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STRATEGIC EMPLOYEE ONBOARDING:
ARE YOU READY?
PRESENTED BY JEREMY YORK, SPHR, SHRM-SCP
Adopted from the SHRM
Onboarding New Employees Study
Overview
• Review statistics and perspectives on onboarding.
• Learn four essential components of an effective employee onboarding
program: 1) Compliance; 2) Clarification; 3) Culture; 4) Connection.
• Discuss the short-term effects (i.e., new employee adjustment) and the
long-term effects (i.e., attitudes and behaviors) of onboarding.
• Understand how to utilize new tools and provide coaching to support
onboarding.
Statistics
• 50% of all senior outside hires fail within 18
months. -Leadership IQ
• 50% of all hourly workers leave new jobs
within the first 120 days. -SHRM
• 89% of new hires don’t have the knowledge
needed to “hit the ground running”.
-AIRS
• 39% of managers are satisfied with their
organization’s integration efforts.
-RHR Consulting
What New Employees Say
• “On-boarding was great, but then I went to my
work area and realized none of it mattered
now.”
• “My manager was so busy, I didn’t even see
him until my second week on the job.”
• “I was handed four product manuals and told to
start reading—after two days I wondered if I had
made a mistake taking this job.”
• “I had to figure everything out on my own—no
one showed me how to access voicemail,
email, where the restrooms were, etc.”
How Can We Improve?
• Increase Job Satisfaction—jumpstart employee
relationships.
• Increase Performance—clarify delivery expectations
and objectives.
• Eradicate Turnover—provide support though
feedback, coaching, and follow-up.
Strategic Onboarding…
Surpasses basic employee orientation and takes a forward-
thinking approach:
• To review basic legal and policy-related information; acclimate employees to
company processes as they relate to these areas.
• To equip new hires with the knowledge, skills, tools, and training necessary
to be successful in their new positions.
• To review company values, behaviors, and performance objectives.
Strategic Onboarding…
Surpasses basic employee orientation and takes a forward-
thinking approach:
• To introduce company culture/organizational norms.
• To immerse new hires into the organization’s personality.
• To establish a solid employee relationship by welcoming new hires and
creating an environment of mutual trust and respect.
• To minimize the amount of time it takes new hires to fully contribute to their
workgroups.
The Four C’s of Onboarding
Connection
Culture
Clarification
Compliance
The Four C’s
Compliance
• Is the foundation and includes actions such as:
 A review of basic legal and policy-related rules and regulations.
 A review of the employee handbook and any other supplemental material.
 The completion of new-hire forms and benefit enrollment.
Clarification
• Educates employees by providing:
 An understanding of the job and all related expectations.
 An overview of job performance standards explaining how performance will be measured.
Culture
• Is a broad but important level that includes activities such as:
 An overview of the organization’s mission, vision, and values and how they link directly to
the new hire’s job.
 An introduction to formal and informal organizational norms—including any unspoken
company rules/policies.
 The providing of resources/guides to assist in the understanding of the
business/organization.
Connection
• Addresses interpersonal relationships and social integration through:
 Introductions to other key employees in the organization.
 Discussions about organizational politics, lingo, etc.
The Four C’s
• Addresses Compliance and parts of
Clarification.
Passive
Onboarding
30%
• Covers Compliance and Clarification
well and includes some Culture and
Connection mechanisms.
High Potential
Onboarding
50%
• Effectively embraces all four C’s
systematically in a formal and strategic
approach.
Proactive
Onboarding
20%
The Four C’s
Short-Term Impact
Employee Adjustment
• Self Confidence—new hires that are more confident that they are doing
well in their new job are more motivated and successful.
• Role Clarity—new hires that understand their jobs perform better; poor
performance is highly visible.
• Social Integration—solid relationships with coworkers fosters
commitment and loyalty.
• Organizational Fit—alignment with culture and an understanding of how
the organization “works” can increase job satisfaction and reduce initial
turnover.
Perceptions and Behaviors
• Retention—employees that feel a connection with the organization and
have a purpose related to the goals are more likely to stay with the
company longer; in many cases up to three years.
• Productivity—employees get “up-to-speed” faster and have strong job
knowledge; leads to consistent high performance and a focus on quality.
• Customer Satisfaction—disengaged employees demonstrate their
feelings to customers through a lack of commitment to service; happy
employees lead to happy customers.
Long-Term Impact
New Hires: What Does This Mean For You?
