Studies show that effective employee onboarding improves employee retention by 82%. And this applies to sales onboarding, as well! When considering the average cost of replacing an employee is ~$30,000, you will recognize how vital good onboarding processes are.

Despite this, 88% of organizations don’t onboard well. This is a major problem burning holes in a lot of pockets and a reason why sales onboarding is so important.

In this Process Street article, you’ll learn what sales onboarding is and the benefits good onboarding brings to a business. You will find out key skills to be identified and nurtured during the sales onboarding process before being granted access to Process Street’s Sales Onboarding Checklist for free. This checklist is uniquely designed to help you develop effective sales onboarding processes.

This article has been written to assist in the creation of a leading sales team. To do that we give you our top 11 template resources. You can click on the links below to be directed to these templates, or scroll down to find out more.

1. Sales Onboarding Checklist
2. Diversity Hiring Process
3. Ari Meisel’s How to Streamline the Hiring Process Guide
4. Code of Conduct Policy Adherence Process
5. Employee Background Check
6. Employee Developmental Plan Template
7. Employee Satisfaction Survey
8. Performance Management
9. Performance Review Template
10. Training Plan Template
11. Sales Manager Job Description Template

Click on the relevant subheader below to jump to the section of choice. Or, as recommended, scroll down to read all we have to say regarding sales onboarding.

• What is sales onboarding?
• Case studies: Companies with the best onboarding programs
• Use Process Street for your sales onboarding (& more)!

Let’s get started, shall we?
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Laura Florin is an expert and accomplished people leader with more than 20 years of experience in leveraging people and resources to build strong teams at every level (not to mention being very familiar with the stay interview process).

Now working for Videri, a maker of energy-efficient digital displays, Laura uses her expertise in people and compliance to manage four different onboardings in two countries. 

Laura understands what it takes to not only make new hires feel welcome but also make them feel like they want to stay for a long time. We were lucky enough to sit down with her and pick her brain on all the employee onboarding best practices.

In this episode of The Employee Onboarding Podcast from Process Street, Laura discusses:

• Onboarding evolution
• Stay interviews
• Making HR less scary

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Mentoring new employees can be tricky.

Think back to a time when you stepped into unfamiliar territory. Can you remember how intimidating it was? That’s the dilemma each new employee faces. 

They need to acclimatize to a new culture, a new team, a new role, and new responsibilities. It’s daunting having to walk into an environment where everyone except you knows what they’re doing. 

Mentors are responsible for offering a support base for the new hire to get settled in their role quicker. These mentors use their past experiences to offer sound guidance, helping build the new employee’s confidence and skills from the get-go. 

Mentoring new employees happens during onboarding, but how can you make the most of it? In this Process Street post, I’m taking you through the mentoring program and how it can be your secret weapon to reduce new hire churn. 

• Why mentoring is important in the workplace 
• Investing in a mentoring plan for new employees
• How to make the most out of training and mentoring new employees
• The role Process Street plays in mentoring your new employees
• From mentee to mentor

Follow me to the mentoring machine! 

HR processes are hard and complex.

From hiring great-fitting talent and helping with their onboarding, to monitoring employee performance and even resolving any employee conflicts, there’s a lot of ground for HR teams to cover – and in such a short amount of time.

Imagine if there was a way for HR teams to time-save, cost-save, labor-save, and take control of their recurring tasks like never before…

Wouldn’t that be a dream?

At Process Street, we rather like turning dreams into reality. That’s why we’ve hand-picked our most effective, most useful HR processes from our extensive library and are presenting it in this ultimate HR process pack.

Think of it as your one-stop-shop for all the human resources processes you’ll ever need:

• Why use workflows for HR processes?
• HR processes #1: Pre-hiring processes
• HR processes #2: Hiring processes
• HR processes #3: Onboarding processes
• HR processes #4: Performance processes
• HR processes #5: Workplace processes
• HR processes #6: Diversity processes
• HR processes #7: Aptitude tests
• Create your own HR processes with Process Street today!

Now, let’s stop dilly-dallying and get to it!
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There are many work models these days, and this includes flexible work models.

Choosing the right flexible work model can be daunting – nay, terrifying, even.

There are a string of what-ifs to contend with, and the experts can’t even seem to agree on whether flexible models are more productive than traditional ones. Even employees are divided on which they prefer, so you’re uncertainty is definitely warranted.

That’s okay: With a little creativity and the tips in this Process Street post, you’ll be able to make your work-life work well.

We’ll cover:

• Why are flexible work models important
• Types of flexible work models
• Additional trends in flexible work
• Is a flexible work model right for you?
• Best practices for implementing flexible work models

Let’s get right to it!

Glassdoor reports effective employee onboarding increases retention by 82%.

