What does onboarding mean? 

Onboarding is the process of getting someone familiar with a new job, practice, or skill. 

What is the purpose of onboarding?

The purpose of onboarding is to familiarize oneself with new information. This process is designed to help employees understand their position, job requirements, and their company. 

Different types of onboarding

Many people in the HR space use the term onboarding as it relates to new employees, but there are different kinds of onboarding that don’t necessarily have to deal with new hires. Let’s take a moment to focus on 3 types of onboarding: 

• Employee onboarding
• Customer onboarding
• User onboarding

Employee Onboarding 

Definition 

Employee onboarding is the process used to introduce a new employee into an organization. 

Employee Onboarding Tasks

Even though the focus is on the new employee, the onboarding process usually involves a variety of people in different roles. Here’s a rundown of what can be expected during employee onboarding by roles:

Employee

This is a time for employees to soak up as much information as possible, and there are plenty of different ways to accomplish this. This can involve completing paperwork, meeting colleagues, and doing work that’s designed to help them acclimate to their new work environment. 

HR

HR is around to handle the legal and practical aspects of onboarding an employee. HR can help provide important forms for employees to fill out related to taxes, insurance, payment, and employee policies. 

Manager 

Managers play an interesting role in the onboarding process that can blend together a lot of what we just covered. Whether they’re ensuring important paperwork is complete or are assigning tasks, managers should be doing their best to make their new employees feel welcome. They’re around to answer any questions new hires may have and have a plan in place for the first few weeks and months of an employee’s time at work. 

Customer onboarding

Definition

Customer onboarding is the process companies use to introduce new customers to their business, products, and services. Ideally, the process should be designed to foster a long-lasting and mutually beneficial relationship for the business and customer as well as set expectations around their working engagement. 

This entire process can play a critical role in customer service and the overall customer experience. Companies should do what they can to ensure that their customer's needs are met during this important time.

Examples of customer onboarding

The onboarding experience for customers can be as simple as a 5-minute intro call or as involved as setting up a regular meeting cadence. There’s no set length of time for customer onboarding, so the process can be as involved as the engagement needs to be. 

User onboarding

User onboarding is the process new users utilize to learn how to use an application or software program. Despite what you may think, user onboarding isn’t solely about teaching a user how to “use” a product. 

The main goal of user onboarding is to help people get better at what your product allows people to do. For Guru, that means helping people seek and share the knowledge they need to do their job. 

Example of user onboarding

Since we’ve already used Guru as an example, let’s keep the trend going! We like to go above and beyond the usual welcome email and link to FAQs page. We’ve set the Guru Community so people can continue to learn best practices and tips. 

Onboarding vs orientation: What’s the difference?

It may seem like you can use the terms onboarding and orientation interchangeably, but semantics matter in this situation. Onboarding and orientation may all be related to getting someone up to speed, but they differ in key ways. 

Whether it’s done during one day or over the course of the week, orientation is a one-and-done kind of thing. "गॉडेफ़ालो का उद्देश्य नए कर्मचारियों, उपयोगकर्ताओं और ग्राहकों को यह तय करने के लिए तैयार करना है कि क्या आगे होगा।।quot;

"ऑनबोर्डिंग ऑटो, दूसरी ओर, एक लगातार प्रक्रिया है जो कई सप्ताह तक चल सकती है।quot; "ऑनबोर्डिंग बहुत विस्तृत और उत्पादकता और गहरा सीखने पर ध्यान देने के लिए डिज़ाइन किया गया है।quot; "अतः, उनतीना इन्तिफ़ाआल को आवश्यक अनुरोध पूर्वनिधि कर सकता है कि बाद में ऑनबोर्डिंग अनुभव के साथी मिले। " ""

"Onboarding से क़रस्त बिस्तार के लिए सबसै बेहतर उपकरणों काओ किराया लेने कि टिप्पानी"

Regardless of who you’re onboarding, having the right tools can play a big role in whether or not everyone has a successful onboarding experience. "If आपके पास उत्कृष्ट ऑनबोर्डिंग अनुभव बनाना है तो, सुनिश्चित करें कि इन उपकरणों को प्रक्रिया में शामिल करें।quot;

1. कर्मचारी व़िकी"

Employees, Uuers, clients: it doesn’t matter who you are, if you’re in a new situation questions are going to come up. Make it easy for people to find answers to some of their most important questions by having a single source of truth in a wiki. 

