Employee offboarding is a structured approach to managing an employee’s departure from a company. This process is more than just collecting company property and completing final paperwork—it is a critical phase for ensuring smooth transitions and safeguarding the company. A well-designed offboarding process addresses compliance requirements, ensuring that the organization adheres to legal obligations like final pay, benefits continuation, and any other regulatory requirements.

Client onboarding is highly underrated—a big mistake. After all, it is the first real experience your clients have with your business. The customer onboarding process is a systematic approach that sets the tone for your company-client relationship. Done well, it builds trust, reduces churn, and turns first-time customers into long-term advocates. But let’s face it: onboarding clients is never a linear process. That’s where smart client onboarding software comes into play.

Mastering the art of successful onboarding is critical, especially for B2B SaaS companies. An effective onboarding process not only helps in retaining customers, but also in boosting customer satisfaction and loyalty. The significance of onboarding becomes even more crucial when you consider the complexities involved in B2B customer service software.

Client onboarding is the cornerstone of building a solid customer relationship. Whether you’re a small business or an enterprise, the right client onboarding software can make all the difference in ensuring a smooth transition and high customer satisfaction. While GuideCX is a popular choice in the client onboarding software space, many alternatives provide compelling features for businesses seeking tailored solutions.

Onboarding new hires was already a challenge even before remote work became the norm. But now? It’s a whole different ball game. No more casual office chats or spontaneous coffee breaks to help new team members feel connected. Instead, they’re staring at a screen, trying to decode company culture through scheduled Zoom meetings and endless email threads.

Learn how your HR teams can leverage onboarding automation to streamline onboarding workflows and processes.

Provider onboarding software automates the process of adding new healthcare providers to a network, replacing manual tasks with digital workflows. This technology helps reduce administrative burdens, speeds up credential verification, and ensures regulatory compliance. Consider a large healthcare network struggling to manage its provider onboarding process. The HR team spends excessive time on manual paperwork, credential verification, and coordinating system access across departments.

A company’s onboarding process can make or break a new hire’s performance. No one knows this better than Mike Jordan, Asana’s Head of Growth and Impact. With 20+ years of experience under his belt, Jordan helps Asana create the right frameworks to help every employee thrive. His team covers four main areas: Together, these areas make up the entire employee experience at Asana—including the company’s best-in-class onboarding program.

Onboarding surveys are essential tools that help organizations measure the effectiveness of their onboarding programs. By systematically gathering feedback from new hires, these surveys provide critical insights into the initial experiences and perceptions of employees. This feedback is crucial for refining onboarding strategies and ensuring that new employees feel valued and integrated from day one.