All posts in Onboarding


Optimize Your Onboarding Process With Workflow Automation (+ Free Template!)

Optimize Your Onboarding Process With Workflow Automation headerYou’re an HR department of one (and a bit). You have a PEO (professional employer organization) for support, but basically, it’s just you handling the day-to-day.

The CEO says he needs a new role filled ASAP with a list of qualifications. Filling the role will be a challenge, sure – but it’s not the main problem.

How are you going to get this new hire up-to-speed thoroughly in as short a time as possible when you don’t have any sort of standardized structure for doing that?

Simple: Build one.

Easy for me to say, right? It’s my job to build processes; I do it all the time. And that’s true. At Process Street, we do build processes all the time. Sometimes just for the heck of it. You might even say we’re pretty darn good at it.

This means – that’s right – we’ve already built the process you need. You can thank us later. Meanwhile, check out the rest of the post and exactly how you can optimize your onboarding so everyone has a good experience:

To the process mobile!
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Reduce New Hire Churn With This Employee Onboarding Checklist

New employee onboarding checklist reducing churn

Despite many managers understanding the importance of employee onboarding, Sapling has found that 88% of companies don’t onboard well.

This is a troubling revelation when you take into account that offering an excellent onboarding experience enhances employee retention by as much as 82%.

Want to ensure you have high employee retention while also maintaining job satisfaction? I’ve got you covered.

In this blog post, I’m going to walk you through exactly why good employee onboarding matters, the magic of automation, and what makes up a good employee onboarding experience. Check it out here:

Let’s dive in!
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Zapier CEO’s Secret to Effective Remote Onboarding (500+ Employees!)

effective-remote-onboardingWe chat with Zapier CEO Wade Foster, who shares how one of the fastest-growing remote companies in the world onboards their employees, manages Slack, organizes communication, and more.

Employee Onboarding Secrets was the third segment in Process Street‘s Highway 2021 event. Check out our playlist of the full event here.

Here’s the Employee Onboarding Secrets segment with Wade Foster in full:

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Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group

client onboarding 101Adam Schweickert at Wetmore Consulting Group uses Process Street to help their clients document, improve, and automate their processes.

Out of Wetmore Consulting Group, we’ve built a company that now focuses solely on identifying, documenting, and then building our clients processes within Process Street. So, that’s how our company came about. That’s what we do. – Adam Schweickert

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Adam gives us a detailed walkthrough of his onboarding process for new clients.

Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group was the fifth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and make sure to sign up for free with Process Street!

Here’s the Client Onboarding 101 segment with Adam Schweickert in full:

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Level Up Your Employee Onboarding Workflows With These Modern Process Management Strategies

onboarding workflowInstead of an alphabetic writing system, the Incan Empire used a series of knotted and colored strings called quipu.

Quipu are still used in South America today, primarily by herders recording livestock numbers, but experts still only have theories about how the actual Incans used their quipu way back. Some believe quipu were simple memory aids, while others point to purely numerical record-keeping. The latest trend is the theory that quipu were on their way to becoming viable alternatives to written language.

onboarding-workflow-quipu
(Source)

Looking at that image, I know what you’re thinking: How could a series of knots ever represent a narrative about anything?

To be fair, though, the ancient world had a lot of weird record-keeping methods. You’ve probably encountered the Celts’ Ogham alphabet, Viking runes, and the Egyptians’ hieroglyphs – because scholars have been able to figure out what those symbols mean – but there are still many – like the quipu – we don’t quite understand.

For the most part (we think), these cultures followed a predominantly oral tradition, which is why we don’t have any documents explaining their languages. Even the Romans – who loved to write things down – left us a language (Latin) we don’t actually know how to pronounce. All because no one thought about documenting their systems in a universally understandable way that would stand the test of time.

