Employee Onboarding Processes: Plans, Best Practices, Flowcharts

By Becky Simon | December 13, 2016 (updated August 12, 2023)

When onboarding an employee, you’re doing more than introducing them to the company. You are creating a vision of the organization and setting expectations for their experience. During the onboarding process, the employee starts to form their opinion of the company and their comfort and fit with workforce. This could be the difference between the employee deciding to stay with or leave the firm.

The Bureau of Labor Statistics (BLS) reported that 3.2 million Americans voluntarily quit their job in December 2017 and that more than 20 percent of workers leave their new employer within the first 45 days. That kind of turnover is expensive (25 percent of their annual salary, according to the BLS) and time-consuming. If it becomes a problem in your organization, it can also create negative perceptions about your company that can spread through the industry and hinder your ability to hire and retain great people.

Stop high turnover before it starts. In this article, you’ll find information and expert advice about the onboarding process, best practices, and easy-to-use tools that can make your company an organization that embraces great candidates — and keeps them on the job.

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What Are Employee Onboarding Processes?

A good first impression makes all the difference in relationships, including the one employers have with their employees.

Annette Matthies, SPHR, SHRM-SCP, Founder and CEO of Aspen Edge Consulting, LLC and an expert in onboarding, noted that, “A solid onboarding process is the pathway to getting new hires integrated into company culture, accelerate productivity and create long lasting commitment.”

Onboarding processes, usually managed by training and/or human resources departments, are designed to help new employees ‘learn the ropes.’ Also known as ‘organizational socialization,’ these comprehensive processes teach and support the behaviors, skills, and knowledge that help hourly workers and managers become effective, committed team members, and in the best cases, raving fans. Onboarding supports new hires and current employees who are transferring to new company positions. 

Virtually every type of organization uses onboarding for new employees. Within an organization, human resources executives, business owners, upper management, and middle managers are involved in helping onboard new employees. Onboarding is typically tailored for each industry, especially for jobs with high turnover rates. These include restaurants, call centers, retailers, sales organizations, and computer and software developers.

Formal and Informal Onboarding Processes

Approaches to onboarding are broken down into two general categories:

  • Informal Onboarding: These loosely organized activities help a new employee learn about his or her new job. Informal onboarding can include shadowing and off-the-cuff, one-on-one coaching or meetings with management and new colleagues. Startups sometimes dispense with the minimum of onboarding tasks and have a sink-or-swim approach, which could lead to turnover issues.
  • Formal Onboarding: To assist a new employee or someone who has made a shift to a new job feel confident and knowledgeable, pre-determined tasks and procedures can help people adjust to the social and performance aspects of their new position. The sooner new hires feel welcomed and ready for their new jobs, the faster they can contribute to the organization’s mission.

What’s the Difference Between Onboarding and Orientation?

Orientation is a single informational event that usually takes place during the first week on the job and lasts for a few hours in a classroom or conference room. A manager provides general information that all new hires need to know: company policies, benefits, and insurance, etc.

“It’s a one-way information share,” says Matthies. “And it’s important for employees to learn and not have them figure it out on their own, but it doesn’t take the place of true onboarding. It’s just a day that covers administration.”

The onboarding process continues after orientation and zeroes in on the employee’s role in the department; it typically takes place with an individualized agenda and among an employee’s direct colleagues. Whereas orientation takes a broader view, onboarding gets down to the day-to-day details.

How Onboarding Became a Proper Organizational Discipline

Until the mid-20th century, American corporations didn’t consider employee onboarding a necessity. As American first transitioned from an agrarian to an industrial economy, it was the norm for someone to work for the same company for 30, 40, or even 50 years. Only in the middle part of the century did employees begin considering switching companies and careers, which has become accepted behavior today.

In 1979, researchers John Van Maanen and Edgar H. Schein published a highly influential article detailing “organizational socialization” — the process by which employees are socialized or onboarded to a company’s culture. Their article stated that “organizational culture consists broadly of long-standing rules of thumb, a somewhat special language and ideology that help edit a member's everyday experience, shared standards of relevance as to the critical aspects of the work that is being accomplished, matter-of-fact prejudices, models for social etiquette and demeanor, certain customs and rituals suggestive of how members are to relate to colleagues, subordinates, superiors, and outsiders.”

