All posts containing client onboard


Announcing Process Street’s Brand New Employee Onboarding Podcast!

We’re super excited to announce our brand new employee onboarding podcast, focused on sharing insights & uncovering the trade secrets of employee onboarding!

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

Our very own Josh Ashton talks to employee onboarding experts about common problems they face, the tech they use, the future of employee onboarding as a whole, and more.

In this Process Street post, I’ll present our first three episodes with the key takeaways, and of course a link for you to listen.

Check it out, and don’t forget to subscribe for more episodes!

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Southport Technology Group Use Process Street to Optimize Onboarding Processes

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. 

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Employee Orientation vs. Employee Onboarding: The Secret to New Hire Success

employee orientation vs. employee onboardingResearch has shown that starting a new job is more stressful than moving house or foreclosing on a loan. HR managers are responsible for making the transition into a new company less stressful than it already is. That’s why employee onboarding is so important.

Typically, onboarding happens during their first week. The phase before and during an employee’s actual first day is called orientation. There’s a ton of misconceptions around orientation being part of onboarding: which is the most important, what tasks are associated with each, and so on.

That’s what we’re taking a look at in this Process Street article.

Let the fight begin: Employee orientation vs. employee onboarding! 🔔
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Complete Guide to Automating Your Employee Onboarding Process with Process Street

employee onboarding process guide

Our very own Blake Thorne, Process Street‘s Senior Product Marketing Manager, walks us through a demo of an employee onboarding workflow we’ve built using Process Street.

He covers all you need from how an HR team could use Process Street to take a new hire from signing the offer letter, all the way through setup, orientation, paperwork, and system updates; basically, everything that needs to be done to consider them fully onboarded.

This article is based on the Complete Guide to an Employee Onboarding Process (Process Street Full Demo) video. If you want to see Blake walk through the whole process in full, check it out here:

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Why Google’s Onboarding Process Works 25% Better Than Everyone Else’s

onboarding processEven tech giants have humble beginnings.

In the halcyon days, when Google was making the transition from a bedroom to a rented garage in Menlo Park, it won’t surprise you to learn they didn’t have a tight onboarding process in place.

For years, Google ran on a single, sprawling spreadsheet including a ranked list of the company’s top 100 projects. The projects were confusingly graded on a scale between “far out” and “skunkworks”, and the founders handled the process with a ‘who cares’ attitude.

Since that point, everyone knows Google has made leaps, not only in the Internet space, but also in the workplace. The company is the #3 world’s most valuable brand and the #3 best employer in America. They’ve made extremely effective tweaks to their hiring process over the years, but what isn’t reported as often is their approach to new employee onboarding — the process of getting a new hire equipped with everything they need to integrate into the company culture, work effectively, and succeed.

The wackier aspects of Google’s orientation process are widely known. We’ve heard about the Noogler beanies with motorized propellers, and the Mountain View all-Noogler TGIF meetings where the founders “just come in and make some dad jokes”. The inner workings of the process, however — the parts that make it so notoriously effective — aren’t as obvious.

In this article, I’m going to run through the nuts and bolts of Google’s ‘just in time’ employee onboarding process, and some of the supporting events that happen during.

Let’s jump right in!
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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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ERP Suites Halved Onboarding Time & Saw 5X Fewer Customer Complaints with Process Street

erp suites case study customer success

“Overall, [Process Street has] made a world of difference inside the organization. It’s really helped our quality and keeps our customers happy.” – David Schenz, Director

ERP Suites helps enterprise companies implement scalable IT solutions for secure data, improved response times, and application of industry knowledge & best practices.

The company began its very humble start in 2006 with a few guys in a basement with a vision. By 2017, ERP Suites had grown into an award-winning company known for its IT solutions and innovations.

Currently, they meet the needs of over 250 mid-size organizations within the US and abroad.
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How Mindshare Collaborative Uses Process Street to Help Their Clients Expand and Grow

How Mindshare Collaborative_1

Health and wellness experts are experiencing 10x higher profit margins thanks to the strategies offered by the premier community, Mindshare Collaborative.

Mindshare Collaborative was founded by JJ Virgin, a New York Times best-selling author, celebrity nutrition expert, and Fitness Hall of Famer. Virgin started the company to give the information and support needed for health and wellness experts to build a successful brand and grow.

Mindshare has generated over $50 million in book advances and has helped launch more NYT bestselling books, podcasts, summits, and docuseries than any other health group.

Process Street is a vital part of Mindshare’s offering, and we spoke to some of Mindshare’s top clients to find out how we have benefited them.
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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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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.

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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