{"id":6043,"date":"2019-02-26T13:50:48","date_gmt":"2019-02-26T13:50:48","guid":{"rendered":"https:\/\/www.walkme.com\/blog\/?p=6043"},"modified":"2023-05-02T15:45:23","modified_gmt":"2023-05-02T15:45:23","slug":"employee-onboarding-template","status":"publish","type":"post","link":"https:\/\/www.walkme.com\/blog\/employee-onboarding-template\/","title":{"rendered":"The 5-Minute Employee Onboarding Template (That Can Save You Hours)"},"content":{"rendered":"<p>We all know the importance of effective employee onboarding.<\/p>\n<p>With <a href=\"https:\/\/www.walkme.com\/blog\/5-new-hire-onboarding-tips\/\" target=\"_blank\" rel=\"noopener\">effective onboarding<\/a>, your new employees will become meaningful contributors faster and start off with high engagement.<\/p>\n<p>The success of your onboarding process has broader effects as well, impacting key metrics such as <a href=\"https:\/\/www.walkme.com\/blog\/employee-training\/\" target=\"_blank\" rel=\"noopener\">employee productivity<\/a>, loyalty, and satisfaction.\u00a0That\u2019s why an employee onboarding template is your ticket to new hire success.<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #ff9900;\"><a href=\"https:\/\/www.walkme.com\/blog\/employee-onboarding-guide-hr-managers\/?utm_source=blog&amp;utm_medium=inlink&amp;utm_campaign=proceed_ratio\" target=\"_blank\" rel=\"noopener\"><em><strong>Dive Deeper: How Poor Employee Onboarding Can Become Your New Hire&#8217;s Worst Nightmare<\/strong><\/em><\/a><\/span><\/p>\n\n<h2>What the research says about onboarding<\/h2>\n<p>While the importance of onboarding is understood among HR professionals, there&#8217;s a wide gap between knowledge and application, despite strong evidence in favor of structured onboarding programs.<\/p>\n<p>According to research compiled by <a href=\"https:\/\/blog.octanner.com\/editor-picks\/an-onboarding-checklist-for-success-infographic\" target=\"_blank\" rel=\"noopener\">O.C. Tanner<\/a>:<\/p>\n\n<ul>\n \t<li><strong>69% of employees<\/strong> are more likely to stay with a company for at least 3 years if they had a great onboarding experience.<\/li>\n \t<li><strong>Only 1 in 4 employees<\/strong> worldwide feel connected to their company&#8217;s mission<\/li>\n \t<li><strong>50% of employees<\/strong> don&#8217;t find meaning in their current job role<\/li>\n<\/ul>\n<p>That should be enough to make the case for structured onboarding, but the picture becomes even starker when you <img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-6046\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_1177202956-2-1.jpg\" alt=\"employee onboarding\" width=\"400\" height=\"267\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_1177202956-2-1.jpg 1000w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_1177202956-2-1.jpg?resize=300,200 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_1177202956-2-1.jpg?resize=600,400 600w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/>consider the costs involved:<\/p>\n\n<ul>\n \t<li>Even an $8-per-hour employee can cost <a href=\"https:\/\/www.investopedia.com\/financial-edge\/0711\/the-cost-of-hiring-a-new-employee.aspx\" target=\"_blank\" rel=\"noopener\">$3,500 or more<\/a> in turnover costs, one would think that the onboarding process would take more precedence in modern organizations<\/li>\n \t<li><strong><a href=\"https:\/\/trainingmag.com\/trgmag-article\/2018-training-industry-report\/\" target=\"_blank\" rel=\"noopener\">Companies spent<\/a> an average of $986 and 46.7 hours per learner in 2018<\/strong><\/li>\n \t<li>Employees take an average of 5 months to reach full productivity<\/li>\n<\/ul>\n<p>Of course, these statistics are just the tip of the iceberg.<\/p>\n<p>When you multiply these costs by the number of new employees you hire each year, the criticalness of structured onboarding is obvious.<\/p>\n\n<h2>The cultural implications of poor onboarding<\/h2>\n<p>Poor onboarding costs an organization in more ways than one.