In all, Van Maanen and Schein cited the six approaches to socialization often found in organizations:

  1. Collective vs. individual socialization
  2. Formal vs. informal socialization
  3. Sequential vs. random socialization
  4. Fixed vs. variable socialization
  5. Serial vs. disjunctive socialization
  6. Investure vs. divesture socialization

The method of socialization depend on the organization, but collective socialization, for example, is common in military boot camps, where every new hire undergoes the same training process. As its name implies, sequential socialization offers a set of steps a new member must follow — school and academia follow this mode. Serial socialization involves mentors working with newcomers. Organizations tend to fall into at least one of these categories.

Schein later worked with G.R. Jones to refine the earlier model and align it to two onboarding categories: institutionalized and individualized socialization.

In the decades since, corporations and other organizations have increased emphasis on their company culture, particularly how to bring in new employees. The process is known as onboarding.

While onboarding offers many benefits for both employer and employee, two main reasons stand out: accelerating time to productivity and preventing employee turnover, one of the largest avoidable expenses. “From a simple human standpoint, onboarding fosters a feeling of belonging,” Matthies says. ”It helps people to hit the ground running and feel secure in what they’re doing.” When new hires feel like part of the corporate family, they tend to do more, stay longer, and complain less.


Employee Onboarding Fast Fact Graphic

The Multiple and Mutual Benefits of the Onboarding Process

Roughly a quarter of all companies have no formal onboarding process. But as research from MIT Sloan Management suggests, the onboarding period can be the most crucial time in an employee’s experience at a company — with an enduring influence on engagement, performance, and retention. The Society for Human Resource Management says that HR professionals face two major challenges: increased competition for talent and building a strong culture to establish a firm employer brand and to attract the best and brightest.

There can be other challengings in an onboarding process:

  1. Because formal socialization tactics protect the newcomer from their full responsibilities while learning the ropes, there is a potential for confusion around their role once the new hire fully enters the organization
  2. Depending on the culture of the organization, it may be more desirable to increase ambiguity, despite the potentially negative connection with organizational commitment.
  3. Socialization researchers have raised concerns over the length of time that it takes newcomers to adjust.
  4. Other criticisms include the use of special orientation sessions to educate newcomers about the organization to strengthen their commitment. In cases where these sessions have been found to be formal and ritualistic, studies have found them unpleasant or traumatic — producing the exact opposite result than the organization intended.

Onboarding: Win-Win for Both Employee and Company

“In my work with clients and in my own personal experience, I can say that people don’t leave for more money if the company is treating you well,” says Matthies. “There’s a mutual benefit to onboarding, and in my work, I see that the most successful companies see the value in investing in onboarding and that it does yield a real return on investment. I believe that happiness and a shared sense of purpose is a real competitive advantage.”


Employee Onboarding Processes Plans Best Practices

Infusing Company Culture into the Onboarding Process

Helping candidates understand the company brand and culture attracts like-minded people onto the team. That’s why many onboarding programs have a double objective: to prepare new hires to become productive quickly and to shape their all-important first impressions of the company. The latter is more prevalent in competitive fields like software development and information system management, where attracting and retaining top talent is difficult.

“Really communicating the mission, vision, and core values, even before individuals are hired, and continuing to so when they get to work, helps transmit your culture and reinforce a good fit,” Matthies says. “You also want to make sure that you have an appropriate mentor to help bring the new person along.”

Formalizing the Process

“Consistency in onboarding is important,” Matthies says. “To create a solid plan, think about your business case: what are your KPIs, what are the burning issues, your company culture, who your best candidates will be and what they are looking for. Most importantly, you need to write it all down.” Why? Once you have documentation, you can review what’s working and what’s not, and keep refining your onboarding process. To create a solid initial process, you need to know about best practices.

Best Practices for Developing an Onboarding Process

Established onboarding programs can differ dramatically among organizations, but the successful ones have some commonalities. “While there is a need to tailor onboarding programs to your business and the types of individuals you want to attract, there are basic principles and best practices that tend to be the same in effective programs,” says Matthies.

The first principle is that onboarding is definitely not a one-and-done act. In fact, most successful corporate onboarding processes involve at least five stages:

  1. Preparation: Give new hires background materials, schedules, and an idea of what will happen during the onboarding process.
  2. Orientation: This short session provides explains the nuts and bolts of the workplace for all new hires regardless of department or roles. It will encompass benefits, insurance, company history, and a high-level view of the company culture, mission, and vision.
  3. Integration: Processes will help a new employee fit into her new department, meet colleagues and managers, and receive the tools necessary to do her job.
  4. Engagement: The new employee begins work and may have questions that arise with on-hands duties, so onboarding may continue for many weeks.
  5. Follow-Up: A manager, the human resources director, or even the company president may check back in with a new employee to see how it’s going, review her comfort and absorption of the company culture, and schedule more meetings going forward.

