What are the Steps of Onboarding?

Laura Parker
Apr 2024

Embarking on the journey of employee onboarding begins with a fundamental question: What are the steps of onboarding? This query not only seeks to unravel the onboarding process meaning but also sets the stage for a transformative experience for new hires. The essence of employee onboarding extends beyond mere introductions; it’s a comprehensive strategy designed to weave the employee into the fabric of the organization seamlessly. Through this process, new team members are equipped with the knowledge, skills, and insights needed to navigate their new roles successfully and contribute to the company’s culture and goals.


Understanding and implementing an effective employee onboarding sequence is paramount. This initiation journey must be meticulously crafted, encompassing essential phases from orientation to full integration, ensuring a smooth transition for each new hire. By spotlighting the critical steps involved, this article aims to provide a blueprint for organizations seeking to refine their onboarding processes. Let’s delve into the structured path of onboarding, exploring how it can transform initial encounters into the foundation for long-term engagement and success.

What are the Steps of Onboarding?

What are the steps of onboarding

At the heart of a successful onboarding program lies a clear, structured process designed to welcome and integrate new employees into an organization. An employee onboarding process flowchart serves as a great visual guide, delineating each step to ensure no detail is overlooked.

Here are the foundational steps typically involved in an effective onboarding strategy:

  • Pre-boarding: Before the new hire’s first day, ensure they receive a warm welcome email, access to necessary platforms, and an overview of their first week. This step sets the tone for their upcoming journey.
  • Orientation: Introduce them to the company culture, mission, and values. This initial phase is crucial for setting expectations and building a sense of belonging.
  • Role-specific training: Beyond general introductions, diving into the specifics of their role through detailed training sessions helps new employees feel prepared and valued.
  • Meet and greet: Facilitating meetings with key team members and stakeholders promotes integration and team cohesion.
  • Feedback and adjustment: Regular check-ins to gather feedback and address any concerns are vital for ensuring the new hire feels supported and heard.
  • Assessment and ongoing development: Evaluating the new hire’s progress and discussing long-term development goals reinforces their growth trajectory within the company.

Leveraging a tool like beSlick can dramatically streamline this process, allowing for the creation, documentation, and execution of each step within a single platform. This not only makes the onboarding journey more efficient but also more impactful, ensuring that each new employee is fully engaged and aligned with their role and the organization’s objectives from day one.

What are the 6 phases of onboarding

The onboarding journey can be broadly segmented into six distinct phases, each serving a unique purpose in assimilating new employees into their roles and the company culture. Understanding these onboarding milestones is crucial for crafting a comprehensive and effective onboarding strategy:

  • Preparation: Before the new employee’s first day, the groundwork is laid. This includes setting up their workspace, preparing essential tools and access, and planning their welcome. It’s about ensuring everything is in place for a seamless start.
  • Welcoming: The first impression matters. A warm welcome sets a positive tone, involving formal introductions to the team, a tour of the office, and an overview of the company’s mission and values.
  • Role Orientation: This phase focuses on acquainting the new hire with their specific duties, responsibilities, and expectations. It’s about clarifying their role within the team and the broader organization.
  • Integration: Beyond understanding their role, it’s essential for the new employee to feel part of the team. Integration involves participating in team meetings, projects, and social events to build relationships and rapport.
  • Performance Management: Establishing clear goals and performance metrics early on helps align expectations. Regular feedback and check-ins during this phase are vital for ongoing support and adjustment.
  • Transition: Identifying financial risks and implementing strategies to mitigate them.

Utilizing a platform like beSlick facilitates navigating these phases with ease. It allows for the documentation of the onboarding process as a flowchart, enabling both the creation and execution of tasks within each phase. This not only ensures a structured approach but also captures deviations from the process, offering insights for continuous improvement. By leveraging such tools, businesses can ensure a more visible, mistake-proof, and cost-effective onboarding experience, laying the foundation for improved service to customers and faster employee training.

What are the steps involved in onboarding process

Delving deeper into the mechanics of onboarding, we find that the process is underpinned by a series of strategic steps, each designed to facilitate a smooth transition for new hires. Utilizing employee onboarding software like beSlick can significantly enhance these steps, offering a structured, efficient, and engaging onboarding experience. 

