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Orientation to On-Boarding: Transforming the New
                   Hire Process

       Speaker:     Sharlyn Lauby
                    President
                    ITM Group

       Moderator:   Daniel Margolis
                    Managing Editor
                    Talent Management magazine




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Orientation to On-Boarding: Transforming the New
                   Hire Process



                        Daniel Margolis
                        Managing Editor
                        Talent Management magazine




                                             #TMwebinar
Orientation to On-Boarding: Transforming the New
                   Hire Process


                       Sharlyn Lauby
                       SPHR, CPLP
                       President
                       ITM Group




                                       #TMwebinar
From Orientation to
                          Onboarding: Transforming the
                               New Hire Process

                             Presented by: Sharlyn Lauby,
                                    SPHR, CPLP
                                President, ITM Group
                                Tuesday, November 15th

Twitter @SilkRoadTweets
Hash tag #TalentTalk
Launched in 2005

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350 Employees

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                                   9	
  
From	
  Orientation	
  to	
  Onboarding:	
  
Transforming	
  the	
  New	
  Hire	
  Process	
  




                             Sharlyn	
  Lauby,	
  SPHR,	
  CPLP	
  
Today’s	
  Session	
  
•  Learn	
  the	
  difference	
  between	
  orienta;on	
  and	
  onboarding	
  
•  Outline	
  some	
  benefits	
  to	
  an	
  onboarding	
  process	
  
•  Discuss	
  4	
  steps	
  to	
  designing	
  an	
  onboarding	
  program	
  
POLL:	
  My	
  organization	
  currently	
  
has…	
  
A.  A	
  formal	
  orienta;on	
  program	
  AND	
  an	
  onboarding	
  program	
  
    in	
  place	
  
B.  A	
  formal	
  orienta;on	
  program	
  	
  
C.  An	
  informal	
  orienta;on	
  	
  
D.  It’s	
  in	
  the	
  works!	
  
What	
  is	
  Onboarding?	
  
Onboarding	
  is	
  the	
  process	
  of	
  helping	
  new	
  employees	
  become	
  
produc;ve.	
  	
  
	
  
And	
  employee	
  orienta;on	
  is…the	
  process	
  of	
  welcoming	
  a	
  new	
  
employee	
  into	
  an	
  organiza;on.	
  	
  	
  
Let’s	
  Compare	
  
           Orienta(on	
              Onboarding	
  
•  One-­‐;me	
  event	
     •  Frequent	
  Interac;on	
  
•  Welcome	
                •  Produc;ve	
  
•  Introduc;ons	
           •  Performance	
  training	
  
•  Paperwork	
              •  SeTng	
  expecta;ons	
  
•  Culture	
                •  Organiza;onal	
  goals	
  
•  History	
                •  Performance	
  evalua;on	
  
POLL:	
  Orientation	
  lasts…	
  
A.    1	
  hour	
  
B.    Half-­‐day	
  
C.    Full-­‐day	
  
D.    Longer	
  
E.    Something	
  else	
  
Employee	
  Onboarding	
     Produc;vity	
  
      Benefits	
  
                             Engagement	
  

                              Reten;on	
  
Designing	
  an	
  Onboarding	
  Program	
  
•  Look	
  at	
  current	
  process	
  
•  Review	
  any	
  per;nent	
  data	
  from	
  employee	
  surveys	
  and	
  exit	
  
   interviews	
  
•  Get	
  feedback	
  on	
  the	
  current	
  process	
  
•  Establish	
  program	
  goals	
  
•  Create	
  program	
  
•  Evaluate	
  program	
  outcomes	
  and              	
     	
         	
  	
  	
  	
  	
  	
