10 Ways to Efficiently Onboard New Employees

Make sure that your new hires are well informed and that the process includes existing employees — without disrupting their workflow.

Question: How do you ensure that onboarding new employees is done efficiently -- and without disrupting other employees?

Continually Record and Pass On Knowledge

"We have our current employees continually update manuals and on-boarding materials as they learn something new about their role so that their knowledge can be passed down to future employees. I try to ensure that there is overlap between the person leaving and the person coming on board so that the new employee can learn from them and tasks can be seamlessly shifted from one employee to the next.  "


Systemize Everything

"We’ve standardized the tools and equipment we use across the organization to make both on-boarding and day-to-day work more efficient. All developers use the same type of laptop, OS and software tools. When a new hire starts, they are up to speed within our codebase in an hour and can start contributing. We choose our tools carefully and invest time to ensure they continue to make us efficient."


Create New Employee Basecamp Group

"We created a 'New Employee Checklist' template in Basecamp that we use for onboarding employes. This does two things: It gets new hires familiar with Basecamp, our project management software, and it also helps ensure no steps are skipped. Employees are able to see all required tasks (choosing benefits, installing software, etc.) and check each one off as it is completed."


Use Training Modules

"Creating systems and having a rough idea of what you'll cover during training is just the beginning. Set up custom training modules so you can put new employees on autopilot and they can learn via written instructions, short videos and practical application. Start with the tasks every new employee will use like email account set up. Best of all, you'll be able to observe how they work immediately."


Set Them Up with a Partner/Mentor

"In addition to providing new hires with the appropriate materials to study, it's a good idea to partner them with someone who has plenty of experience in the same field. This allows the new employee to get up to speed as quickly as possible as he or she can watch and study what the mentor does. Gradually, the new employee should be given more and more tasks to complete independently."


Make Sure Everything They Need Is in One Place

"My employees are asked to be extremely independent, and are assigned deadlines with the absolute expectation of meeting them. New team members use Basecamp so every resource they need is in one place. I also use LastPass to provide access to other programs. By assigning tasks and giving full access to everyone, business goals stay completely organized."


Create a Welcome Committee

"The best practice to ensure a smooth incorporation process of new employees is to continually train mentors to be their go-to people. This person is always available to assist the trainee and make them feel like part of the team. They assume the responsibilities of a typical welcome committee, helping the trainee get accustomed to the company, its values, the office and their own daily tasks."


Provide a Strong Support System

"We provide a strong support system for every new employee. First, we provide training that covers the company, leadership, benefits and procedures. Every employee is assigned a coach who explains the specifics of the job and assists with any issues the new hire faces. Our goal is to make new employees feel supported as they adjust to a new company and clients."


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10 Ways to Efficiently Onboard New Employees

Make sure that your new hires are well informed and that the process includes existing employees — without disrupting their workflow.

Question: How do you ensure that onboarding new employees is done efficiently -- and without disrupting other employees?

Continually Record and Pass On Knowledge

"We have our current employees continually update manuals and on-boarding materials as they learn something new about their role so that their knowledge can be passed down to future employees. I try to ensure that there is overlap between the person leaving and the person coming on board so that the new employee can learn from them and tasks can be seamlessly shifted from one employee to the next.  "


Systemize Everything

"We’ve standardized the tools and equipment we use across the organization to make both on-boarding and day-to-day work more efficient. All developers use the same type of laptop, OS and software tools. When a new hire starts, they are up to speed within our codebase in an hour and can start contributing. We choose our tools carefully and invest time to ensure they continue to make us efficient."


Create New Employee Basecamp Group

"We created a 'New Employee Checklist' template in Basecamp that we use for onboarding employes. This does two things: It gets new hires familiar with Basecamp, our project management software, and it also helps ensure no steps are skipped. Employees are able to see all required tasks (choosing benefits, installing software, etc.) and check each one off as it is completed."


Use Training Modules

"Creating systems and having a rough idea of what you'll cover during training is just the beginning. Set up custom training modules so you can put new employees on autopilot and they can learn via written instructions, short videos and practical application. Start with the tasks every new employee will use like email account set up. Best of all, you'll be able to observe how they work immediately."


Set Them Up with a Partner/Mentor

"In addition to providing new hires with the appropriate materials to study, it's a good idea to partner them with someone who has plenty of experience in the same field. This allows the new employee to get up to speed as quickly as possible as he or she can watch and study what the mentor does. Gradually, the new employee should be given more and more tasks to complete independently."


Make Sure Everything They Need Is in One Place

"My employees are asked to be extremely independent, and are assigned deadlines with the absolute expectation of meeting them. New team members use Basecamp so every resource they need is in one place. I also use LastPass to provide access to other programs. By assigning tasks and giving full access to everyone, business goals stay completely organized."


Create a Welcome Committee

"The best practice to ensure a smooth incorporation process of new employees is to continually train mentors to be their go-to people. This person is always available to assist the trainee and make them feel like part of the team. They assume the responsibilities of a typical welcome committee, helping the trainee get accustomed to the company, its values, the office and their own daily tasks."


Provide a Strong Support System

"We provide a strong support system for every new employee. First, we provide training that covers the company, leadership, benefits and procedures. Every employee is assigned a coach who explains the specifics of the job and assists with any issues the new hire faces. Our goal is to make new employees feel supported as they adjust to a new company and clients."


See Also: Embracing the Unknown: How I Decided to Found My Own Company

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