{"id":9921,"date":"2018-03-12T17:30:16","date_gmt":"2018-03-12T15:30:16","guid":{"rendered":"https:\/\/www.talentlms.com\/blog\/?p=9921"},"modified":"2022-10-10T16:45:56","modified_gmt":"2022-10-10T13:45:56","slug":"steps-improve-employee-onboarding-process","status":"publish","type":"post","link":"https:\/\/www.talentlms.com\/blog\/steps-improve-employee-onboarding-process\/","title":{"rendered":"How to improve your employee onboarding process in 5 simple steps"},"content":{"rendered":"<p>Does your organization have a process for new employee onboarding? How do you make sure you collect every form, provide all credentials, and assign the right training material?<\/p>\n<p>The steps you take to get a new hire set up with their role, responsibilities, and credentials are your onboarding process, and it\u2019s not as easy as it might first sound.<!--more--><\/p>\n<p>Training a new hire from a starter to a proficient team member is a long road, with tons of tiny things to remember. No matter how hard you try, holding all of these tasks in your head isn\u2019t viable at scale.<\/p>\n<p>A structured and documented onboarding program makes employees <a href=\"https:\/\/www.hr.com\/en\/app\/blog\/2015\/08\/7-need-to-know-facts-about-employee-onboarding_icyu40xc.html\" target=\"_blank\" rel=\"noopener\"><strong>69% more likely to stay with the company<\/strong><\/a> for three years, which reduces the cost of hiring and training.<\/p>\n<p>A good onboarding experience also helps new employees fit in and get oriented with their surroundings, so it would follow that workers feel that onboarding is essential. One-fifth of workers <a href=\"https:\/\/www.hr.com\/en\/app\/blog\/2015\/08\/7-need-to-know-facts-about-employee-onboarding_icyu40xc.html\" target=\"_blank\" rel=\"noopener\"><strong>surveyed by Christine Marino<\/strong><\/a> reported that the lack of a good onboarding process aided their decision to quit.<\/p>\n<p>The most effective onboarding method \u2014 the method used by <a href=\"http:\/\/deliberatepractice.com.au\/wp-content\/uploads\/2013\/04\/Onboarding-2013.pdf\" target=\"_blank\" rel=\"noopener\"><strong>63% of best-in-class companies<\/strong><\/a> \u2014 is a new hire checklist.<\/p>\n<p>Checklists are just about the simplest tools a business can use but they are excellent at preventing the kinds of errors and oversight that make the onboarding phase difficult and increase your risk of employee turnover. Think about it \u2014 just by implementing a checklist, you could:<\/p>\n<ul>\n<li>increase employee retention by 25%<\/li>\n<li>Improve employee performance by 11%<\/li>\n<li>Increase revenue-by-full-time-employee by 19%<\/li>\n<\/ul>\n<p>Let\u2019s first look at what you should include in your onboarding checklist, and then move on to how to build an integration between that checklist and <a href=\"https:\/\/www.talentlms.com\/\" target=\"_blank\" rel=\"noopener\"><strong>TalentLMS<\/strong><\/a> with onboarding process examples.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-18515\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/employee-onboarding-process.png\" alt=\"How to improve your employee onboarding process in 5 simple steps\" width=\"1200\" height=\"314\" srcset=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/employee-onboarding-process.png 1200w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/employee-onboarding-process-300x79.png 300w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/employee-onboarding-process-1024x268.png 1024w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/employee-onboarding-process-768x201.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<h2>The elements of a great employee onboarding process<\/h2>\n<p>If you think about all of your job-relevant knowledge (passwords, procedures, standards) you have, you can imagine how transferring that to a new hire would be a long process. For most, it takes <a href=\"https:\/\/www.panopto.com\/blog\/how-long-should-your-employee-onboarding-program-be\/#\" target=\"_blank\" rel=\"noopener\"><strong>between one and three months<\/strong><\/a>, and includes the following tasks:<\/p>\n<ul>\n<li>Collect, track, and manage forms (insurance, benefits, emergency contacts)<\/li>\n<li>Provide instructions for first tasks and projects<\/li>\n<li>Grant access to software accounts, computer, company email, etc.<\/li>\n<li>Assign and <a href=\"https:\/\/www.talentlms.com\/blog\/how-track-employee-training\/\">track training<\/a><\/li>\n<li>Provide information about organizational structure (who do they report to, who do they need to know)<\/li>\n<li>Socialize with team, mentors, and organization<\/li>\n<li>Evaluate the onboarding process so it can be continuously improved<\/li>\n<\/ul>\n<p>Since the <a href=\"https:\/\/www.talentlms.com\/solutions\/onboarding-training-software#about\" target=\"_blank\" rel=\"noopener\"><strong>onboarding<\/strong><\/a> phase is when training should be assigned, TalentLMS\u2019 platform goes hand in hand with a new hire checklist. In the section below, we\u2019ll look at how to automate TalentLMS user creation by tying it into your employee onboarding process.<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><span style=\"color: #000000;\"><strong> Looking for an eLearning platform for a seamless employee onboarding process?<br \/>\n<\/strong> Automate user creation through integrations with TalentLMS.