  	
  	
  
   make	
  necessary	
  modifica;ons	
  
Getting	
  Feedback	
  –	
  New	
  Hires	
  
•    Impressions	
  of	
  orienta;on	
  
•    Orienta;on	
  topics	
  
•    Materials	
  
•    Value	
  and	
  importance	
  
•    Management	
  welcome	
  
•    Co-­‐worker	
  welcome	
  
•    Produc;vity	
  
•    Comparison	
  to	
  job	
  descrip;on	
  
•    Comparison	
  to	
  interview	
  
•    First	
  day	
  versus	
  90-­‐days	
  
Getting	
  Feedback	
  -­‐	
  Managers	
  
•    Length	
  of	
  ;me	
  to	
  become	
  fully	
  produc;ve	
  
•    New	
  hire	
  knowledge	
  on	
  their	
  1st	
  day	
  in	
  department	
  
•    Value	
  of	
  material	
  covered	
  in	
  orienta;on	
  
•    Expand	
  or	
  reduce	
  topics	
  
•    Impact	
  on	
  produc;vity	
  
•    Impressions	
  of	
  current	
  process	
  
POLL:	
  Is	
  technology	
  a	
  part	
  of	
  
orientation/onboarding?	
  
A.  Yes	
  
B.  No	
  
C.  We’re	
  considering	
  it.	
  
Design	
  Alternatives	
  
•    Pre-­‐hire	
  and	
  post-­‐hire	
  	
  
•    First	
  day	
  and	
  introductory	
  period	
  
•    One-­‐on-­‐one	
  sessions	
  
•    Group	
  sessions	
  
•    Video	
  
•    Live	
  chat	
  
•    Self-­‐study	
  format	
  
•    Modular	
  format	
  
•    Checklists	
  
•    On-­‐the-­‐job	
  training	
  
Implementation	
  Considerations	
  
•    Number	
  of	
  new	
  hires	
  
•    Length	
  of	
  ;me	
  to	
  become	
  produc;ve	
  
•    Monitoring	
  
•    Changes	
  and	
  updates	
  to	
  content	
  
•    Commitment	
  from	
  management	
  
Program	
  Evaluation	
  
•    Pilot	
  groups	
  to	
  evaluate	
  program	
  
•    New	
  hire	
  surveys	
  
•    Orienta;on	
  session	
  evalua;ons	
  
•    90-­‐day	
  reviews	
  
•    Manager	
  focus	
  groups	
  
Case Study

About – A not-for-profit health care system located in
Northeast South Carolina employing more than 4900
employees

Onboarding Challenges –
o  Complicated and unmanageable.
o  Cut back orientation time and eliminate paperwork – 278
   minute new hire process
o  Compliancy standards
o  Improve new hire experience

                             24
Solution/Results
Solution –



Onboarding and Life Events

Results –
o  Process Improvement/Compliance
o  Streamline focus of the organization
o  Electronic forms – Now only 45 minute Hire Process!
o  Positive New Hire Feedback!!!

                            25
Career Portal




      26
Set	
  Employees	
  Up	
  for	
  Success	
  
•  Orienta;on	
  and	
  onboarding	
  must	
  align	
  with	
  each	
  other	
  and	
  
     organiza;onal	
  goals	
  
•  New	
  hire	
  and	
  manager	
  feedback	
  is	
  essen;al	
  
•  Program	
  design	
  should	
  match	
  organiza;onal	
  needs	
  
•  Evaluate	
  your	
  process	
  
	
  
Additional	
  Resources	
  
•  Crea;ng	
  an	
  Onboarding	
  Plan	
  
    •  h^p://www.hrbartender.com/2010/recrui;ng/crea;ng-­‐an-­‐
       onboarding-­‐plan/	
  
•  5	
  Ways	
  Tech	
  Can	
  Make	
  New	
  Hires	
  Feel	
  Like	
  Part	
  of	
  the	
  Team	
  
    •  h^p://mashable.com/2011/10/09/tech-­‐new-­‐hires/	
  
•  A	
  Real-­‐Time	
  Look	
  at	
  Onboarding	
  
    •  h^p://blog.talentmgt.com/2011/08/19/157/	
  
•  5	
  Tips	
  for	
  Onboarding	
  Remote	
  Workers	
  
    •  h^p://mashable.com/2011/11/14/onboarding-­‐remote-­‐workers/	
  
SilkRoad Resources
o  Creating an Onboarding Process eBook
   http://silkroad.com/meaning

o  For a full listing of SilkRoad resources, including case studies,
   videos and eBooks please visit: www.silkroad.com

o  Additional Questions? sales@silkroad.com

o  For a full listing of upcoming webinars please visit:
   http://www.silkroad.com/resources/Webinars.html