Critical Milestones and the Crucial First 90 Days

When you look at the statistics, it’s easy to see that employee discomfort and leave-taking emerge early on.

“There are tons of statistics like a report from the Aberdeen Group that stated that best-in-class onboarding — which starts early, even before the first day on the job, and lasts longer, like up to two years — results in 91 percent retention,” says Matthies. “I’ve seen it with my own clients. You can see higher productivity ratios, cultural assimilation, and employees who simply stick longer.” Mistakes made during that period can cost organizations big bucks in decreased productivity, new hire mistakes, lack of engagement, and ultimately, employee turnover.

In fact, it’s important to implement the basics before the first day on the job. That way, the company and the onboarding facilitators can make the employee’s arrival special. As the old saying goes, you have only one chance to make a good first impression — it’s the same with your early relationship with your new employee, and onboarding is a great place to make it shine.

How Long Should Onboarding Last?

There are no hard and fast rules, but Matthies has some suggestions: “It can depend on the company size. For a small startup where you can actually interact with the CEO, it can be less than six months, but for a large multilayered company like IBM, it can last up to two years or longer.”

Who you are recruiting also makes a difference. “You should also think about tailoring to particular positions, the individuals, and their generation,” Matthies points out. “For example, if you’re looking at hiring millennials, you do need to go the extra mile.” The 2017 Deloitte Millennial Survey says millennials are becoming increasingly loyal to their current employer. Even so, 38 percent plan to leave within two years (though that is down from 44 percent in 2016).

To keep those members of the workforce happy, creating a tailored onboarding program simply makes sense.

Putting Best Practices into Action

You can support employee loyalty by giving employees an idea of how they fit into the big picture, keeping the lines of two-way communication open, and setting realistic performance goals. In addition, mentoring and developing through the full employee lifecycle, along with the use of automation/technology for consistent and timely tracking of onboarding events, ensure that people are supported to full matriculation and job success.

Be sure your onboarding process is interactive and participatory. Involve key stakeholders in the company in both planning and the meetings. Furthermore, monitor the progress of your new employees and the effectiveness of the onboarding process continually for improvement. And as you design your onboarding process, keep in mind the objectives for both the company and the individual employee.


Onboarding Considerations Checklist

‌ Download Best Practices Onboarding Considerations Checklist

How to Get Team and Management Buy-In for Onboarding

If onboarding is still an ad-hoc or haphazard process in your organization, it’s important to get everyone on the same page about its importance and the company’s approach when it becomes codified. Here are some helpful questions for managers and staff to consider:

  1. When will onboarding start?
  2. How long will it last?
  3. What impression do you want new hires to walk away with at the end of the first day?
  4. What do new employees need to know about the culture and work environment?
  5. What role will HR play in the process?
  6. What about direct managers?
  7. And employees?
  8. What kind of goals do you want to set for new employees?
  9. Finally, how will you gather feedback on the program and measure its success?

Onboarding Process Flowchart, Templates, and Rules Checklists

Being prepared is the first best practice to follow for effective onboarding. Aspen Edge Consulting has provided a compendium to help you create your onboarding processes and standards. “When you create your organization’s onboarding, one thing to keep top of mind mind is that you should treat your candidates and employees like a good customer,” Matthies says.

Tools and Tactics to Use During Onboarding

Each organization is different, but typically onboarding might cover formal meetings (including new employee orientation), lectures and training, videos of the company and its products in action, printed materials, computer-based orientation, mentorship, and socialization in online organizations. Not every type of tool will be applicable to each company or to each type of new employee, but some combination of these is typical.

A Variety of Essential Checklists to Expedite Onboarding

From providing resources to establishing company rules to identifying elements of role clarification and performance expectations to facilitating network-building, the following checklists and templates can move your onboarding processes forward, faster.

Start with a New Hire Template

To help build relationships and add structure right from the start, develop a new hire checklist. Here’s a free template you can customize to ensure new employees complete all the necessary paperwork and rout it to the right place once completed.


