5 Steps: How to Create a New Hire Onboarding Process

A strong onboarding process is all about planning ahead and successfully integrating new hires. In this article, we’ve listed 5 steps your onboarding process should include to turn your new hires into engaged and productive employees.

Onboarding is Not a One-Time Event

When you hire a new employee it’s important that they have a successful experience from the beginning. Onboarding is the process where your new employee feels acquainted with their new role, colleagues and company.

Onboarding is an effective way to help your employees become an integrated part of your organization as quickly as possible. Many organizations confuse onboarding with orientation, which is typically an introduction to routines and work tasks. Onboarding is a comprehensive process that involves management and it can last up to 12 months.

An onboarding process already starts in the hiring process and it doesn’t end after your new hire’s first day or week or month. This process doesn’t stop until your new employee is fully up to speed, able to perform independently and can contribute to organizational goals.

It's a continuous process and it should include the following 5 steps:


1. Recruiting

The hiring process and the onboarding process are in many organizations separated. But actually, the two overlap each other. In the hiring process, you want to give your potential employee an idea of what the job includes and what you as an employer expects of them.

It’s in the recruiting phase that you need to give a good first impression. By giving a realistic sales pitch and accurate information about the job, it’s easier to align expectations and make potential hires want to stay with your company for a good amount of time.

This might drive some potential candidates away, but it will instead ensure the quality and commitment of those who’s showing interest. Recruiting is a huge part of getting new hires involved with the company’s mission and culture before they even walk through the door. 


2. Pre-boarding

You can’t jump straight from recruiting into your new employees’ first day without a little preparation. To secure an effective onboarding process you need to implement pre-boarding. This phase is an opportunity to be proactive and start the onboarding before your new employees actually start working.

Pre-boarding is a good way to welcome your new hires and introduce relevant information linked to their new role, strategy, colleagues among others, so they feel involved from the beginning. The more detailed you are in welcoming your new employees, the more positive their experience will be.


3. Onboarding 

Onboarding is key when it comes to successfully integrating a new employees and making them feel informed, equipped and motivated toward their new roles. It’s a process that includes everything your new employee needs to become a valuable contributor to your business.

Insights: Learn the 5 ways to successfully onboard new hires here

Onboarding is a mutual process, so it’s important to align expectations during the process. A good onboarding experience engages your employees in your company as quickly as possible, increase their productivity and reduce turnovers.


According to a recent study, 69% of employees are more likely to stay with a company for three years if they experienced great onboarding. One of the reasons is that a great onboarding creates a sense of identity and belonging. It provides clarity about the new role and makes it easier to relate to the organization.



4. Training

Employee training is often used as part of your employees’ personal development and skill specialization. Training keeps developing and educating your employees to perform their best and to always be on top of their game. As a result they will feel equipped and comfortable with their work task and able to offer your customers the best service possible.

Training can consist of everything from ensuring legal regulations like GDRP to product knowledge or organizational values. It’s an efficient way to engage your employees meanwhile their work satisfaction, self-efficacy and personal development increase.

In the video below you can see the features of our Training Pro module.

HubSpot Video


5. Evaluating

A good onboarding program creates a stable and manageable transition for your new hire. But when the onboarding phase ends and your employee is performing independently, it’s still crucial to keep checking in and regularly align expectations.

Successful onboarding is a continual long-term process and an ongoing effort to perfect the process. Give your new employee's feedback tools and ask them about their experience with the process they just went through. Your employees know best where things can be different and more efficient. So asking them is the fastest way to get innovative ideas.


Follow these 5 steps to create a solid onboarding process in your organization. A good onboarding leads to faster integration and it has a positive effect on the satisfactionengagement and performance of new employees.

Insights: Read more about why new hire onboarding is an important investment

By using the Relesys Platform you can digitally onboard all of your employees without the printed papers and one-sheets. You can build an engaging onboarding journey that includes everything from pre-boarding, onboarding, personal training, evaluation and feedback. 

Last but not least, providing excellent onboarding is essential for retaining quality employees in your company which decreases cost and delivers a great ROI.