Did you receive a proper orientation on your first day at the job that briefed you about the company’s history and your new position? Or, did you have to sign a mountain of onboarding paperwork and follow a trail of people to get to your desk and your equipment? Hopefully, it was the former. Such an introduction can do wonders for one’s enthusiasm and a sense of purpose in their new position. On the other hand, you could feel stunned, alone, and overwhelmed when it’s the latter.
You must create a well-defined onboarding plan to orient your new employees to your company, its culture, and its specific roles and responsibilities. A fantastic experience for new hires is challenging to achieve without onboarding tools. Never-ending onboarding checklists can waste time you would have spent providing new hires with a more in-depth introduction to the company. These repetitive tasks can be completed in a snap with automated onboarding software.
Portals for the convenience of customers:
You must pay special attention to your strategic clients. They require tailor-made training portals. If you want to tailor your material and training to different clients, departments, or groups of customers, you’ll need to invest in multi-tenant portals. Individual customization, including customization of layout, color scheme, style choice, and logo placement, is made possible via personalized customer portals. This eliminates the need to create and store several versions of the same content, allowing you to provide branded experiences to different groups of learners.
User-Friendly:
It’s time to switch onboarding software if new hires have to spend hours on the phone with tech support or email HR to finish their onboarding application. The software’s friendliness to users extends beyond its aesthetic qualities. The human resources department and any new employees who are expected to learn how to use even the most advanced interface could be stressful. Recognizing the significance of a user interface and selecting a program with an intuitive design, simple navigation, and an attractive layout is crucial.
Data Analysis and Reporting:
You undoubtedly place a high value on all measurements, KPIs, and other data. What good is it, though, if the necessary information can’t be accessed when needed? Having access to in-depth analytics guarantees that you’ll be making well-informed choices. However, the timely reports used to make such decisions are just as important. You can simplify the user experience, increase retention rates, upsell existing customers, and cross-sell to new consumers with relative simplicity. See if reports are being sent out consistently and if they may be improved.
Online Demos Available at No Cost:
A live demo tab is another essential component of any customer learning platform. Experience is the best teacher, and that’s exactly how your customers will learn to utilize your product. You can include things like live exercises and illustrative software in your teaching. Time to value is reduced if this is planned for at the onboarding phase. It is helpful for a new user to have a walkthrough of the platform; incorporating demos can achieve this into the site. It’s always available and helps customers through the buying process in a secure setting.
Paperless onboarding:
Candidates who are expected to work remotely or have not yet relocated may be put in a difficult position if they are inundated with mountains of paperwork before or after joining your firm. If you want a smooth document exchange with your new hires, ensure the onboarding software you choose has a system for collecting and organizing all necessary documents in one central location. You may save time and avoid the hassle of managing paper signatures by integrating it with an electronic signature application for both candidates and managers. You won’t need to constantly bug the applicants about the documents’ status if you use this method to monitor their development.
White-Labeled Software:
The quality of your training platform will shape customer perceptions of your product. Customers may have a wrong first impression if the platform is based on antiquated technology or does not reflect your company’s aesthetic. Make sure your app and website perfectly match your brand’s aesthetic by sticking to a consistent style throughout. To create designs that stand out and engage users, it’s essential to have access to basic HTML and CSS tools.
Gamification:
Onboarding is still little more than an automated checklist despite technological developments. The onboarding process will become more participatory by gamifying a few components. The goal of gamification is to use technology to increase user engagement during the onboarding process. Adding gamification features like levels and quests may liven up even the most mundane onboarding. Create a quest-like onboarding experience by assigning new employees tasks they must complete moving forward. Let them embark on a scavenger hunt and make things entertaining while keeping a tight watch on the progress instead of making them sit through a boring hour-long training film.
Dashboards:
This follows from the previous point. The requirements of various users vary. Depending on your needs, the metrics that a particular client prioritizes may or may not apply to you. Consequently, it’s important to ensure that dashboards can be adjusted to suit individual needs. Gaining insight into your customer’s journey might help you identify pain points along the way. For this to occur, the dashboard must provide the information you need. It reveals where your organization is losing time and money. If you’re looking for SaaS onboarding software, it’s essential not to neglect this functionality.
Conclusion
Without question, new hires’ onboarding is an essential process. It will determine how they will approach their work for the rest of their careers. What’s more, how you plan and execute the onboarding procedure can significantly impact the enthusiasm and productivity of your new employees from day one. A good onboarding approach can make a new hire’s first day less stressful while easing them into their role.