Onboarding Guide
Onboarding Guide
When onboarding new employees, you have just 44 days on We found that new hires’ biggest frustrations
average to influence their decision to stay long-term. That’s with onboarding include:
a vanishingly short window of time—and a high-stakes one,
considering that employee turnover typically costs $7,500 to
$28,000 per new hire.
No clear points of
Will your new hires turn into dependable, dedicated team contact for questions
members? Or will a bad first impression send them running,
taking your sunk costs with them? It all depends on the quality Not enough training on company
of your onboarding process, which needs to be as deliberate, products/services
comprehensive, and structured as every other HR process at
your company.
Lack of access to essential tools
Despite its importance, effective onboarding remains one
of Corporate America’s most elusive golden geese—rare Technology issues (e.g.,
and hard to catch, but worth the effort. To find out what malfunctioning computers, lack of
employees want—and need—from onboarding, BambooHR setup, etc.
surveyed 1,500 full-time US employees and interviewed 40+
recent new hires.* Not having a single person acting
as an onboarding guide
No clear manager
*Editor’s Note: All names and identifying information have been changed to protect privacy. Quotes have been lightly edited for clarity and concision.
This number jumps to 95% after the first two months. And
remember, staying doesn’t mean new hires will be engaged
87% in their work, just that they may choose to stay despite
harboring regrets.
of New Hires
Hope to Make a
Friend at Work
62%
of Employees
Say Their First
Impressions of
a New Company
Are Still Accurate
• Safety guidelines
So it’s important to structure those first few weeks of Onboarding is the more comprehensive and long-term
onboarding with a plan that’s specifically designed to process that extends beyond the initial orientation activities.
convince new hires your company is worth it—the paycheck, It’s designed to integrate new hires into the company culture,
the mental load, the time, the effort, and the emotion. help them understand their roles and responsibilities, and
facilitate their successful transition into the organization.
Whether those tears are due to imposter syndrome,
information overload, feeling like a fish out of water, or being
the odd one out on a close-knit team, a lot can weigh on new
employees. Not to mention the emotional and physical toll of
especially demanding jobs and industries. As much as
possible, onboarding should alleviate anxieties, not add
to them.
• Mentorship programs
• Job-specific training
• Goal-setting
• Performance feedback
For better or worse, your company’s onboarding processes— A formal process provides clear structure and
formal or informal, virtual or in-person—will say volumes oversight, including:
about the way things are run at your organization. But that
isn’t to say all of one and none of the others is the • A defined onboarding timeframe with specific timelines
best approach. and milestones
Instead, think of where and how to blend the formal with the • A structured process for completing new-hire
informal, and the virtual with in-person, for a comprehensive, paperwork
flexible, and inclusive onboarding process.
• Scheduled training sessions, workshops, and
shadowing opportunities
Formal vs. Informal Onboarding
• Scheduled, staggered check-ins, performance
Onboarding exists on a spectrum of formal and informal assessments, or feedback sessions
approaches and processes. We recommend leading with a
structured, formal onboarding process but leaving room for • Assigned mentors, guides, or “onboarding buddies”
informal personal touchpoints along the way.
While formal onboarding can create consistency for new
After accounting for all the necessities, like paperwork and IT hires, there’s a risk it may become inflexible or impersonal.
support, and streamlining processes as much as possible, you And while it’s important to treat all employees equally,
can then focus on welcoming and integrating new people into a one-size-fits-all approach to education, training, and
an established organization with a more personal touch. socialization could unintentionally discourage managers from
accommodating new hires’ needs on an individual basis.
• Faster or more predictable time to productivity • Less flexible processes can feel rigid and unwelcoming
• Thorough new-hire training improves quality assurance • Lack of personalization creates a one-size-fits-all
approach and feelings of exclusion
• Ensured check-ins and opportunities to socialize for
new hires • Less room to accommodate employees’ specific needs
• Set processes for gathering new-hire paperwork • Risk of information overload when training occurs within
& signatures a tight timeframe
• Intentional introduction to company culture, mission,
and values
• More opportunities for personalization and adaptability • Important paperwork more likely to fall through
in situations where the structure may not be working for the cracks
an individual
• Risk of workstations not being set up on time or
• Ongoing, informal communication around how the new even addressed
hire is feeling and developing may feel more natural
• New hires’ time to productivity may take longer
and approachable
than necessary
• May fit new hires’ individual needs more flexibly
• Poor or incomplete training may lead to
and organically
preventable errors
• Knowledge transfer between senior employees and new
• Lack of oversight and direction may increase turnover
hires is more custom and directly applicable to their
day-to-day • No dependable timeline for new hires, managers, or HR
• No specific contact person for new hires may leave them
feeling isolated
How Long Is the Onboarding Process? How many US employees want to start
work immediately?
An employee onboarding program can extend anywhere
from a week to several months. Some companies may even
schedule onboarding activities for their employees’ entire first
year. Of course, what works best will depend on the role and
Gen Z
organization.
Prefer some ramp time Collect feedback from new hires, so you know what to
tweak or overhaul about your processes. And create specific
goals for what you hope to achieve. It’ll be easier to pinpoint,
Prefer 1-2 days of ramp time measure, and assess the strong and weak points of a defined
program than to fine-tune an informal,
shoot-from-the-hip approach.
1. 2.
Before the First Day (1–2 Weeks Before) New Hire Orientation (2–6 Weeks)
3. 4.
New Hire Training (1–6 Months) Ongoing Support (Indefinite)
• Educate new hires on company policies, • Conduct a new-hire survey to get immediate
compliance, procedures, and more. feedback on the onboarding experience.