                                  29
View a Product Demo!




         30
Thank	
  You!	
  
SilkRoad	
  Connect:	
  
Blog:	
  blog.silkroad.com	
  
Twi^er:	
  @SilkRoadTweets	
  
Youtube:	
  h^p://www.youtube.com/user/silkroadtechnology	
  
Facebook:	
  h^p://www.facebook.com/silkroadtechnology	
  
Linkedin:	
  www.linkined.com/company/silkroad-­‐technology	
  
	
  
	
  
	
  	
  
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          Reference Checking
            Tuesday, Nov. 22, 2011
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From Orientation to On-Boarding: Transforming the New Hire Process

  • 1. Orientation to On-Boarding: Transforming the New Hire Process Speaker: Sharlyn Lauby President ITM Group Moderator: Daniel Margolis Managing Editor Talent Management magazine #TMwebinar
  • 2. •  Q&A –  Click on the Q&A icon on your floating toolbar in the bottom right corner. –  Type in your question in the space at the bottom. –  Click on “Send.” #TMwebinar
  • 3. Tools You Can Use •  Polling –  Polling question will appear in the “Polling” panel. –  Select your response and click on “Submit.” #TMwebinar
  • 4. Frequently Asked Questions 1. Will I receive a copy of the slides after the webinar? YES 2. Will I receive a copy of the recording after the webinar? YES Please allow up to 2 business days to receive these materials. #TMwebinar
  • 5. Orientation to On-Boarding: Transforming the New Hire Process Daniel Margolis Managing Editor Talent Management magazine #TMwebinar
  • 6. Orientation to On-Boarding: Transforming the New Hire Process Sharlyn Lauby SPHR, CPLP President ITM Group #TMwebinar
  • 7. From Orientation to Onboarding: Transforming the New Hire Process Presented by: Sharlyn Lauby, SPHR, CPLP President, ITM Group Tuesday, November 15th Twitter @SilkRoadTweets Hash tag #TalentTalk
  • 8. Launched in 2005 20 Global Locations 96% 62 2000 Renewal Rate of the Fortune Customers 500 350 Employees Less than 2% voluntary turnover 8  
  • 9. SilkRoad offers the most comprehensive suite of cloud- based talent management solutions. Adopt the entire Life Suite or a single solution – your choice. 9  
  • 10. From  Orientation  to  Onboarding:   Transforming  the  New  Hire  Process   Sharlyn  Lauby,  SPHR,  CPLP  
  • 11. Today’s  Session   •  Learn  the  difference  between  orienta;on  and  onboarding   •  Outline  some  benefits  to  an  onboarding  process   •  Discuss  4  steps  to  designing  an  onboarding  program  
  • 12. POLL:  My  organization  currently   has…   A.  A  formal  orienta;on  program  AND  an  onboarding  program   in  place   B.  A  formal  orienta;on  program     C.  An  informal  orienta;on     D.  It’s  in  the  works!  
  • 13. What  is  Onboarding?   Onboarding  is  the  process  of  helping  new  employees  become   produc;ve.       And  employee  orienta;on  is…the  process  of  welcoming  a  new   employee  into  an  organiza;on.      
  • 14. Let’s  Compare   Orienta(on   Onboarding   •  One-­‐;me  event   •  Frequent  Interac;on   •  Welcome   •  Produc;ve   •  Introduc;ons   •  Performance  training   •  Paperwork   •  SeTng  expecta;ons   •  Culture   •  Organiza;onal  goals   •  History   •  Performance  evalua;on  
  • 15. POLL:  Orientation  lasts…   A.  1  hour   B.  Half-­‐day   C.  Full-­‐day   D.  Longer   E.  Something  else  
  • 16. Employee  Onboarding   Produc;vity   Benefits   Engagement   Reten;on  
  • 17. Designing  an  Onboarding  Program   •  Look  at  current  process   •  Review  any  per;nent  data  from  employee  surveys  and  exit   interviews   •  Get  feedback  on  the  current  process   •  Establish  program  goals   •  Create  program   •  Evaluate  program  outcomes  and                     make  necessary  modifica;ons  
