Onboarding is the process of adapting an employee to a new workplace, the duration of which can vary from a month to a year, depending on the corporate culture of the company.
We have identified the challenges that HR managers face:
Difficulty tracking progress . Without automation, it is difficult to monitor what stage a new employee is at, what tasks have been completed, and what have been missed. As a result, errors or delays occur;
inconsistent onboarding . Each employee goes through the adaptation process differently, and it is extremely difficult to track progress manually. The lack of a single standard leads to uneven levels of engagement and training of new employees;
increased workload for HR and managers . The process requires constant attention from the HR specialist: monitoring every detail, answering questions, preparing documents. This creates additional workload, especially during mass recruitment.
It is important that each employee knows what he or she needs to do on the first day, week, month. Often, due to the inability to adapt, quick dismissals are observed, especially “escapes” in the first days are typical of the younger generation, for whom comfort in the workplace is important.
Let's look at how CRM can help at different stages.
Preparation before the employee leaves .
Collecting documents and signing the contract. The CRM system can be used to automatically remind the employee to provide documents. For example, send a template letter with instructions nigeria consumer email list on signing the contract via electronic signature;
Setting up a workstation. This includes launching a task for the IT department in CRM with details of setting up equipment and creating accounts in corporate systems;
Team Notification. Create automatic notifications in CRM for the team, including messages in corporate chats about the new employee and their role.