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Talent Management

What Is Onboarding? Your Guide To Onboarding Employees

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12 min read
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Bringing a new hire into your organisation is one of the highest-stakes moments in the employment lifecycle. A structured employee onboarding process determines how quickly new staff become productive, how long they stay, and whether they ever truly connect with your company culture. This guide covers everything UK employers need to know– from legal obligations on day one to digital tools that make the process scalable.

New starters arriving on their first day are almost always nervous and full of questions: who do I report to, what are my tasks, where do I sit? As an HR professional or manager, answering those questions before they are even asked is your job. Failure to onboard employees with a structured process carries real consequences– for productivity, retention, and legal compliance.

A formal employee onboarding process helps new staff form a positive first impression of your organisation from day one. Done well, it boosts productivity, reduces hiring costs, and significantly lowers the risk of early attrition.

Table of Contents

  1. Key Facts: Onboarding Employees
  2. What Is Employee Onboarding?
  3. Why Does Onboarding New Staff Matter?
  4. How Do You Design an Effective Onboarding Plan?
  5. What Digital Tools Support Employee Onboarding?
  6. Employee Onboarding Examples: What Do Great Programmes Look Like?
  7. FAQs: Onboarding Employees

Key Facts: Onboarding Employees

What Is Employee Onboarding?

By definition, the process of onboarding employees is a compilation of the actions the company needs to take to effectively facilitate the incorporation of new employees into the company and their role. Through the process of onboarding, incoming employees have the opportunity to know more about the organisation, their role, who their co-workers are, the philosophy of the company and much more.

Research consistently shows that the majority of retention decisions are made within the first 90 days of employment. Organisations with a strong onboarding process improve new hire retention by 82% and productivity by over 70%. For this reason, the onboarding process must begin the moment a candidate accepts your offer, not on their first day.

In the UK, the CIPD’s induction guidance confirms that an employee’s first impressions of an organisation have a significant impact on their integration and job satisfaction, and that effective induction positively affects employee turnover, absenteeism, and employer brand.

It’s in your best interest to learn as much about the topic of onboarding employees as you can. For this reason, we’ve created this comprehensive guide for you. We cover everything from the basics of what onboarding is, to the benefits and objectives, and finally, how to design a plan, including which tools are best to incorporate when onboarding new employees.

Why Does Onboarding New Staff Matter?

The concept of structured employee onboarding has existed since the 1980s. Today, with hybrid working firmly embedded and talent competition intensifying, organisations are investing in onboarding more seriously than ever.

The scale of the problem is significant, and only 12% of employees say their organisation onboards well. Meanwhile, data shows that 69% of employees are more likely to stay with a company for three years if they experience great onboarding. For UK employers, the stakes are even higher. The CIPD’s Resourcing and Talent Planning survey found that 27% of new hires fail to show up on their first day, and 41% leave within the first 12 weeks.

Do you know how to design the best onboarding plan to incorporate new employees? How about which tools to use when facilitating the process?

Objectives

The process of integrating new employees has many objectives:

  • To teach the new employee the internal policies of the company (the norms, roles, legal, security, etc.).
  • Explain the employee’s roles and duties, and which tools they need to perform their duties.
  • Opportunity to share the company philosophy and integrate the new worker into the team.
  • To explain the placement of the employee in the company’s organisational chart. Create an ORG chart if you don’t have one yet.

What Are the Benefits of an Effective Onboarding Process?

Company Benefits

  • Talent Retention: Highly qualified talent is retained when proper onboarding is initially carried out.
  • Positive Impression: An employee who feels good in a company from day one tends to have a better impression overall of the business.
  • Reduced Costs: Lower turnover means fewer recruitment and training costs. Replacing an employee in the UK costs an average of £30,614, according to Oxford Economics data.

Employee Benefits

  • Feeling welcomed: New employees are quickly comfortable in their role and feel a part of the company culture.
  • Increased motivation: Employees experience greater motivation and investment in the company.
  • Increased engagement: New staff experience increased job satisfaction, resulting in higher employee engagement.

UK Legal Obligations During Onboarding

In the UK, onboarding is not just a best-practice exercise– it carries specific legal obligations. Under the Employment Rights Act 1996, employers must provide a written statement of employment particulars on or before the employee’s first day, covering pay, hours, holiday entitlement, notice periods, and disciplinary procedures. Separately, right to work checks must be completed before or on day one. Failure to comply exposes employers to employment tribunal awards and, in the case of right to work failures, Home Office civil penalties.

