires meet with people in every department ensures that every new employee has the same meetings that last the same amount of time and gets the same information. The importance of consistency starts well before these meetings, though. 

“If we’re not level-setting with someone during their interviewing process, they’re going to be surprised or they’re not going to be happy when they get here,” she said.

And as HR professionals, we know the worst thing is for an employee to be surprised about what they’re experiencing or the message they’re getting.” 

 

Posted on December 2, 2019September 21, 2022

How Companies Can Embed Purpose in Their Employees for Higher Engagement and Retention

Millennials are now the largest generation in the U.S. workforce, but they’re increasingly unhappy at their jobs. According to the 2019 Deloitte Global Millennial Survey, 49 percent of millennials would quit their current jobs in the next two years if they could.

One likely reason for this is a lack of purpose at work. In fact, the Deloitte study found that only 37 percent of millennials think business leaders “make a positive impact on the world.”

A company with strong core values and a clear mission aligns people of every generation and role to perform their best, feel like they’re making a difference and stick around for a longer tenure.

To champion happy, engaged employees and send retention rates soaring, HR leaders need to cultivate a sense of purpose among their employees. Here’s how they can do that.

Hire for Purpose

You can’t create a culture of purpose without purpose-driven individuals, and it’s difficult to instill a sense of purpose in those who don’t have one. Your best bet is to screen for purpose during the hiring process.

Enthusiastic, mission-driven candidates will help uphold a larger sense of purpose in your organization. They’ll also likely lead by example. A Harvard Business Review study found that positive behaviors and attitudes are contagious and are often passed from manager to employee. Finding mission-driven workers at every level can help you weave purpose into your organization.

To find purpose-driven employees, ask candidates about their values during an interview, add an application question about defining purpose and outline your company’s mission in job postings.

Incorporate Core Values into the Onboarding Process

A longer and more meaningful onboarding process is tied to higher rates of retention, according to Harvard Business Review. Be sure to introduce new hires to your organization’s core values and mission from day one.

Then show them these values in action with stories about current colleagues living the purpose. New hires will feel more connected to your company and more inclined to forge meaningful relationships with their co-workers. That way, they’ll feel compelled to embody these values — with like-minded colleagues — as part of their job.

Give Your Employees Purposeful Gifts

More companies are using gifts to show employee appreciation. But most corporate gifts are generic and forgettable. Branded mugs and t-shirts can’t capture a company’s values in a meaningful way.

Purposeful gifting is an excellent way to demonstrate your company’s commitment to social impact and community engagement. Mission-driven employees, especially millennials, care deeply about environmental and social causes.

A 2019 Gallup poll revealed that millennials’ concern about global warming is at a high point, and the Case Foundation’s “Millennial Impact Report” shows that millennials care about social issues rather than institutions and believe in the power of activism.

Gifts can simultaneously support those causes and show gratitude to your employees. These gifts could include a food basket filled with snacks from a company that employs survivors of abuse, a backpack created from recycled materials, or a tumbler and coffee set whose manufacturer offers jobs to individuals with disabilities.

Send these gifts during important milestones in your employees’ tenures. For instance, consider sending a food basket during onboarding or a backpack to accompany a prospective employee’s offer letter. Gifts can show gratitude in a concrete way that emails, letters and words may not be able to.

Leadership Should Embody Your Organization’s Core Values

Your organization’s leadership should be constantly reinforcing your core values, purpose and mission. As an HR leader, you can broadcast that vision to every employee at your company.

Identify company thought leaders — inside or outside of the C-suite — and highlight their perspectives on company value-driven goals and initiatives through internal newsletters and media. Purpose feels more genuine when it’s voiced by a real person at your company.

Offer Opportunities for Employee Development

Organizational purpose should nurture an individual sense of purpose. According to a 2016 Gallup poll, 87 percent of millennials consider training and development opportunities important when considering new jobs. When employees feel supported to pursue their own career and self-fulfillment goals, they’ll feel better aligned with their company.

Create room for employees to have purpose-based goals in addition to performance-only evaluations. Then, give them the resources they need to achieve those goals: one-on-one mentorship, leadership development programs, retreats, volunteering and enrichment activities such as cultural competency training. When their employer encourages and invests in them, employees want to stay and keep growing.

Purpose Drives Satisfaction and Retention

Today’s workers are increasingly looking beyond the old indicators of job satisfaction, such as job security and fixed salary.

