How to create the ideal first day for new employees

This is a blog post about your employees' first day. It includes quotes from several real employees who have just started new jobs, so I've changed each person's name to protect their anonymity.

The first day at a new job can say a lot about your company.

For some, a great first day confirms they joined the right organization."It was like the first day at school," said Robert. "I was excited to get started and they were excited to have me join the team."

For others, the first day raises questions about whether this was the right choice.

"My first day was remote," said Warren. "I got a series of emails directing me to fill out paperwork and read through every corner of our website. I highly recommend this approach if you're having trouble sleeping. I did finally get a working computer a week or so later so that was good."

How can you give you team a first day that's more like Robert's, and less like Warren's?

This post walks you through some proven steps that work well whether your employees are working remotely or in-person.

A new employee attends a company orientation remotely.

How to prepare for a new employee

A great first day actually starts with the prep work you do before an employee officially joins your company. The goal is to be ready for them when they arrive.

It's disheartening when an employer isn't ready to welcome a new team member.

Warren started out on the wrong foot when his company wasn't ready for his arrival. A first day spent filling out paperwork and trying to get a working computer is hardly inspiring.

Barry, another remote employee, had a far different experience than Warren. "My organization handled my equipment requests before my first day. My laptop, mouse, and keyboard all arrived the week before I started. All my paperwork was sent to me the week before."

For Kendra, who is also remote, getting her equipment ahead of time allowed her to troubleshoot some technical issues that would have derailed her first-day experience.

"My first day technically started the Friday before when I received my new work laptop in the mail. I was so excited to receive a brand new laptop I immediately opened it up and turned it on. I spent the next three hours on the phone with IT resetting the hard drive multiple times because systems were not configured correctly."

Kendra's eagerness paid off, while her fellow new hires spent their first day struggling with computer issues. "I was ready to go for the new hire orientation meeting on Monday morning while other new hires had to call in on their phones and other devices."

Here are just a few things to do before your new employee arrives:

  • Arrange all tools and equipment they'll need.

  • Make sure they have access to computer networks, buildings, etc.

  • Create an orientation schedule and send it to them.

  • Send out new hire paperwork ahead of time.

  • Order uniforms, name tags, business cards, and other items (if needed).

  • Complete all required verifications such as background checks, license checks, drug screenings, etc.

A swag bag or care package is a great bonus if you really want to create a great impression.

Barry told me he really appreciated the package his company sent him.  "My organization sent me a welcome package that contained a book from my supervisor and one from the CEO. It also contained a notebook, pens, and a cool gift: a Yeti tumbler."

What are the elements of a great first day?

The ideal first day finishes off all the legal requirements necessary to complete the hiring process, starts socializing the employee to their colleagues, and gives them a virtual or in-person tour of the workspace.

Legal Requirements

The legal requirements can be tedious, but they are necessary. Various federal, state, and local laws require a variety of notices to be signed. You also need information to input the new employee into your payroll system.

I was once sent to train 100 new hires before my company opened a new location. Unfortunately, I discovered on the eve of the training class that the hiring manager hadn't actually hired anyone. We had to cancel the training and use that time to ensure everyone completed all the paperwork required to legally hire employees and ensure they got paid.

So get that out of the way first. Better yet, send paperwork to new hires to complete before their first day.

Barry shared one word of caution from his experience. Many of the forms he had to complete were PDFs that lacked fillable fields, so the process of adding his name, date, signature, and other information was painstaking. Be sure to make your forms easy to complete on a computer!

Socialization

Connecting with others is critical, especially when so many people are working remotely. It helps new employees feel a sense of belonging, and start building trust with the people they'll be collaborating with.

Help new employees start making connections with their colleagues by sending out a welcome message to greet them when they arrive. Barry received welcome messages from multiple employees, which immediately made him feel welcome.

Kevin started remotely, and spent much of day one connecting with coworkers via virtual meetings. "I had a meeting with my boss and then meetings with a few other teammates to introduce myself and get to know them."