<\/span><br \/>\n<span style=\"color: #000000;\">The training platform that users consistently rank #1.<\/span><a href=\"https:\/\/www.talentlms.com\/create\/aff:blog\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10550\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/06\/CTA.png\" alt=\"Create my TalentLMS forever-free account\" width=\"291\" height=\"70\" \/><\/a><\/p>\n<hr \/>\n<h2>How to streamline your employee onboarding process with TalentLMS<\/h2>\n<p>Integrations help you avoid unnecessary data entry, and human error, all while keeping important information centralized.<\/p>\n<p>In this onboarding process example, the employee onboarding process starts in Process Street, a tool that lets you create any business process, and integrate the steps with other tools. Popular processes include client and employee onboarding, sales qualification, and content approval.<\/p>\n<p>We\u2019ll start by adding the employee onboarding checklist to your <a href=\"https:\/\/www.process.st\/\" target=\"_blank\" rel=\"noopener\"><strong>Process Street account<\/strong><\/a>. You can find the process <a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-checklist\/\" target=\"_blank\" rel=\"noopener\"><strong>here<\/strong><\/a>.<\/p>\n<p>Inside tasks, you\u2019ll see form fields for the employee\u2019s first and last name, username, email address and more. This data could have been inputted from your HR suite, or just manually typed out in the checklist.<br \/>\nWhen a later task \u2014 \u201cAssign training material\u201d \u2014 is checked off, Zapier grabs the employee\u2019s information and uses it to create a new user in TalentLMS.<\/p>\n<p>So the data goes from here\u2026<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9952\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/1-1.png\" alt=\"Improving Employee Onboarding in 5 Easy Steps - TalentLMS Blog\" width=\"1150\" height=\"642\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&#8230;To here. Automatically.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-18502 size-full\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1.png\" alt=\"How To Improve Your Employee Onboarding Process In 5 Simple Steps\" width=\"2205\" height=\"969\" srcset=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1.png 2205w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1-300x132.png 300w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1-1024x450.png 1024w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1-768x338.png 768w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1-1536x675.png 1536w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1-2048x900.png 2048w\" sizes=\"auto, (max-width: 2205px) 100vw, 2205px\" \/><\/p>\n<p>Let\u2019s get this set up!<\/p>\n<h3>Step 1: run a new employee onboarding checklist in Process Street<\/h3>\n<p>Log into your Process Street account, and find the employee onboarding checklist you just grabbed from the embed above.<\/p>\n<p>Click \u201cRun checklist\u201d once inside.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9954\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/3.png\" alt=\"Improving Employee Onboarding in 5 Easy Steps - TalentLMS Blog\" width=\"1212\" height=\"713\" \/><\/p>\n<p>Name your checklist with either a real employee you\u2019re onboarding or a dummy name for test purposes. Zapier needs a bit of existing information to test the integration is working.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9955\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/4.png\" alt=\"Improving Employee Onboarding in 5 Easy Steps - TalentLMS Blog\" width=\"1150\" height=\"642\" \/><\/p>\n<p>Fill out the required fields in task 3 and 7, then check off \u201cAssign training material\u201d, task 14.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9956\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/5.png\" alt=\"Improving Employee Onboarding in 5 Easy Steps - TalentLMS Blog\" width=\"1220\" height=\"754\" \/><\/p>\n<h3>Step 2: copy your Process Street API key<\/h3>\n<p>Now, before we get to Zapier you\u2019re going to need an API key. Go to your organization settings in Process Street by logging in and <span style=\"font-weight: 400;\">clicking <\/span><a href=\"https:\/\/app.process.st\/organizations\/manage\/settings\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">, or just by\u00a0<\/span>clicking your organization\u2019s name inside the app. Go to the \u201cSettings &amp; API\u201d tab and get a new API key:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9957\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/6.png\" alt=\"Improving Employee Onboarding in 5 Easy Steps - TalentLMS Blog\" width=\"1223\" height=\"614\" \/><\/p>\n<h3>Step 3: Create the Zapier trigger<\/h3>\n<p>We want our trigger to fire every time we check off \u201cSend training material\u201d in your employee onboarding checklist. Log into Zapier, and create a new zap. Select Process Street as the trigger, and choose \u201cNew Task Checked\u201d.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9958\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/7.png\" alt=\"Improving Employee Onboarding in 5 Easy Steps - TalentLMS Blog\" width=\"1215\" height=\"758\" \/><\/p>\n<p>Click \u201cConnect Account\u201d on the next screen, and paste your Process Street API key that you copied earlier.