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The	webinar	will	begin	shortly.
Steps	to	a	Successful	Onboarding	Process
@JazzDotCo		|	@Zenefits
#OnboardingPro
Steps	to	a	Successful	Onboarding	Process
Presented	by:
• Elizabeth	Pierce,	Director	of	Training	&	Enablement,	Zenefits
• Corey	Berkey,	Director	of	Human	Resources,	Jazz
@JazzDotCo		|	@Zenefits
#OnboardingPro
Quick	Housekeeping
• We	will	be	recording	the	webinar
• Chat	box	is	available	if	you	have	any	questions
• There	will	be	time	for	a	Q&A	at	the	end	
• Attendees	will	receive	a	copy	of	the	slides/recording	
• Twitter	hashtag:	#OnboardingPro
@JazzDotCo		|	@Zenefits
#OnboardingPro
Welcome	and	Introductions
@JazzDotCo |	@Zenefits
#OnboardingPro
Corey	Berkey
Director	of	Human	Resources
Fun	Facts:	Cellist	for	9	years,	new	homeowner	and	self-proclaimed	handyman	extraordinaire	
Elizabeth	Pierce
Director	of	Training	&	Enablement
Fun	Facts:	Avid	chess	player,	golfer,	has	visited	47	states,	Southerner	living	in	California
/elizabethpierce100
/coreyberkey
Agenda
@JazzDotCo		|	@Zenefits
#OnboardingPro
• The	importance	of	onboarding
• Benefits	to	having	a	strong	onboarding	program
• The	different	stages	of	onboarding
• Best	practices	for	a	successful	onboarding	program
• Additional	resources
• Q&A
The	Importance	of	Onboarding
@JazzDotCo |	@Zenefits
#OnboardingPro
The	3	W’s	of	Implementing	Onboarding
Why	you	should	do	it
@JazzDotCo |	@Zenefits
#OnboardingPro
The	3	W’s	of	Implementing	Onboarding
Why	you	should	do	it
When	it	should	be	formalized
@JazzDotCo |	@Zenefits
#OnboardingPro
The	3	W’s	of	Implementing	Onboarding
Why	you	should	do	it
When	it	should	be	formalized
Who’s	involved	and	how
@JazzDotCo |	@Zenefits
#OnboardingPro
The	3	W’s	of	Implementing	Onboarding
Why	you	should	do	it
When	it	should	be	formalized
Who’s	involved	and	how
Boost	productivity
Decrease	turnover
Improve	culture
Build	trust	&	alignment
@JazzDotCo |	@Zenefits
#OnboardingPro
The	3	W’s	of	Implementing	Onboarding
Why	you	should	do	it
When	it	should	be	formalized
Who’s	involved	and	how
When	you	bring	your	first	
person	onboard	&	document	it
Collaborate	with	those	you	
onboard	to	strengthen	your	
process
@JazzDotCo |	@Zenefits
#OnboardingPro
The	3	W’s	of	Implementing	Onboarding
Why	you	should	do	it
When	it	should	be	formalized
Who’s	involved	and	how
@JazzDotCo |	@Zenefits
#OnboardingPro
The	3	W’s	of	Implementing	Onboarding
Why	you	should	do	it
When	it	should	be	formalized
Who’s	involved	and	how
@JazzDotCo |	@Zenefits
#OnboardingPro
The	3	W’s	of	Implementing	Onboarding
Why	you	should	do	it
When	it	should	be	formalized
Who’s	involved	and	how
HR/Recruiting
Manager
Executive
Team	Members
@JazzDotCo |	@Zenefits
#OnboardingPro
Benefits	of	a	Strong	
Onboarding	Program
@JazzDotCo |	@Zenefits
#OnboardingPro
For	Employees
• Solid,	broad	understanding	of	the	
business
• Open	up	communication	channels
• Build	connections	with	other	employees	
and	manager
@JazzDotCo |	@Zenefits
#OnboardingPro
For	Managers
• Engage	employees	early	on
• Build	trust	and	alignment
• Pre-wired	new	hire
• Reduced	ramp	time
@JazzDotCo |	@Zenefits
#OnboardingPro
For	the	Business
• Attract	and	retain	hard	to	find	top	talent
• Increase	business	growth
• Reduce	turnover
@JazzDotCo |	@Zenefits
#OnboardingPro
But	Don’t	Forget…
• Continue	the	conversation	and	feedback	loop
• Reconnect	with	new	hires	and	managers
• Buddy	program
@JazzDotCo |	@Zenefits
#OnboardingPro
3	Stages	of	Onboarding
@JazzDotCo |	@Zenefits
#OnboardingPro
Pre-employment	Stage
@JazzDotCo |	@Zenefits
#OnboardingPro
• Stay	engaged	with	new	hires	prior	to	
start	date
• Set	the	stage	for	their	first	day
• Take	care	of	any	necessary	paperwork
• Company	introductions
First	Day
• Remaining	paperwork
• Team	introductions	&	lunch
• IT/HR	overview	&	setup
• Pre-scheduled	training
• Tour	of	office	space
@JazzDotCo |	@Zenefits
#OnboardingPro
After	the	First	Day
• Training	continues	throughout	first	
several	days/weeks/months
• Learning	is	ongoing	– plan	it,	schedule	
it,	stick	to	it
• Check	in	often
• Keep	the	feedback	coming
• Use	feedback	to	refine	your	process
@JazzDotCo |	@Zenefits
#OnboardingPro
3	Stages	of	Onboarding
Best	Practices	For	A	
Successful	Onboarding	Program
@JazzDotCo |	@Zenefits
#OnboardingPro
Have	Partnerships	Across	the	Organization
• Leadership	buy-in
• Manager	engagement
• SME	participation
• Buddy	program
• Alliance	with	Recruiting	&	HR
@JazzDotCo |	@Zenefits
#OnboardingPro
Make	it	Fun!
• Use	technology
• Go	beyond	the	training	room
• Reinforce	learning	through	creativity
• Hack	it
@JazzDotCo |	@Zenefits
#OnboardingPro
Don’t	Forget	the	Basics
• Stay	consistent
• Start	early	with	a	strong	finish
• Company	brand	from	the	inside	out
@JazzDotCo |	@Zenefits
#OnboardingPro
Just	to	Recap…
@JazzDotCo |	@Zenefits
#OnboardingPro
• Everyone	in	the	organization	is	responsible	for	onboarding	success
• Having	a	program	has	a	positive	impact	on	employees,	managers,	and	
the	business
• Onboarding	doesn’t	stop	after	day	1
• Make	sure	you’re	always	asking	for	feedback
• Have	some	fun	with	it
Resources
Upcoming	Webinars
• Product	Deep	Dive:	Workflows
• Create	a	Winning	Interview	Process
Additional	Resources
• Blog:	Win	Over	New	Hires	with	Great	Onboarding
• Blog:	Stop	Employee	Turnover	with	Better	Onboarding
• Blog:	Onboarding	Best	Practices	that	Benefit	New	Hires	&	Your	Business
@JazzDotCo |	@Zenefits
#OnboardingPro
Thank	you!	Questions?
Corey	Berkey
Director	of	Human	Resources
Elizabeth	Pierce
Director	of	Training	&	Enablement
/elizabethpierce100
/coreyberkey
@JazzDotCo |	@Zenefits
#OnboardingPro

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Jazz + Zenefits - Steps to a Successful Onboarding Process