What’s employee onboarding automation?

Employee onboarding automation streamlines duties just like paperwork, teaching assignments, and conferences. That’s normally completed by onboarding software program program methods or fundamental HR software program program platforms. These tech choices are moreover an efficient solution to deal with distant onboarding.

As an example, Rippling allows you to create personalised workflows for onboarding to tailor the tactic to your group’s needs. You presumably can prepare explicit triggers so that when a positive movement is taken, just like returning the signed provide letter, a follow-up movement or notification is initiated.

Straightforward strategies to automate onboarding

1. Analysis your current employee onboarding course of

It’s helpful to begin out by itemizing the steps of your employee onboarding course of. If you already have an employee onboarding pointers, focus on with that and double-check that it’s up-to-date and aligned alongside along with your current processes.

2. Resolve which onboarding processes it is advisable to automate

Take a look at your onboarding course of and take into consideration the place it is attainable you will revenue from automations. Not every step in your onboarding workflow should be automated, nonetheless it is attainable you will uncover that positive areas are notably time-consuming and burdensome in your group and must be a main priority for automation.

3. Contemplate your onboarding software program program capabilities

For individuals who’re using an HR software program program system with onboarding capabilities, it is attainable you will already have the required technical devices to assemble your automations. Analysis your current software program program’s capabilities, and get in contact with the vendor for help in case you’re unsure the place to look out workflow automations contained in the platform or in case your current plan helps this attribute.

It’s moreover a great suggestion to confirm if any third-party integrations, just like Zapier, will work alongside along with your current software program program platform. This can be significantly cheaper and additional helpful than switching over to an entirely new HR platform.

4. Assemble your automated workflows

While you’ve obtained your tech found, you may start developing your automations. The exact course of will vary a bit based totally on the onboarding platform you’re using, nonetheless you will normally always should set a set off and an movement.

A set off is the event that occurs to impress the automated movement. A typical set off is prone to be an employee signing their provide letter or an employee’s start date arriving. Then, the movement occurs, that’s the step that you just really need the software program program program to hold out when it registers the set off. As an example, a set off would be the employee signing their provide letter, and an movement could very effectively be sending a notification to IT to rearrange their computer and workstation.

5. Monitor the effectiveness of your onboarding automations

While you’ve created and utilized your automated onboarding workflows, you’ll have to repeatedly monitor their effectiveness and tweak them as wished. Pay attention to any bumps you or your group encounter, and bear in mind to evaluation and substitute your onboarding automations typically as your processes change. It’s moreover a great suggestion to solicit employee solutions on their onboarding experience.

Whereas employees acquired’t basically know what automations you have received in place, they may stage out what labored properly or didn’t all via the tactic, which could uncover some insights into the effectiveness of your automations.

Benefits of onboarding automation

Automating your onboarding course of can revenue your group in quite a lot of strategies. Listed beneath are quite a lot of to remember as you consider implementing onboarding automations.

Streamlines the onboarding course of

A streamlined course of helps new hires full onboarding duties on time. Information processes may trigger delays, extend onboarding timelines, or create confusion.

Reduces the chief burden of onboarding

Employee onboarding can embrace quite a few tedious administrative duties that eat up your group’s time, just like manually sending emails, establishing client accounts, filling out the HRIS and payroll profiles, and preserving monitor of what paperwork has been returned. With onboarding automation, that time is perhaps increased directed within the course of the additional hands-on interpersonal options of onboarding to supply a larger experience in your new hires.

Improves the model new hire experience

Onboarding allows you to make a strong first impression alongside along with your new hire. Providing a seamless onboarding course of will not solely help them be increased able to leap into their new roles, but it surely absolutely moreover lays the muse for increased employee engagement and satisfaction. When you automate your onboarding, the essential factor property and knowledge they need to get started will arrive of their inbox in time for his or her first day, letting them start off on the exact foot.

Reduces the likelihood of errors

When you’re coping with all of your onboarding processes manually, there’s room for errors or inconsistencies. You presumably can merely make a form when manually inputting knowledge from an employee’s onboarding sorts into one different system. You may also neglect a step and unintentionally go away an employee with out key knowledge or a compulsory login all through their first week.

When you automate your processes, there is a bigger stage of consistency all through every onboarding you perform and a lower likelihood of errors.

Examples of employee onboarding automations

Listed beneath are some examples of onboarding automations you could possibly prepare. Phrase that automation capabilities can vary by platform.

Scheduling orientation conferences

You presumably can automate the tactic of scheduling conferences in your new hire. Relying in your group’s orientation course of, it’s possible you’ll create workflows to schedule conferences with the employee’s supervisor, HR guide, IT division, or their whole group for introductions.

Organising new employee accounts

Your new employee will need quite a few new accounts. They’ll should entry your payroll and time monitoring system, electronic message, and sure some endeavor administration or inside messaging devices. Relying in your chosen software program program reply and the best way it integrates with these totally different apps, you could possibly presumably prepare an automation to create these accounts sooner than your new employee’s first day. This can be triggered as soon as they return their signed provide letter or a set number of days sooner than their scheduled start date.

Sending onboarding job reminders

As a substitute of manually checking in on the completion of onboarding duties like paperwork completion or protection acknowledgments, it’s possible you’ll set a notification electronic message to exit each time a job is overdue. Assemble a templated electronic message or in-platform notification that is perhaps triggered to exit at set cases (just like when a deadline is approaching, when one factor is sometime late, and at ongoing intervals until it is submitted).

Managing gear mailings

For individuals who’re hiring distant employees, it’s possible you’ll create a workflow automation to help ship out gear sooner than their start date. When a start date is approaching, it’s possible you’ll create automations just like pinging IT to ship gear and robotically producing a cargo label with the employee’s knowledge for them to utilize.

Onboarding teaching assignments

Organize custom-made workflows to assign the exact teaching packages based totally on an employee’s location, place, and division. As an example, positive states have express teaching requirements for sexual harassment, meals coping with, workplace safety, and totally different areas which can vary based totally on the employee’s job.

Sending check-ins at 30, 60, and 90 days

You presumably can automate your solutions course of by setting your employee onboarding software program program to ship out a solutions survey on the 30, 60, and 90-day mark after an employee has been onboarded. Assure that you have the precise start date recorded in your employee onboarding system or HRIS platform, and prepare a survey to robotically be despatched each time a model new hire hits a type of three milestones.

Onboarding automation FAQs

What steps of the onboarding course of is perhaps automated?

Steps just like sending and monitoring onboarding paperwork, assigning teaching, establishing accounts, and scheduling conferences is perhaps automated. Onboarding automation may also be helpful for sending pulse surveys and check-ins all through and following the onboarding course of to collect solutions.

What’s employee onboarding software program program?

Employee onboarding software program program refers to digital devices designed to help and streamline the employee onboarding course of. Normally, onboarding software program program simply is not a standalone reply, nonetheless is in its place part of a additional well-rounded HR software program program system.

Can employee onboarding be completely automated?

Whereas many steps throughout the employee onboarding course of is perhaps automated with the exact experience, quite a lot of steps will nonetheless require a human contact. As an example, it’s possible you’ll automate the duty of a mentor or new hire buddy or the scheduling of an preliminary group welcome meeting, nonetheless the conferences or communications that observe should not be automated as it is advisable to assemble an actual connection. Automation helps you save time on the paperwork and administrative steps, to give you additional time for the additional interpersonal options of onboarding.