E19: The Essential Steps for a Role Onboarding Process

When you plan employee onboarding for a specific role, you need to consider both the short and long term goals.

 

On day one, the new joiner will be excited, but also anxious…

 

… Will they be able to deliver the value the team needs? 

… Will they be welcomed?

… Will they be well supported?

 

We want to address these concerns as quickly as possible.

 

So look for a task that the new joiner can get productive in quickly, and focus on helping them get there. For a sales rep, it might be doing sales calls without support. For a software engineer, it might be developing simple features or fixing bugs.

 

Try to get here in days or weeks, not months.

 

Looking longer term, we want to help the new joiner to become happy and confident in all areas of their role.

 

This will take longer, and that’s OK. The key is not to stop until that end goal is achieved.

 

We go deeper into the essential steps for your role onboarding process in today’s episode of De-stress Your Business.

 

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Helpful resources:

 

- Company onboarding process template: https://airmanual.link/templates/company-onboarding

- Role onboarding process template: https://airmanual.link/templates/role-onboarding

- Set up employee onboarding checklist: https://www.airmanual.link/set-up-employee-onboarding

 

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