Get the most out of your employer’s onboarding plan
• Find someone to answer your questions. Many employers have a mentoring
program for their new hires. If you don’t have a mentor, request one. Shadowing a
seasoned pro on your team is one of the best ways to learn characteristics of a successful
employee.
• Find opportunities for quick impact. Find projects or opportunities where you can
make a positive impact on your team and gain visibility as a crucial contributor.
• Build a rapport with your coworkers. Don’t eat a sandwich at your desk – spend that
time developing a relationship with your team! This will help you acclimate more quickly to
your new team and build increase your job satisfaction in the long term.
• Learn what’s working – and fix what’s not. Take advantage of one-on-one check-
ins with your manager to get constructive feedback. Build further on the strengths discussed
and be open to suggestions on areas of opportunity.
Manager
Drives the process
Builds the
relationship
Sets goals and
expectations
Focuses on
dialogue
Employee
Takes responsibility
Seeks clarity
Takes action
Organization
Supports the
process
Enforces
accountability
Provides resources
Key Players
Onboarding Wisdom…
“Companies that can reduce the on-boarding time will find
themselves at a competitive advantage because employees
will reach full productivity sooner, will have higher morale,
and will be more likely to stay on the job.”
Derek Moscato
HR Magazine
Keys to Success
• Begin onboarding during the recruitment process; utilize behavior-based
questions that align with organizational culture; discuss culture.
• Provide realistic job previews so that candidates get a sense of
expectations and organizational norms.
• Provide support tools and processes (i.e., a written onboarding plan,
formal stakeholder meetings, onboarding online).
• Incorporate coaching and support (e.g., mentors, work buddy,
development/feedback meetings).
• Train, train, train!
Best Practices
• Prepare for the first day and make it
special.
• Use a formal program, develop a
written plan, and make it participatory.
• Be consistent and review the plan
regularly.
• Use technology.
• Engage stakeholders.
• Use milestones (30/60/90).
PLANNING• What can you do to make your onboarding program better?
• How can you align onboarding with company culture?
• What is one thing you can implement immediately?
Planning
Questions?
Jeremy York, SPHR, SHRM-SCP
Lead Consultant and President
jeremy@InvigorateHR.com
317.313.5980
www.InvigorateHR.com

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Strategic Employee Onboarding: The Four C's

  • 1. STRATEGIC EMPLOYEE ONBOARDING: ARE YOU READY? PRESENTED BY JEREMY YORK, SPHR, SHRM-SCP Adopted from the SHRM Onboarding New Employees Study
  • 2. Overview • Review statistics and perspectives on onboarding. • Learn four essential components of an effective employee onboarding program: 1) Compliance; 2) Clarification; 3) Culture; 4) Connection. • Discuss the short-term effects (i.e., new employee adjustment) and the long-term effects (i.e., attitudes and behaviors) of onboarding. • Understand how to utilize new tools and provide coaching to support onboarding.
  • 3. Statistics • 50% of all senior outside hires fail within 18 months. -Leadership IQ • 50% of all hourly workers leave new jobs within the first 120 days. -SHRM • 89% of new hires don’t have the knowledge needed to “hit the ground running”. -AIRS • 39% of managers are satisfied with their organization’s integration efforts. -RHR Consulting
  • 4. What New Employees Say • “On-boarding was great, but then I went to my work area and realized none of it mattered now.” • “My manager was so busy, I didn’t even see him until my second week on the job.” • “I was handed four product manuals and told to start reading—after two days I wondered if I had made a mistake taking this job.” • “I had to figure everything out on my own—no one showed me how to access voicemail, email, where the restrooms were, etc.”
  • 5. How Can We Improve? • Increase Job Satisfaction—jumpstart employee relationships. • Increase Performance—clarify delivery expectations and objectives. • Eradicate Turnover—provide support though feedback, coaching, and follow-up.
  • 6. Strategic Onboarding… Surpasses basic employee orientation and takes a forward- thinking approach: • To review basic legal and policy-related information; acclimate employees to company processes as they relate to these areas. • To equip new hires with the knowledge, skills, tools, and training necessary to be successful in their new positions. • To review company values, behaviors, and performance objectives.
  • 7. Strategic Onboarding… Surpasses basic employee orientation and takes a forward- thinking approach: • To introduce company culture/organizational norms. • To immerse new hires into the organization’s personality. • To establish a solid employee relationship by welcoming new hires and creating an environment of mutual trust and respect. • To minimize the amount of time it takes new hires to fully contribute to their workgroups.