Through hiring strategies, onboarding, gifting, leadership and employee development, HR leaders have a chance at every step of the employee timeline to show each employee how they can enact their personal and company values.

Purpose is a two-way street: you can demonstrate your company’s values in the same breath that you demonstrate how you value your employees. Values, after all, mean nothing if they’re not put into action.

Posted on December 26, 2018August 25, 2023

5 Easy Onboarding Strategies for Small Businesses

onboarding strategy small business

The onboarding process is among the most critical parts of the employment experience and it sets the tone for an employee’s expectations throughout their time with an organization.onboarding strategy small business

Implementing an effective onboarding strategy shows a new employee that the company is organized and excited for their arrival. Onboarding also doesn’t have to be expensive or time consuming. Here are some ways to enhance the onboarding process without breaking the bank.

Be prepared. In most situations, HR will have about two weeks to implement its onboarding strategy for a new employee to start, which is plenty of time to ensure the team is ready for their newest addition. Make sure managers build a realistic schedule, considerate of sufficient time for questions, hands on training, and breaks.

It helps to include employees in other departments who can loop the new hire in on ways their roles will impact each other. Notify the IT department as early as possible that someone new is starting and when. Ensuring the equipment, software, email address and key card badge are ready before the employee’s arrival streamlines a majority of the initial problems new hires general encounter.

Be thoughtful. Nothing is more uncomfortable for a new employee than having no idea what to expect during the first few days of their new job. They’re likely already overwhelmed with anxiety. “What do I wear? Who will I sit with at lunch?”

onboarding small businesses
Cheryl Strizelka, human resources manager for Orlando-based Design Interactive Inc.

The best way to deal with those kinds of questions during the onboarding process is to answer them directly. Sending an email a few days before the employee’s start date outlining what time they should arrive, what they should wear, that they can expect breakfast and lunch with the team, and that they’ll be able to take off early. This is guaranteed to alleviate most first-day jitters.

A small swag bag for the new employee to dig through on their first day is a great touch. Throw in some candy, maybe a bottle of water or a small gift card to a local coffee shop. Include items with the company logo that you normally hand out to clients or at conferences.

Get integrated. It’s vital through the onboarding process that a new employee starts to feel like they’re part of the team as quickly as possible. To get ahead of the game, email the new hire a week before they start to get some fun facts about their life and post them for the staff to see before the start date. This opens the door for friendly conversation and allows the new hire to relate to their colleagues immediately.

For any employee’s first day, facilitate a 20- to 30-minute all-hands breakfast in a common space so everyone can take a moment to put a face with a name. This doesn’t have to be terribly expensive. Doughnuts for 40 people costs about $25 and the experience takes the edge off typically boring or intimidating introductions.

And ask a manager to plan a lunch and invite anyone who identifies as part of the team’s nucleus. This is a great bonding experience and only has to cost the price of the lunch for the manager and the new employee. To avoid the expense all together, invite the team to enjoy lunch together in the break room to get better acquainted.

Stay organized. During the onboarding process the HR professional should check in with the new hire regularly to make sure they have everything they need or aren’t too overwhelmed. Most new employees feel embarrassed to ask questions and don’t want to seem like a squeaky wheel. It helps to have several points of contact that the employee feels comfortable approaching, including an HR professional, an office administrator and a receptionist.

Also read: Shortened Onboarding Times See Mixed Results

Also read: Onboarding Tips HR Leaders Can Adopt from the First Day of School

These friendly faces should offer to make themselves available for any issues the new hire may encounter. To alleviate some of the more common questions, go ahead and give a facilities tour early in the process. Show the employee where the bathroom, water cooler and supply room are. Make them feel at home as quickly as possible.

Follow up. Most crucial to this entire onboarding process is the follow-up. Call a new employee in a month or two after their first day and get their insight into the process. Find out how they’re transitioning onto the team as a whole and ensure they have the resources they need to do their job well. Schedule a session for a group of new hires who started around the same time so they can talk about their experiences together. Every time an employee makes a suggestion, they provide a gift. Use their feedback for future onboarding hacks to create an even better experience for the next round of newbies.

While effective onboarding may seem daunting, or to some, a formality at best, it actually sets the tone for your new hire’s overall employment experience. Companies should invest time and energy into ensuring new employees transition successfully to their new position through an onboarding strategy. While managers technically absorb this responsibility once formal training begins, it behooves human resources representatives to facilitate the onboarding process behind the scenes.

After all, it’s HR’s job to maintain a healthy company culture and overall fulfillment.

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