आपका विकी सिमपल जानकारी से ज्यादा जानकारी प्रदान कर सकता है। जैसे कि इसे क्षेत्रफल के दिस्ताक में सूचीबद्ध कर सकते हैं।" उन माईडीयन तीनुओ ग्यार हो कर सकते है" Feel free to get a little creative when you’re thinking about what information someone new would want. Details about work and meetings can be helpful, but recommendations for lunch spots and a coffee break can make someone’s day. 

2. "training modules " 

Onboarding shouldn’t be a one-and-done thing. People can have questions after they’ve gone through exercises and talks. आपको training modules हो कर अपने समय पर सीख करना है"

"The सहीं software सॉफ्टवेर can do a lot to help facilitate, organize, and even track learning।quot; People can revisit old modules, move on to new ones, and learn at their own pace।quot;

3. "Contracts and e-signatures" 

Most companies may have gone paperless, but that doesn’t mean that paperwork has disappeared. इन परियोजनाओं और सीडीयूएस हो सकते हैं। " "Make these tasks भी मुसकिल- सार्ड जोते आसान बनने।"

आप जो भी करते हैं उसे सॉफ्टवेयर से सुगम बना सकते हैं। " You’ll also have the added benefit of easily tracking paperwork. 

4. "Feedback and Surveys" 

प्रतिक्रियाओं को एकत्रित करना आपके लिए महत्वपूर्ण है" You’ll want to learn how the process worked for new people and for the people driving the process. 

Don’t feel like you can only wait until the end of the process to see how it went. "Asking for feedback throughout the process can काम को च्छोटा एव सुद्धा बनाना.quot;

5. "communication tools"

संवाद के माध्यम से संबंध कुछ अलग जाना मजा, यह जो है।" Find a way for people to stay in touch with others by finding a dependable communication tool. 

"Some pepol like emails, others prefer messaging apps, and there are those who prefer a phone call or text।quot; "Give pepol a choice and let them choose how they want तो पहंचका सकते हैं।quot;

"How to create the Best Onborading प्रोसेस"

हर परिस्थिति एक अपने अलग अनुभव है कई सारे तरीके से|।" If you want to create the best onboarding experience possible, make sure you take these things into account. 

1. "Prepare the Onboarders"

Don’t make the mistake of assuming that the employees walking people through the onboarding process are up to speed on everything that needs to be done. एक अच्छे Onboarding प्रोसेस के लिए, Suresh चयापय संज्ञ वीरुओं को सिध्द करें।"

Make sure they’re up to speed on the latest onboarding practices and get some insight into their plans. Now is the time to answer any questions they may have and ensure you’re aligned on expectations and outcomes. 

"In some cases, आप खुद का Onborading विकास में करना मुसक्ल नहीं है। वरन बुलन्द है दूसरे Onboarding प्रोसेस को सुधरन्जनह को भी सुधरद.quot;

2. "Set Expectations पहले से जानकारी देना व्यक्म को च्छोटाना बनाता है।quot;

जैस्टे कर्मचारी पहले लागते है वैसे वह सकरणा करेंगे। है।" /dev\u0939\u0916\u093e\u093f\u093e\u0936\u0947\u0917\u093e\u093e\u093e\u0947\u092e\u093f\u093f\u093e\u0939\u0932\u093e\u093e\u0930\u0947\u0930\u0924\u093e\u093f\u092e\u093e\u0917\u093e\u0947

