Onboarding Solutions Buyers Guide

Are you in the process of evaluating onboarding solutions for your organization?

Onboarding solutions are not just about forms and workflows. Onboarding is about employee experience and talent retention. You do not hire to put people on payroll systems, you hire to keep talent, develop talent, and energize talent to produce good things for your business. You will want to evaluate any onboarding solution across three elements:

  • Online forms management – Deploy electronic forms with pre-populated data and electronic signatures to drive efficiency and accuracy
  • Personalized workflow automation – Deliver personalized and contextual content to the right people at the right time
  • Engagement – Connect new hires to mentors, buddies and cross-functional departments to drive engagement and acculturation

Most onboarding solutions you consider will do some basic things well. But most will never do all three – especially the ”retention things” – very well. Because retention is not about forms or workflows, it comes from engagement. To drive employee retention, engagement activities need to be intentional, personalized and supported with content that is delivered at the right time. That is why most onboarding solutions look at workflow as transactional, not engagement focused.

Take the onboarding maturity assessment

  • Stage 1: Basic - Basic design and programming, “fire-hose” approach to content delivery; measurement limited to ad hoc feedback collected during or after orientation; some electronic forms
  • Stage 2: Progressing - Emerging design and programming; some content delivered before day 1; measurement includes a standard new hire survey; electronic forms; some automated workflow
  • Stage 3: Advanced - Progressing design and programming; more diverse content delivered in a distributed fashion via personalized workflow automation; onboarding-specific metrics tracked at multiple points in time
  • Stage 4: Strategic - Advanced programming and design covering all engagement content areas (culture, strategy, networking, career support, and training); some content deferred for when new hires have context; surveys of key roles used to assess program impact
  • Stage 5: World-Class - World-class programming and design that reflects all engagement content areas delivered through various methods at the right time in the journey; robust program measurement aligned to business objectives

Data-first approach

  • Takes a data-first approach to their solutions
  • Deploys broad-but-shallow functionality across multiple business areas and modules
  • Little or no focus on employee engagement (the heart of talent retention)
  • Short-term – first 30 days or so

People-first approach

  • SilkRoad RedCarpet Onboarding technology delivers all three essential components of onboarding: Forms, Personalized Workflows and Engagement
  • We onboard more than 10 million employees annually for clients around the world
  • SilkRoad Technology offers well-established industry expertise and thought leadership
  • Long-term approach – onboarding extends through 90 days to the first year of “firsts” and beyond

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