Comprehensive New Employee Onboarding Checklist

Creating an employee onboarding program is no small task. Finding the right employee, to begin with, is only half the battle. Once a new hire joins the team, it’s all hands on deck. Onboarding sets the tone for new employees as they start their new careers at your company. To properly equip employees for various job functions, a comprehensive onboarding process needs to be in place prior to the hire.

The Onboarding Process

Effective onboarding is the key to long term employee retention. Those first few days and months on the job determine how engaged, educated, and confident new employees are in their new positions. Studies have shown that up to 20% of new employees quit within their first 45 days on the job. The real cost of employee turnover can be up to 150% of an annual salary, so investing in a comprehensive onboarding program is worth its weight in gold.

The onboarding process is more than administrative paperwork; it’s a personal handshake from the organization to a new hire. Onboarding is a useful tool to assimilate new employees into the organization by providing a big-picture overview, down to the small details of day-to-day expectations.

New employees need an introduction to the company culture, history, mission, values, strategic goals, while also getting role-specific training. All things considered, when new employee onboarding does its job, the result benefits both the employee experience and the organization overall.

Employee Onboarding Software

As noted in the ADP 2016 Employee Engagement Study, only 12% of employees strongly agree their organization does a great job of onboarding new employees. Streamline the onboarding process to ensure your employees are well-equipped for the work ahead with a robust, employee onboarding software.

At Unboxed Training & Technology, we customize onboarding programs to mirror your company culture and increase retention by using real-life scenarios for practical application. Effective onboarding uses the right blend of eLearning, interactive workbooks, classroom training, and reinforcement to turn new hires into high performers, no matter their learning style.

Employee onboarding programs directly affect employee experience being an initial touchpoint for new hires of the organization. Is your employee onboarding software getting the job done? A word to the wise: Health check your onboarding before a new hire tries to learn their job on a subpar program…

New Employee Onboarding Checklist

Does your onboarding start with the basics and keep building? Evaluate your current employee onboarding to see how it measures up. The Essential Employee Onboarding Checklist provides a comprehensive overview of 40+ topics to make sure your new employees are set up for success. We’ve listed five of the main sections below to give you a sneak peek of the content:

employee onboarding training checklist ipad

Organizational Basics

Being basic isn’t always bad. Some information will be standard across the board for all employees to learn; we call this the “Organizational Basics.” New employees usually have little to no context on the company history and need to be informed on the foundational pieces of the business (i.e., mission, vision, company structure, unique value proposition, etc.).

Are you laying a solid foundation for employees at the beginning of the onboarding process before they jump into the more technical aspects of their job?

Human Resources

Time for the company policies. Human resources (HR) help employees grow with the organization by managing expectations, offering career development opportunities, and relaying the company culture in an engaging, inclusive way. Set goals at the beginning with HR to track progress, overall performance, and future promotions.

Is your onboarding program set up to help your employees thrive within the organization?

Meet the Team

Your onboarding program should be personal and involve humans. Onboarding should encourage each employee as a vital, valued player on the company team. As a new player on the team, new hires need to know what position they are playing, what responsibilities they have, and how their role supports organizational goals.

Have you built in face-to-face time in your onboarding process for new hires to socialize cross-functionality?

Role Specific Training

You don’t know what you don’t know. Give new employees the tools and training they need to perform their jobs with excellence. Role-specific training is a mixture of on-the-job learning experience and company provided knowledge bases. Personalize onboarding training to prepare new employees for their specific position in an efficient manner to make them valuable contributors.

Are you providing new employees with everything they need to succeed in their new role?

Measure the Effectiveness of Onboarding

If you don’t measure your onboarding, how do you know it’s working? According to the SHRM 2017 Human Capital Benchmarking Report, the average employee turnover rate was 18% in 2016. When an employee’s job description and on-the-job duties are significantly different, a 2-week notice is likely ready to send in their drafts folder.

Assess employees’ experience with your onboarding process at regular intervals in the same way you would schedule an employee performance review (30, 60, 90 days, etc.). Stay proactive and continually refine your onboarding process with the insight you gain from employee feedback.

How effective is your new employee onboarding program?

Create The Best Employee Onboarding Experiences

Onboarding doesn’t stop once the employee sits at their desk and watches a few videos. New hires will only be “new” for a short period, but onboarding is an ongoing process. Some onboarding programs can take up to two years, depending on the position. The best employee onboarding keeps investing time and resources into new employees until they are productive, valuable assets to the organization.

