By: Jay Mittelman
Last Updated on June 9, 2025
When your business is ready to grow, first impressions matter, especially the ones you make on your newest hires. Employee onboarding is more than just a one-day orientation; it's a long-term strategy that directly influences retention, engagement, and overall productivity.
In this comprehensive guide, we’ll walk you through every phase of the onboarding process, incorporating actionable tips, current data, and essential tools to help you succeed.
According to Glassdoor, organizations with a strong onboarding process improve new hire retention by 82% and productivity by over 70%. In a tight labor market, keeping top talent starts the moment a candidate accepts your offer.
Successful onboarding helps employees:
Understand your mission and core values
Know what’s expected of them and what support they’ll receive
Build emotional connections that foster long-term loyalty
Onboarding starts before your new hire walks through the door. The pre-boarding phase includes:
A welcome letter from leadership
Scheduling a team introduction or welcome lunch
Providing necessary paperwork (W-4s, direct deposit forms, confidentiality agreements)
Sending the employee handbook
Setting clear expectations about day one
Having these steps in place streamlines your process, builds early rapport, and reduces first-day jitters.
Set your new hire up for success with the right tools:
Coordinate with IT to ensure laptops and accounts are ready
Provide job-specific training modules
Offer access to an internal knowledge base or LMS
Self-service portals like those included in our HR Software solutions empower employees to complete forms, access resources, and manage benefits at their convenience.
Cultural fit is a key retention driver. Onboarding should include:
An office tour or virtual walkthrough
A branded welcome kit (think logo mug, notebook, or hoodie)
Introduction to company values and mission
A mentor or buddy system to provide support
New hires who feel supported emotionally are more engaged. 81% of employees say positive recognition motivates them to work harder.
Clear goals and timelines reduce ambiguity and build trust. Early steps should include:
A 30-60-90 day plan
Performance metrics tied to job responsibilities
Check-ins with managers to track progress
Companies with defined onboarding plans see up to 69% higher retention rates over three years.
True onboarding lasts more than a week. It should extend over several months, with regular check-ins and feedback loops:
Biweekly or monthly manager meetings
Employee feedback surveys
Scheduled performance reviews
Recognition surveys and incentives improve morale. Workers who receive regular acknowledgment are nearly 5x less likely to leave in the first year.
Every step of onboarding has compliance implications:
Signed handbooks and policy acknowledgments
I-9 verification and tax documents
Documentation of training completion
Whether it's a team breakfast, welcome signs, or a handwritten note from the CEO, the first day matters.
Our integrated platform connects Payroll, HR, Benefits, and Recruitment in one cloud-based system. From job posting to new hire success, we help you:
Attract the right candidates
Automate onboarding steps
Improve compliance
Foster long-term engagement
Want to see how our tools support smarter onboarding?
Onboarding is a journey, not a checkbox. When done well, it builds loyalty, boosts morale, and sets employees up for long-term success. With Excelforce, you have a partner who makes that journey easier, every step of the way.
©2025 - Content on this blog is intended to provide helpful, general information. Because laws and regulations evolve, please consult an HR professional or legal expert for guidance specific to your situation.