How to Efficiently Onboard New Employees

How to Efficiently Onboard New Employees

One of the most significant challenges many business owners encounter is onboarding and training new employees. If they are replacing a role, then the person who has vacated the position has often left with quite a bit of institutional knowledge. If they are hiring for a new role, then everyone in the department is already incredibly busy and doesn’t have time to train the new hire.

So, what is a business owner to do?

Adi Klevit of Business Success Consulting Group and Aaron Schaller of First Call Closers discussed this problem and shared a solution. Read on to find out more.

How to Efficiently Onboard New Employees

The long and short answer for efficiently onboarding and training new employees is to build processes. Here are five processes that will help:

  1. Hiring 
  2. Onboarding 
  3. Introduction to the business
  4. Department-specific processes
  5. Title-specific processes

As you can see, the processes above go from broad to granular. However, you will find that a process-driven approach will make your life and the lives of those involved in hiring much easier.

Successful Training Tactics

You may be able to easily document a department-specific process or even a quick intro to the business. But how do you make sure the training and information sticks for a new hire?

Aaron shared a technique he and his team use to ensure new hires remember the processes they have learned as they move forward.

That is, make the training interactive.

Rather than slogging through sheets and sheets of documentation, give the new hire variety in training material (images, text, video, etc.) and allow them to do the work or write down what to do. 

In Aaron’s case, he has a moving process that he wants to make sure every new hire understands. So, he created a PowerPoint presentation where the action is presented, then the new hire is shown a picture of the step, and they write what they should do. 

You can institute this in your training without getting too complicated. For example, many software systems have a training mode or can include a demonstration section. You can give an employee access to the demo, and they can follow the directions in the training step-by-step, so they can get practical instruction along with verbal or written instruction.

This is often how your employees would be training the new hire anyway, so instituting it in the training portion of onboarding can save time for your employees and help the new hire get the experience they need with your system to ensure they can provide their best work.

Building a process-driving company creates efficiency and makes it much easier for those working in the business to do their jobs. If you are ready to create a process-driven workplace, schedule a free initial consultation with Business Success Consulting Group. Our process experts are ready to advise you as you expand your business.

How to Efficiently Onboard New Employees

Author: Adi Klevit

Founder: Business Success Consulting Group

Adi is passionate about helping businesses bring order to their operations. With over 30 years of experience as a process consultant, executive and entrepreneur, she’s an expert at making the complex simple. Adi has been featured on numerous podcasts and delivered many webinars, and live workshops, sharing her insights on systematizing a business. She also hosts The Systems Simplified Podcast, publishes a weekly blog, and has written numerous original articles published on Inc.com.

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