What is necessary for onboarding?

Laura Parker
Mar 2024

In the quest for business excellence, employee onboarding emerges as a pivotal chapter in the story of organizational success. But amidst the myriad responsibilities that HR professionals juggle, one question looms large: What is necessary for onboarding? It’s far more than a series of administrative hurdles; it’s a golden opportunity to embed new hires into the corporate culture, arming them with the knowledge and tools essential for their journey ahead. The right onboarding process is akin to a lighthouse, guiding new employees through uncharted waters, ensuring they feel valued, understood, and prepared from the outset.


For companies eager to enhance operational efficiency while scaling their teams, pinpointing the onboarding must-haves is crucial. These essentials transcend the routine paperwork, encapsulating a broader spectrum that ranges from the symbolic handshake of welcome emails to the substantive support of comprehensive training programs. Through this article, we delve into the nuanced fabric of employee onboarding, unravelling the layers to reveal a process that does more than just fulfil a procedural necessity. It’s about crafting an experience that resonates, an initiation that seamlessly integrates newcomers into the heart of the organization’s mission and values. 

Businessman working on virtual touchscreen pressing onboarding

What do you need for onboarding

Pinpointing what is necessary for onboarding for employees becomes a mission critical to ensuring a seamless transition into new roles. This quest for the perfect blend of onboarding must-haves goes beyond the basic toolkit to embrace a holistic approach that melds company culture with operational readiness.


At the forefront of these essentials is the establishment of robust communication channels. These channels serve not just as lifelines for logistical queries but as beacons guiding new hires through the cultural and procedural landscapes of their new professional home. Clear, accessible information about roles, expectations, and the company’s mission is vital, laying down the tracks for a journey well begun.


Equipping new employees with the necessary tools and technologies is equally paramount. This requirement underscores the importance of having everything from ergonomic workstations to essential software and access to internal platforms ready and waiting. It’s a tangible demonstration of the organization’s investment in their success and integration.


A thoughtfully curated welcome kit can dramatically elevate the onboarding experience, serving as a tangible welcome to the company family. This kit, ideally imbued with the company’s ethos and peppered with practical tools like essential readings, a company culture guide, and branded merchandise, acts as a warm embrace to the newcomer.

Integral to what is necessary for onboarding for employees is also a comprehensive onboarding plan. Tailored to the individual’s role, this plan combines key meetings, mentorship introductions, and practical training sessions. It’s a foundational step that not only equips new hires for their immediate responsibilities but also aligns their career aspirations with the company’s growth trajectory.

What is the checklist of the onboarding process

A thorough onboarding forms checklist is the linchpin of a successful employee onboarding process. It meticulously details what is necessary for onboarding for employees, providing a structured blueprint to ensure a comprehensive and welcoming integration for new hires. This checklist is not just about ticking boxes; it’s about laying a solid foundation for a fruitful and engaging work relationship.

  1. Pre-Onboarding Communications: Initiating contact before the new hire’s first day through welcome emails and introductory materials sets a positive tone and begins the integration process early. It’s an anticipatory step that eases first-day nerves and demonstrates organizational efficiency.
  2. Legal and Administrative Paperwork: Central to the onboarding forms checklist are the legalities and logistics. This includes employment contracts, tax forms, and other regulatory documents essential for a smooth start. Clarity and assistance in completing these forms are crucial for building trust.
  3. Orientation Sessions: An integral part of the checklist is comprehensive orientation that immerses new employees in the company culture, values, and mission. It provides a thorough understanding of the company’s expectations and how each employee contributes to the larger goals.
  4. Role-Specific Training: Customized training plans are essential, highlighting the importance of role clarity and the specific contributions expected from the new hire. This targeted training ensures that employees are well-prepared to meet their job demands from the start.
  5. Access to Tools and Resources: Equipping new hires with the necessary tools, including access to software, workstations, and other resources, is non-negotiable. It’s a practical step that underscores the company’s commitment to employee success.
  6. Scheduled Check-Ins: Regularly scheduled follow-ups are a critical component, offering avenues for feedback, adjustments, and reaffirmation of the company’s support. It’s an ongoing dialogue that fosters growth and satisfaction.

This enhanced checklist, emphasizing the onboarding forms checklist, addresses comprehensively what is necessary for onboarding for employees. It ensures that no stone is left unturned in welcoming new hires and setting them up for a successful tenure with the organization.

How to write onboarding documentation

Creating an onboarding documentation template is akin to mapping a journey for new employees—a journey that’s both informative and engaging. This step is crucial in the employee onboarding process, ensuring that every piece of information aids in a smooth transition into the company. The goal is to build a template that is not only functional but also reflective of the company’s culture and expectations. Here’s how to craft an onboarding documentation template that ticks all the boxes in the onboarding forms checklist.

