Employee Lifecycle Management Blueprint

In this Blueprint:
In this Blueprint:

What is Employee Onboarding?

Employee onboarding is the process of getting a new hire setup, trained, and integrated into his or her company to start performing the duties they were hired to perform.

An effective employee onboarding process has far-reaching benefits. It can set a first impression that can greatly impact overall employee satisfaction and improve employee retention. On the flip side, a poor & inconsistent process can greatly delay new employees from being productive, and take unnecessary time away from existing employees who are assisting in the onboarding process. Employee onboarding includes every business function, thus making it vital to the overall success of an organization. The multi-faceted nature of onboarding also makes it extremely complex and difficult to get right.

2w
Faster employee ramp-up time
40%
Higher employee retention rates
8-12h
Saved in manual work per HR employee
23%
Lower SaaS spend per employee
4.5+
Employee Satisfaction scores

Why follow this Blueprint?

  • Speed up employee ramp-up time by 2 weeks
  • Increase employee satisfaction scores to 4.5+ 
  • Reduce employee churn by 40%
  • Save 8-12 hours of manual work per HR employee
  • Decrease SaaS spend by 23%

Best practices for Employee Onboarding

To achieve the results above, the following sections of the process need to be included and optimized.

1. Provision Accounts & Equipment

Automatically provision accounts, create IT tickets and gather approvals to get everything ready for day one.

Included Modules:
Employee Account Provisioning
Okta Logo
New Employee Equipment Requests
Okta Logo
New Employee Swag Box
Sendoso Logo
Sales Account Provisioning
Slack Icon
Included People & Primary Interfaces:
New Employee
HR Team

2. Personalized Training & Certification

Generate a personalized training plan for the new hire and coordinate with them throughout the different steps.

Example Modules:
Account Executive Training
New Employee HR Processes
Tripactions Icon Logo
Netsuite Systems Integration Logo
Onboarding Buddy Assignment
Okta Logo
Example People & Primary Interfaces:
New Employee
Onboarding Buddy

3. Get To Know You

Introduce yourself to the company, and schedule meetings with key stakeholders.

Example Modules:
Hiring Manager Social Announcement
Introduce Yourself To The Org
Slack Icon
Example People & Primary Interfaces:
Slack Icon
New Employee
Hiring Manager

4. Manage Documents & Knowledge

Capture and manage a growing library of knowledge and file every step of the process.

Example Modules:
Document Management
Docusign Integration Icon - Legal Operations
Global FAQ + Q&A
Slack Icon
Google sheets icon
Example People & Primary Interfaces:
New Employee
HR Team
Legal Team

5. End-To-End Reporting

View and monitor the entire of the process and identify areas of improvement.

Example Modules:
Employee Onboarding KPIs
Example People & Primary Interfaces:
HR Team

Want the ideal employee experience?