Aaron's first day was in-person. "We wear masks, avoid in person meetings, and social distance when feasible. The on boarding process was different because we didn’t have a big classroom full of new hires, it was handled individually and in small groups."

All those safety precautions didn't prevent Aaron from having a great experience.

"My boss met me at the door, cleared his morning schedule to spend time orienting and teaching, and then took me to lunch. That level of investment and personal attention for new employees confirmed the positive culture and strong leadership that was conveyed in the interviewing process."

Diedre works remotely, but enjoyed starting her first day with a group of fellow new hires. 

"The experience at my new company was incredibly organized, probably the most organized of any company I’ve ever worked for. They did a great job bringing 20 new folks into Zoom calls, making us all feel welcome even though we were spread out all across the world. We did activities together, including playing virtual games, daily themed Zoom backgrounds and pop quizzes on what we’ve learned so far."

Technical issues aside, Kendra also appreciated starting her first day with other new hires. "In new hire orientation, I met our HR contact and other new hires and was invited to a group slack chat with just this group. I liked the group chat because it gave us a safe place to ask dumb questions and get to know some colleagues from other departments both locally as well as the other side of the country."

Tour

Employees need to know the basics of where they’ll be working, whether it’s a physical location or a virtual environment.

For employees reporting to a physical location, this involves a literal orientation. Show employees how to get into the building, where to clock in, where to find the restrooms, and other important locations. And of course, show them their own workspace.

It's a little different for remote employees. They will need to learn how to navigate through the company's network, and how to get assistance if they get stuck.

Kendra's boss created an orientation document that provided a virtual tour. "The doc included each slack channel I needed to join, links to corporate strategy video recordings and lots of documentation, reoccurring meetings I should have on my calendar, and a list of colleagues to reach out to and topics to discuss with them. So I spent the rest of my day filling my next 3 week calendar with 1-on-1 deep dives with colleagues, watching recordings of organizational presentations, and reading strategy documents."

There's one bonus item that can make a great first day even better.

New employees are anxious to make a contribution, so give them something valuable to do on their first day if at all possible. For example, one company has new employees give feedback about the company's products, which is often used to make improvements.

Is remote onboarding difficult?

Some people worry about remote onboarding. It doesn’t have to be difficult, if you follow the steps above. It can even be beneficial!

Here’s how Heidi described her first day of remote onboarding:

“The onboarding team took great strides to make sure we felt welcomed and made sure to have resources centrally located (as much as possible). I was definitely nervous and had first day jitters, but then I remembered I didn’t have to deal with commuting, trying to avoid boring water-cooler conversations (and gossip) and weird looks from Accounting, or finding a place to sit in the break room for lunch.”

Be intentional about creating a great experience for your new hires, and everything should be fine. It just might take a little extra planning.

Additional Resources

LinkedIn Learning subscribers can access my course, Running Company Onboarding. It will walk you through all the steps necessary to create an outstanding onboarding program.

If you don't already have a subscription, a 30-day trial is available.

Here's a short preview video that highlights the differences between a good and bad onboarding process.


How to Improve New Hire Training

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A customer service leader recently emailed me for some training advice.

Their onboarding program for new hires included three days of product training. The leader felt new hires were not engaged during the training and frequently failed to retain much of the content. 

He was hoping for a way to get people more excited about three days of product training, but that's not the advice I gave him. Three days of boring, irrelevant content was the problem.

So what should he do?

I interviewed JD Dillon, Chief Learning Officer at Axonify, a company that provides a platform to enable effective microlearning. Dillon gave some excellent suggestions, and I've added a few of my own.

JD Dillon, Chief Learning Office (CLO) and Axonify

The Interview

You can watch the video of the full 22-minute interview or scroll down to read the highlights.

Ways to Improve New Hire Training

Dillon and I tackled a number of issues in our conversation. Here are some of the top challenges that we discussed.

Why do companies fail to properly train new hires?

Dillon points out that many leaders feel pressed for time. 

They don't think they can spare the necessary moments to create a learning plan, spend time with new hires, evaluate their progress, and provide constructive feedback.

The alternative is a disaster.

