How To Improve Onboarding Process With These 13 Simple Steps
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How To Improve Onboarding Process With These 13 Simple Steps

Learn strategies on how to improve onboarding process. Explore simple steps to create a welcoming and efficient experience for new hires.

Tim Kuo

Tim Kuo

Nov 2nd 202417 min read

shaking hands with new employee - How to Improve Onboarding Process

Imagine starting a new job and you’re stuck in a room with a stack of paperwork and a video from the 90s. For many new hires, this outdated process is all too familiar. But there’s a better way. An Inclusive Onboarding experience doesn’t just welcome new employees; it sets them up for success. In this article, you’ll learn how to improve your onboarding process to make new hires feel valued and engaged from day one.

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What Does A Successful Onboarding Process Looks like

helping new employee - How to Improve Onboarding Process

Picture this: it's your first day, and you're hit with a mountain of rules, policies, and guidelines. It's like assembling a puzzle with no picture on the box. New hires often feel overwhelmed by compliance requirements, from health and safety protocols to legal obligations. With clear guidance, they might avoid breaking rules or missing deadlines.

An effective onboarding process cuts through the confusion. It provides clear instructions and resources from day one, ensuring employees understand what to do and when. This way, compliance becomes a breeze rather than a burden.

Unpacking Role and Responsibility Ambiguity

Imagine showing up for a new job only to find out you're trying to figure out what you should be doing. It's like being handed a map without a destination. New hires often need a more specific understanding of their roles but need specifics to succeed. Early, in-depth discussions with managers about responsibilities and performance goals are crucial.

This clarity helps employees feel confident and focused, reducing frustration and boosting performance. With it, they might be able to find their footing and contribute effectively.

Cracking the Code of Company Culture

Fitting into a new company culture can be like learning a new dance with an unfamiliar rhythm. Culture encompasses communication styles, decision-making processes, and workplace norms. New hires might feel like outsiders if they must be properly introduced to these aspects. Onboarding should include a thoughtful introduction to the company's values and day-to-day practices. This helps employees align with expectations and feel comfortable more quickly. It also fosters a sense of belonging, boosting overall morale.

Building Connections and Establishing Relationships

Starting a new job can feel like walking into a party where you don't know anyone. It's isolating and uncomfortable. New hires need opportunities to meet co-workers in informal settings and establish rapport with key team members.

A structured approach to building connections can help overcome this issue. Assigning mentors and arranging social interactions early on ensures new hires feel welcomed and supported. This, in turn, accelerates their integration into the company and sets them up for long-term success.

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How To Improve Onboarding Process With These 13 Simple Steps

team discussing ideas - How to Improve Onboarding Process

1. Design a Plan for Each Key Phase of Onboarding

Create a structured roadmap that outlines the activities and information new employees need to know before their first day, during their first week, first 90 days, and first year. This plan should be comprehensive and tailored to the organization's specific needs.

Designing a plan for each key onboarding phase involves breaking down the onboarding process into specific stages and outlining each phase's activities, resources, and goals.

Here are some concrete ways to design a plan for each key phase of onboarding:

Before the First Day

  • Send new hires a welcome email or package with important information such as their start date, dress code, and pre-employment paperwork.
  • Provide access to necessary systems, tools, and resources, such as email accounts, project management software, or training materials.
  • Assign pre-reading or pre-training materials to familiarize new hires with the company's culture, values, and policies.

First Day

  • Schedule a comprehensive orientation session introducing new hires to the organization's mission, vision, and values.
  • Conduct a tour of the office or a virtual office tour, highlighting key areas and introducing new hires to their colleagues.
  • Assign a buddy or mentor to guide new hires through their first day, answer questions, and provide support.

First Week

  • Provide an overview of the team's structure, roles, and responsibilities, including introductions to key team members.
  • Offer training sessions or workshops on essential tools, processes, and systems used within the organization.
  • Assign small projects or tasks to allow new hires to apply their skills and gain hands-on experience.