• Introduce company culture and values. • Create regular check-ins between new hires and
managers to create an ongoing feedback loop.
• Complete benefits selections.
• Establish formal or informal mentors.
• Provide job training.
1.
Write a
3.
Detailed Job
Description
Create a
Pre-Boarding
Process
This will echo the job posting that brought the new hire
to you in the first place but must now include clear,
detailed, and immediately applicable descriptions of the
role’s expectations and responsibilities. This will also be Establishing a pre-boarding process makes the transition
what managers and supervisors use to evaluate smoother for new hires and gets boring paperwork out of
employee performance. the way, so you can focus on creating the best experience
for their first day.
Imagine the new hire referring to this document on a daily
basis as they learn the ropes. Leave nothing out they’ll need For example, BambooHR® Onboarding gets onboarding
to know to do the job to your standards and needs. started before the first day with automated pre-boarding
packets, e-signatures, Get to Know You questionnaires,
and more.
2.
Craft a
Compelling
4.
Job Offer Make a
Good First
Impression
7.
• Set goals, objectives, and performance metrics that align
with the company’s overall objectives.
Plan a Training • Provide regular feedback and guidance to help new hires
Schedule understand how they’re progressing and what areas they
can focus on for improvement.
10.
at making the process really easy, relaxed,
and comfortable. She pretty much
walked me through it step by step and it Re-Board
really helped. She was always available When Necessary
for questions if I had any. I had a really
positive experience with onboarding.”
Our survey found that new hires appreciate peer Re-boarding is necessary when employees have been
connections, too. 86% of new hires appreciate support from absent for a period of time or are transitioning to a new
an onboarding buddy, and an added benefit is the ongoing role within the company. Substantial organizational changes
support these connections can provide long after the original can also call for re-boarding, which can involve revisiting
onboarding period ends. certain trainings, setting new goals, or providing
additional resources.
The Top 9
Benefits of
Onboarding
1. Increased Productivity 3. Improve Understanding of Role
and Expectations
Good onboarding doesn’t just increase a new employee’s
capacity for productivity. It also boosts a key HR and Onboarding should provide new hires a clear understanding
onboarding metric —time to productivity (TTP), which of their role, your expectations, and the performance
describes the time it takes for new hires to acclimate and metrics you’ll use to assess them. This sets them and their
start contributing at full steam. supervisors up for a meaningful first performance review,
complete with aligned expectations and actionable feedback.
2. Increased Retention
4. Improved Understanding of Company
65% of employees know if a job is the right fit within the first
Culture and Team Dynamics
month, which means every second of those first 30 days will
make or break your retention metrics. As you welcome new No company is too large or profitable to be immune to
hires with effective onboarding, you build a strong case for “broken culture syndrome” and its toxic, foundation-
staying long-term at your company. crumbling effects, but an ounce of prevention is worth a
pound of cure. Onboarding ensures new hires understand
and align with your org’s culture, values, and norms from the
beginning, and directs the course of your mutual
long-term success.
HR pros are experts at spotting poor onboarding practices. For Emma, a new job came with an overwhelming amount
of online training—much of it irrelevant to her specific role.
We found that 79% of HR professionals know if a job is going “It’s hours and hours of training that I have to do on my
to be a good fit for them within the first month, compared own unpaid time outside of work hours,” she said. “It’s just
to 65% of other workers. It’s especially unfortunate when a something that everybody has had to do, but a lot of it is
poor onboarding experience repels the very people who’d be irrelevant to my role. It’s very frustrating.”
tasked with improving it.
In situations like this, HR pros have an opportunity—and a
So how do you begin improving the onboarding process at responsibility—to seek out feedback and advocate for more
your company? efficient practices that reduce employees’ discontent.
How many employees know whether a job is Define Trackable Metrics to Gauge Success
a good fit within one month?
Establish key performance indicators (KPIs) or metrics to
measure the effectiveness of your onboarding process.
These metrics could include employee retention rates, time
to productivity, engagement levels, or feedback scores.
Truly effective onboarding relies on the humans on your Onboarding Process Automation
team—the recruiters, hiring managers, mentors, and other
teammates—who’ll welcome, support, and encourage new When you use HR onboarding software for new employees,
hires. you’ll get access to prebuilt, automated workflows,
checklists, and other time-saving features, such as:
But technology can be a powerful assistant to the
onboarding process—and new hires expect it to play a • Custom offer letter templates
role in their onboarding experience. 97% of our survey
• Personalized welcome emails
respondents say it’s important for onboarding to include
tools and software the company uses to streamline the • Total rewards statements
process, and 81% call it “crucial.” • Pre-assembled digital new-hire packets
In fact, onboarding software can set HR pros and people • Digital pre-boarding paperwork and e-signatures
managers free to delve even more deeply into the nuances of • Automated self-boarding checklists
truly effective, human-to-human onboarding.
• Post-onboarding new-hire surveys
• Digital document storage and organization
Everyone in the company plays a part in helping new hires feel welcome and comfortable, but your key
contributors will be HR, hiring managers, mentors, and those coworkers who’ll be working closely with the
new hire in their day-to-day tasks.
Absolutely. In fact, when you leverage pre-boarding packets, you can get all the paperwork and formalities
out of the way so the new hire’s first day can be all about making connections and getting to know your
company’s culture.
Start by defining clear objectives for your onboarding and a way to measure success. Then create a
structured plan for incorporating company culture, providing necessary resources, and seeking feedback
for continuous improvement.