Here are the critical steps involved:

  • Documentation and Compliance: The initial administrative tasks, including signing contracts, completing tax forms, and acknowledging company policies. Efficient software streamlines this phase, making it less cumbersome for both HR and the new hire.
  • Cultural Immersion: Introducing the company culture, values, and ethos is crucial for fostering a sense of belonging. This step is about aligning new employees with the organizational identity and expectations.
  • Training and Development: Tailored training programs ensure employees understand their roles, responsibilities, and the tools at their disposal. A good onboarding software facilitates customizable training paths for different roles.
  • Social Integration: Encouraging interaction with team members and across departments helps new hires build essential relationships and integrate into the social fabric of the company.
  • Performance and Feedback: Setting clear expectations and providing regular feedback through check-ins supports continuous improvement and adjustment to the role.

The use of a comprehensive platform like beSlick for managing these steps offers unparalleled benefits. It supports forms, dynamic due dates, guest access, and team collaboration, making it an indispensable tool for modern businesses. By digitizing and automating the onboarding process, companies can ensure a consistent, engaging, and effective introduction for every new employee, paving the way for quicker integration, higher satisfaction, and ultimately, greater organizational success.

What are the 5 steps to create an onboarding program for managers

Developing an onboarding program tailored for managers involves a strategic approach that empowers them to lead their teams effectively from the onset. Such a program not only equips them with the necessary tools and knowledge about their role but also ingrains the organizational culture and expectations. Here’s how to create an impactful onboarding program for managers broken down into five steps, also referred to as onboarding stages:

  • Comprehensive Role Clarification: Start with a deep dive into the managerial role, expectations, and the impact it has on the organization’s success. This includes understanding the specific challenges and opportunities the role presents.
  • Leadership and Culture Training: Focus on instilling the company’s leadership principles and culture. This phase is crucial for aligning managers with the organizational ethos and teaching them how to foster this culture within their teams.
  • Operational Training: Equip managers with detailed knowledge of the company’s operations, processes, and tools. Utilizing software like beSlick can streamline this step, offering managers a hands-on experience with process documentation and workflow management.
  • Strategic Relationship Building: Facilitate introductions and meetings with key stakeholders and other managers. This helps in building a support network and understanding the interdependencies within the organization.
  • Feedback and Continuous Learning: Establish a feedback loop and encourage continuous learning. This includes regular check-ins to discuss challenges, successes, and areas for growth, ensuring managers feel supported in their development journey.

Leveraging a platform like beSlick in creating this program can significantly reduce the complexity involved in these steps. By offering a centralized location for documentation, training, and task management, beSlick simplifies the onboarding of managers, making it easier to scale, improve customer service, and implement changes quickly. Such a structured program not only sets managers up for success but also contributes to the overall efficiency and growth of the organization.

What are the Steps of Onboarding?

The onboarding process is a pivotal phase in an employee’s journey, setting the tone for their tenure within an organization. By meticulously mapping out the steps of onboarding, from the initial documentation to the final transition into the team, companies can significantly enhance the new hire experience. This not only accelerates the integration and productivity of employees but also fosters a culture of belonging and commitment.

For managers, a specialized onboarding program further ensures that leadership is aligned with the company’s vision, equipped to nurture and lead their teams effectively. Through platforms like beSlick, the onboarding process transforms into a streamlined, engaging experience, enabling organizations to document, execute, and refine their onboarding workflows with unparalleled efficiency and insight.

As businesses continue to navigate the complexities of growth and change, the value of a robust, well-structured onboarding process cannot be overstated. It is the cornerstone of employee engagement, retention, and overall organizational success. To explore how beSlick can revolutionize your onboarding process, ensuring a seamless transition for new hires and managers alike, visit beSlick.com today. Embrace the opportunity to redefine your onboarding experience, paving the way for a more cohesive, productive, and satisfied workforce.

Discover the transformative power of beSlick in streamlining your onboarding process. Visit us now to learn more!

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, Author of The Dirty Word and CEO at beSlick

Alister Esam is a successful entrepreneur and investor, having bootstrapped his fintech software business eShare to international status operating in over 40 countries and servicing 20,000 board directors, before successfully exiting to a multibillion-dollar organisation in 2018. He now invests in a variety of startups and on a global mission to make work, work.