UK employers should also ensure that data collected during onboarding is handled in line with UK GDPR obligations, and that new starters are enrolled in the workplace pension scheme within the statutory auto-enrolment window.

How Do You Design an Effective Onboarding Plan?

Below is a practical breakdown of the onboarding process and the core steps involved in building a plan that works for your organisation.

Process

Step 1: Administration

  • Prepare all required documents before the new starter’s arrival — including the employment contract and written statement of particulars, which must be issued on or before day one under the Employment Rights Act 1996.
  • Answer any questions they have regarding the role. For example, working hours, dress code, holiday days, and similar topics.

Step 2: Training

  • Involves all the new employee training required to set them up for success in their new role.

Designing your Plan

There is no cookie-cutter format that every company must follow when designing their plan for onboarding. In fact, the plan you create depends on the type of company, the management, and the team involved.

The phases of onboarding begin before a new employee accepts your offer. In terms of duration, best practice recommends a minimum of 90 days, with structured check-ins extending through the first year. SHRM data shows that companies extending onboarding beyond 90 days see a 29% improvement in retention.

Phase 1: During the staff selection process

  • Determine the selection process budget. The cost of recruitment and selection isn’t always low.
  • When writing the job offer, you need to be clear in the description. In addition, it’s a good idea to outline the company philosophy, its values, and overall goals.
  • During the interview, present the company well. Make sure the candidate understands that your company is a great option for them. Explain the role, expectations, and anything else you feel is best to communicate.
  • Once the employee has accepted the role, you can begin pre-boarding. This stage involves things such as gathering the documentation required to have the employee legally start.

Phase 2: First day

  • Provide them with a warm welcome (for example, a welcome email, a social media announcement with an attached bio, etc.).
  • Resolve all questions the employee has brought up.
  • Initial training includes a full overview of the employee’s tasks, tools they will use, etc.
  • Introduce new members to the rest of their team.
  • Provide an employee manual to the new member. This can be a paper copy or sent via email. A video is also a good medium for presenting the bulk of the company’s introductory materials.

Phase 3: 1st Week

The first week serves as a great time to get feedback from the employee on how they are feeling in their role, and more importantly, in their environment.

Phase 4: 1 month +

  • Encourage participation in company activities to continue integrating the employee. Employees who feel more involved in the company are often more motivated.

Remote and Hybrid Onboarding

Remote and hybrid onboarding requires additional planning. Ensure equipment is delivered before day one, system access is configured in advance, and joining instructions are sent well ahead of the start date. Schedule virtual introductions and team calls in the first week so new starters can put faces to names. Consider sending a welcome pack to the new hire’s home address to create a more personal connection. Document communication expectations clearly — which tools your team uses, when people are expected to be available, and how you support wellbeing for those working from home.

What Digital Tools Support Employee Onboarding?

The main advantage of using digital tools is to accelerate the process. In addition, digital tools improve the overall efficiency of the new employee’s integration process.

These are the distinct types of digital tools every company should know about:

Checklists

These are the simplest and most common tools to keep track of your to-dos. A basic way to create an employee checklist for onboarding is to use Excel. However, a spreadsheet isn’t the most visually appealing. Alternative tools like Trello allow you to create, assign, and keep track of tasks.

Specialised Tools

One example of this type of tool is Talmundo, a tool specialised in performing onboarding for companies. Its intuitive and structured process makes bringing on new employees a positive experience for all.

Integrated Tools – HRMS

Systems like Factorial HR integrate the entire onboarding workflow in one place — from applicant tracking and electronic document signing to automated task assignment and new hire self-service portals. For UK HR teams managing compliance-heavy onboarding (right to work checks, written statements, auto-enrolment), having all documentation and workflows in a single platform significantly reduces the risk of missing a legal deadline.

Related video: A Guide to Employee Onboarding: In this video, we share the best tips for improving your onboarding process.

Machine Learning Systems

These tools typically carry a higher price point and require significant implementation time. However, they provide a great deal of help when training new employees. One such popular machine learning tool is called Cornerstone. The core of Cornerstone is promoting social learning to achieve better communication and employee involvement.

Chatbots

No, these are not talking robots that you place on your desk to keep you company throughout the day. Chatbots are relatively new tools that allow employees to ask questions they would otherwise have to ask a manager. With a chatbot, the new hire asks a question and the system responds instantly. This reduces the volume of repetitive queries directed at HR and managers.

Free multimedia Tools

There are many free applications that exist which allow you to record videos. Improve the onboarding experience by incorporating instructional videos. Share them with your new employees to assist in their learning process. Loom is a great free multimedia tool used to create basic videos.

