Search
Close this search box.

Works with

Salesforce logo
Digital Onboarding; Benefits and How to Get Started

Digital Onboarding; Benefits and How to Get Started

Onboarding new employees is essential for any organization, but it can be a daunting task. Automating your digital onboarding process can save you time and energy while providing your new hires with all the relevant resources that they need to become efficient and productive. By using digital tools, you can improve communication and create a more positive experience for your new hires. Here are some of the benefits of digital onboarding and tips for getting started.

What Is Digital Onboarding?

Digital onboarding is the process of using digital tools to streamline the onboarding process for new employees. This can include using a digital employee onboarding checklist, digital welcome letter, digital employee handbook, or a fully online employee onboarding. 

For instance, you can create an employee knowledge hub with videos on various topics about your organization. This saves time and helps the new hire catch up at their own pace. By automating your onboarding process, you can increase productivity and resources while ensuring that your new employees have all that they need to hit the ground running.

What Is An Onboarding Meeting?

An onboarding meeting is a meeting set up for the new hire. It is usually the very first meeting after an offer has been made to them and accepted. The purpose of the onboarding meeting is to review the expectations of the role, provide information about the company culture, and answer any questions the new hire may have. Some common topics that may be discussed during an onboarding meeting include an onboarding plan, benefits and compensation packages, performance goals, team-building activities, and more. 

What Makes a Good Onboarding Meeting

Organizing an onboarding meeting that ensures new employee satisfaction, retention, and maximum productivity can be framed in the 5Cs of onboarding; Compliance, Clarification, Culture, Connection and Check Back. 

Compliance

Your onboarding meeting should start with compliance. Help the new hire understand relevant company information, procedures, and pertinent policies. Get them access to documents such as company handbooks and other documents that help them understand the channels for doing things. 

Compliance is the first and probably not the most important in employee retention as it is often on the dull and boring side of things. But they are also important, so better to get them done right from the word get-go. 

Aim to delve into company policies about basic things such as confidentiality, harassment rules, and departmental procedures. 

To streamline this essential part of onboarding, utilizing compliance training software can be highly effective, ensuring that new hires are thoroughly educated on compliance matters engagingly and efficiently.

Clarification

New hires may know their job description but what really goes into each entry on the JD? What are the expectations, KPIs and OKRs? Are there rewards for over-the-top performance? The clarification benchmark seeks to get the new hire to be well informed about their role, what they can expect from the company as well as what the company expects from them. At the clarification level, get the new hire to understand how their individual role fits into the organizational level. Find out what their goals are and what other questions they may have. By focusing on making the onboarding meeting a two-way affair, you can incorporate their expectations into proceedings instead of alienating their needs; a seed for later resignation.

Culture

Culture is one of the most powerful aspects of a company. It makes or breaks an employee and it is important to know early if they are going to be a good fit or not. Assessing candidates for cultural fit is one thing, but getting them to properly assimilate is the real challenge at the end of the day. Culture goes beyond sending them to your website to read your vision, mission, and values. Culture is a certain type of mindset, a way of approaching problems, an attitude, and more. While you cannot teach culture, you can set up the necessary systems to help new hires to assimilate properly into your company culture. Communicate all these provisions such as happy hours, and social activities to get them fully integrated. 

Connection

New hires need to be well connected right from the word get-go. After HR has fully processed the new employee, the manager should have a one-on-one with the new hire and make schedules for follow-ups 2, and 4 weeks and 2 months later. Connections not only help them assimilate and fully integrate, but it also helps them feel part of a family, and not alienated from the rest of the company. This is particularly important for remote workers. It shouldn’t be left to chance. Welcome email sequences, buddy, coaching, or mentorship systems can also help them build connections not just horizontally, but also in the organization vertically.

Check Back

Onboarding is not meant to be presentations with one or some staff members making long statements without ever getting the new hire involved. A good onboarding meeting takes into account the feedback, expectations, likes and dislikes, and even personal preferences of the new hire. Onboarding is meant to make them comfortable, and in most cases, that cannot be achieved without hearing directly from the new employee. 

Managers should make it a point to have scheduled catch-up meetings to assess the performance of the new employee. To make it more natural and help them assimilate better, catch-ups could be distributed between managers, colleagues, buddies, mentors, and coaches –  based on what the company has adopted. 

What Are The Benefits Of Digital Onboarding?

Digital onboarding offers many benefits for organizations, including improved communication and efficiency, a more positive employee experience, and reduced costs. Some key factors to consider when digitizing your onboarding process include evaluating your current onboarding process; researching available digital tools, implementing these digital tools effectively within your organization, and monitoring your virtual onboarding process over time. With the right strategy in place, you can take full advantage of all the benefits that digital onboarding has to offer.

There are many benefits of virtual onboarding, both for employers and employees. Some of the top benefits include:

Improved Communication

When you use digital tools to onboard new hires, you can improve communication between managers and employees. This can help reduce confusion and ensure that everyone is on the same page from day one.

Efficiency and Speed

Digital onboarding also allows you to process new hires more quickly, which can be especially valuable for organizations with high employee turnover rates. You no longer have to spend hours creating and distributing paperwork or answering questions from new employees – virtual onboarding makes the process faster and more streamlined. 