First 90 Days

  • Set clear goals and expectations for new hires, outlining what they should achieve within the first 90 days.
  • Schedule regular check-ins with managers or mentors to provide feedback, address concerns, and offer guidance.
  • Offer new hires opportunities to attend team meetings, cross-functional sessions, or training programs to broaden their understanding of the organization.

First Year

  • Conduct performance reviews or evaluations to assess new hires' progress and provide constructive feedback.
  • Offer opportunities for professional development, such as training programs, workshops, or conferences.
  • Encourage new hires to set long-term goals and develop a career plan. When designing the plan for each phase, consider your organization's specific needs and goals.

Tailor the activities and resources to align with your company's culture, values, and industry. Additionally, ensure the plan is flexible enough to accommodate individual differences and adapt to changing circumstances.

2. Personalise the Onboarding Process as Much as Possible

While you’ll want to create an onboarding program that is broadly the same for each new starter:

  • Covering IT setup
  • Orientation
  • Organizational values, strategy, and culture, for example

The most crucial elements will be tailored to the division, department, or team in which the new employee will be working. These might include:

  • Learning that is specific to that role, function or department and is suited to the employee’s learning style
  • Policies and HR documentation
  • Objectives, goals and performance management
  • Reward and benefits information, which may differ by seniority level
  • Start times and flexible working arrangements
  • Safety information and procedures

A personalized experience will not only make the new starter feel more valued and better supported, it’s also likely more effective than a standardized induction program.

3. Build Company Culture Into Your Onboarding

Incorporate activities like team-building exercises, virtual meet-and-greets, or storytelling sessions to introduce new hires to the organization's culture. This helps them feel connected and aligned with the company's values and mission.

Here are some tangible ways to incorporate company culture into your onboarding:

Welcome Package

Create a welcome package for new hires that includes items representing your company culture, such as branded merchandise, company values cards, or a welcome letter from the CEO. This sets the tone and introduces new hires to the unique aspects of your culture from the start.

Culture Presentation

Dedicate a portion of the onboarding program to a culture presentation. This can be delivered by a senior leader or a representative from the people operations team. The presentation should cover the company's mission, vision, values, and key cultural aspects. Use real-life examples and stories to illustrate how these values are lived within the organization.

Culture Handbook

Develop a culture handbook or guide that provides an in-depth overview of your company's culture. Include information about the history, values, rituals, and traditions that shape your organization. This handbook can serve as a reference for new hires to understand and align with the company culture.

Cultural Immersion Activities

Incorporate interactive activities into the onboarding process that allow new hires to experience and engage with the company culture. This can include team-building exercises, group discussions, or role-playing scenarios that reflect the values and behaviors you want to promote.

Cross-functional Introductions

Facilitate introductions and interactions between new hires and employees from different teams or departments. This will expose new hires to a diverse range of perspectives and allow them to witness how the company culture manifests across various functions.

Culture Ambassador Sessions

Organize sessions where employees from different levels and roles share their experiences and perspectives on the company culture. These sessions can be panel discussions, Q&A sessions, or informal coffee chats. This provides new hires with multiple viewpoints and reinforces the importance of culture throughout the organization.

Ongoing Culture Integration

Ensure that the company culture is consistently reinforced beyond the onboarding process. Incorporate culture-related activities, events, or initiatives into regular team meetings, performance reviews, and company-wide communications. This helps new hires see that culture isn't just a one-time introduction but an integral part of the organization's DNA.

4. Hold a Group Orientation

A new hire orientation program is a great opportunity to communicate your company’s mission, vision, and values and introduce new hires to the company's culture. Generally, this is also when you’ll ask the employee to complete new hire paperwork and allow them to ask questions about their benefits package and the organization’s policies and procedures. Because you’ll need to cover a large amount of information, it’s often more efficient to hold these sessions with several new hires at once, rather than as individual one-on-one meetings.

Consider scheduling multiple employees to start on the same day so they can attend new hire orientation as a group. This can help HR staff save time, and also gives new employees a way to bond over their shared experience and get to know others within the organization before they dive into their new responsibilities.