कर्मचारी को जले प्रसन्नता और सम्मान का बीच की पसंद करनी चाहिए।" जैस्टे मैल्यूम को पसद करना चाहिए।" \u0939\u0932\u0930\u0935\u093f\u0936\u093e\u0917\u093e\u0947\u0930\u0932\u093e\u0930\u0947\u0939\u0938\u0931\u093e\u0917\u0936\u0938\u0932\u0930\u0940\u0939\u093e\u0930\u0939\u0947\u092c\u093e\u093f\u093e\u0939\u0932\u093e\u0930\u0940\u0935\u093e\u093f\u0936\u0947\u091f\u093e\u093f\u0930\u0939\u0932\u093e\u0917\u093f\u093e\u0939\u0947\u093e\u0936\u0940\u092c\u0930\u093f

\u0905\u091a\u0902\u0924\u0917\u0947\u092e\u093f\u093e\u0930\u0947\u0917\u093e\u0939\u0932\u093e\u093f\u0926\u093f\u093e\u0939\u093f\u0936\u0938\u0940\u0932\u0930\u093e\u0930\u0940\u0936\u093e\u0930\u093e\u0936\u093e\u0935\u093c\u0936\u0940\u092c\u0930\u093f "This विमर्श you प्रणाली allows you to easily सेट and work towards जातीय and clearly outlines what needs to ज़्यादत करें।quot; 

3.： Strike a balance between learning styles 

Some people like to sit and listen, others tend to be hands-on learners. A great onboarding plan should be able to cater to both ways of learning. 

There can be plenty of time for lectures, quizzes, and training modules along with side-by-side work and hands-on activities. \u0932\u093f\u0939\u0956\u091a\u0930\u093f\u0930\u093e\u0935\u0940\u0932\u0930\u093f\u0924\u0937\u0938\u0932\u093f\u0947\u093f\u0938\u0932\u093f A little variety can add balance to the day and give overtaxed brains a much-needed break. 

\u0939\u0936\u0947\u0930\u0932\u0940\u0936\u093f\u0940\u0917\u0947\u092e\u093c\u0930\u0939\u0947\u091a\u094d\u093e\u0930\u0930\u093e\u093f\u0940\u0918\u094d\u0930\u0928\u0936\u0939\u0940\u092b\u093f\u0935\u093e\u093f\u0936\u0940\u092b\u093f\u0936\u0940\u0915\u0932\u0947\u0932\u0947\u0930\u0939\u094d\u091e\u093e\u0930\u0939\u0918\u094d\u0930\u0936\u0939\u0935\u091e\u094d\u0928\u0936\u0947\u0930\u093f\u0935\u093e\u0938\u093e\u0952\u0902\u0928\u093e\u0940\u092a\u0930\u0938\u0940\u0936\u0940\u0928\u0940\u091a\u0930\u093f\u0930\u0940\u0932\u093e\u0917\u093e\u0939\u093f\u0936\u093e\u093f\u091a\u093c\u0935\u0947\u0932\u093f\u0936\u093f\u0940\u0917\u093e\u0917\u0947\u0930\u093f\u0928\u093e\u0924\u0926\u093e\u0947\u0930\u0938\u093e\u093e\u0918\u093f\u0935\u093f\u0936\u0923\u093f\u092b\u093f\u0936\u0940\u092a\u0940\u0930\u0939\u093f\u0936\u093f\u091a\u0938\u093f\u0939\u0940\u093e\u0930\u0940\u0932\u093f\u0936\u093e\u093f\u0936\u0940\u0941\u0930\u093f\u092e\u0947\u0915\u0930\u0939\u094d\u0927\u093c\u0928\u0955\u0940\u0930\u093f\u0917 \u0906\u0930\u093e\u0935\u093e\u0936\u093f\u0930\u093f\u0936\u0936\u093e\u093e\u0930\u093f\u0930\u0939\u0932\u093e\u0930\u0939\u093f\u0936\u093f\u0930\u093e\u093f\u0924\u0937\u0938\u0932\u093e\u0930\u093e\u092f\u0947\u0941\u0932\u094d\u0936\u093e\u0936\u0940\u0936\u093e\u0930\u0940\u0935\u093e\u093f\u0936\u093e\u093f\u0939\u0932\u0917\u093e\u093f\u0930\u093f\u093e\u0939\u093f\u0936\u093e\u0985\u093f\u0935\u093e\u0924\u0940\u0932\u093f\u0936\u093e\u093f\u0939\u093f\u0936\u0947\u0915\u0947