Without proper training, employees make more mistakes, are slower to reach peak performance, and are more likely to quit. All of this takes far more of the manager's time than training people right in the first place.

What is the difference between onboarding and new hire training?

Both are important, but there's an essential difference.

Onboarding starts the day an employee is hired, and becomes an ongoing process. For practical purposes, I mark the end of onboarding as the point where an employee is fully trained to do their job. 

There's a lot of stuff that's included in onboarding:

  • New hire paperwork

  • Compliance stuff

  • Tours and orientations

  • Getting new hires set up with work tools

  • Giving people access to buildings, networks, etc.

Training is also a part of onboarding, where new hires learn the specific knowledge and skills necessary to do their jobs. 

You can learn more from my LinkedIn Learning course, Running Company Onboarding.

What are some common flaws with new hire programs?

There are a number of common challenges that are easily fixed.

The first is creating clear learning objectives. Many new hire programs are content-focused, and the desired results are ill-defined. Once you identify exactly what a fully trained person should be able to do, you can work backwards to create more effective training. 

You can use this worksheet to create your learning objectives.

Another challenge is access to information. Dumping three days worth of product knowledge on a hapless group of new employees is a recipe for disaster. People quickly forget information they don't immediately use.

Dillon suggests finding easy ways to give employees just-in-time access to the information they need. At the 13:25 mark in our interview, he shares an example of a grocery store using the computerized scale in the deli to give employees quick access to how-to information.

A third flaw is a lack of assessment. You need a way to determine whether or not someone is trained.

How can you assess whether someone is trained?

The answer to this question relies on having clear learning objectives (see above). 

Once you clearly define what a fully trained employee should be able to do, you can assess whether they've been trained by observing them doing their jobs.

For example, when I've created new hire training programs for contact center agents, new agents were considered fully trained once they could meet basic quality standards while handling live contacts.

More Training Resources

I've gathered a list of resources that can make it easy for you to create effective new hire training programs.

Start by checking out Dillon's personal website, which has a lot of great insight on improving workplace learning.

If I could buy just one book on how to train, it would be Tellling Ain't Training by Harold D. Stolovitch and Erica J. Keeps. It provides clear and comprehensive information for building simple, yet highly effective training lessons.

Finally, my How to Design and Deliver Training Programs course on LinkedIn Learning can guide you step-by-step through quickly creating an effective training program.

What is an Effective Employee Onboarding Process?

A friend of mine recently started a new job. It's not going well.

She was gung-ho at first. The new gig represented a step up from her previous position, the work seemed challenging, and she felt the new company had a lot to offer.

Then reality set in. The company's onboarding process was disjointed, and left my friend without the support and training she needed to fit in. She spent her first week just trying to get her office phone working.

Within a few weeks, my friend started wondering if she had made the right decision. Shortly after that, she started looking for a new job.

Experiences like this are all too common. That's why re-vamping employee onboarding is a top challenge I hear from training and human resources professionals. 

So what exactly is onboarding, and how do you do it right?

A bored employee plays with post-it notes at her desk.

What is employee onboarding?

Employee onboarding is a process that starts the moment a job offer is accepted and ends once an employee is fully trained to independently do their job at a minimally competent level.

There are various elements that are typically included:

  • New hire paperwork

  • Provisioning tools, resources, and equipment

  • Mandatory compliance training

  • Job-specific training

  • An introduction to the company and culture

The ultimate goal of a good onboarding program is to engage employees by creating a sense of belonging and securing their commitment to make a positive contribution.


Why is onboarding important?

There are a few benefits provided by an effective onboarding program:

  • Increased engagement

  • Increased productivity

  • Lower turnover

My friend is an example of what happens when onboarding goes poorly. She's already disengaged, meaning she's not sure how she can help the company succeed. Her productivity is lower than it should be because she doesn't have the right resources. And she's a turnover risk since she's already looking for a new job.

This two minute video follows two employee onboarding programs to highlight the stark differences between effective and ineffective approaches.

How can you build an effective onboarding program?

A strong program consists of five stages.