Are you ready to health check your employee onboarding program? For each checklist item, ask yourself, “How does my current onboarding training stack up?” Then, let us know how you scored so we can help your employees reach their A-game faster!

Share This Article

Featured Resource

Essential Onboarding Training Checklist

More Articles Like This One

How to Track Employee Training

Human capital is by far the most valuable asset to most any business. Although an intangible asset, people are a critical component to a business functioning at optimum capacity. People are part of the profit equation, and to make money, you have to spend money. Employees impact customer satisfaction, sales goals, ongoing innovation, company culture, etc. But, in most cases, employees are only as good as they are trained to be. Employee training is an opportunity for businesses to increase the value of their human capital. An employee training tracker is a key component to the training equation because it helps you identify if your employee training is directly increasing employee performance.

Furthermore, investing in employee training is important for the long term growth and success of a healthy business. So you’re probably thinking, “I agree, but how do I know if what I’m investing in is paying off?” We see where you’re coming from. Implementing an employee training plan usually starts with a learning management system (LMS).

Let’s talk about how an LMS transforms and tracks employee training today…

Employee Training Tracking Software

Training employees and tracking their progress is essential to properly evaluate what’s working, what information is not being retained, and what may need to change. To put things in perspective, up to 40% of employees who don’t receive adequate job training quit within the first year. Onboarding is no cheap investment, so when a new hire is made, that employee needs to be set up for success with well-defined job training.

Spoke® LMS

 

Spoke logo

Time for practical advice: The best way to track employee training is with an LMS.  Employee training tracking software, provided by an LMS, helps you collect, deliver, and track your company’s training content. Spoke® LMS is an award-winning, social LMS for the mobile workforce utilizing gamification to engage employees in training.

 

Assessment Builder

To understand the ROI of training, it needs to be accurately tracked. Tests, quizzes, and assessments are all ways for administrators and employees to identify areas for improvement. Spoke’s Assessment Builder is a useful, employee training tracker for both learners and admins to evaluate knowledge retention. 

Easily create assessments, track progress, and note trends to refine your training over time. Additionally, employees have the ability to test out of courses they have mastered to spend more time training on topics they don’t know as well. Gain insights on how effective your training is by retrieving granular data on specific questions or administer surveys for a broader view.

spoke assessment example questions

Assessments are fully customizable and can be required before or after a training. A pre-assessment is a good way to draw a baseline for comparing employees’ results, post-training. Using a tool like Assessment Builder as an employee training tracker is a great way to start evaluating your internal training efforts. The more you measure, the more you know.

Spoke® Reports

Keep track of your team’s overall results or review individual learner data with Spoke® Reports. Robust reporting helps you identify coaching opportunities for learners who have skill gaps and empower teams that need additional training resources. Filter reports by team, region, job code, and organizational hierarchy.

Spoke LMS reporting features

Dial in on course completions, user activity, and course activities. Practical, performance evaluations have never been so easy. Measure ROI with visual, interactive reports and go beyond the basics to discover metrics like social participation and learner engagement.

To grow your business you have to know your business. Access real-time, interactive dashboards, stunning user transcripts, and optional, business intelligence reports. Spoke is completely customizable to fit your business’ branding too, so you get all the credit for employee training satisfaction (don’t worry, we won’t Unbox your secret).

 

The Kirkpatrick Model

Dig a bit deeper into tracking employee training with the Kirkpatrick Model, which identifies four levels of learning evaluation:

kirkpatrick model four levels learning

At Unboxed Training & Technology, we use the Kirkpatrick Model to evaluate the effectiveness of employee training. Tracking employee training can be an elusive topic, but the four levels of learning can be used as guidelines to evaluate employees with some help from Spoke® LMS.

Reaction: Spoke® Surveys

The first level, “Reaction,” is meant to measure the learner’s experience with the training after they have completed a course. Practically speaking, this would look like administering a survey at the end of a training to gauge the employee’s experience. Some example questions could be:

  • How did you like the training? 
  • What did you like about it?
  • Did you enjoy the learning experience?
  • How do you feel post-training?
  • Were you satisfied with the virtual instructor?

Learning: Spoke® Assessments

The second level, “Learning,” tests the employee’s new knowledge to determine the retention of what was learned. A pre-assessment and post-assessment should be administered to properly gauge the level of comprehension.

