Employee Onboarding Explained: Process, Training & Best Practices
By
Liz Fujiwara
•
Aug 1, 2025
Onboarding is more than just paperwork. It is the first step in shaping an employee’s success within your organization. A well-designed onboarding process introduces new hires to their roles, integrates them into the company culture, and sets clear expectations from day one. When done effectively, onboarding helps employees feel welcomed, supported, and prepared to contribute to business goals.
In this article, we will go through the essential steps of an effective onboarding strategy, from preboarding preparations to the critical first weeks and ongoing training. Whether you aim to increase employee engagement, boost retention, or expedite time-to-productivity, these strategies will help ensure your new hires hit the ground running and feel confident in their roles.
Key Takeaways
Onboarding is a comprehensive process that begins once a job offer is accepted and focuses on integrating new hires into the company through activities that go beyond basic orientation.
Successful onboarding programs include preboarding, structured training, and mentorship to improve employee engagement, satisfaction, and productivity.
Effective onboarding reduces employee turnover, increases job satisfaction, and supports stronger integration into the company culture.
Understanding Onboarding

Onboarding is the process of introducing new employees to an organization, a critical phase often referred to as organizational socialization. Human resources or learning and development teams typically conduct this process to ensure that new hires are well-equipped to perform their roles and integrate seamlessly into the company through structured activities.
Onboarding differs from orientation. While orientation is a component, onboarding is broader, encompassing the period from when a candidate accepts a job offer to full integration and performance.
A comprehensive onboarding process includes:
Completing legal new hire paperwork
Setting up office workspaces in a positive environment
Providing access to the necessary equipment
Introducing new hires to their co-workers
The goal is to help employees understand their new role, company policies, and culture, empowering them for success in their current roles and future leadership positions. The employee handbook serves as a valuable resource for managers and employees, outlining job responsibilities and expectations.
Proper onboarding reduces early turnover, addresses new hire concerns, and fosters a genuine sense of belonging.
Key Components of a Successful Onboarding Program

A successful onboarding program is more than a checklist of tasks. It is a strategic process designed to ensure new hires have the tools they need, get up to speed quickly, and succeed in their roles. The onboarding period can last from a few weeks to up to six months, depending on the organization and position. Ongoing support and continuous guidance are essential components of the process.
Effective onboarding includes:
Sharing information on tools, policies, and company culture to ensure new employees are well-prepared
Using diverse learning methods to keep new hires engaged
Allowing feedback to encourage adjustments and give new hires some control over their experience
Automating repetitive tasks frees HR teams to focus on creating engaging experiences for new employees.
Preboarding Essentials
Preboarding prepares new hires before their first day and helps ease any nerves. Key elements for effective onboarding include:
Immediate logistical support, such as completing online paperwork and using automated task tracking
Engaging new hires with welcome messages
Providing essential content through online portals before their first day to set a positive tone and make them feel valued from the beginning
Designing a welcome package is another crucial aspect of preboarding. This package should be tailored to:
The company’s specifics
Budget
The nature of the job
Whether the position is on-site or remote
Providing new hires with login credentials, necessary information, and any additional tools they need for their role ensures a smooth start and helps alleviate initial anxieties, reinforcing the importance of each new hire’s onboarding experience within their department.
Day One: Orientation and Introductions
The first day is crucial for shaping a new employee’s experience within the company. Orientation typically includes:
A quick overview of company policies and culture, allowing new hires to get acquainted with the organization
Activities such as meeting team members, finalizing setup, and completing any remaining paperwork
Providing opportunities for social interaction with colleagues to ease integration and help new employees feel welcomed
Companies like Twitter have set examples by welcoming new hires with a t-shirt and a bottle of wine, making them feel appreciated from the start. Taking new hires out to lunch on their first day can also help them feel more comfortable and valued.
The key goals for the first day include setting expectations, introducing objectives, and laying the foundation for a successful long-term relationship.
Training and Development
Training and development are critical components of the onboarding program, with 75% of new hires finding training during their first week important. Structured training programs should provide step-by-step guidance on company policies, procedures, and workflows to ensure new employees can perform their duties effectively. Regularly updating the training content is essential to keep it relevant and effective, as 41% of HR professionals believe their training needs improvement.
Tailoring the training to the specific responsibilities and needs of each new employee can enhance both effectiveness and job satisfaction. Organizations can gather valuable insights by asking high performers about their onboarding experiences to determine what best supports new hires in their daily tasks.
The Role of Company Culture in Onboarding

