3 Steps to Onboard a New Employee

Monic Del Rosario

3 September 2019    |   

Looking for talented and culture-fit employees is hard enough on its own, but the real challenge for any manager is when the onboarding process kicks in. Is onboarding really important? Onboarding new employees is essential in making sure they know specific details about the company, knowing who they’ll be working with, and setting expectations at work. It’s an important step in the employment process that affects retention in the long-run, and contrary to popular belief, it doesn’t have to be complicated nor expensive. Here are three easy steps to onboard your new hire: Step 1: Introduce them to the company Anybody who’s gone through their first day at a new job knows what it’s like — excited to get to work but also quite nervous in the new environment. Making new hires feel welcome is one of the first steps in helping them get settled quickly, and there are several ways to do this. For one, you can send a welcome email a week before they even start working. And once they do start, take them around the workplace as soon as possible, and introduce them to their new colleagues. And this doesn’t just mean making them shake hands with staff from every department. Introduction of a new hire to your company is more than just remembering names and titles — it’s also about letting them in on the values, culture, and overall standards that the organisation has. Providing them with this information will make them feel involved in the business’ overall success right from the start. Free e-book: Making the Onboarding Experience Work for your Business Step 2: Collect essential staff information Here comes the nitty-gritty part: Collecting the important employee details for HR and operational purposes. Some of these include their personal information (birthday, residential address, bank account details), tax declaration form, and a signed acknowledgment of workplace policies. Traditionally, this was being done through paper, where staff would need to fill up and submit forms on their first day. Thanks to technology however, this part of the onboarding process can now only take minutes to complete. Some workforce management platform now offer paperless onboarding, allowing managers to collect data, upload files, and sync bank details with their current payroll software. Not only does this free up time for the managers themselves, but it also allows new employees to finish administrative tasks quickly and get straight to work. Read more: The Employer’s Onboarding Checklist Step 3: Communicate goals and expectations Set a one-on-one chat with your new hire as soon as all the operational stuff are out of the way. Often, employees turn dissatisfied at work because their managers fail to communicate clear goals and expectations for their job, which then leads to the staff underperforming or worse, leaving the company. Make sure to give them specific, measurable, and realistic goals that are tied down with your team’s, and ultimately, your company’s mission. Some employees will also expect training and traveling opportunities, which can be clarified upon onboarding. Being able to sit down with your new employee only takes minutes, but could greatly affect their future at work. In summary, onboarding new employees requires time and effort to execute properly. There’s a lot to take care of, but if you prepare ahead of time and use the right tools, you can pull it off swiftly and empower your workforce towards success. Ready for a smooth onboarding process? Try Tanda’s Paperless Onboarding feature for 14 days, no credit card required.

Looking for talented and culture-fit employees is hard enough on its own, but the real challenge for any manager is when the onboarding process kicks in.

Is onboarding really important?

Onboarding new employees is essential in making sure they know specific details about the company, knowing who they’ll be working with, and setting expectations at work. It’s an important step in the employment process that affects retention in the long-run, and contrary to popular belief, it doesn’t have to be complicated nor expensive. Here are three easy steps to onboard your new hire:

Step 1: Introduce them to the company

Anybody who’s gone through their first day at a new job knows what it’s like — excited to get to work but also quite nervous in the new environment. Making new hires feel welcome is one of the first steps in helping them get settled quickly, and there are several ways to do this. For one, you can send a welcome email a week before they even start working. And once they do start, take them around the workplace as soon as possible, and introduce them to their new colleagues.

And this doesn’t just mean making them shake hands with staff from every department. Introduction of a new hire to your company is more than just remembering names and titles — it’s also about letting them in on the values, culture, and overall standards that the organisation has. Providing them with this information will make them feel involved in the business’ overall success right from the start.

Free e-book: Making the Onboarding Experience Work for your Business

Step 2: Collect essential staff information

Here comes the nitty-gritty part: Collecting the important employee details for HR and operational purposes. Some of these include their personal information (birthday, residential address, bank account details), tax declaration form, and a signed acknowledgment of workplace policies. Traditionally, this was being done through paper, where staff would need to fill up and submit forms on their first day. Thanks to technology however, this part of the onboarding process can now only take minutes to complete.

Some workforce management platform now offer paperless onboarding, allowing managers to collect data, upload files, and sync bank details with their current payroll software. Not only does this free up time for the managers themselves, but it also allows new employees to finish administrative tasks quickly and get straight to work.

Read more: The Employer’s Onboarding Checklist

Step 3: Communicate goals and expectations

Set a one-on-one chat with your new hire as soon as all the operational stuff are out of the way. Often, employees turn dissatisfied at work because their managers fail to communicate clear goals and expectations for their job, which then leads to the staff underperforming or worse, leaving the company.

Make sure to give them specific, measurable, and realistic goals that are tied down with your team’s, and ultimately, your company’s mission. Some employees will also expect training and traveling opportunities, which can be clarified upon onboarding. Being able to sit down with your new employee only takes minutes, but could greatly affect their future at work.

In summary, onboarding new employees requires time and effort to execute properly. There’s a lot to take care of, but if you prepare ahead of time and use the right tools, you can pull it off swiftly and empower your workforce towards success.


Ready for a smooth onboarding process? Try Tanda’s Paperless Onboarding feature for 14 days, no credit card required.

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About the author

Monic Del Rosario

Monic is Tanda's content curator. She uses her background in Development Studies to create materials that are both business-oriented and human-centric.

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