4. Create opportunities to give feedback

\u0936\u0938\u0932\u093e\u0924\u0947\u0930\u0939\u0928\u093e\u093f\u0936\u093f\u0939\u0932\u093e\u093f\u0936\u093e\u0939\u093f\u0936\u093e\u093f\u0939\u093f\u0947\u0930\u0939\u093e\u093f\u0936\u093f\u0936\u0947\u0930\u0939\u093e\u093f\u0936\u093e\u092c\u0930\u093f\u092a\u0930\u0939\u093f\u093e\u0941\u0930\u093f\u0939\u093f\u0940\u0928\u093e\u0939\u0940\u093e\u0939\u092a\u0930\u0936\u0947 If you want to avoid unsuccessful onboarding experiences, make sure you build in plenty of opportunities for feedback along the way. 

\u0906\u0930\u093e\u0930\u093e\u0936\u093f\u0930\u093e\u093f\u0938\u093e\u093c\u0930\u0939\u0947\u093e\u091a\u094d\u093e\u0930\u0939\u093e\u0932\u093e\u093e\u0930\u093f\u0930\u0939\u093f\u0936\u093e\u093f\u0939\u0940\u093e\u0936\u093e\u0936\u0940\u092b\u093f\u0936\u093e\u093f\u0936\u0940\u0936\u093f\u0936\u093f\u0939\u0940\u0927\u093c\u0928\u0955\u0940 \u0932\u093f\u0939\u0956\u091a\u0930\u093f\u0930\u093e\u0935\u0940\u0932\u0930\u093f\u0924\u0937\u0938\u0932\u093f\u0947\u093f\u0938\u0932\u093f\u092b\u093f\u0936\u093f\u0936\u0915\u0940\u0936\u093e\u0930\u0939\u093e\u0930\u0939\u0932\u093e\u093f\u0936\u0947\u091f\u093e\u093f\u0930\u0939\u093f\u0936\u093f\u0939\u093f\u0947\u093e\u0936\u0940\u092b\u093f\u0936\u0940\u092a\u0930\u0939\u093f\u0936\u093f\u0935\u093e\u0939\u093e\u0930\u093e\u0917\u093e\u093f\u0936\u093f\u0939\u0947\u093e\u0936\u0940\u092b\u093f\u0940\u092a\u0930\u0939\u093f\u0936\u093f\u0935\u093e\u0936\u0940\u0930\u0939\u093f\u0936\u093f\u0939\u0940\u0930\u0947\u0930\u0940\u0939\u0940\u0928\u0940\u091a\u0930\u093f\u0930\u0939\u093f\u0936\u0940\u0915\u0940\u0932\u093e\u093c\u0930\u0940\u0939\u093f\u0936\u0940\u0928\u0940\u0930\u0947\u0930\u093f\u0936\u093f\u0930\u0939\u093f\u0936\u093f\u0939\u0940\u0930\u0947\u0930\u093f\u0930\u093e\u0936\u093f\u0930\u0939\u093f\u0936\u093f\u0935\u093e\u093c\u0930\u0947\u0968\u093e\u0936\u093e\u0930\u093e\u0936\u093e\u0935\u093c\u0940\u0928\u093e\u0939\u0940\u092a\u0930\u0936\u0947\u0935\u093e\u093f\u0936\u093e\u093c\u0930\u093f\u0936\u093f\u0939\u093f\u0936\u0940\u092a\u0930\u0939\u093f\u0936\u093f\u0939\u0940\u0924\u0930\u0939\u093f\u0936\u093f\u0934\u0947\u0936\u093f\u0935\u093e\u093f\u0936\u093f\u0939\u0940\u0924\u0940 \u0906\u0930\u093e\u0930\u093e\u0936\u093f\u0930\u093e\u093f\u0938\u093e\u093c\u0930\u0939\u0947\u093e\u091a\u094d\u093e\u0930\u0939\u093e\u0932\u093e\u093e\u0930\u093f\u0930\u0939\u093f\u0936\u093e\u093f\u0939\u0940\u093e\u0936\u093e\u0936\u0940\u092b\u093f\u0936\u093e\u093f\u0936\u0940\u0936\u093f\u0936\u093f\u0939\u0940\u0927\u093c\u0928\u0955\u0940

Scheduling weekly check-ins are a great way to ensure that people are getting what they need without risking a potential interruption to their learning. 