  • Pre-assessment: ask questions related to the training topic.
  • Post-assessment: ask topical or scenario-based questions directly after the training to test knowledge retention.
    • What new topics did they learn?
    • How well did they acquire this new knowledge?
    • Are they confident in their abilities to execute the job’s task.
  • Compare results.

Behavior: Practical Application

The third level, “Behavior,” is where the post-training application is played out. Interviews and scenario-based assessments are helpful tools when analyzing the effectiveness of training 3-6 months later. Tests and quizzes are not as effective at this level because behavior changes don’t play out on paper. Changes in behavior occur at different times for everyone and typically require a personal follow up at a later date. 

Results: Key Performance Indicators

Positive results are the goal of any employee training initiative. The success of training is seen over time by measuring company sales goals, team efficiency, individual task completion, customer satisfaction, product quality, faster turnaround times, etc. Identify specific, key performance indicators (KPI) to track, measure, and evaluate. Use those KPI’s to determine how successful the training proved to be over a particular time frame. Review the results at an appointed time or during the employee’s end-of-year evaluation.

 

Tell Me More About Spoke® LMS

Every business is unique, but so is every employee. Training should be custom fit to meet the needs of your business and the learning needs of employees. Do you have an employee training tracker to measure results? Is your training doing the job? Are you ready to start making employee training trackable and more impactful? Request a demo of Spoke® or attend an upcoming Spoke® webinar. Our Spokes-people are on standby to show you how Spoke® can help you train better teams today.

Sources: Kurt, S. “Kirkpatrick Model: Four Levels of Learning Evaluation,” in Educational Technology, October 24, 2016. Retrieved from https://educationaltechnology.net/kirkpatrick-model-four-levels-learning-evaluation/

Share This Article

Featured Resource

Free Step-by-Step LMS Buyers Guide

More Articles Like This One

5 Ways to Utilize E-Learning Games in Employee Training

In the ever-changing world of technology, the race to stay up to date is an exhausting feat. Modern learners are bombarded with texts, emails, phone calls, push notifications, and all kinds of digital distractions throughout the day. Simplifying the training experience is pinnacle to both effective learning and knowledge retention. Integrating eLearning games into your training increases training interactions by 3x, improves knowledge from beginning to end by 64%, and boosts employee engagement (who doesn’t love a good competition?).

Gamification in Business

Gamification is a buzzword these days as one of the most popular learning styles for both learners and educators. Gamification is the application of game mechanics in non-gaming contexts, such as employee training, to increase engagement. Examples of game mechanics include badges, points, levels, and leaderboards. 

corporate university meister learning retention triangle data

Statistically speaking, people only retain about 10% of what they read and 20% of what they hear/see. Corporate Universities author, Jeanne Meister, notes compelling evidence for incorporating gamification in business today:

“Interactive learning games can increase long-term retention rates by up to 10 times.”

5 eLearning Games

In a previous blog, we talked about some questions to consider before introducing games in training. The question isn’t if your organization should introduce games, but how. To understand how you can start utilizing eLearning games in employee training, consider the following.

1. Jeopardy!®

Documenting all of the ins and outs of company products, policies, and best practices could quickly fill a 50-page manual; thankfully, those are long gone! Use the traditional Jeopardy!® format to train employees and reinforce specific topics, relevant to various job descriptions. Assess both hard skills and soft skills with customizable categories to fit your company’s needs.

Jeopardy!® for training includes all of the same rules as the top-rated quiz show on TV with wagers, Double Jeopardy!®, Final Jeopardy!®, and “Daily Doubles.” For cybersecurity training, the categories might be “Passwords,” “Don’t Do This,” and “Crack The Code.” The possibilities are endless and employees will most likely be familiar with the game rules making adoption easy.

2. Recall

Everyone learns differently, so using a mix of training games supports a range of employee learning styles. Recall uses visual learning to test employees’ ability to memorize using videos and images. 

For instance, the game will display a picture, such as a work environment, without giving the player any hint as to what they need to remember. The player is then challenged to recall specific details about what they just saw during a series of questions testing memorization and retention.

3. Trivia

Not a good test taker? No problem. Trivia transforms the negative sentiments around assessments into an exciting, competitive game using points, timers, and leaderboards. Employees are more engaged when tests are gamified into trivia questions. 

