Onboarding Process

With structured onboarding programmes proven to significantly improve retention rates, as well as productivity, organisations have a valuable opportunity to align new hires with their goals, culture, and expectations from day one. By investing in thoughtful onboarding strategies, businesses can not only reduce costly turnover but also develop a motivated and engaged workforce.

Defining the onboarding process

The onboarding process covers all activities designed to integrate new employees into their roles, teams, and the broader organisation. Unlike orientation, which typically consists of a one-day introduction to company policies and procedures, comprehensive onboarding is a strategic, systematic approach that spans weeks or months.

Effective onboarding programmes typically include four key components:

Modern onboarding extends beyond permanent employees to include temporary staff, contractors, and flexible workers. This inclusive approach recognises that all workers, regardless of employment status, contribute to organisational success and benefit from proper integration. 

The strategic impact of onboarding on employee retention

Employee retention begins with the onboarding experience. Research from Brandon Hall Group reveals that organisations with strong onboarding processes improve new hire retention by 82% and productivity by over 70%. These figures demonstrate that onboarding directly influences an employee's decision to remain with an organisation long term.

The link between onboarding and retention operates through works by allowing employee's to make psychological connections:

  • Psychological safety: Effective onboarding creates an environment where new hires feel secure asking questions and making mistakes
  • Organisational commitment: When employees understand how their role contributes to broader company goals, they develop stronger attachment
  • Role clarity: Clear expectations established during onboarding reduce anxiety and increase job satisfaction
  • Social integration: Facilitating connections with colleagues fosters belonging and reduces isolation

Essential steps in the onboarding process

Pre-boarding (before day one)

  • Send welcome communications that build excitement
  • Complete necessary paperwork digitally to free up their first day
  • Provide access to relevant company information and resources
  • Set up workstation, technology, and system access
  • Assign an onboarding buddy or mentor

First day experience

  • Deliver a warm, personal welcome from leadership
  • Conduct workplace tour and team introductions
  • Review essential company policies and procedures
  • Clarify immediate expectations and initial assignments
  • Schedule first-week meetings and training sessions

First week integration

  • Hold structured check-ins with manager and HR
  • Provide role-specific training and resources
  • Facilitate meetings with key stakeholders and collaborators
  • Begin deeper dive into company culture and values
  • Establish clear 30/60/90 day objectives and milestones

Ongoing development (30-90+ days)

  • Schedule regular feedback sessions and performance discussions
  • Provide opportunities for cross-departmental exposure
  • Offer professional development and growth opportunities
  • Gather feedback on the onboarding experience
  • Gradually transition from onboarding to continuous development

For organisations with flexible workforces, digital onboarding tools can streamline these steps while maintaining the personal touch.

Best practices for retention-focused onboarding

Personalisation: Tailor the onboarding experience to individual roles, experience levels, and learning styles. 

Technology integration: Use digital onboarding platforms that streamline administrative tasks while providing engaging learning experiences. Modern HR software can automate documentation, deliver training content, and track progress throughout the onboarding journey. 

Manager enablement: Equip direct line managers with the tools, resources, and training needed to effectively guide new team members. Gallup research indicates that managers account for at least 70% of variance in employee engagement scores.

Consistent communication: Establish regular check-ins and feedback loops throughout the onboarding period. 

Cultural immersion: Create opportunities for new hires to experience and contribute to company culture through team activities, mentorship programmes, and exposure to organisational values in action. Harvard Business Review on Onboarding Culture provides research on cultural integration during onboarding.


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Measuring onboarding success and ROI

Category Details
Key Performance Indicators
  • New hire retention rates at 30, 60, 90 days, and one year
  • Time-to-productivity metrics
  • Employee engagement scores
  • Manager satisfaction with new hire performance
  • New hire feedback on onboarding experience quality
Data Collection Methods
Continuous Improvement Framework
  • Establish baseline metrics before implementing changes
  • Pilot new approaches with specific departments or roles
  • Gather qualitative and quantitative feedback
  • Implement iterative improvements based on data
  • Benchmark against industry standards and best practices

Organisations that systematically measure onboarding effectiveness can identify specific areas for improvement and quantify the return on their onboarding investments. Improving your hiring process with key recruiting metrics provides guidance on measuring recruitment and onboarding effectiveness.