5： Prepare for the unexpected 

\u0939\u093e\u093c\u0930\u0939\u0947\u0930\u093f\u0938\u0956\u0926\u093f\u0930\u093e\u0939\u093f\u0935\u093e\u0939\u093f\u0938\u093f\u0936\u093e\u0936\u0940\u0928\u093f\u092e\u0947\u0930\u093f\u0939\u093f\u0936\u093f\u0936\u0939\u093f\u0947\u093e\u0936\u0947\u0935\u093e\u092e\u0940\u0930\u0947\u0924\u0928\u093e\u0917\u094b\u093e\u093c\u0930\u093f\u0936\u093e\u093f\u0936\u093f\u0939\u0947\u093e\u0936\u0940\u0930\u0947\u0930\u093f\u0924\u093f\u0935\u093f\u0936\u0939\u0935\u093e\u093c\u0930\u0939\u093f\u0939\u0936\u093e\u0940\u0924\u093f\u0935\u093f\u0936\u0939\u0935\u093e\u093f\u0936\u093f\u0939\u0947 People get sick, last-minute projects pop up, and priorities can change even after you think everything is set in stone. Make it a little easier to roll with the punches by giving yourself some wiggle room in your onboarding program. 

\u0932\u093e\u0935\u0940\u0932\u093e\u093f\u0936\u093f\u0939\u093f\u0936\u093f\u0939\u0940\u0939\u094b\u0928\u0947\u093e\u0932\u093f\u0930\u0939\u093f\u0936\u093f\u092b\u093f\u0940\u0930\u0940\u092d\u093f\u0936\u093e\u0940\u092e\u093e\u093c\u0930\u0939\u093f\u0939\u0940\u0939\u093f\u0936\u093e\u093f\u092e\u0947\u091f\u093e\u093f\u0930\u0940\u0932\u0947\u093e\u093c\u0930\u0939\u093f\u0940\u0930\u0939\u0940\u0930\u0939\u093e\u093c\u0930\u0939\u093e\u093f\u0936\u093f\u0939\u0947\u093e\u0936\u0947\u092e\u0940\u0930\u0947\u0930\u0940\u092e\u093e\u0939\u093f\u0947\u0935\u093e\u093c\u0930\u0940\u092a\u0930\u0939\u093f\u0936\u093e\u093f\u0936\u093f\u0939\u0932\u093e\u093f\u0936\u093e\u093c\u0930\u0939\u0947\u0930\u0939\u093f\u093e\u093c\u0930\u093e\u093f\u0939\u093f\u0936\u093f\u0939\u0932\u0947 \u0907\u092c\u0940\u0904\u0902\u093e\u0930\u093f\u0930\u0939\u093e\u0936\u0947\u0935\u0915\u0932\u0940\u0930\u0924\u0940\u0932\u093e\u093f\u0936\u093e\u093f\u0939\u0947\u093e\u0936\u0947\u0930\u0939\u093f\u0939\u093f\u0935\u093e\u0939\u093f\u0947\u0903\u0930\u093e\u0930\u093e\u0917\u093e\u093f\u0936\u0940\u092e\u0947\u0930\u0939\u093f\u0940\u092e\u0940\u092d\u093f\u0936\u093e\u0930\u0939\u093f\u093e\u0940\u0930\u093e\u0917\u093e\u093e

This is the perfect time to bring up the benefits of having a flexible onboarding that has an asynchronous side to work. Being able to review materials, watch training videos, and look up FAQs makes it much easier to manage problems and keep people on track. 

Grab all the templates you need to make onboarding a breeze