  1. Pre-Hire

  2. First Day

  3. Orientation

  4. Training

  5. Performance

Pre-Hire: This stages starts when a job offer is accepted and goes until the employees first day. It's an opportunity to prepare new hires for their new job, and to make sure you're prepared for their arrival. For example, it's a best practice to share new hire paperwork ahead of time. It's also important to make sure all the necessary tools, resources, and equipment (i.e. computers, phones, uniforms, etc.) are ready for the employee's first day.

First Day: A new hire's first day forms a critical first impression. You want new employees to feel like they made a great decision to join your organization. I advise my clients to include a social element on day one, such as a lunch or a meet and greet, so new hires can start making friends with their colleagues. Another best practice is to give employees a small project on their first day so they can immediately make a contribution.

Orientation: This is where new employees learn about the company, including its history, mission, and culture. Be careful--there's a real danger of sharing too much information during orientation. Employees are bombarded with so much information during their first few days that they're likely to forget most of it, so try to give new hires information on a just-in-time basis.

Training: Every employee needs adequate training to learn to do their job. Frontline employees in many organizations are under-trained, and leaders often get even less development. In my book, Getting Service Right, I describe how a lack of training contributed to my very first customer service encounter ending in failure.

Performance: New hires often need extra coaching and feedback from their boss during the first days, weeks, and months on the job. This can mean the difference between quickly performing at a high level, or struggling to meet even minimum performance standards.

You can get step-by-step instructions for building your own program from my Running Company Onboarding course on LinkedIn Learning.

3 Ways Effective Employee Onboarding Can Boost Customer Service

Onboarding new hires can feel like a small miracle.

They start without many of the skills they need to serve your customers. Then, in a relatively short period of time, they transform into customer service superstars.

At least, that's how it's supposed to go.

The reality can be a bit different. Managers don't always devote enough time. Employees can get lost on the learning curve. Customer service often suffers.

This post explores three ways that effective onboarding can boost customer service.

To start, check out this short video that highlights the importance of onboarding by tracking two new hires who have very different experiences.

Increased Engagement

Poor employee onboarding can negatively impact employee job satisfaction, which is a key indicator of engagement. Here's a scary statistic from Benchmark Portal's 2013 Agent Voices report:

It just so happens that the average contact center takes about three months to fully onboard it's new hires.

There are two ways to look at this. One, is onboarding is so great that the actual job pales in comparison.

This might be true. But, the other way to look at this is onboarding is so disconnected from the day-to-day realities that employees are in for a rude awakening as they transition into their new job.

A good onboarding program prepares new hires for success. It helps them become engaged with the company's culture. They become committed to helping the company succeed and feel they can make a difference.

And, it helps ensure their satisfaction rises once they've graduated from training.

 

Customer Impact

It's awkward to be served by an obviously new person.

A new employee was recently learning the ropes at my local coffee shop. The line continued to grow as each transaction took longer than average. He smiled awkwardly as he tried to swipe my credit card several times before realizing he was doing it the wrong way.

Other customers asked him questions he couldn't answer. He repeatedly had to ask another co-worker for assistance, which made it hard for this employee to connect with customers on his own.

This situation wasn't his fault. He hadn't yet been trained. He didn't yet have the skills to serve customers quickly.

It was also an unfortunate choice train him on the register during a busy morning. Every customer that day paid a small price for this employee's learning curve.

Good onboarding programs avoid this problem. They use careful timing and smart design to train employees on important skills while minimally impacting service quality.

 

Wait Time

You hire more people because you need more people to keep up with demand.

The problem is those new people take time to fully onboard and train. Customers have to continue waiting longer until that happens. 

It's not just in my local coffee shop. Think hold times in contact centers, longer lines in stores, or slower service in restaurants. Short-staffed usually equals slow service.

A good onboarding program can help fix this. It ensures new hires are trained faster and better, so short-staffed periods are kept to a minimum.

 

Design Your Own Onboarding Program

My LinkedIn Learning course, Running Company Onboarding, shows you how to create an effective employee onboarding program. Here’s a short preview: