Preparing Your HR Onboarding Plan: A Step-by-Step Guide for Success

Plan For Success:

Onboarding is a critical part of setting your new hires up for success. In today’s remote and hybrid work environments, traditional onboarding practices may no longer be effective. This guide will walk you through the key steps to create a smooth, efficient, and engaging onboarding experience using modern tools like video content, flexible schedules, and remote-friendly practices.

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As part of our series on improving HR processes, this guide is designed to help you streamline and optimize your onboarding program using the latest tools and strategies, including Screenweave.

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Step 1: Define your onboarding goals

Before diving into the specifics, it's essential to define clear goals for your onboarding program. Consider questions like:

• What do you want new hires to accomplish in their first 30, 60, and 90
  days?
• How will you ensure that they understand the company culture,
  processes, and expectations?

Takeaway: Establish specific, measurable objectives for each stage of the
onboarding process, such as early productivity, cultural alignment, or role
competency.
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Step 2: Create a structured onboarding timeline

With Screenweave, you can easily integrate engaging video content into your onboarding timeline. By creating personalized video walkthroughs for each department or role, new hires can go through the onboarding process at their own pace. Plus, Screenweave allows you to schedule video check-ins or updates throughout the first weeks, making the process seamless and flexible for both the HR team and new employees.

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Structure is critical for successful onboarding. Map out a detailed timeline for
each phase:‍‍

• Preboarding: Send a welcome video before the official start date to
  introduce the team and provide essential information.
• Day 1: Create an engaging "welcome" video that walks them through
  their first-day expectations.
• First Week: Use Screenweave to record department-specific introduction
  videos and training sessions.
• First 30 Days: Schedule video check-ins to gauge progress and offer
  support.

'Checklist:

• Create a preboarding email with a welcome video.
• Develop a Day 1 schedule with role-specific training videos.
• Schedule regular video check-ins for the first month.

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Step 3: Develop engaging video training modules

One Video is an excellent tool for training that can be accessed at any time, making it perfect for hybrid or remote teams. Here’s what to consider:

• Company Overview Video: Introduce your company culture, mission,
  and vision.
• Department-Specific Videos: Offer role-specific training in bite-sized
  videos, allowing new hires to onboard at their own pace.
• Interactive Videos: Use interactive videos with quizzes or prompts
  that reinforce key information.

Checklist:

• ‍‍Record a company overview video that highlights your culture and
  values.
• Develop video modules for role-specific training.
• Incorporate quizzes or surveys within videos for engagement.

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Step 4: Use a 30/60/90-Day Plan

Screenweave helps streamline your 30/60/90-Day Plan by enabling managers and new hires to record progress updates and feedback sessions. Rather than coordinating time-consuming real-time meetings, these video check-ins allow for more flexibility and continuous feedback, making it easier to track progress at each milestone. With Screenweave, both HR and management can keep an accessible video record of each employee's growth during the onboarding phase. New hires need a clear path to success. Establish expectations with a 30/60/90-day plan that lays out milestones:

• 30 Days: Focus on understanding the role and building relationships with
  the team.
• 60 Days: Start contributing to team projects with increasing
  responsibility.
• 90 Days: Have them fully integrated into the company culture and
  functioning at full capacity.

Checklist:

• ‍‍Develop a 30/60/90-day plan tailored to each new hire's role.
• Schedule progress check-ins via video to ensure milestones are met.
• Use video for feedback, coaching, and performance review conversations.

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Step 5: Gather feedback and continuously improve

Your onboarding process should evolve based on feedback. Use tools like surveys or video feedback to gather insights:

• End of First Week Survey: Ask how their first week went and what could
  be improved.
• 30-Day Video Check-In: Use Screenweave to create video feedback loops
  where new hires can share their experiences.

Checklist:

• Send a feedback survey after the first week.
• Schedule a video check-in for feedback after 30 days.
• Use feedback to refine the onboarding process for future hires.

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You Got This!:

A well-structured and engaging onboarding plan sets the stage for long-term employee success. By incorporating video content, structured timelines, and clear goals, you can ensure that your new hires feel supported, engaged, and ready to contribute. Screenweave makes it easy to create and distribute onboarding videos, ensuring consistency and engagement from the very first day.

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