How to Create a Successful New Hire Orientation

resources new hire orientation

When you welcome a new employee into your company, new hire orientation is often an important component to ensuring that they get off to a strong start in their new role within your organization. The goal of new employee orientation is to welcome the new employee, get them integrated into the organization, and have them performing their new job successfully as quickly as possible. New hire orientation and onboarding work best when it’s a comprehensive, systematic process of integrating new employees into the organization.

The components of a new hire orientation

In most organizations, there’s a core set of information that you need to share with every new employee. Often new hire orientation looks like a fairly process-driven day: receiving policies, filling out forms, learning about payroll and benefits, et cetera. While these areas are important, it doesn’t have to be just that.

New hire orientation done well can improve employee retention from the start. Research from Deloitte shows that 4% of new employees will quit after their first day, and 22% of employee turnover occurs in the first month and a half. It’s not a surprise then that 79% of business leaders surveyed said onboarding is both an urgent and important priority. Onboarding is an opportunity to introduce new hires to the organization’s culture, communicate its mission, and help new hires develop affinity with their new team.

At it’s core, new hire orientation often includes information in areas such as:

company culture
company history,
company leadership and the organization chart,
benefits and benefits eligibility, and
anything else relevant for the new employee to working in the new company.

In addition to these core components, your orientation program can also include what the employer will do for the employee. Here are some ideas:

transportation program,
employee assistance programs,
employee perks,
employee holiday and social events,
charitable work done by the company,
awards won by the company or teams,
and more.

How to create a new hire orientation program

Whether you’re putting a new hire orientation together for the first time or revising an existing one, here are some tips on how to put together a successful new hire orientation.

Start by speaking with internal stakeholders

New hire orientations are often trying to address multiple stakeholders and solving for multiple goals. Who are the stakeholders and what are they trying to accomplish? You may be surprised by how many there are. For the HR and Legal department, this may be the right time for employees to complete and sign all necessary paperwork and receive training so they’re in compliance with company policies. The hiring manager’s goals are to get the new hire ramped up and in their new team and role as quickly as possible. The executive team may be focused on reinforcing specific culture and values in the organization. IT for compliance, facilities for security, and the list goes on.

While this process of meeting with internal teams to understand their needs may take time, it’s an important process to go through. By identifying a list of their requirements, you can start creating a list of all of the necessary forms, trainings, processes, and communications that your organization wants a new hire to go through.

Dedicate time to considering the employee’s needs

While it’s easy to design a new hire orientation based on what internal teams need, dedicate time to considering the new employee’s needs as well. What do they get out of it? Think about what the ideal outcome for them after orientation. Are you hoping they’ll walk away from the new hire orientation excited and telling their friends about their new job? A great way to get ideas is to speak with recently hired employees and ask them what their primary questions were when they started.

If you only focus on the needs of internal teams, then your new hire orientation could easily sink into a morass of paperwork, mandated trainings, and long presentations. They will hear all about the company, rather than what their role is and how they can grow and be rewarded. Centering yourself on the new employee’s needs is a good check against this. Research backs up the benefits of the employee-centered approach as well. In their paper “Breaking Them In or Eliciting Their Best? Reframing Socialization around Newcomers’ Self-expression,” published in the March 2013 Administrative Science Quarterly, a research team finds that shifting the focus to an employee’s personal identity leads to an increase in both employee retention and customer satisfaction.

Don’t let orientation end with the first day

After you’ve created your list of new hire items, review the list with a fine tooth comb and edit it thoroughly for clarity as well as relevance. Does the employee need to see these things right away when they start? Is this something they will find useful to them in their first week? The phrase “drinking from the firehose” comes to mind when it comes to new hire orientation. In the rush to provide as much information as possible, the flow of paperwork can become overwhelming.

An employee handbook is a useful tool for companies that want to provide information in a digestible format. Well-written handbooks are clear and easy to read, and focus not only on the necessary forms and policies but also communicate the organization’s culture and values. Consider making your employee handbook available in a searchable digital format as well, rather than just a paper handbook. Tools like Notejoy are useful as a way to create a searchable and up-to-date repository of knowledge for your organization.

Include management and leadership in orientation

Management and leadership of an organization are just as important as the role and work itself to employee satisfaction. Rather than making new hire orientation a training run by the Human Resources department, incorporate senior leadership into the schedule by rotating speakers. That way, employees have an opportunity to interact with and ask questions of senior leadership from the first day.

A Gallup study found that 50% of Americans have left a job to “get away from their manager at some point in their career.” Manager satisfaction equates strongly with employee retention, and orientation is a great way to kick that off. Consider a manager new hire checklist as part of your orientation process to provide guidance for managers on what they should do. Here’s an example below of a manager new hire checklist.

Hello hiring manager!

As part of the new employee orientation process, we want to make sure you and your new hire are set up for success. Planning ahead for their arrival will ensure you are able to get off to a strong start. Prior to the employee arriving you should:

Notify the team that a new person is starting and what the person’s job will be, and ask them to welcome the new employee.
Prepare a set of interesting tasks for the employee’s first week.
Update the employee’s calendar with any 1:1s, team meetings, or company meetings that they need.
Hold their first day on your calendar so you can meet them for lunch.
Contact facilities to ensure that their desk is available and ready, arrange for parking pass, building pass, IDs if necessary
Contact IT to make sure that their computer, phone, and any other accounts are ready for them.
If possible, identify a team member to act as the employee’s buddy.
Gather a list of key people the employee should have coffee with or meet with in their first month on the job

Good luck and don’t hesitate to contact [email or contact person here] if you have any questions!

Use Notejoy to manage your new hire process

Spend more time building high-performing teams and less time managing the onboarding process. With Notejoy, you can create a customized version of this checklist to streamline your entire employee onboarding process for managers throughout the team.

notejoy hero

Share your checklist with the team

You can use this checklist as a template, and make a custom version for each employee and manager which starts.

Collaborate in real-time

Manage who has permission to view and edit each note. Edits happen in real-time, so everyone can stay in sync on what’s been completed as it happens.

Fast and easy to use

Rather than setting up a complicated process or another complex form, Notejoy’s interface is fast and easy to use. So everyone can get started quickly.