Adapting onboarding for different workforce types

Remote and hybrid workers

  • Focus on virtual connection opportunities to prevent isolation
  • Provide enhanced technology support and digital collaboration tools
  • Create structured virtual check-ins to replace spontaneous office interactions
  • Develop digital culture-building activities that engage distributed teams

Temporary and flexible workers

  • Streamline onboarding to focus on essential role requirements
  • Provide clear pathways for accessing support and resources
  • Create modular training that can be deployed rapidly
  • Establish consistent onboarding standards across all worker categories

Multi-generational workforce

  • Offer multiple learning formats to accommodate different preferences
  • Address varying technology comfort levels with appropriate support
  • Create mentoring opportunities with staff who have diverse perspectives
  • Recognise and respect different communication preferences

The ability to adapt onboarding approaches for different workforce segments is increasingly important as organisations manage more complex and diverse talent pools. 

Overcoming common onboarding challenges

Resource constraints

  • Prioritise high-impact onboarding elements when resources are limited
  • Use technology to automate administrative aspects
  • Create scalable onboarding content that can be reused
  • Distribute onboarding responsibilities across departments

Consistency issues

  • Develop standardised onboarding frameworks while allowing for customisation
  • Create clear ownership and accountability for onboarding processes
  • Implement quality control measures to ensure consistent experiences
  • Provide templates and guidelines for managers and departments

Scaling challenges

  • Implement digital onboarding platforms that can handle volume
  • Create peer onboarding networks to distribute the workload
  • Develop self-service resources for common questions and processes
  • Establish centralised onboarding teams for high-growth periods

Cultural integration

  • Involve current employees in welcoming and integrating new team members
  • Create opportunities for authentic culture exposure beyond formal presentations
  • Establish mentor relationships that support cultural navigation
  • Recognise and celebrate early cultural contributions from new hires

By proactively addressing these challenges, organisations can maintain onboarding quality even during periods of significant growth or resource constraints. Six proven ways to attract and retain temporary staff provides strategies for managing temporary workforce challenges.

The future of onboarding: emerging trends

AI-enhanced personalisation: Artificial intelligence is transforming onboarding by creating customised learning paths based on role, experience, and learning style. AI can analyse performance data to recommend specific resources and development opportunities tailored to individual needs. Forbes on AI in Staffing explores AI applications in workforce management.

Extended onboarding timelines: Progressive organisations are extending formal onboarding from weeks to months or even a full year, recognising that integration is an ongoing process. These extended programmes include milestone check-ins, progressive skill development, and continuous culture reinforcement.

Employee experience platforms: Comprehensive digital platforms are emerging that unify onboarding, learning, communication, and performance management in seamless employee experience ecosystems. These platforms provide consistent experiences across different workforce segments and locations.

Onboarding analytics: Advanced data analytics are enabling organisations to identify specific onboarding elements that correlate with long-term retention and performance. These insights allow for evidence-based refinement of onboarding programmes to maximise return on investment.

Flexible workforce integration: As organisations increasingly rely on blended workforces of permanent, temporary, and contract workers, onboarding systems are evolving to carefully integrate all worker types while maintaining appropriate differentiation. Crafting a dynamic staffing strategy explores flexible workforce management approaches.

Building a retention-focused onboarding strategy

The connection between effective onboarding and employee retention is clear. Organisations that invest in comprehensive, engaging onboarding experiences create the foundation for long-term employee commitment, productivity, and satisfaction.

Request a demo to explore how strategic workforce management solutions can transform your onboarding process and boost employee retention.