Onboarding The 5 Phase Approach

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1 Onboarding The 5 Phase Approach (Hit Shift & F5 key to begin slide show) Successful onboarding is an intentional collaborative effort that encompasses various departments, personnel, and services across campus, all needing to work together seamlessly to welcome new employees. It is not only a transactional process but can be transformational in building your team with its new member. * You can either click to the next slide or it will run automatically by itself.

2 Onboarding Beyond the Checklist Stressful Sets the tone Make or break new hire commitment Onboarding vs. Orientation

3 Why pay attention? High cost of turn over anywhere from % of the incumbent s annual salary Loss of productivity getting new employee engaged and fully productive more quickly Successful onboarding can raise the retention rate by as much as 25% as well as improving performance and accelerating the time to full productivity. * 90% of all employees decide if they will stay within the first six months of employment

4 Goals of Onboarding New employee can identify themselves with STO Understand the value of their role and how it fits with the over all mission of the College Create sense of loyalty and commitment Provide them with the tools to be successful and strategies to navigate within their new environment

5 Five Phases of Successful Onboarding 1. From Acceptance to Start 2. First Day 3. First Week 4. First 90 Days 5. First Year Aiming towards Integrating Communicating the goals & mission Building engagement Creating meaningful work

6 Phase I From Day of Acceptance Devise a training plan Assign a person from your office to coordinate process through completion Makes a personnel contact with new employee to answer questions before they start» about the first day» what to wear, what time they should arrive, what to expect

7 Phase I From Day of Acceptance Find a mentor/cohort to show them the ropes (not a supervisor or direct competitive peer) Introductions to key business partners (on/off campus) Protocols and programs Learn personal expectations find out what new employee wants to gain from STO Educate on culture Help them build a professional and personal network * Demonstrates long-term investment to the new employee

8 Phase I From Day of Acceptance The HR Checklist (live link to checklist) Get IT Services in place Especially for the Gen. Y employee expectation! * HR has a new process in place for getting new employees connected to & network.

9 Phase I From Day of Acceptance Diverse Hires Definition having different needs different ways of processing information, requires intentional effort» Mentor/Cohort diverse employee» Meet with Bruce King to customize your onboarding process» Diversity: racial, age, gender, or sexual orientation be intentional in creating opportunities to network.

10 Phase II First Day Key for supervisor to be there! Supervisor - Introductions to dept. and building staff. Departmental members and their responsibilities Meet one on one or in small groups to make the process more personal Approach introductions from a relationship building mind set.

11 Phase II First Day Other First Day considerations: Limit paperwork exposure Specials arrangements for lunch Take a campus tour help them see STO as a community Give them time to explore their workspace, computer, etc. give them processing time.

12 Phase III First Week Review job description w/supervisor Parse out essentials and focus on those tasks Discuss goals for the position What defines success? Assign a specific task for week one

13 Phase III First Week From the Checklist Departmental Procedures & Expectations Finish or continue the campus tour Virtual campus tour Create personal/professional connections with those who might have similar interests on campus. This is especially important for diverse hires

14 Phase IV First 90 Days Provide more in depth information re: organizational strategy goals, social networking and resource awareness Increase emotional intelligence acceptable behaviors Informal performance review Review essential duties Assign specific goals Ask them: What is lacking training, tools, etc. Their understanding/perception of how the organization operates Ongoing conversation

15 Phase V First Year Formal Performance Review Ask employee (again) What is lacking training, tools, etc. Their understanding/perception of how the organization operates

16 Onboarding Killers Work station and technical services in place No formal plan or plan coordinator in place Onboarding is more than one day it as an ongoing process throughout the first year One dimensional - must be multi-dimensional College-wide, Division, Dept., Work teams, Individual

17 Onboarding Killers Must be unidirectional We need to gather input from new employee what motivates them, how best to manage them No Metrics for accountability Time to full productivity Retention/termination rates, error rates, ROI Incorporation into performance appraisal process

18 Tactics Reduce isolation create connections professional and personal Be genuine in the process Find out what they want to gain from their employment here what is their carrot Establish trust & rapport

19 Onboarding - The 5 Phase Approach Call Human Resources if you have questions or need assistance with this process.

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