<\/p>\n<p>Employees who aren&#8217;t integrated properly into the workplace suffer a range of problems, such as:<\/p>\n\n<ul>\n \t<li>Lack of motivation and morale<\/li>\n \t<li>Sub-par productivity<\/li>\n \t<li>Disengagement from the job, their coworkers, and the company<\/li>\n \t<li>Higher <a href=\"https:\/\/www.walkme.com\/blog\/5-new-hire-onboarding-tips\/\" target=\"_blank\" rel=\"noopener\">likelihood of turnover<\/a><\/li>\n<\/ul>\n<p>However, problems don\u2019t stop there.<\/p>\n<p>They also affect the new hire\u2019s coworkers, the department, and the <a href=\"https:\/\/www.walkme.com\/blog\/what-is-organizational-culture\/\" target=\"_blank\" rel=\"noopener\">organizational culture<\/a>. If your onboarding system is ill-equipped to get new hires up to speed, other team members will need to pick up the slack, which can create a stressful environment for everyone.<\/p>\n<p>But things don\u2019t need to be that way. With <a href=\"https:\/\/www.walkme.com\/blog\/employee-development-plan\/\" target=\"_blank\" rel=\"noopener\">the right approach to onboarding<\/a>, you can create a different scenario.<\/p>\n<p>One where:<\/p>\n\n<ul>\n \t<li>New employees know exactly what to expect from day one<\/li>\n \t<li>They receive specific, <a href=\"https:\/\/www.walkme.com\/blog\/employee-training-manual-template\/\" target=\"_blank\" rel=\"noopener\">timely training<\/a> that&#8217;s relevant and actionable<\/li>\n \t<li>They <a href=\"https:\/\/www.walkme.com\/blog\/to-importance-of-employee-motivation\/\" target=\"_blank\" rel=\"noopener\">feel motivated<\/a>, happy, and satisfied with their new job<\/li>\n<\/ul>\n<p>There\u2019s no such thing as a magic bullet, but with the right guidance, you can set your employee onboarding on the right track.<\/p>\n\n<h2>The 5-Minute Employee Onboarding Template<\/h2>\n<p>An employee onboarding template is a perfect go-to solution for busy HR professionals.<img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-6047\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_1022456278-1.jpg\" alt=\"employee onboarding\" width=\"400\" height=\"267\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_1022456278-1.jpg 1000w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_1022456278-1.jpg?resize=300,200 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_1022456278-1.jpg?resize=600,400 600w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/p>\n<p>Here\u2019s why:<\/p>\n\n<ul>\n \t<li>It\u2019s fast and easy<\/li>\n \t<li>It\u2019s flexible, which means it can be adapted to any situation or employee<\/li>\n \t<li>It saves you time by putting everything in one place<\/li>\n<\/ul>\n<p>In less than five minutes from now, you\u2019ll learn the foundation for building an effective and customizable employee onboarding template.<\/p>\n\n<h3>Layout: Time and Activity<\/h3>\n<p>Start by writing everything out. At the top of the document, write the key new hire information \u2014 such as the employee name, employee information, manager, department, and position \u2014 as well as relevant onboarding time periods.<\/p>\n<p>To start, create a set of columns for:<\/p>\n\n<ul>\n \t<li>The activity or task<\/li>\n \t<li>Who is responsible<\/li>\n \t<li>Whether it was completed or not<\/li>\n \t<li>The contact person<\/li>\n \t<li>Time and location<\/li>\n \t<li>Other notes<\/li>\n<\/ul>\n<p>Then, create 3-5 sections of rows.<\/p>\n<p>Label these sections with the stage of your process.<\/p>\n\n<h3>Stage 1: Pre-Hire<\/h3>\n<p>For HR and the new hire&#8217;s department, onboarding tasks begin before the employee arrives.<\/p>\n<p>During the pre-hire stage, create a list of common tasks that must be undertaken for each employee, such as:<\/p>\n\n<ul>\n \t<li>Ordering office equipment<\/li>\n \t<li>Scheduling on-site training sessions with staff<\/li>\n \t<li>Sending a welcome email and information packet<\/li>\n<\/ul>\n<p>It is useful to leave blank spaces for any other items that may be specific for that person or department.<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #ff9900;\"><a href=\"https:\/\/www.walkme.com\/pages\/onboarding-2-1-d-new-hires-easier\/?eco=training&amp;adin=employee-onboarding-template-al01&amp;land=onboarding-2-1-d-new-hires-easier&amp;pitch=Adoption-Promotion\" target=\"_blank\" rel=\"noopener\"><em><strong>Instantly simplify employee onboarding with the Digital Adoption Platform (DAP). Request a demo.<\/strong><\/em><\/a><\/span><\/p>\n\n<h3>Stage 2: First Week<\/h3>\n<p>The first week will include all of the employee&#8217;s initial activities, such as:<img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-6048\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_569248576-1.jpg\" alt=\"new hire onboarding\" width=\"400\" height=\"267\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_569248576-1.jpg 1000w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_569248576-1.jpg?resize=300,200 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2019\/02\/shutterstock_569248576-1.jpg?resize=600,400 600w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/p>\n\n<ul>\n \t<li>Office tours<\/li>\n \t<li>Attending orientation meetings<\/li>\n \t<li>Filling out new-hire documentation, benefits information, etc.<\/li>\n \t<li>Meetings with managers<\/li>\n \t<li>Clarifying the role, setting goals, and getting started with introductory work<\/li>\n<\/ul>\n<p>And any other company- or employee-specific activities.<\/p>\n\n<h3>Stage 3: The First Month<\/h3>\n<p>Any activities that must be completed within 30 days can be included here.<\/p>\n<p>For instance:<\/p>\n\n<ul>\n \t<li>Functional training sessions<\/li>\n \t<li>Software onboarding<\/li>\n \t<li>Cultural integration activities<\/li>\n \t<li>One-on-one meetings with manager<\/li>\n \t<li>Check-ins with HR<\/li>\n<\/ul>\n<h3>Stage 4+<\/h3>\n<p>Beyond this, you can include other time periods that suit you.<\/p>\n<p>The most common would be just one last stage, including tasks that must be completed within 90 days.<\/p>\n<p>As you can see, this 5-minute template is very straightforward and not difficult to implement. It is not comprehensive but provides the framework to guide onboarding with room for personalization and additions as needed.<\/p>\n<div class=\"blog-bottom-text-main\"><div class=\"blog-bottom-text-sub\"><p><span><em><strong>WalkMe\u2019s Digital Adoption Platform (DAP)<\/strong> transforms the user experience in today\u2019s overwhelming digital world. Using artificial intelligence, engagement, guidance, and automation, WalkMe\u2019s transparent overlay assists users to complete tasks easily within any enterprise software, mobile application or website. Discover how a DAP can revolutionize your business.<\/em><\/span><\/p> <div class=\"blog-bottom-link\"><a href=\"https:\/\/www.walkme.com\/pages\/dap-cv-2-help-your-users-engage-technology\/?eco=training&amp;adin=employee-onboarding-template-al01&amp;land=dap-cv-2-help-your-users-engage-technology&amp;pitch=Adoption-Promotion%20\" class=\"short-link-class btn-short-link-class\" target=\"_blank\" rel=\"noopener\">Request a Demo<\/a><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"We all know the importance of effective employee onboarding. With effective onboarding, your new employees will become meaningful contributors faster<span class=\"moretag\">&#8230;<\/span>","protected":false},"author":246,"featured_media":6044,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"mobile_image_id":0,"tablet_image_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[89,87],"tags":[120,96,178],"class_list":["post-6043","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-digital-transformation","category-training-onboarding","tag-employee-onboarding","tag-employee-training","tag-wmb-to"],"acf":{"__coauthors":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The 5-Minute Employee Onboarding Template (That Can Save You Hours) - WalkMe Blog<\/title>\n<meta name=\"description\" content=\"An employee onboarding template is the HR professional\u2019s ticket to higher engagement and productivity in new hires.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.walkme.com\/blog\/employee-onboarding-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The 5-Minute Employee Onboarding Template (That Can Save You Hours) - 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