effective employee onboarding

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Your Step By Step Guide to Lean, Effective Onboarding

1. Before The Employee's First Day At Work

2. For the First Day At Work

3. For the First Week At Work

4. First Month Review

According to the Society for Human Resources Development (SHRM), employee onboarding (also known as organizational socialization) is the “process of helping new hires adjust to social and performance aspects of their new jobs quickly and smoothly, and learn the attitudes, knowledge, skills, and behaviors required to function effectively within an organization.”

Firstly, let’s analyze effective onboarding goals. Goals of the onboarding process for new employees should:

  • Acclimate them to their job duties. New employees need to know what specific role they’ll play in achieving company and team goals.
  • Create engagement opportunities. An onboarding plan should provide opportunities for the employee to engage with their coworkers and management team. This reinforces the idea that business is directly committed to employees’ professional growth.
  • Help them fit in the culture. New hires should be able to get a strong sense of company culture right off the bat. They should have an early understanding of workplace norms and the kind of leadership they can expect from their managers.
  • Retention. Overall, each company wants new employees to become long-time employees. The onboarding process can make or break employees’ morale and their confidence that their role is important to the company’s plans and goals. Unhappy employees often move on to other companies and can be very costly.

Good employee onboarding should consist of two essential parts: formal and informal.

Formal onboarding is mandatory for all companies. It's all the official information you need to know and all the documentation you need to sign. Also, it includes information about the structure of the company or about the department you work for. Everything is sharp and clear.

Ok, but what about the goals and values of the company? Company values matter. Every successful company has a set of company values to assist their employees in achieving their goals as well as the company's. Very often, almost always, companies miss these points. This is an  informal part which is as important as the formal one.

The best way to build an effective onboarding process for a new employee is to combine these two parts(formal and informal) together. Our customers, who are creating their employee onboarding using our tool perfectly cope with this task. Let's take a look at an example.

Effective onboarding

One of our customers, a company with 500+ employees, onboard new hires with the help of academies. They have created 2 academies for newcomers and “Academy of inspiration”. Will you guess which one was more memorable? Of course, the inspirational one. It is not because it was less serious, easier, etc. “Academy of inspiration” shows new employees that company, where they will work, is a living body with its own values, dreams, desires, and goals. You will understand that your onboarding is perfect when new employees will start telling you: “Yep, it is worth to spend a few years of my life here”.

Your Step By Step Guide to Lean, Effective Onboarding

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1. Before The Employee's First Day At Work

Before your new worker's first day at work, laying out the basic onboarding process is the key to success. Here's what you can do to achieve an effective onboarding process:

a. Preparations: Ensure that the workspace is set up and ready for their arrival. This includes providing all necessary equipment, such as a computer, phone, and any other tools they may need.

b. Paperwork and Documentation: Send all the documentation and materials in advance. This may include tax forms, employment contracts, and company policies. Encourage them to review and fill out these documents before their first day.

c. Welcome Email: Send a warm welcome email to the new person in your team. In this email, introduce them to the team, provide details about their first day, and offer any additional information and tools that may come in handy for them, such as parking instructions or dress code.

d. Training Materials: Share any pre-reading materials or training modules that will help them get familiar with their role and the company culture.

2. For the First Day At Work

The first moments are critical during the onboarding process. So, pay as much attention as you can to the following aspects:

a. Welcome Breakfast or Coffee: Start the day with a sweet welcome, such as a breakfast or coffee session with the new worker and their team. This provides an opportunity for introductions and informal conversations.

b. Company Orientation: Begin with a company orientation session. This should cover the company's mission, ideas, values, history, and organizational structure.

c. Team Introductions: Arrange for the newbie to meet their coworkers individually. Deliver a brief overview of each team member's role and responsibilities.

d. IT Setup: Ensure their computer, email, and other IT-related tools are set up and functioning correctly.

e. Training Plan: Review their training plan for the first day, which may include specific tasks, meetings, or training sessions.

3. For the First Week At Work

During the first week, focus on helping the person integrate into their position and become a part of the company culture:

a. Job Training: Provide job-specific training and assign tasks allowing workers to apply their knowledge.

b. Buddy System: Assign a buddy or mentor to the new worker. This person can offer advice, answer questions, and facilitate a smooth transition.

c. Team Building: Never forget about these sorts of activities or outings to help newbie bond with their colleagues.

d. Feedback Sessions: Schedule regular feedback sessions to check the worker's progress and address any concerns or questions.

e. Review Company Policies: Review essential company policies, such as HR guidelines and safety procedures.

4. First Month Review

After the first month, it's time for a comprehensive review of their onboarding experience:

a. Performance Evaluation: Conduct a performance evaluation to assess their progress and find aspects that should be improved.

b. Goal Setting: Collaborate with the worker to set honest, achievable and transparent goals and deliver your expectations for their role moving forward.

c. Continued Training: Discuss ongoing training and development options to facilitate their growth.

d.  Feedback: Encourage every person to share their thoughts and impressions on their onboarding experience and make any necessary adjustments based on their input.


Let's take a quick look at what the academy is capable of:

  • You can add slides, videos, animations, quizzes, certificates in your courses. In other words, everything that makes it dynamic and interactive.
  • You can edit content whenever you want.
  • Сertification. After finishing any of the academies learners will receive a certificate that will show his achievement.
  • Academies allows you to have detailed statistics on each reader, for example, the number of lessons they've learned or time spent in your Academy.
  • Academies are organically integrated into the website content structure.

To know how academies evolve and what new features and improvements appear in the product you can check our blog

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So, to sum up, when built correctly, employee onboarding leads to higher job satisfaction, organizational commitment, lower turnover, higher performance levels and better performance management, career effectiveness, and lower stress.

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