  • 8. The Four C’s of Onboarding Connection Culture Clarification Compliance
  • 9. The Four C’s Compliance • Is the foundation and includes actions such as:  A review of basic legal and policy-related rules and regulations.  A review of the employee handbook and any other supplemental material.  The completion of new-hire forms and benefit enrollment. Clarification • Educates employees by providing:  An understanding of the job and all related expectations.  An overview of job performance standards explaining how performance will be measured.
  • 10. Culture • Is a broad but important level that includes activities such as:  An overview of the organization’s mission, vision, and values and how they link directly to the new hire’s job.  An introduction to formal and informal organizational norms—including any unspoken company rules/policies.  The providing of resources/guides to assist in the understanding of the business/organization. Connection • Addresses interpersonal relationships and social integration through:  Introductions to other key employees in the organization.  Discussions about organizational politics, lingo, etc. The Four C’s
  • 11. • Addresses Compliance and parts of Clarification. Passive Onboarding 30% • Covers Compliance and Clarification well and includes some Culture and Connection mechanisms. High Potential Onboarding 50% • Effectively embraces all four C’s systematically in a formal and strategic approach. Proactive Onboarding 20% The Four C’s
  • 12. Short-Term Impact Employee Adjustment • Self Confidence—new hires that are more confident that they are doing well in their new job are more motivated and successful. • Role Clarity—new hires that understand their jobs perform better; poor performance is highly visible. • Social Integration—solid relationships with coworkers fosters commitment and loyalty. • Organizational Fit—alignment with culture and an understanding of how the organization “works” can increase job satisfaction and reduce initial turnover.
  • 13. Perceptions and Behaviors • Retention—employees that feel a connection with the organization and have a purpose related to the goals are more likely to stay with the company longer; in many cases up to three years. • Productivity—employees get “up-to-speed” faster and have strong job knowledge; leads to consistent high performance and a focus on quality. • Customer Satisfaction—disengaged employees demonstrate their feelings to customers through a lack of commitment to service; happy employees lead to happy customers. Long-Term Impact
  • 14. New Hires: What Does This Mean For You? Get the most out of your employer’s onboarding plan • Find someone to answer your questions. Many employers have a mentoring program for their new hires. If you don’t have a mentor, request one. Shadowing a seasoned pro on your team is one of the best ways to learn characteristics of a successful employee. • Find opportunities for quick impact. Find projects or opportunities where you can make a positive impact on your team and gain visibility as a crucial contributor. • Build a rapport with your coworkers. Don’t eat a sandwich at your desk – spend that time developing a relationship with your team! This will help you acclimate more quickly to your new team and build increase your job satisfaction in the long term. • Learn what’s working – and fix what’s not. Take advantage of one-on-one check- ins with your manager to get constructive feedback. Build further on the strengths discussed and be open to suggestions on areas of opportunity.
  • 15. Manager Drives the process Builds the relationship Sets goals and expectations Focuses on dialogue Employee Takes responsibility Seeks clarity Takes action Organization Supports the process Enforces accountability Provides resources Key Players
  • 16. Onboarding Wisdom… “Companies that can reduce the on-boarding time will find themselves at a competitive advantage because employees will reach full productivity sooner, will have higher morale, and will be more likely to stay on the job.” Derek Moscato HR Magazine
  • 17. Keys to Success • Begin onboarding during the recruitment process; utilize behavior-based questions that align with organizational culture; discuss culture. • Provide realistic job previews so that candidates get a sense of expectations and organizational norms. • Provide support tools and processes (i.e., a written onboarding plan, formal stakeholder meetings, onboarding online). • Incorporate coaching and support (e.g., mentors, work buddy, development/feedback meetings). • Train, train, train!
  • 18. Best Practices • Prepare for the first day and make it special. • Use a formal program, develop a written plan, and make it participatory. • Be consistent and review the plan regularly. • Use technology. • Engage stakeholders. • Use milestones (30/60/90).
  • 19. PLANNING• What can you do to make your onboarding program better? • How can you align onboarding with company culture? • What is one thing you can implement immediately? Planning
  • 20. Questions? Jeremy York, SPHR, SHRM-SCP Lead Consultant and President jeremy@InvigorateHR.com 317.313.5980 www.InvigorateHR.com