Great ways to create an effective onboarding strategy


No matter the size of your company, losing talented employees can negatively impact your entire operation. Retaining and developing talent starts with an effective onboarding strategy.

Everyone’s first day at a new job is nerve-wracking, so it is the responsibility of the employer to have a set of structured steps to get their new team member familiarized with the company and its’ processes. 

Before hiring a new employee, you should plan your onboarding strategy to set yourself and your team up for success. 

Before we dive into the onboarding strategies let’s start by learning what is an onboarding process.

What is an onboarding process?


If your company doesn’t have an HR department, there are probably many processes that are being neglected, and usually, the onboarding process is one of them.

When you search for company reviews on the internet you will soon find out that most employers fail to meet their employee’s onboarding expectations. Why? Because they lack structure and thoroughness. 

A study shows that only 12% of employees think that their company does a good job onboarding, the rest feel that most programs are informal, inconsistent, and reactive. Their focus is on paperwork and administrative tasks rather than people and training. 

Onboarding is a process where a new employee is provided with information about the company, its values, vision, and training in general.

This step is super important because it is the first impression your new employee will get from your company.

Ensuring an effective onboarding will set your new employee up for success, and reduce employee turnover. And how can your company achieve this? By creating an onboarding strategy.

Why is this process essential?


So far, we’ve spoken about the risks of not having an effective onboarding strategy but what happens when employers manage to do this process right?

The first day on the job is always a bit hectic, you are trying to absorb as much information as you can while trying to perform correctly. 

A new member that is welcomed to the company by their team and shown the facilities and amenities can get a sense of what the work culture is like.

That great first impression will motivate this new member to start their new position on the right track and increase their employee engagement.

Having an onboarding strategy will reduce stress for everyone as every step is detailed and set on a schedule. This will prepare your HR team, mentors, and managers for this new member’s arrival.

How to create an effective onboarding strategy


There are a few steps we recommend doing before your new employees’ arrival. These steps are called “preboarding”.  Preboarding is the period of time between an employee accepting their job offer and their first day at work. 

During this stage we suggest introducing your new member to the team in an informal way, lunch or coffee dates work perfectly! If your work days are too busy to go on these dates, welcome emails do the job just right.

Letting your new team member know what to expect on their first day by sending out important information and asking them to answer a few get-to-know-me questions can reduce the awkwardness of the first-day encounter.

After getting completing the preboarding process here are a few steps we recommend you taking:

  • Create an onboarding kit

Feeling lost on your first day at a new job is the worst feeling. Make sure to include in your onboarding kit important information such as emails, and phone numbers to the different departments in the organization.

  • Find a Mentor

A few training sessions are not enough to fully onboard a new member. Finding a mentor whether that be a manager or a trainer to help them out the first couple of weeks will make your onboarding strategy effective. 

  • Organize your information

Everyone’s brain retention capacity is different. So, organizing your information into blocks or sessions will guarantee that the information you deliver to your new member will be easily digested. 

Receive feedback from other team members to learn how you can make the information easier to share. You’d be surprised how their insight can help you to create the perfect training.

  • Use visual resources 

Reading information from a handbook is not the way to go when creating an effective onboarding experience. Try to be creative and switch up your platforms to create more visual training. Many HR platforms can help you to transfer your training information to friendlier formats.

  • Shadowing 

Shadowing is an old but effective technique used to teach new employees the internal processes. Pair your new member with a high-performing employee so they can learn the best tips and tricks to perform their job.

Feel overwhelmed?

If you feel like your company needs help to create an effective onboarding strategy or to handle the entire onboarding process, leave it to the experts! We have experience successfully managing every single HR process for companies.


If you are interested in knowing more about us, check out our services!

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