Play 9/10: These are 5 common onboarding challenges and ways to resolve them
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Play 9/10: These are 5 common onboarding challenges and ways to resolve them
We've all seen it during employee onboarding. New hires feeling lost, HR teams scrambling to get documents in order, and a manager hoping for the best. Well, should onboarding always feel like a chaotic tornado??
Absolutely not! With a bit of structure (okay, a lot of structure), we can transform this process into a better journey.?
Let’s dive in to make that happen.
Scenario 1: Unclear Communication?
Document Collection: The First Step to a Smooth Start
- Use secure platforms like DocuSign or Adobe Sign to gather necessary documents (IDs, signed offer letters, etc.) before the first day.?
- 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
- Create an employee onboarding survey for new hires about their experience using tools like Google Forms, SurveyMonkey, or Typeform.?
- This survey actually should be in both your employee onboarding and offboarding checklist.
After all, statistically speaking 20% of newcomers exit within the first 45 days.
- The first 30, 60, and 90 days of onboarding are usual survey checkpoints.
- Continuous feedback helps you tweak the process on time and ensure everyone’s on the same page. Curious to learn more? My colleague shares some insights here.
Scenario 2: Clarifying Job Expectations
Structured Onboarding Program: a GPS for their first week
- Develop a structured onboarding program using project management tools like Trello, ClickUp, or Asana.?
- This serves as a connection point for the employee and their manager to share tasks and details about everything from equipment and employee onboarding documents to coworker introductions.?
Trello new hire onboarding template
Scenario 3: Managing Overload
The 30/60/90 Day Plan: A Roadmap to Success
- Onboarding shouldn’t feel like drinking from a firehose. Include a 30/60/90-day plan in your onboarding to outline concrete, measurable objectives for the first three months.
Trello new employee 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:
- Create an employee onboarding checklist with tasks to complete during the first, second, and third weeks on the job.
Scenario 4: Wrapping up Company Culture and Processes
Org Chart and Directory: The Team at a Glance
Juggl’s org chart
- A well-organized org chart is like a family tree for your company: make people feel
connected at work; see who reports to whom and how departments fit together.?
- Use these or those templates to create an org chart and employee directory.
Policy and Procedure Database: Your Company’s Rulebook
- Establish a database with policies and procedures if you haven’t yet.?
- Notion offers excellent templates for new employee onboarding. Check out Notion's template to get started.
Payroll Solutions with Employee Self-Service (ESS)
- Ensure you have a payroll system with ESS features.?
- This allows newcomers to enroll in benefits, check their salary, and submit time sheets effortlessly. It’s like giving them the keys to their financial kingdom.
Juggl payroll section in an employee portal
Scenario 5: Accelerating the Onboarding?
Regular Check-ins: Keep the Momentum Going
- If you don’t have employee onboarding tools to schedule regular check-ins, then consider automation tools like Zapier.?
- Watch an instruction on how to automate 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. Whether it's Jira, Monday, Google Calendar, or other tools – all good. Then, we're going to connect them to reduce your manual work.
- 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 feeling unsure about what works best for your team, take a peek at how we do it at Juggl. Consider taking a free consultation.