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9959\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/8.png\" alt=\"Improving Employee Onboarding in 5 Easy Steps - TalentLMS Blog\" width=\"1219\" height=\"787\" \/><\/p>\n<p>Next, you\u2019ll see options for the template and checklist. Choose the same options we\u2019ve selected below:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9960\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/9.png\" alt=\"Improve Your Employee Onboarding Process - TalentLMS Blog\" width=\"1224\" height=\"687\" \/><\/p>\n<p>You should breeze through the test stage since you already populated a checklist with data before you started.<\/p>\n<h3>Step 4: get your TalentLMS API key<\/h3>\n<p>To connect TalentLMS to Zapier, you need an API key. Go to \u201cAccount &amp; Settings\u201d while in administrator mode, and tick \u201cEnable API\u201d. Copy the key to your clipboard.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-18497 size-full\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/enable_api.png\" alt=\"onboarding process examples\" width=\"2354\" height=\"1017\" srcset=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/enable_api.png 2354w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/enable_api-300x130.png 300w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/enable_api-1024x442.png 1024w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/enable_api-768x332.png 768w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/enable_api-1536x664.png 1536w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/enable_api-2048x885.png 2048w\" sizes=\"auto, (max-width: 2354px) 100vw, 2354px\" \/><\/p>\n<h3>Step 5: Create the Zapier action<\/h3>\n<p>Choose TalentLMS for the second, \u201caction\u201d part of the zap. Select \u201cNew User\u201d as the action:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9963\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/11.png\" alt=\"Improve Your Employee Onboarding Process - TalentLMS Blog\" width=\"1207\" height=\"617\" \/><\/p>\n<p>Continue, connecting your TalentLMS account to Zapier with the API key in your clipboard.<\/p>\n<p><strong>This next bit is where the magic happens.<\/strong> Use Zapier\u2019s \u201cadd field\u201d button, highlighted below, to fill in the user creation data with Process Street form fields.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9964\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/12.png\" alt=\"Improve Your Employee Onboarding Process - TalentLMS Blog\" width=\"1149\" height=\"706\" \/><\/p>\n<p>The last thing you need to do is to send the test data from Zapier to TalentLMS. Continue through the zap setup, and then check TalentLMS when prompted to see your newly-created user!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-18502 size-full\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1.png\" alt=\"How To Improve Your Employee Onboarding Process In 5 Simple Steps\" width=\"2205\" height=\"969\" srcset=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1.png 2205w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1-300x132.png 300w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1-1024x450.png 1024w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1-768x338.png 768w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1-1536x675.png 1536w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/03\/API-Connection-1-8-1-2048x900.png 2048w\" sizes=\"auto, (max-width: 2205px) 100vw, 2205px\" \/><\/p>\n<p>Enable this zap and this process will happen automatically for all your onboarding users!<\/p>\n<h3>Improve your processes gradually<\/h3>\n<p>It\u2019s often unworkable to make massive changes to your processes.<\/p>\n<p>But, as you can see from this guide, making incremental changes like automating the assignment of training material doesn\u2019t take a lot of time or effort <em>but<\/em> it does remove a point of failure from your systems.<\/p>\n<p>Whether you\u2019re fine-tuning your onboarding process or just starting to develop one, we hope this guide with an onboarding process example will help you toward your goal!<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Author bio:\u00a0<\/strong>Benjamin Brandall is a content marketer at Process Street, where he writes on startups, SaaS, and workflows to help you improve your business efficiency.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Does your organization have a process for new employee onboarding? How do you make sure you collect every form, provide all credentials, and assign the right training material? The steps you take to get a new hire set up with their role, responsibilities, and credentials are your onboarding process, and it\u2019s not as easy as [&hellip;]<\/p>\n","protected":false},"author":46,"featured_media":18516,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[252],"tags":[],"class_list":["post-9921","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-interviews-opinions"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v26.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Improve Your Employee Onboarding Process In 5 Simple Steps<\/title>\n<meta name=\"description\" content=\"Wondering how you can make your employee onboarding process easier? 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