5. Pair New Employees With a Peer Mentor

While new employees know they can always approach their direct supervisor with questions and concerns, managers are often busy and may not be as accessible as their peers. To help new hires assimilate and ensure they have a point of contact who can guide them through their first few weeks on the job, pair them with a “buddy.” This person should be at an equal or similar level and have a similar role and act as the employee’s mentor as they complete the training process.

An experienced peer can pass along valuable knowledge and advice, introduce the new employee to important contacts within the organization, and show them around the facility. Because the peer mentor is at the same professional level, your new hire will likely feel more comfortable asking how to do something or sharing their uncertainties than they would with someone in a more senior leadership position.

6. Get Buy-in From Across the Organization

Getting a new starter up to the speed required a significant investment of time and energy not only from their team, their line manager, and the HR department but also from colleagues in the wider organization.

Senior leaders should understand why it’s important they take time to greet or meet with new employees and explain how their role fits into the wider organisational structure and contributes to the overarching mission and goals.

That requires you to encourage and promote a collaborative culture, one where staff are happy to share their time and expertise with new colleagues. You may even want to set up an internal network of mentors who can provide extra support and insight for new hires.

7. Leverage Technology for Efficiency

Incorporating technology into the onboarding process can significantly improve its efficiency and effectiveness. Onboarding software can automate administrative tasks like document management, training modules, and tracking progress. This streamlines the process, reduces paperwork, and ensures consistency in information delivery. Virtual onboarding sessions and video tutorials can introduce new hires to the:

  • Company culture
  • Policies
  • Essential training

This is another field where augmented reality can shine, delivering an immersive, hands-on experience during initial training. With AR, new hires can learn by doing without the associated risk of error. From occupational health and safety to fire training and acquiring necessary skills for particular positions, AR has trainees covered.

Technology enables seamless communication and collaboration between HR, managers, and new employees, creating a smooth onboarding experience even for remote or distributed teams.

8. Provide Clear Job Expectations and Training

To perform well, new employees need a clear understanding of their roles and responsibilities. During onboarding, managers should communicate specific job expectations, key performance indicators, and success criteria. They should also provide ample training and resources to equip employees with the skills and knowledge necessary to excel in their roles.

Offering on-the-job training, access to learning platforms, and mentorship opportunities can help employees develop their competencies and feel more confident in their positions.

9. Foster Meaningful Relationships

Onboarding is all about connection. For many employees, the most valuable aspect of their most recent onboarding experience was the human element -- meeting people, forming social ties and learning from their colleagues.

New employees want relationships that make them feel supported, included and respected. They value candid feedback and clear communication, particularly from leaders and managers. They want to meet lots of people, ask questions and receive mentoring from colleagues who genuinely care. New hires have the best onboarding experience when they respect their partners and trust that their coworkers are committed to excellence.

10. Add Experiences That Bring Your Culture to Life

Onboarding should invite new hires to participate in your culture, whether a culture of innovation, customer-centricity or competition. This requires communication and firsthand experiences: New hires need to see and feel how your culture plays out and how they fit into it.

For example, your onboarding journey might highlight case studies about world-class customer service to teach new hires how to embody your customer values. Or if your culture emphasizes ethics and compliance, your onboarding journey might include a deep dive into your incident reporting process.

11. Gather Feedback and Adapt

Collecting feedback from new hires about their onboarding experience is crucial for identifying areas of improvement. Organizations can conduct surveys or hold feedback sessions to gain insights into the strengths and weaknesses of their onboarding process.

Analyzing this feedback helps HR and management teams to identify patterns, make data-driven decisions, and continuously refine the onboarding program. By being receptive to feedback and open to making necessary changes, organizations can create a more effective and employee-centric onboarding experience.

12. Measure Onboarding Success

Measuring the success of the onboarding process is essential to understand its impact on employee performance and organizational outcomes. Key performance indicators (KPIs) related to employee engagement, time-to-productivity, and retention rates can help evaluate the effectiveness of the onboarding program.

HR and management teams should regularly assess these metrics and use the data to identify areas for improvement. A data-driven approach ensures the onboarding process is continuously refined and aligned with the organization’s goals.