For instance, you can create an employee knowledge hub with videos on various topics about your organization using tl;dv. This saves time and helps the new hire catch up at their own pace. Instead of setting up long meetings, they can get what they need by simply searching your knowledge base.

A knowledgebase isn’t a place for only tutorials, other pertinent company content such as CEO company updates, sales calls, and past webinars held by the company can all be hosted in the knowledgeable providing any new employee with anything and everything much like a time machine for them to visit the companies past to learn from. 

By automating your onboarding process, you can increase productivity and resources while ensuring that your new employees have all that they need to hit the ground running.

Accessibility

With virtual onboarding, your employees can access all of their information online at any time. This ensures that they always have the most up-to-date resources at their fingertips, even if they’re working remotely or traveling frequently.

Increased Retention

By providing employees with a positive onboarding experience, virtual onboarding can help reduce employee turnover and improve long-term retention rates. This can be especially valuable for startups and other fast-growing organizations that need to quickly onboard new hires.

While digital onboarding has many benefits, it’s important to be strategic in your approach. Start by evaluating your current onboarding process and researching the available digital tools that could help streamline this process. One of the popular tools to use here is employee retention software, allowing you to set goals, conduct surveys, get actionable feedback, and much more. Then, work with your team to effectively implement these digital tools into your organization and monitor their effectiveness over time.

How Do You Digitize Onboarding?

There are many ways to digitize onboarding, but the most important part is to choose the digital tools that best meet your needs. Some common virtual onboarding tools include employee tracking software, digital onboarding checklists, digital onboarding templates, or other digital resources. Once you’ve selected the right digital tools for your organization, you can begin to implement them into your onboarding process.

When digitizing your onboarding process, it’s also important to train employees on how to use these tools effectively. By providing employees with the knowledge and skills they need to succeed, you can set them up for success in their new roles. Additionally, it’s important to monitor your virtual onboarding process and make any necessary adjustments along the way.

How Can Digital Onboarding Be Improved?

Digital onboarding can be further improved by customizing the process to fit the needs of your organization. One way to do this is by integrating digital tools into your existing onboarding process, rather than starting from scratch. This will help employees feel comfortable with the transition and make it easier for them to adapt to the new digital tools.

Additionally, consider providing training or support for employees who may need help using the new virtual onboarding tools. By taking these steps, you can ensure that digital onboarding is successful for both employers and employees.

Digital onboarding offers many benefits for organizations, including improved communication and efficiency, a more positive employee experience, and reduced costs.

However, virtual onboarding can only be successful if it’s customized to fit the needs of your organization. By taking the time to integrate digital tools into your existing onboarding process, you can ensure a smooth transition for all employees.

Additionally, provide training or support for employees who may need help using the new digital onboarding tools. With the right strategy in place, digital onboarding can be a successful and positive experience for all.

How To Create An Automated Digital Onboarding Process (step by step)

Digital onboarding is a great way to improve communication and create a more positive experience for your new hires. However, setting up an automated digital onboarding process can be daunting. Here are some tips to get you started:

1. Evaluate your current onboarding process and identify areas that could be improved with digital tools.

2. Research available digital onboarding tools and select the ones that best fit the needs of your organization.

3. Implement the selected digital tools within your organization and train employees on how to use them effectively.

4. Monitor your digital onboarding process and make any necessary adjustments along the way to ensure continued success. With the right strategy in place, you can enjoy all of the benefits of digital onboarding. Automating the employee onboarding process helps you provide your new hires with a heartwarming welcome. By using digital tools, you can improve communication and create a more positive experience for your new hires. Implement the tips above to get started with digital onboarding in your organization today!

Digital onboarding process can be complex and time-consuming. tl;dv offers a digital onboarding solution that is simple to set up and easy to use. With tl;dv, you can create an automated digital onboarding process that will save you time and energy. Instead of having staff make time for every single new hire boarding, they can simply record sessions that all new hires can use to catch up.

Digital onboarding is essential for any organization, but it can be a daunting task. By using digital tools, you can improve communication and create a more positive experience for your new hires. tl;dv allows you to use timestamps giving highlights to important aspects of sessions and key company information. 

To get started with digital onboarding, sign up for a free trial of tl;dv today!

Conclusion

Whether you are onboarding new employees or transitioning to digital onboarding tools, there are many benefits to automating your process. To create an effective digital onboarding strategy, it is important to evaluate your current onboarding process, research available digital tools such as tl;dv, and provide training and support for employees as needed. With the appropriate digital tools in place, you can enjoy all of the benefits of digital onboarding for years to come!

tl;dv for Sales
Spend your time where it matters most. Uncover Sales intelligence and track how well your team follows your Playbooks. tl;dv is an AI Meeting Assistant that helps you (finally) get insights from all your meetings, right in your team's favorite tools.
Recordings & Transcripts (+30 languages)
Onboard new reps with ease
Evaluate your meetings against popular frameworks like MEDDIC, BANT and more
Create your own framework
Automatically push your meeting notes to your favourite CRM
Speaker insights to help you keep control of your meetings
  • Joins your meetings, even if you don’t.
  • Records and transcribes in +30 languages.
  • Takes notes in your preferred structure.
  • Summarize one or multiple meetings.
  • Auto updates your favourite tools (Slack, Notion, CRM, etc).
  • Provides coaching insights on your meeting style.
Running late to your next meeting?
Send tl;dv instead and get blown away!