The Onboarding checklist

Are you ready to take the jump and build your first digital onboarding program? Are you a little unsure of what to include in it and what to leave out? Don’t worry, we have made a brief checklist for you that includes the most popular things our clients put into their onboarding programs.

Are you ready to take the jump and build your first digital onboarding program? Are you a little unsure of what to include in it and what to leave out? Don’t worry, we have made a brief checklist for you that includes the most popular things our clients put into their onboarding programs.

 

  • Welcome greeting from the CEO
  • The company history, mission, vision and values
  • Videos with employees talking about the company culture
  • Your employee handbook
  • Descriptions of your product or service
  • Media snapshot

 

Welcome greeting from the CEO
Get off to a good start with a video greeting from the CEO, welcoming the new employees. Make it light and not too formal.

 

The company history, mission, vision and values
What kind of organisation is the new hiring joining? Has the company existed for over 100 years? Are you a new startup? What are you working towards and how may your goals have changed over time. Companies are a product of both their legacy and their future aspirations.

 

Have your CTO talk about the first release of your software, or marketing about that time you hit 10,000 followers on facebook, or your website went down because you ran an advertisement that just took of in an unexpected way.

 

Videos with employees talking about the company culture
If you have worked in different countries or industries, you know that the culture in companies vary to a very high degree. What characterizes your company culture? Do you do morning yoga together? Do people work from home? Do you host an epic Friday bar? Is your work setting formal or relaxed? Have different employees talk about the company culture and offer small unique insights like, “remember to label your almond milk before putting it in the fridge” or “the steak house around the corner has a 2 for 1 every Thursday or “if you invite marketing to the Friday bar, you better prepare yourself for a karaoke battle”.

 

Your employee handbook
You should include the employee handbook in the onboarding course. You may want to break it down to several unit dealing with different topics. We recommend including quizzes ensuring your new employees understand the most important parts of your employee handbook, such as GDPR, your sexual harassment policy etc.

 

Design exercises and meeting sas a part of your onboarding program where they get to play with your product or software and ask questions. Remember to ask for feedback, fresh eyes will see things you don’t.

 

Descriptions of your product or service
What is your core business about? If you sell a product or a software, your new hire needs to really understand that product or service, no matter where in the company they work. Design exercises and meeting sas a part of your onboarding program where they get to play with your product or software and ask questions. Remember to ask for feedback, fresh eyes will see things you don’t.

If you sell a service, what does the new hire need to know about that service? What makes the customers buy from you? Why do they come back? What are some of the negative feedback you have received?

 

Media snapshot
Finally, you may choose to share some of the traditional and social media stories about your company that showcase how you communicate about yourself publicly.During the month of March, we focus on supporting you in building a great digital onboarding experience for your employees. Please feel free to reach out if you need any assistance.

 


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