Witness the transformation of employee onboarding from chaos to clarity with structured, streamlined processes.
Transitioning Your New Hires: From Day One to Success
Mastering the Onboarding Process: Ensuring Your New Hires' Success from Day One
Document Collection: The First Step to a Smooth Start
Gather necessary documents (IDs, signed offer letters, etc.) before the first day using secure platforms like DocuSign or Adobe Sign.
- To simplify data flow, consider using employee onboarding software or an HRMS system that aggregates employees' personal data, e-documents, benefits requests, and more. See how we do it in Juggl:
Feedback Loop
Incorporate an employee onboarding survey to gather feedback from new hires using tools like Google Forms, SurveyMonkey, or Typeform. This essential component of your onboarding and offboarding checklist enables you to fine-tune the process in a timely, fostering alignment and engagement.
Build a structured onboarding program with the help of project management tools like Trello, ClickUp, or Asana, serving as a roadmap during the initial week.
For inspiration, check out this and this free employee onboarding template for Trello.
The 30/60/90 Day Plan: A Roadmap to Success
Introducing the 30/60/90 Day Plan, a strategic approach to onboarding that tiered goals and achievements. Incorporate our 30-60-90 day onboarding plan template [free]
- Break down goals into 30-, 60-, and 90-day increments with lists of resources to help employees accomplish their goals. Include:
Get acquainted with Juggl’s organizational chart, which is your visual guide to understanding company structure at a glance. Establish a comprehensive policy and procedure database, utilizing platforms like Notion for user-friendly templates that clearly communicate your company's core values and rules.
Policy and Procedure Database: Your Company's Rulebook
- Establish a database with policies and procedures if you still need to.
- Notion offers excellent templates for new employee onboarding. Check out Notion's template to get started.
Innovate with Payroll Solutions
Optimize your payroll system with Employee Self-Service (ESS) features, allowing new hires to easily manage their benefits, salary, and timesheets. Explore [Juggl's payroll section](#) in the employee portal for a seamless financial integration.
Juggl payroll section in an employee portal
Regular Check-ins: Keep the Momentum Going
Leverage automation tools like Zapier for scheduled check-ins and seamless workflow integration, reducing manual tasks and maintaining momentum.
- Watch instructions on automating 90% of your workflow with the Zapier tool (there is a free account).
Register in Zapier and select the tools you regularly use in the employee onboarding process flow. Transform your employee onboarding into an automated, streamlined process that enhances your HR and payroll operations.
- To speed up numerous back-and-forth tasks during employee onboarding, check out these templates (with Trello as an example):
Voila! You have an automated employee onboarding!
If you're unsure about what works best for your team, take a peek at how we do it at Juggl or consider a free consultation.
