What is an onboarding process?
Employee onboarding is the process of orienting and acclimating a new employee to their job and workplace. The goal of employee onboarding is to help the new employee feel comfortable and confident in their role, and to set them up for success in the long term.
Typically, employee onboarding will include a combination of orientation (introducing the employee to the company and their job responsibilities), training (teaching the employee the skills they need to do their job), and socialization (helping the employee to connect with their co-workers and adjust to company culture). By taking the time to properly onboard new employees, companies can improve employee satisfaction and retention, and set everyone up for success.
Why is onboarding important?
The onboarding process sets the foundation for a new hire's entire experience of your company. Giving new employees the tools and knowledge they need to thrive in their new role will lead to happier employees that want to stick around for the long haul. That means better employee retention rates, improved productivity, and major cost savings for your company.
What are the 4 phases of the employee onboarding process?

Phase 1: Pre-onboarding
Pre-onboarding is the process of getting new employees acclimated to the company before their first day of work. Pre-onboarding can include offering the position, sending an acceptance letter, sharing what to expect (or bring) on the first day, and providing information about the company culture. By taking care of these things ahead of time, you can help new employees feel more comfortable and prepared for their first day on the job. Pre-onboarding is a great way to make a good impression on new hires and set them up for success at your company.
Warm welcome package
Who doesn’t like a little box of company swag on their first day? Some branded t-shirts, a few trinkets that reflect your company’s culture, and a greeting card from the team gets day one off to the right start. If you’re remote, ship a welcome package along with other WFH materials to their door! This extra touch will make even distributed team members feel closer to their co-workers.
Prepare them for their first day
Day 1 can be a daunting experience for any new hire. To help them (and you) prepare, there are a few important documents they should bring with them: HR paperwork, identification, and payroll information. HR paperwork includes things like their offer letter, job description, and employee handbook. They'll need identification to fill out the necessary forms, and payroll information so they know when they'll be getting their first paycheck. If they have any questions beforehand, provide them with your contact information so they can reach out. By being prepared ahead of time, you'll help make their transition into the company as smooth as possible.
Phase 2: Introductions
Starting a new job can be overwhelming, especially if you don't know anyone at the company. That's why it's important for managers and colleagues to take the time to introduce new employees to everyone they'll be working with. Introductions help new employees feel welcome and comfortable, and they can provide valuable information about the company culture and expectations. In addition, introductions help to build relationships and trust, which are essential for effective teamwork. By taking the time to introduce new employees to their colleagues, managers and co-workers can help them get off to a great start at their new job.
Send out an announcement
Remind the staff that someone new has joined the team! Find a template for people to share out their life stories, fun facts, and preferred working styles. Onboarding isn’t all about company policies and tax papers, it’s about getting to know the people you’ll be working alongside. Open up a space for your new hire to connect with their colleagues and find common interests!
Set up tours, social time, and introductions
If you’re operating in an office, start things off with a tour to let new hires get acquainted with the space. This is a great time to introduce your new hire to interdepartmental coworkers and provide them with any keys or access codes that they may need for the building.If you’re in a remote setting, don’t skimp out on the ‘office tour’! Get all your team members onto an orientation Zoom call on their new team member's first day, keep it to a casual first day coffee and chit chat to make your new coworkers feel comfortable and excited about the prospect of working with this team. Sharing photos and welcome videos of the team, the company HQ, or past bonding events is a great way to show your new hire what your company culture is all about.

If you’re in a remote setting, don’t skimp out on the ‘office tour’! Get all your team members onto an orientation Zoom call on their new team member's first day, keep it to a casual first day coffee and chit chat to make your new coworkers feel comfortable and excited about the prospect of working with this team. Sharing photos and welcome videos of the team, the company HQ, or past bonding events is a great way to show your new hire what your company culture is all about.
Share policies, values and guidelines with an employee handbook
An employee handbook is a document that outlines the policies, values and guidelines of a company. It is an important tool for communicating with employees and ensuring that everyone is on the same page. A well-written employee handbook can help to improve morale and reduce turnover, as well as providing a reference point for resolving disputes.
A handbook should be clear and concise, and should cover topics such as attendance, dress code, harassment, and workplace safety. In addition, the handbook should be reviewed and updated on a regular basis to ensure that it remains relevant.