“Organizations with a strong onboarding process improve new hire retention by 82% and productivity by over 70%”

Now consider the cost of hiring a new employee is between ~6-9 months salary (the average salary for a customer success manager in the U.S. is ~$85,000 annually). When you do the math, it becomes clear how costs start to rack up.

If you’re a SaaS company dedicated to growth and gaining a competitive edge, this is an unnecessary cost that every team, including your customer success team, should avoid.

One of the best ways to improve retention is by focusing on your employee onboarding. That’s what we’re going to look at in this Process Street article.

We’ll explain how we, along with Salesforce, Netflix, and Intercom, onboard our customer success managers.

And if you’re going to invest in onboarding, making sure your customer success managers are onboarded effectively is a good way to effectively hit two birds with one stone. Your CSMs are in charge of customer onboarding, so by providing a solid employee onboarding foundation to orient them, you’re also laying the foundation for a solid system of client onboarding.

By the end of this article, you’ll have learned the 16 employee onboarding best practices used by these top 4 international tech companies. Although these onboarding best practices are specific to a customer success manager role, they’re applicable across most business departments.

• Why onboarding is important for retention
• 16 onboarding best practices (used by top tech companies)
• How to implement onboarding best practices in your company

Let’s get stuck in!
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In this post, I’m going to define and explain the benefits of employee onboarding, then give you access to six employee onboarding checklists.

Use them on their own or import into Process Street, so you can track and automate the work in Slack or Microsoft Teams.

Why checklists?

Well, checklists are the most popular way to onboard new employees, and that’s for a good reason.

Checklists help you to follow a process, make sure you don’t neglect anything important and stay compliant.

Instead of making you write your own, you can use one of the 6 we’ve prepared for you as a basis, and either take it as it is or modify it for your business.

Reported by Dr. John Sullivan, recruiting advisor and professor of human relations, the statistics show that:

• 50 percent of new hires are fired or quit during their first six months
• 40 percent of new CEOs fail in their first 18 months
• Up to 60 percent of new management employees fail during their first 18 months

For too many companies, the recruiting process has become expensive causing lost revenue and damaging to company morale.

Luckily, a new employee onboarding process flow can prevent such mistakes from occurring.

If you’re looking to put your best foot forward in making new hires feel welcome, a new employee onboarding checklist can do the trick.
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Did you know that job description templates can make your employee hunting 10x more efficient?

With the estimated cost of $4,129 for a new hire, it’s clear that that empty chair is an expensive one to fill. To make this cost more like an investment for your company than an expense, you want to get your hiring process right. You want to hire the ideal candidate, but where do you start?

At Process Street, we say you start your recruitment process by writing a solid job description. This is no easy task: you have around 14 seconds to convince applicants that your job is the perfect job for them.

Get your job description right and you can draw in the most qualified, skilled and well-fitting applicants. But how do you get your job description right?

We’ve covering what you need to know to start crafting the right job description for your needed role in this Process Street article. We’ve also provided you with 14 of the best job description templates for your company.

• What is a job description template and why do you need it?
• The 14 free job description templates your company needs
• Effortlessly create a killer description with Process Street​​

Let’s dive in!
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Virtual reality recruitment is a growing trend in the recruiting world, thanks to the many benefits it offers. This is especially relevant for employer branding because virtual reality offers an immersive experience that allows candidates to engage with your brand directly. 

Imagine candidates many miles away from you being able to put on a headset, and get an office tour! VR has many promising advantages for remote and hybrid hiring. 

Stick here to learn more about how you can use VR in recruitment and whether VR is really the future of recruiting.

We’ll be covering:

• What does virtual reality in recruitment look like?
• 8 ways VR can be used in recruitment 
• Benefits of using VR in recruitment
• Is VR the future of recruiting?

2/3 of HR managers agree that Human Resources is undergoing a digital transformation. And with this transformation comes a plethora of digital HR tools designed to optimize HR-related operations. These tools improve efficiency, employee experience, regulatory compliance, and save you money.

However, the sheer diversity of HR tools available brings a challenge. The challenge to find the right HR tools for you and your team, to build your ultimate HR toolkit. Your HR toolkit is a set of tools that aid HR-related functions, and it’ll be specialized for you and your business.

How do you choose the right HR tools to optimize your HR toolkit?

The answer to that question lies here. In this Process Street article, you’ll learn what HR tools are and how you can utilize the best HR tools for each specific HR-related function. After vigorous qualitative research and trial-and-error, we’re delighted to present you with our top 30+ HR tools to help you build your ultimate HR toolkit.

Click on the relevant subheader to jump to your section of choice. Alternatively, scroll down to read all we have to say.

• What are HR tools?
• Our top 33 HR tools to build your ultimate HR toolkit
• How to integrate Process Street with your HR tools

Let’s begin!
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