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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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! 

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 (see how you can use Process Street as an employee onboarding software).

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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A company is only as good as the employees it hires. We all know this, but let’s take it a step further.

The employee life cycle is the bloodline for any organization. You need to take proper care of your employees to reap success. To do this, you need to understand each stage of the employee life cycle and where your employee stands in it. 

When implemented correctly, effective employee life cycle management boosts long-term retention. Your employees are happy, so they remain longer and continue adding value to your business. 

That doesn’t mean this management is easy, though. That’s why, in this Process Street article, I’m taking you through each stage with a free template. 

• Defining the employee life cycle 
• What are the 6 stages of the employee life cycle 
• The importance of employee life cycle management 
• Life cycle management: Optimize the employee experience

Let’s dive right into it!

We 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.

Check out Wade Foster’s segment on The Employee Onboarding Podcast:

Available now on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Or if you’d prefer, here’s the Employee Onboarding Secrets segment with Wade Foster in full:

• The early days of Zapier
• What changed the trajectory of Zapier?
• How does Zapier use Zapier itself?
• How to manage a Slack HQ with 500+ employees
• Successful strategies for going remote
• Zapier’s onboarding process
• Self-serve content vs. structured lessons

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Employees are 18 times more likely to feel committed to a company when they have a good onboarding experience. Yet, 93% of employers refuse to admit that onboarding experience affects employee retention at all.

What does that mean? 

Employers can’t accept that their onboarding plays a massive role in retaining top talent. In not accepting this, they aren’t investing enough in the onboarding process to see real benefits. 

Don’t want to fall into that staggering 93%? I’ve got you covered. 

In today’s Process Street article, I’m taking you through everything an HR manager needs to know to offer the best virtual onboarding experience: 

• An introduction to virtual employee onboarding 
• Why do HR managers need to be on top form when virtually onboarding new hires?
• Benefits of good virtual onboarding
• Best practices for onboarding in a virtual environment
• Get the most out of virtual onboarding with less effort

Let’s get crack-a-lackin’! 

The Great Resignation has sent top talent searching for a better work-life balance. The Remote Takeover has made the job market exciting because the talent pool is the widest it’s ever been. 

If you can’t give this migrating workforce the flexibility they want, you’re going to miss out on better productivity, improved well-being, and charged organizational performance: The Great Resignation Regret. 

It’s easy to see why you don’t want this opportunity passing you by. So, how can embracing the Onboarding Revolution help prevent this from happening? That’s what we’re looking at in this Process Street article: 

• The Great Resignation: Why are workers leaving? 
• Incentives have changed – Welcome the Remote Takeover
• What opportunities does the Great Resignation present? 
• How does the Great Resignation and Remote Takeover help you? 
• Preventing the Great Resignation Regret with employee onboarding

Let’s get down to business!

What was once the exception has now become a common workplace model throughout the world. Since 2005, remote working has increased by 159%. Without a doubt, those numbers saw a massive jump with the 2020 COVID-19 outbreak. 

This new way of working (and living) is here to stay. Why? Remote work can offer increased employee productivity, reduced churn, and decreased absenteeism, and much more. But these benefits are only within reach when you’ve set up a good remote workplace. 

One way of enforcing an effective remote workplace is during the onboarding phase. You can familiarize new hires with the correct resources and processes from the get-go. Just as onboarding is a good way to integrate your employees into a remote working environment, it can also be your biggest downfall if not conducted properly. 

That’s why, in this Process Street article, I’m taking you through everything you need to know about onboarding employees in a remote environment. 

• The complete onboarding checklist for remote employees
• Embracing the remote work model
• Why is onboarding for remote employees important?
• Onboarding remote employees: Best practices
• Staying connected in a remote work environment 

Let’s get ready to onboard! 

Detailing the exact steps needed in a recurring process – AKA process documentation – seems time-consuming and unnecessarily complicated. After all, it’s something that’s repeated frequently enough that people should know how it’s done, right? WRONG! Take onboarding documentation, for example.

Considering you could be losing anywhere between 20 to 30% of your annual revenue because of inefficiencies, you want your processes to be as lean as possible. Having detailed documentation of a process helps you work more efficiently. 

A good onboarding process ensures you can support your new hire through their transition into the company’s culture. That’s how you’re going to build a loyal and productive workforce. 

So, in this Process Street article, let’s dive into the 3 ways onboarding documentation can help your new hire. Don’t worry – I’m not just dangling the benefits of onboarding documentation in your face. I’m also walking you through some best practices to reap the benefits. 

Here’s what we’re looking at: 

• Taking a deeper dive into process documentation 
• The importance of having an onboarding documentation process
• How to write onboarding documents: Best practices 
• Bringing onboarding documentation to life with Process Street
• Making the process easier with onboarding documentation 

Pen and paper at the ready – let’s start documenting! 

Southport Technology Group strives to offer affordable services to smaller businesses who don’t have an in-house tech team. 

To do this, the team at Southport Technology Group needs to have lean standard operating procedures to ensure they can meet demand efficiently while keeping costs low.  

In this article, I’m taking you through how the team at Southport Technology Group uses Process Street to optimize their onboarding programs for clients, developers, and employees. 

• The challenge 
• The solution 
• The results 

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