Now, hopefully, your internal onboarding processes aren’t at risk due to your CEO’s sibling overthrowing their rule or violent colonization by an invading force, but if your organization’s employee onboarding isn’t a documented process anyone could use, it’s about as useful to your company as an Incan quipu is to a 21st-century New Yorker.

HR has gone through so many changes in the past few years that it’s not even called HR anymore. The same old systems that have worked just fine up to now just aren’t going to cut it anymore. People managers need dynamic, interactive processes that are flexible enough to meet the ever-changing needs of both their future new hires and their current workforce.

In this Process Street post, I’m going to show you how to easily level up your employee onboarding so it doesn’t become yet another antiquated system no one remembers how to use.

Let’s get started!
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Employee Metrics: 9 Essential Data Points to Track in 2022

employee metrics to trackThomas Forstner is the Head of People & Talent at Juro – a contract management platform on a mission to help the world agree more – where he is building a human-centric, scalable People & Talent function from the ground up.

There are ton of metrics you could measure as a People and Talent lead at a fast-growth company. But tracking them all simply isn’t valuable. Instead, you should be economical and focus on a few metrics that can tell you the most about your function, keeping the rest in the background until you need to delve a bit deeper.

So which metrics do you choose to focus on, and which do you put on the backburner?

It’s a hard choice, there’s no doubt about that. However, some employee metrics are more valuable than others in terms of what they tell you and how important that insight is to your broader business strategy.

Ultimately, you want to grow your team consistently with the best talent, facilitate their development and ensure they’re fulfilled and engaged in their role at your company.

This Process Street post will explore the ten best metrics to track in 2022, including:

It’s time to track the data that matters!
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6 Checklists to Perfect Your New Employee Onboarding Process

6 Checklists to Perfect your New Employee Onboarding ProcessIn this post, I’m going to define and explain the benefits of employee onboarding, then give you access to six employee onboarding checklists that you can use on their own or easily import into employee onboarding software like Process Street.

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

To many companies, the recruiting process has become expensive in terms of lost revenue, expensive in terms of the individual’s hiring, 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 process checklist can do the trick.
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How Payroll Processors Uses Process Street’s Conditional Logic for Client Onboarding

How Payroll Processors Uses Process Street_s Conditional Logic for Client OnboardingEvery company needs HR, but not every company needs an HR department.

For those who aren’t looking to set up the traditional HR team, Payroll Processors has the solution: an entire HR department stuffed into a single platform so you can streamline all your payroll and employee management needs in one place.

Much like us here at Process Street, the folks at Payroll Processors believe: let us take care of things so you can focus on your business.

It’s no surprise, then, that when Payroll Processors wanted to focus on its business, it came to us, and so began a beautiful relationship.
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Why Excel Sucks for Employee Onboarding (You Could be Losing Millions)

Why Excel Sucks as Employee Onboarding Software-04 (1)

Employees in a well-structured onboarding program are 69% more likely to remain at the company after 3 years.” – Society for Human Resource Management (SHRM), 2010 Employee Benefits

1 out of 25 employees leave their new job due to substandard onboarding experiences.

In contrast, a good employee onboarding program can boost employee retention by 69% after 3 years.

Process Street is dedicated to helping our users improve their business operations, and employee onboarding is a prime focus area. On this, we’re surprised to learn that some of our customers have been using Excel for employee onboarding.

According to Harvard Business Review, companies – on average – lose 23% of their new hires after one year. A more thoughtful approach to employee onboarding can dramatically improve this statistic for your organization; and for that, we say, get off Excel.

“…a lot of B2B productivity products are competing with Excel sheets and other products that are totally not built for the specific problem they solve.” – Bram Kanstein, Tech Out Loud, The Product Before the Business by Bram Kanstein

In this Process Street article, you’ll learn why Excel sucks for employee onboarding, and why workflow management solutions offer better onboarding solutions.

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

Let’s jump to it!
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Improve Employee Retention by 82% With These 16 Onboarding Best Practices

onboarding best practices

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.

Let’s get stuck in!
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