Key Benefits of Digital Onboarding

Some of the most valuable benefits are as follows:

  • Minimise the risk of forgetting to send a document, ie., in the case of a worker’s discharge following an accident.
  • Facilitate the hiring of remote workers. The integration of remote workers is made easy with digital tools.
  • Information is shared and integrated with all parties involved. This makes it easy for employees to access their documents (for example, their contract), without needing to reach out to HR directly.
  • Reduces hiring costs. Digital onboarding, complete with the right initial integration into the company and a warm welcome into the team, decreases the likelihood your new employee will want to leave the company. Employee retention means there isn’t a need to replace staff.

With the information in this guide, you are well-equipped to build an onboarding plan that works for your organisation. A structured approach to onboarding employees delivers measurable benefits for both the business and the individual– from faster time to productivity to stronger long-term retention.

Without knowing what onboarding is or how to effectively create and implement a plan, incoming employees won’t have a clear idea about your organisation, their role, or the philosophy of the company they are working with.

Ensure a warm welcome to your new staff member and provide them with the best entry (for example, using digital tools to assist). The results will be better adaptation and integration, staff retention, increased satisfaction, and a positive experience overall.

Employee Onboarding Examples: What Do Great Programmes Look Like?

Here are some of the companies with the most successful employee onboarding programmes.

X (formerly Twitter)

Not only do they immediately make a new recruit feel welcome by giving them a goody bag (including a free bottle of wine), they send the new employee to ‘flight school’ to meet other team members. This is a week-long training course, which introduces new hires to all aspects of the company and gets them up to speed on everything. As the name suggests, this is a ‘school’ environment so employees are not alone. They work closely with other new teammates, which builds a sense of camaraderie and unity.

Soundcloud

This is a company that truly values onboarding new employees in the right way. So much so that they often fly new hires out to their warehouse in Berlin. They believe this provides new staff with the opportunity to become fully immersed in the company culture and ethos. New employees are given a chance to see how everything works, including new projects the company is developing. As far as onboarding programmes go, they have one of the best ways to introduce staff into the business.

Homejoy

Here’s a company that takes an interesting approach to employee engagement. To ensure that anyone they hire is truly aware of the service they are offering, this house cleaning company makes all new hires undergo a cleaning boot camp. This involves all new workers getting down on their hands and knees to clean a toilet. The company’s objective is to make sure that even if they aren’t cleaners themselves, they can truly empathise with the cleaning staff!

Google

Google takes a less upfront approach than expected for a company of its size. Rather than flying employees out to some obscure lab, they have a subtle but thoughtful onboarding plan. They give managers five key questions, as a checklist, to ask employees the day before they start. This isn’t a necessity but is used as a way of building awareness and making a new worker feel recognised and valued. What’s more, as opposed to simply being given an employee handbook, new staff are given a buddy and the opportunity to speak with managers in the form of a check-in three times within the first 90 days.

Dyson

Meanwhile, at vacuum heavyweights Dyson, onboarding takes on a different look and feel. New engineers are told to take apart and then reassemble one of their products on the first day. This is not a test, so they aren’t fired on their first day if they can’t put a hoover together! Rather, the task builds a culture of product understanding. This is Dyson’s way of making sure their employees are truly knowledgeable about their products.

FAQs

What is onboarding employees?

Employee onboarding is the process of integrating new hires into a company. It involves familiarising them with their role, the company culture, and its policies to ensure they feel welcomed, engaged, and prepared for success from their first day.

What are the four steps in onboarding?

The four key phases of onboarding are pre-onboarding before the start date, a welcoming first day with introductions and initial setup, training and orientation during the first week, and ongoing integration and feedback throughout the first few months.

What are the 5 C’s of onboarding?

The 5 C’s of onboarding are a framework for a successful new hire experience. They are Compliance (rules and policies), Clarification (job role and expectations), Culture (company norms and values), Connection (building relationships), and Confidence (feeling capable and enabled).

What is the 30 60 90 onboarding rule?

The 30-60-90 day rule is a structured plan that outlines specific goals for a new employee’s first three months. It helps them focus on learning in the first 30 days, contributing in the next 30, and taking full ownership of their role by day 90.

What is an onboarding guide?

An onboarding guide is a resource, often a checklist or manual, that outlines the key steps and information for a new hire’s integration. It ensures consistency and provides everything the employee needs for a successful start, from administrative tasks to understanding company culture.

Content and Outreach Marketing Specialist with experience in the Marketing industry since 2015.