New Hire Checklist Template

Download New Hire Checklist

Excel | Smartsheet

Onboarding Process Flowchart

How do you cover all the necessary topics with a new hire? You can do some research, check into guides, take classes, and buy software. While those resources can offer a good starting point, your process needs to be uniquely designed for your company. Then make sure you’ve touched on everything, so you can seamlessly move from process to process without a hitch. It’s all about planning and writing down the onboarding process steps. Create a new hire process flowchart that begins the day before and goes up to two years of employment.

Here’s a flowchart template courtesy of Aspen Edge Consulting to help you get started. As Matthies says, “It’s all about the planning. You want to make sure that from the first minute that the person you’ve invited into your organization knows you have paved the way for success and that they are a valued team member.”


Onboarding Checklists



Onboarding Checklist Template

‌ Download checklist here



Onboarding Checklist Template

‌ Download checklist here



Onboarding Checklist Template

‌ Download checklist here



Onboarding Checklist Template

‌ Download checklist here



Onboarding Checklist Template

‌ Download checklist here



Onboarding Checklist Template

‌ Download checklist here



Onboarding Checklist Template

‌ Download checklist here

Hourly Worker vs. Executive Onboarding Processes

Historically, executive onboarding has been more developed because higher-level employees and managers need to get up to speed quickly, due to their greater visibility and impact on the bottom line. The numbers vary, but estimates of a single failure for an executive-level employee can be as high as $2.7 million, according to Michael D. Watkins in The First 90 Days. As Matthies notes, “The issue with executives is that it takes more time to recruit, more cost to recruit, and when it doesn’t work out, the reverberations and cost are simply greater than with hourly workers and onboarding tends to be more elaborate. The stakes are simply higher.”

For hourly workers, making use of a solid process like the one detailed in this article is the key to success. Customization for executives depends on the role, the company, and what has been negotiated at hire.

Onboarding Follow Through: An Essential Part of the Process

By providing early feedback, a company enjoys benefits that can be grouped into two core outcomes. First, it helps new employees become contributors faster. Second, it decreases the chances of new hire failure, thus lowering turnover and improving retention rates. When your company invests in a great employee experience, it enables new hires to be more successful and increases the chances of the employee staying with your organization longer and driving positive company ROI.

Use an Upward Feedback Template

Employees who provide feedback feel valued and, as a result, respond with more loyalty and engagement toward their employers. Soliciting feedback on a regular basis is one of the best practices to implement with employees. Once you’ve gathered the feedback, be sure it is shared (anonymously) and acted upon.

Upward Feedback Form Template

Download Upward Feedback Template

Word PDF

Keep on Track with an Ongoing Training Template

Business these days never stands still, and neither should staff development. After all, well-acclimated and productive employees are essential to driving business success.

Consistent staff training is essential, but can be bothersome to business managers because of the ongoing time and cost. Despite the expense, ongoing staff training can be advantageous, particularly because the expectation that it will be part of the job experience can avert turnover. Once you have a quality training plan in place, you’ll likely see a return on investment on your balance sheet, not to mention with more satisfied employees.

Employee Training Plan Template

As with all details around onboarding, it’s good to have a plan for ongoing training, customized to specific roles.


Employee Training Plan Onboarding Template

Download Employee Training Plan Template

Excel | Smartsheet

Implement Changes More Easily with a Transition Plan Template

Sometimes it makes sense to move team members to different roles in the organization, but when filling the initial role, you want to pass along what the previous person gained during their tenure. Using a transition plan template is a great way to help the person previously in the role work with the new employee.



Transition Plan Template

Download Transition Plan Template

Excel | Smartsheet

Making the Most of Technology and Tools for Effective Onboarding

To expedite onboarding, many companies direct new employees to an employee portal. Onboarding portals should be branded and provide dynamic content. A major advantage of employee onboarding portals is the ability to share, view, and complete important paperwork for both onsite and offsite workers. The end result is that the new employee has a feeling for the company culture and is prepared for their first day on the job.

Give New Hires a Look Inside Your Organization

Communicate your company’s brand personality, mission, and vision on your portal and HR website. Here’s a best practices checklist to help you navigate the portal creation process.


The Most Important Advantage Technology Enables

Online workspaces helps in one key regard: They let everyone in on plans and processes, and enable communication. Using programs that enable you to share onboarding timelines and the other details of the process means that everyone will be informed. Matthies concluded, “Being really organized, transparent and accountable makes for stand-out onboarding that benefits everyone.”

Increase Onboarding Efficiency with Smartsheet Onboarding Templates and Tools

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.




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