Pre-Boarding: Before the
First Day
Send a Welcome Assign a Mentor or
Email Buddy
0 Include job details, company Helps with a smoother 0
culture, and expectations. transition.
1 4
Prepare Required Share an Employee
0 Documents Handbook 0
Contracts, tax forms, NDAs. Policies, benefits, and
2 workplace rules.
5
Set Up IT Access – Schedule Orientation
0 Email accounts Sessions 0
3 software permissions, work
devices.
Include job details, company
culture, and expectations.
6
First Day: A Smooth Start
01 02 03 04 05 06
Warm Welcome Office/Remote HR & Admin Technology & Assign First Encourage
from the Team Tour Briefing Software Setup Tasks Questions
Physical office or Small projects to get
Introduce colleagues virtual workspace Explain benefits, Ensure they can them started. Make them feel
& managers. overview. payroll, and access necessary comfortable and
company policies. tools. engaged.
First Week:
Immersion &
Training
Encourage
Networking
One-on-One Join team meetings,
Manager social events.
Check-In
Address any early
Company concerns.
Culture &
Values Session
Reinforce mission
and vision.
Clarify
Performance
Expectations
Shadowing
Define short-term
Sessions goals.
Role-Specific
Observe experienced
Training employees.
Guide them through job
responsibilities.
First Month: Performance &
Provide Ongoing
Feedback
Encourage Identify Challenges
Training Collaboration & Solutions
Skill-building sessions. Work on team projects. Address early obstacles.
STEP 1 STEP 3 STEP 5
STEP 2 STEP 4 STEP 6
Set Clear Give & Receive Check Employee
Objectives Feedback Engagement
Align tasks with
company goals. Regular discussions with Ensure they feel valued.
the manager.
First 3 Months: Growth &
Integration
Enhance Employee Encourage Open
Confidence Communication
Encourage independence in Foster a feedback culture.
tasks.
Adjust Training if 0 Celebrate Small Wins
0
Needed 3
Provide additional support. 4 Recognize achievements.
0 0
2 5
Evaluate Work Start Career
Performance Development
Planning
Review progress and 0 0 Discuss future opportunities.
challenges. 1 6
Ensure Long-Term
First 6 Success
Retention strategies,
professional growth
Months: Full opportunities.
Monitor Job
Integration & Satisfaction
Conduct employee surveys.
Retention Foster Employee
Engagement
Encourage participation in
company events.
Increase
Responsibility
Assign new challenges.
Discuss Career Path
Promotions, leadership roles,
future training.
Conduct Performance
Review
Formal feedback on
strengths & areas for
improvement.
Tools & Resources for
Successful Onboarding Surveys &
Feedback
Forms
Improve onboarding
Regular based on employee
Check-Ins input.
Structured follow-ups
Collaboration with HR & managers.
Tools
Slack, Trello, Asana,
Employee Microsoft Teams.
Portal
LMS (Learning Central hub for
Management documents & FAQs.
System)
Digital training
HR Software modules.
Automate
documentation &
training.
Common Onboarding Mistakes
Lack of Structure
to Avoid
Not Setting Clear Ignoring
Expectations Employee
Employees feel lost
without a clear plan. Feedback
Leads to confusion. Missed opportunity for
improvement.
Too Much Minimal No Follow-Up
Information Too Interaction with After Onboarding
Soon Team
Overwhelming for new Reduces engagement. Reduces retention.
hires.
Better Team
The Impact of a Collaboration
Faster integration
Strong with colleagues.
Onboarding Fewer Errors &
Miscommunicati
Process
Stronger
Company ons
Employees are well-
Culture prepared.
More engaged and
motivated
employees.
Improved Job
Satisfaction
Higher
Employee Employees feel
Retention supported.
Reduces early
turnover rates.
Increased
Productivity
Faster adaptation to
job roles.
Closing Slide: Build an Engaging
Workplace Culture
Onboarding is a Encourage a Invest in Promote Gather feedback Final Thought
continuous supportive work employee inclusivity & & improve
process environment growth diversity
01 02 03 04 05 06
Keep refining it. Training, mentorship, Adjust onboarding
leadership programs. based on insights.
Employees thrive in Strengthens Successful
positive workplaces. workplace dynamics. onboarding leads to
long-term company
success!