13. Monitor Employee Progress and Offer Support

The onboarding process doesn’t end on the first day or week. HR and managers should regularly check in with new employees to monitor their progress, address any challenges they may face, and offer ongoing support. One-on-one meetings, feedback sessions, and performance reviews can provide valuable opportunities for employees to share their experiences and receive guidance.

Organizations can foster a positive and supportive work environment by demonstrating a genuine interest in their growth and well-being, leading to higher job satisfaction and retention rates.

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How to Influence Culture in the WorkplaceHow Long Does It Take to Onboard a New EmployeeHow to Onboard Remote EmployeesHow to Onboard New EmployeesHow to Create an Onboarding ProcessHow to Improve Connection in the WorkplaceHow to Build High Performing TeamsEffective Onboarding • Remote Onboarding Best Practices • Best Onboarding Programs • Fun Onboarding Questions for New Hires • Onboarding Activities


Why New Employee Onboarding Is Important

stakeholders working - How to Improve Onboarding Process

Onboarding: The Key to Employee Success

The onboarding experience is more than a simple introduction. It’s the backbone that supports employee engagement and retention. Well-executed onboarding helps new hires feel confident and valued and equips them with the tools they need to succeed. When employees feel welcomed, they’re more likely to stick around and be productive. This process is crucial for setting the stage for ongoing success.

Boost Productivity and Engagement from Day One

A strong onboarding process does wonders for employee engagement and productivity. Research shows that 89% of employees who experience effective onboarding are more engaged at work. This engagement boosts productivity because engaged employees are more motivated to contribute to company goals.

Onboarding helps new hires feel like they belong, aligning them with the company’s mission and values. This alignment reduces the time it takes for them to become fully productive. Investing in onboarding pays off by retaining top talent and fostering a motivated workforce.

Cut Costs and Reduce Turnover

Onboarding has financial implications too. It costs about $4,100 per employee, but losing and replacing an employee can cost twice their salary. Around 70% of employees decide whether to stay or leave a job within the first month.

A poor onboarding experience is a leading cause of early resignations, often due to inadequate training or integration. Companies with weak onboarding are twice as likely to lose employees, with poor training causing 40% of resignations. Prioritizing comprehensive onboarding saves costs and strengthens employee loyalty.

Train for Success and Minimize Errors

Onboarding ensures that new hires are properly trained for their roles. When paired with effective training, onboarding builds confidence and reduces errors. Poor training and onboarding increase turnover risk as new hires feel overwhelmed or unprepared. A seamless onboarding process offers structured learning, mentorship, and clear expectations. This approach boosts morale, reduces stress, and enhances job performance. Companies that invest in onboarding and continuous training lay a strong foundation for employee growth and organizational success.

First Impressions Matter for the Long Term

The first impression during onboarding shapes an employee’s entire journey. It’s when they form opinions about company culture, leadership, and their value as team members. A positive experience reassures new hires they made the right choice; a poor one leads to disillusionment. Thoughtful onboarding reflects a company’s commitment to its people. When new hires see this commitment, they’re more likely to feel loyal and connected, which helps retain them long term.

Elevate Your Onboarding with Personalized Gifts

Incorporating inclusive onboarding practices creates a welcoming, supportive environment where new hires can thrive. Enhance your onboarding process with Giftpack’s client gifting service, designed to make your employees feel valued from day one. Try it for free today.

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How Long Does It Take To Onboard A New Employee?

person clapping for new employee - How to Improve Onboarding Process

Onboarding isn’t just a quick introduction. It’s a long-term journey that typically spans at least three months. This period helps new employees familiarize themselves with the company's policies, culture, and expectations. For some roles, especially those involving complex tasks or strategic responsibilities, onboarding can extend to six months or even a year. This allows for a smoother transition and ensures new hires are fully prepared and comfortable before they’re expected to perform at full capacity.

Why a Longer Onboarding Period Matters

The benefits of extending onboarding go beyond just easing new hires into their roles. A longer onboarding process ensures that employees have the time to understand their responsibilities and the company's culture fully.