Trivia helps learners make the right decisions, faster. Use Trivia to test product knowledge, terminology, encourage asymmetrical thinking (i.e. Think Outside™ the box) and improve retention.

4. Scenarios

Product knowledge and negotiations can be difficult to practice when there is no application for on-the-job instances. Virtual scenarios provide employees the opportunity to learn in a fail-safe setting before being in the “real world.” 

Scenarios are a great training type for customer service representatives, salespeople, and management. Gamified scenarios allow employees to step into the shoes of a virtual character and engage in different conversation paths to test soft skills. Realistic, contextual simulations also help to assess cause and effect decision making.

5. Scramble

New job, new everything. A new employee can feel like they just walked into a foreign country as they begin integrating into the workplace. Colleagues may seem to be speaking another language if new hires are not well prepared with training. Onboarding is an important process to effectively equip new hires, but it doesn’t have to be all mundane.

Scramble is a great resource for terminology and can be played in two ways: Word Scramble and Sentence Scramble. Sentences are either written with a word missing or laid out in a word bank where players are challenged to correctly reorganize them. Learners are tested on knowledge retention whether they are new or seasoned employees.

Game On

Gamified learning management systems (LMS) motivate learners to excel, progress, and achieve final outcomes with anticipation. Each game is easily tracked for robust reporting on an individual or team data. Identify knowledge gaps, improve retention, and empower employees with more effective training experiences. 

When gamification is implemented into eLearning, companies increase employee engagement by 60% and improve productivity by 50% (eLearning Learning). Who’s ready for a performance review now? At Unboxed Training & Technology, we offer a full list of customizable employee training games. Learn more about how to level up your training with eLearning games by watching our Beyond Gamification webinar!

Share This Article

Featured Resource

Free Step-by-Step LMS Buyers Guide

More Articles Like This One

Unboxed Training & Technology Wins Gold and Silver Brandon Hall Group Awards

We’re proud to announce that Unboxed Training & Technology has won two esteemed Brandon Hall Group Excellence Awards for our work with Hilton Worldwide to develop the Hilton Core Sales Skills program.

Unboxed received a Gold award in Excellence in Learning for Best Advance in Competencies and Skill Development, and a Silver award in Excellence in Sales Performance for Best Sales Onboarding Program.

Brandon Hall Group has long been viewed as the industry experts when it comes to recognizing learning excellence,” said Unboxed CEO Brian Leach. “We are thrilled to receive these two prestigious awards with our partners at Hilton. We’re delighted to see the positive impact that the Hilton Core Sales Skills HCCS program is having around the globe!”

The Hilton Core Sales Skills program is a comprehensive sales training curriculum developed by Unboxed and Hilton to unify their Hilton Global Sales Team around proven sales skills and behaviors. The Core Sales Skills program standardized the sales training process across Hilton’s 17 unique brands and many operating regions.

Hilton Team Members participated in an eight-week blended learning program that used microlearning techniques and in-depth learning sessions to maximize engagement and retention. Learners completed a mix of live-action videos, reflection activities, simulations, and virtual instructor-led training sessions to practice and hone their skills. Hilton’s internal assessment of core sales competencies found that the first wave of participants in the program saw a 37% increase in their scores on critical metrics.

“The HCM Excellence Awards recognize programs that measurably benefit organizations,” said Mike Cooke, Brandon Hall Group CEO. “Many human capital management departments are unable to confirm that their initiatives help the business’s bottom line. Because we focus on measurable benefits, our awards program is universally recognized and highly prestigious.”

Award entries were evaluated by a panel of independent industry experts, Brandon Hall Group analysts, and executives. Each entry was evaluated based upon the following criteria:

·     Fit the need: How well did the competency/skill model effectively align with business needs and situation?

·     Design of the program: Was the program designed to address competency/skill gaps?

·     Delivery: Was the learning program delivered effectively, in a manner easy to access and apply?

·     Measurable Benefits: Did the program produce measurable benefits and outcomes?

·     Overall: Did the program demonstrate a positive impact for the learners and the organization?

“The Brandon Hall Group Excellence Awards Program has recognized leading organizations for the past twenty-plus years for the latest trends in Human Capital Management,” said Rachel Cooke, Brandon Hall Group COO and leader of the HCM Excellence Awards Program. “The initiatives that were honored are not only innovative but fit the unique needs of the business and create truly remarkable success stories.”