  • 18. Getting  Feedback  –  New  Hires   •  Impressions  of  orienta;on   •  Orienta;on  topics   •  Materials   •  Value  and  importance   •  Management  welcome   •  Co-­‐worker  welcome   •  Produc;vity   •  Comparison  to  job  descrip;on   •  Comparison  to  interview   •  First  day  versus  90-­‐days  
  • 19. Getting  Feedback  -­‐  Managers   •  Length  of  ;me  to  become  fully  produc;ve   •  New  hire  knowledge  on  their  1st  day  in  department   •  Value  of  material  covered  in  orienta;on   •  Expand  or  reduce  topics   •  Impact  on  produc;vity   •  Impressions  of  current  process  
  • 20. POLL:  Is  technology  a  part  of   orientation/onboarding?   A.  Yes   B.  No   C.  We’re  considering  it.  
  • 21. Design  Alternatives   •  Pre-­‐hire  and  post-­‐hire     •  First  day  and  introductory  period   •  One-­‐on-­‐one  sessions   •  Group  sessions   •  Video   •  Live  chat   •  Self-­‐study  format   •  Modular  format   •  Checklists   •  On-­‐the-­‐job  training  
  • 22. Implementation  Considerations   •  Number  of  new  hires   •  Length  of  ;me  to  become  produc;ve   •  Monitoring   •  Changes  and  updates  to  content   •  Commitment  from  management  
  • 23. Program  Evaluation   •  Pilot  groups  to  evaluate  program   •  New  hire  surveys   •  Orienta;on  session  evalua;ons   •  90-­‐day  reviews   •  Manager  focus  groups  
  • 24. Case Study About – A not-for-profit health care system located in Northeast South Carolina employing more than 4900 employees Onboarding Challenges – o  Complicated and unmanageable. o  Cut back orientation time and eliminate paperwork – 278 minute new hire process o  Compliancy standards o  Improve new hire experience 24
  • 25. Solution/Results Solution – Onboarding and Life Events Results – o  Process Improvement/Compliance o  Streamline focus of the organization o  Electronic forms – Now only 45 minute Hire Process! o  Positive New Hire Feedback!!! 25
  • 27. Set  Employees  Up  for  Success   •  Orienta;on  and  onboarding  must  align  with  each  other  and   organiza;onal  goals   •  New  hire  and  manager  feedback  is  essen;al   •  Program  design  should  match  organiza;onal  needs   •  Evaluate  your  process    
  • 28. Additional  Resources   •  Crea;ng  an  Onboarding  Plan   •  h^p://www.hrbartender.com/2010/recrui;ng/crea;ng-­‐an-­‐ onboarding-­‐plan/   •  5  Ways  Tech  Can  Make  New  Hires  Feel  Like  Part  of  the  Team   •  h^p://mashable.com/2011/10/09/tech-­‐new-­‐hires/   •  A  Real-­‐Time  Look  at  Onboarding   •  h^p://blog.talentmgt.com/2011/08/19/157/   •  5  Tips  for  Onboarding  Remote  Workers   •  h^p://mashable.com/2011/11/14/onboarding-­‐remote-­‐workers/  
  • 29. SilkRoad Resources o  Creating an Onboarding Process eBook http://silkroad.com/meaning o  For a full listing of SilkRoad resources, including case studies, videos and eBooks please visit: www.silkroad.com o  Additional Questions? sales@silkroad.com o  For a full listing of upcoming webinars please visit: http://www.silkroad.com/resources/Webinars.html 29
  • 30. View a Product Demo! 30
  • 31. Thank  You!   SilkRoad  Connect:   Blog:  blog.silkroad.com   Twi^er:  @SilkRoadTweets   Youtube:  h^p://www.youtube.com/user/silkroadtechnology   Facebook:  h^p://www.facebook.com/silkroadtechnology   Linkedin:  www.linkined.com/company/silkroad-­‐technology          
  • 32. Join Our Next TM Webinar How to Improve Quality of Hire With Online Reference Checking Tuesday, Nov. 22, 2011 •  TM Webinars start at 2 p.m. Eastern / 11 a.m. Pacific Register for upcoming TM Webinars at www.talentmgt.com/events Join the Talent Management magazine Network http://network.talentmgt.com/ #TMwebinar