Company culture plays a pivotal role in the onboarding process, as it directly impacts new hires’ performance and job satisfaction. The main goal of onboarding is to introduce new hires to the company’s culture, ensuring they understand and internalize the organization’s values and daily operations. An effective onboarding program goes beyond basic compliance and logistics by fostering personal connections and enhancing employee engagement.
Experiential learning during onboarding can significantly improve engagement by providing new hires with practical experiences rather than just theoretical knowledge. Personalized onboarding enhances retention of learning material and keeps new hires interested and engaged. Relational onboarding, which involves relationship-building and mentorship, promotes support and assistance that are crucial for new hires’ integration.
Onboarding demonstrates the company’s investment in employee growth, fostering trust and community. A well-developed plan for orientations, introductions, and activities helps new employees assimilate into the company culture and feel valued.
Benefits of Effective Onboarding Processes

Effective onboarding processes offer numerous benefits that extend beyond the initial onboarding period:
A solid onboarding experience can significantly reduce employee turnover and improve retention.
Cultural alignment during onboarding ensures that new hires’ experiences reflect the company’s daily operations and values, enhancing job satisfaction.
An onboarding buddy can greatly improve new hires’ satisfaction and productivity during their first weeks.
Quality onboarding has a big impact on employee loyalty, leading to increased job satisfaction and faster adaptation to roles. Research shows that strong onboarding practices help employees adapt quickly and contribute to revenue growth.
Enhancing Early Retention
Structured onboarding fosters connection and support, increasing the likelihood of new hires staying with the organization. Analyzing turnover and retention rates by cohort can help identify patterns and potential issues related to onboarding, allowing organizations to make necessary improvements.
Identifying a retention threshold helps organizations understand when most new hires leave, prompting further investigation and adjustments to the onboarding process.
Boosting Productivity Quickly
Preboarding enables new employees to review essential documents and ask questions before their start date, easing the transition and accelerating productivity.
Time-to-productivity is a crucial metric that reflects how quickly a new hire can effectively contribute, highlighting the impact of the onboarding program. Comparing performance metrics between groups with different onboarding durations reveals the effectiveness of the onboarding structure.
Building Strong Relationships
Mentorship, such as pairing new hires with a designated go-to person, significantly enhances their integration experience. Key benefits include:
Having a buddy or mentor during onboarding greatly improves new hires’ feelings of support and belonging
Social interaction on the first day helps new employees get to know their co-workers and teammates
These interactions foster relationships and build a sense of community
New-hire surveys conducted at various stages provide insights into employee challenges and the onboarding process, while focus groups can reveal additional insights and perceptions of the organization.
Tailoring Onboarding for Remote Employees

Remote onboarding presents unique challenges that require tailored solutions. Adapting onboarding materials to be digital-friendly helps new hires access important information without feeling overwhelmed. Establishing clear expectations about work hours, communication, and productivity is crucial to ensure remote employees understand what is expected from the start.
Regular check-ins help new remote employees feel supported and integrated into the team. Informal virtual activities, such as coffee meetings or games, enhance social engagement for remote hires and help them build relationships with colleagues.
Using asynchronous models helps avoid Zoom fatigue, while productivity tools like Trello and Asana help new hires to collaborate effectively without excessive meetings.
Measuring Onboarding Success
Continuous feedback and refinement of the onboarding process lead to improved cultural integration and employee satisfaction. Key strategies include:
Regular reviews and updates of onboarding programs to keep them effective as internal processes change
Check-ins with new employees after one month to ensure comfort and engagement, providing an opportunity to address issues early on
Using collaborative tools like Slack for specific training channels to foster ongoing support and communication, enhancing the overall onboarding experience
Effective methods for evaluating onboarding programs include:
Assessments
Quizzes
Feedback
Surveys provide qualitative data on employee experience and satisfaction, helping organizations identify areas for improvement.
Summary
A comprehensive and structured onboarding process is essential for new hires’ success and overall organizational growth. From preboarding to day-one orientation and ongoing training, each step plays a crucial role in integrating new employees into the company culture and ensuring they have the tools and knowledge needed to perform their roles effectively. Effective onboarding leads to higher retention, improved job satisfaction, and quicker adaptation to roles, which improves the organization as a whole.
Investing in a strong onboarding program benefits not only new hires but also the entire organization. By continuously improving the onboarding process, companies can ensure long-term success and create a supportive, engaging work environment for all employees.