10 Absolute Best Practices for Employee Onboarding


10 Absolute Best Practices for Employee Onboarding

Anjali Dalal | Sep, 25 2023

10 Onboarding Best Practices to Wow Your New Hires


If you are looking to create a remarkable onboarding new employees, you’re in for a treat. This blog will be your trusty guide in welcoming new hires and creating an environment that screams, “You belong here!”

Ready? Let’s go!


Step 1: Preparing for Onboarding New Employees

Let’s start with the foundation: Preparing for the grand welcome.

Put Yourself in Their Shoes

Imagine you’ve just landed a job at a company you’re excited about. But as you walk through those office doors on day one, you’re filled with questions and anxiety. 

  • Will you fit in? 
  • Will you understand the company’s culture and expectations? 

These are the thoughts racing through every new hire’s mind. To tackle this, step into their shoes. Consider the information and support you’d want if you were in their position. 

  • What questions would you have? 
  • What would ease your nerves? 

This perspective shift will help you tailor your onboarding process to address these concerns effectively.

Employee Onboarding (Course)


Define Clear Objectives and Expectations

Clarity is key. Before your new employees even set foot in the office, ensure they know what’s expected of them. Define clear objectives and expectations for their role.

For instance, if you’re bringing in a new sales representative, outline the sales targets and KPIs they’ll be working toward. It will help them visualize their role and goals within the organization.

Save Thousands Of Dollars With Coggno Prime Subscription


Creating a Welcoming Environment

First impressions are everything, right? Well, that holds for your new hires, too. When they walk in, make sure they’re greeted with warmth and enthusiasm. A simple welcome message on their desk can work wonders. Also, ensure that their workspace is prepped and ready. 

Onboarding New Employees


Step 2: Building a Comprehensive Onboarding New Employees Plan

Creating a comprehensive onboarding plan ensures your new employees have a smooth experience while settling in.

  • First-Day Agenda: Start strong with a well-thought-out first-day agenda. Include introductions, orientation, and a tour of the workplace. Don’t forget to allocate some time for paperwork and HR formalities.
  • First-Week Goals: Beyond day one, think about the first week. What are the crucial tasks or skills your new hire should acquire? Outline these goals and provide them with the necessary resources to achieve them.
  • Month-by-Month Plan: Consider a month-by-month plan that covers key milestones and training activities. This extended timeline helps new hires settle in gradually and excel over time.


Tailoring Onboarding to Individual Roles

Recognize that each role in your organization is unique. So, your onboarding approach should also reflect that.

  • Customized Training Paths: Develop customized onboarding paths for different roles. For example, a software engineer and a marketing manager will have different training needs. Tailor the content and activities to suit their specific requirements.
  • Role-Specific Modules: Create role-specific modules about skills needed to succeed in that position. These modules can mix e-learning, workshops, and hands-on training.

Onboarding Learning Track


Step 3: Engaging Orientation Activities

Engaging in orientation activities helps your new employees bond with the team. Team-building exercises are another ace in your orientation toolkit. These can be off-site adventures or simple in-office challenges. 

Furthermore, encourage your new hires to meet the entire team. Host meet-and-greet sessions where they can chat with colleagues from different departments.

Understanding Retirement Planning (Course)


Step 4: Effective Training Materials

Effective training materials and interactive learning tools are the building blocks of a successful onboarding journey. The key to effective training materials is clarity. They should be:

  • Employee Handbook: Start with a comprehensive employee handbook. It’s like the Bible of your company’s policies, procedures, and expectations. Ensure it’s well-organized, easy to navigate, and accessible both in print and digitally.
  • Training Manuals: Role-specific training manuals should cover everything from job responsibilities to step-by-step processes. Include visuals, examples, and real-world scenarios to make it engaging and practical.
  • Visual Aids and Infographics: Sometimes, a picture is worth a thousand words. Use visual aids and infographics to simplify complex concepts. 
  • E-Learning Modules: Develop interactive e-learning modules that allow employees to learn at their own pace. These can include quizzes, videos, and interactive exercises.
  • Gamified Training: Gamification adds an element of fun to learning. Create games or challenges that teach important concepts or skills. Leaderboards and rewards can add a competitive edge to the training.

 Understanding Retirement Planning (Course)


Step 5: Mentorship and Buddy Systems

Mentorship and buddy systems serve as guiding lights for your new employees. A mentor can offer guidance and wisdom. On the other hand, a buddy can provide a more relatable connection. The mentor or buddy should embody the company culture, values, and work ethic

Customer Service Management


Step 6: Feedback and Evaluation

Feedback is a two-way street. Encourage new employees to share their thoughts, questions, and concerns throughout onboarding. Schedule one-on-one check-ins to discuss progress, challenges, and goals. In addition to personal conversations, use surveys to collect anonymous feedback. Ask about: 

  • Their overall experience; 
  • The clarity of training materials; 
  • The effectiveness of orientation activities.

Giving Great Feedback


Step 7: Compliance and Legal Requirements

Compliance and legal requirements make a workplace legally and ethically stable. Ensure that your new employees are well-versed in your company’s compliance policies.

Furthermore, keep meticulous records of all training and certifications. It includes: 

  • Documenting completion of training modules; 
  • Certifications obtained; 
  • Dates of training


Step 8: Technology and Onboarding

Technology has revolutionized the way we bring new employees into the fold. Human Resources (HR) software has become the cornerstone of modern onboarding. It:

  • Streamlines administrative tasks; 
  • Reduces paperwork

Furthermore, learning management systems have taken employee training to new heights. They offer a centralized platform for creating, delivering, and tracking training materials.

Introduction To Affirmative Action


Step 9: Inclusivity and Diversity

Ensure your onboarding practices are inclusive and considerate of your new employees’ diverse backgrounds and perspectives.

Furthermore, your onboarding process should reflect diversity. Ensure your new employees receive workplace training on inclusion and diversity.

Maximize Training, Minimize Costs With Coggno Prime


Step 10: Long-Term Integration

The journey continues after successful onboarding. Introducing long-term integration in your workplace will help shape the future of your employees. As new hires move beyond the initial stages, offer them ongoing support. You can establish integration checkpoints at the 30-day, 60-day, and 90-day marks.

Furthermore, keep the mentorship and buddy systems alive beyond the onboarding period. Provide them with support and guidance whenever needed.


A close up of a Coggno Extensive Library of over 10000 courses image


Congratulations on reaching the final leg of this blog post. We’ve covered a lot of ground, from the beginning of preparing for that grand welcome to the ongoing long-term integration process. Creating a remarkable onboarding experience is not just about ticking boxes or following a checklist. It’s about ensuring they feel like they belong from the first day.



Speak to one of our experts about Coggno Prime

Whether your goal is to buy industry specific training or get an integrated LMS, we have your back.

Also, learn how we helped organizations save $150,000 on their training budget last quarter. Fill out the form below and one of our experts will get in touch with you.

Learning Made Simple

online training courses Blog
Employee training

Boost Your Workforce's Skill

Fresh and relevant courses to elevate your team’s skills and competencies

Schedule Demo