  1. Define the Framework: Start with outlining the structure of your template. This should include sections on company overview, job roles and expectations, policies and procedures, and any initial training schedules. A clear framework guides the content creation process, ensuring comprehensive coverage.
  2. Emphasize Clarity and Accessibility: Use language that is straightforward and inclusive, avoiding jargon and complex terms. The template should be easily understood by someone unfamiliar with your industry or company. Clarity in communication is paramount to ensure that new hires can readily absorb and act upon the information provided.
  3. Incorporate Engaging Elements: To transform the template from a mere document to a dynamic resource, integrate interactive elements such as links to video introductions, interactive quizzes on company policies, and clickable directories of team members. These elements encourage active engagement and help to solidify understanding.
  4. Provide Actionable Steps: Each section should conclude with clear, actionable steps or checklists that new hires can follow. This could include forms to be completed, people to meet, or materials to review. Actionable steps provide direction and purpose, making the onboarding process more tangible.
  5. Regular Review and Customization: An effective onboarding documentation template is never static. It requires regular updates to reflect any changes in company policies, role requirements, or onboarding strategies. Additionally, customizing the template for different roles or departments can enhance its relevance and impact.
  6. Feedback Loop: Incorporate a mechanism for gathering feedback on the template from new hires. This feedback is invaluable for making continuous improvements and ensuring the documentation remains effective and user-friendly.

By following these guidelines for how to write onboarding documentation template, organizations can ensure that their onboarding process not only meets the basic requirements but also fosters an environment of learning and growth. This template becomes a roadmap, guiding new employees through the initial phase of their journey with confidence and clarity.

What are key components of onboarding

Understanding the key components of employee onboarding illuminates the path to creating a successful integration experience for new hires. It’s about identifying what is necessary for onboarding for employees—elements that go beyond paperwork to build a foundation for long-term engagement and productivity. Here, we outline the pivotal ingredients of an effective onboarding process, each designed to welcome, educate, and integrate employees into their new roles and the company culture at large.

  1. Welcoming Culture: The first impression counts. A warm welcome that extends beyond the HR department to include team members and management sets a positive tone. This can range from a personalized welcome note to company-wide announcements or even a small welcome event. Creating an environment where new hires feel valued from day one is essential.
  2. Clear Communication: Transparency and open lines of communication are crucial. New employees should know who they can turn to with questions, understand their role and how it contributes to the company’s goals, and be aware of what’s expected of them in the first weeks and months.
  3. Comprehensive Training: A well-structured training program that covers not just the technical skills needed for the job but also the company’s operational procedures, culture, and values is vital. This training should be paced to match the learning curve of new hires and include both formal instruction and hands-on learning opportunities.
  4. Mentorship and Support: Assigning a mentor or buddy can significantly enhance the onboarding experience. This relationship provides new employees with a go-to person for questions and guidance, facilitating smoother integration into the team and the company.
  5. Feedback Mechanisms: Regular check-ins and feedback sessions allow both the employee and the organization to address any concerns or challenges early on. These mechanisms support continuous improvement and show the company’s commitment to the employee’s success and well-being.
  6. Engagement and Socialization: Opportunities for new hires to engage with their colleagues and immerse themselves in the company culture are critical. Social events, team-building activities, and informal meet-and-greets can foster a sense of belonging and team cohesion.
  7. Resource Accessibility: Ensuring that new employees have easy access to necessary tools, resources, and information from the start supports their ability to perform their duties effectively and fosters independence.

These components collectively define what is necessary for onboarding for employees, creating a holistic approach that not only addresses the immediate needs of new hires but also supports their long-term success and satisfaction within the company.

Handshake, interview and business people for diversity partnership, contract deal or b2b welcome meeting, Collaboration, agreement and recruitment black man shaking hands for career or job onboarding

Navigating the complexities of employee onboarding requires more than a one-size-fits-all approach; it demands a tailored strategy that acknowledges what is necessary for onboarding for employees. From the first welcome to ongoing development, each step of the onboarding process plays a crucial role in ensuring that new hires feel valued, integrated, and prepared for the challenges ahead. By emphasizing key components such as cultural integration, role clarity, personalized training, mentorship, and feedback, organizations can transform their onboarding experience into a powerful catalyst for employee engagement and retention.


The journey doesn’t end with the completion of a checklist or the close of the first week. It’s an ongoing process of learning, adjustment, and growth. Embracing this journey with a comprehensive and compassionate approach not only benefits the new employee but also enriches the organizational culture, promoting a sense of belonging and shared purpose.

In today’s fast-paced work environment, the importance of an effective onboarding process cannot be overstated. It’s an investment in your most valuable asset—your people. As such, ensuring that your onboarding process is as efficient and engaging as possible is paramount.


Ready to elevate your onboarding process? Streamline your efforts with our free employee onboarding template, for a comprehensive guide that will transform how you welcome new hires, setting them—and your organization—up for success.

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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.