This leads to a more engaged and productive workforce. A lengthy onboarding period also helps prevent burnout and turnover by giving employees the tools and support they need to succeed. It invests in the individual’s success and the company’s long-term goals.

The Role of Onboarding in Employee Retention

Effective onboarding is crucial for improving employee retention. When new hires feel supported and integrated into the company from the beginning, they are likelier to stay with the organization long-term. This reduces turnover rates and saves the company the costs and disruptions associated with frequent hiring and training new staff.

The Impact of Onboarding on Time to Productivity

A thorough onboarding process can significantly accelerate the time it takes for a new hire to become fully effective in their role. When employees are given clear guidance and the tools they need, they can start contributing to the company’s goals more quickly, which benefits both the individual employee and the organization.

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Build A Meaningful Employee Recognition Program With Ease with Giftpack's Client Gifting Service

Imagine starting a new job and feeling genuinely welcomed. It’s a universal desire. Giftpack steps in here, providing a unique touch to the onboarding process. A personalized gift breaks the ice and forges an emotional connection from day one. By considering a new hire’s demographics, preferences, and even social media activity, Giftpack adds empathy and understanding, setting the stage for a successful integration. This approach isn’t just about presents; it’s about weaving new team members into the company culture and making them feel valued right from the start.

Boost Engagement: Why Personalized Gifting Works

The onboarding process can be overwhelming. But what if you could cut through the noise with a gesture that speaks directly to the new hire’s interests and passions? This is where Giftpack shines. By curating gifts from a vast catalog of over 3.5 million products, Giftpack ensures that each gift reflects the recipient’s personality. This boosts engagement and helps new hires feel seen and heard. And when new hires feel seen and heard, they’re more likely to connect with their:

  • Peers
  • Managers
  • Company

The Gift of Inclusivity: How Personalized Gifting Fosters Belonging

Inclusivity is a key component of a successful onboarding process. But how do you make sure that new hires feel like they belong? Personalized gifting is a powerful tool for fostering inclusivity. By tailoring each gift selection process to the individual, Giftpack ensures that new hires feel part of the team from day one.

This can be especially important for underrepresented groups, who may feel isolated or marginalized during onboarding. By acknowledging and celebrating their unique identities, personalized gifting helps create a sense of belonging and community.

The Gift of Time: Streamlining the Onboarding Process

Onboarding is often a time-consuming and resource-intensive process. But what if you could streamline it without sacrificing quality? Giftpack’s custom AI algorithm makes it easy to curate personalized gifts for new hires in minutes. This not only saves time and resources but also allows HR teams to focus on other important aspects of the onboarding process. With Giftpack, you can ensure a seamless and efficient onboarding experience that leaves a lasting impression.

The Gift of Global Reach: Scaling Personalization Across Borders

As companies expand globally, providing a consistent onboarding experience across borders is increasingly important. But how do you ensure each new hire feels valued and appreciated, regardless of location? Giftpack’s global delivery network makes it easy to scale personalization across borders. With a wide range of locally and globally sourced gifts, Giftpack ensures that new hires receive a meaningful and personalized welcome, no matter where they are. This helps create a sense of belonging and reinforces your company’s commitment to diversity and inclusion.

• HR Onboarding Checklist • Best Practices for Onboarding New Employees • New Hire Orientation Presentation Ideas • New Hire Training Plan • Fun Onboarding Questions for New Hires • New Employee Checklist • Onboarding Activities • New Hire Welcome Kit • New Hire Orientation Best Practices • Fun Ways to Introduce New Team Members • New Employee First Week Schedule Template • Onboarding Gifts for New Hires


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Tim Kuo

Tim Kuo

Nov 2nd 202417 min read

About Giftpack

Giftpack's AI-powered solution simplifies the corporate gifting process and amplifies the impact of personalized gifts. We're crafting memorable touchpoints by sending personalized gifts selected out of a curated pool of 3 million options with just one click. Our AI technology efficiently analyzes each recipient's social media, cultural background, and digital footprint to customize gift options at scale. We take care of generating, ordering, and shipping gifts worldwide. We're transforming the way people build authentic business relationships by sending smarter gifts faster with gifting CRM.

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