Share This Article

Featured Resource

Download the B2C Sales
Training Checklist

More Articles Like This One

Training New Employees – 3 Essential Elements for Every Onboarding Program

So you’ve scoured the applicant pool and found the perfect person for the job, the hard part is done, right? Really, you’re only about half-way up the hill. The training the new employee receives is just as important as who you’ve hired.

Don’t believe us? ADP says that 91% of managers, 81% of HR administrators, and 75% of employees say onboarding is not done right. It’s also been reported that it costs an organization 1.5x the employee’s salary to replace and get a new employee up to speed. It’s safe to say, getting onboarding right is crucial.

Here are the three essentials to keep in mind so your training will hit the mark.

 

1. The Warm Welcome: Ease Their First Day Nerves

New employees have a lot to get the jitters about—a new job, an unfamiliar commute, a new office space, possibly a new city, and all new co-workers (not to mention new responsibilities). It’s important to start to build trust and confidence the moment they walk in the door. Let’s face it, first impressions are important, and a team member’s first day is also their first peek behind the curtain.

On day 1 new team members will start to make judgments on what makes you tick as a company, how the organization is run, and your culture. Are managers hiding behind locked doors? Are their new co-workers friendly? Do the leaders really care?

You only get one chance to set the tone for their first experience. Alleviate their fears and establish a culture of caring by showing them that they’re more than just a number.

If you’re a small company, have each new employee sit down with someone from the C-Suite to get the story of the company. It helps them feel like they’re more than just a number—the leaders care about them and take the time to get to know them.

For larger organizations, a good option is an Introductory Video – a short and sweet message from leadership that all new hires can watch. It tells them a bit about the company, the role employees play in their continued success, and how excited leadership is that they’re joining the team.

Why does this make such a difference? The Gallup organization reports that 71% of employees today are either not engaged or are actively disengaged at work. Establishing a culture where every person matters and is valued is a great way to help build a new employee’s trust that they joined the right organization—and that buy-in is an important factor in keeping employees engaged.

 

2. The Coaching Mindset: Establish Check Points and Expectations

87% of Millennials recently surveyed stated that professional development and career growth are very important to them. Your employees are hungry, and they want success – they just don’t always know how to get there. That’s where you come in.

Outline clear expectations and milestones using a BARS (Behavior Anchored Rating Scale) Chart. The BARS Chart serves as the foundation for the new employee. It outlines what not acceptable, good, and GREAT looks like in their role.

Peer mentor check-ins are a great way to reinforce these GREAT behaviors in a less intimidating setting. New employees can watch a tenured employee perform the GREAT behaviors, talk through their best practices, and openly discuss challenges with someone in their same role.

Then use a 30/60/90-day Plan to build off that framework. These plans allow managers to work with an employee to gauge where they fall at each milestone (according to the BARS Chart) and plan for next steps.

At each of these milestones, the manager should meet with the new hire to discuss their progress and goals for the coming days using the 30/60/90-day Plan as a framework. 

 

3. The Wow Factor: Cater to the Modern Learner

We all know that there are certain things that simply have to be covered when it comes to training new hires: your company’s mission, vision, values, the tools/software they’ll use, and the knowledge, skills, and behaviors they need to do their job well. Check out this Onboarding Checklist to see if your program covers the basics.

But it’s not enough to just check all the boxes, you have to make it memorable. The average employee checks his or her phone more than 150 times per day, so it’s not surprising that the modern learner has a shorter attention span and will tire of the “required” content quickly if you don’t make it exciting.

Reading a manual, sitting through a presentation, or taking a compliance course isn’t going to cut it for the modern learner. Instead, weave in as much interactivity as possible.

You can do things like a VR scavenger hunt for office essentials, add mobile-friendly self-paced foundational courses, or include Simulated or Animated Videos in to your onboarding program. We promise your learners will notice the difference and their knowledge and retention will improve.

Remember, finding and hiring the right people is only part of the battle—how you train them, starting at day 1, is a big factor. For more info on onboarding, check out our article on Onboarding Best Practices. And if you’re interested in learning about Introductory Videos, BARS Charts, 30/60/90-day Plans, Animated or Simulated Videos, incorporating Virtual Reality and more, let us know. We’d love to talk to you and help assess which onboarding training elements are right for your company! 

Share This Article

Featured Resource

Does your onboarding checklist get the job done?

Find out with this free Employee Onboarding Checklist.

More Articles Like This One