The recruitment and sales processes are two of the most time-consuming administrative tasks at any business. One of the biggest contributors to this is the onboarding process. When companies begin to consider how to improve onboarding process tasks, automation most often comes to mind. Automation can help businesses reduce costs, reduce errors and speed up the process, but how exactly does it work?
Did you know that 22% of people who quit do so within the first month and a half? By 18 months, 46% of new hires have left the business. This gives companies a narrow window to make a good impression and retain top talent. Unfortunately, many companies do not see it this way.
Instead, managers might view themselves as the ones providing invaluable professional experience to employees. While this can certainly be the case, it’s important to remember that other companies can provide the same and those companies might be trying to hire the same employee.
This is also true of onboarding clients and customers. Even when they are welcomed into the fold, there are other organizations competing for their business. Losing these clients can cost you time, money and other valuable investments.
The onboarding process begins the moment an employer selects a worker or a client chooses a business. How things progress thereafter represents the onboarding process. These are some of the common tasks that make up the employee onboarding process:
Onboarding clients might seem like a drastically different process, but they do share similarities. These are some tasks that make up the client or customer onboarding process:
Sadly, while every business has an onboarding process, not every business takes steps to truly manage that process. Instead, managers might play the onboarding process by ear and take things one step at a time. While this might work for some smaller organizations, it can create complications for larger companies and organizations operating in technical spaces.
The play-by-ear approach to the onboarding process never works for long. Employees and customers often feel overwhelmed and confused, which increases the likelihood of calling it quits. Instead, it’s important to create a truly managed process. The good news is that the hard work pays off. Employees that go through structured onboarding processes have a 58% higher likelihood of remaining with the company for three years or more.
Over time, you can create a more detailed process with different steps for various roles. However, if you have no current process in place, start with something general. Consider the steps that all new hires or new clients take to go from prospect to selected candidate or client.
When employees or clients know what to expect ahead of time, they can better prepare. For example, consider a management role that involves overseeing a factory. That person might spend some time walking the floors and completing general inspections. Knowing this ahead of time allows the new hire the opportunity to get comfortable shoes and plan for a good night’s rest.
Always have a few persons the new hire or customer can reach out to with questions. Designating more than one ensures that if one person is unavailable, someone else is available. Sometimes, this is as easy as letting the person know the chain of command.
Not all workers are assertive when getting familiar with an organization. In some cases, if managers do not address them directly, they might not know something is amiss until the worker or client leaves. Scheduling one-on-one check-ins can help prevent this.
Knowing how to improve the onboarding process for workers can reduce your turnover rates and increase your return on investment. These tips can get you started:
The better your ability to make the customer onboarding process a hassle-free one, the lower your attrition rates. Just keep in mind that consistency is key. Making a good first impression is not enough.
Automating your onboarding process might seem like an intimidating task, but there are service providers ready to help. At Fluix, we help clients around the world figure out how to automate client onboarding process management and how to better retain employees. We provide a number of solutions, such as automating data entry and training.
With these and other services, we help clients go paperless and transition into remote work. The best part is you can get it all for a price point that any business can afford from a company that has been rated among the best tech companies, year after year. Get started with a demo today.