Teams | Collaboration | Customer Service | Project Management


How to Build a Flawless Onboarding Workflow [+Free Template]

Employee onboarding can be a logistical nightmare if the process isn’t laid out just right. For this purpose, creating an efficient onboarding workflow is crucial. After all, you want your new hires to stick around and thrive, not run for the hills. To help with this process, this article dives into the nuances of developing an effective onboarding process, specifically utilizing the capabilities of InvGate Service Desk.

Optimizing the employee journey from onboarding to exit

The focus is slowly shifting to the employees, who are a company’s most valuable asset in today’s tough business world. Making the work experience better for employees helps businesses succeed and makes workplaces happy. This detailed guide looks at the what, why, and how of the employee journey and gives companies that want to get the most out of HRM useful tips.

10 onboarding process improvement tips for smoother employee onboarding

Serving as a link between the hiring process and complete integration into the organization, onboarding is an essential stage in the employee lifecycle. Productivity, work happiness, and employee retention can all be strongly impacted by a well-organized onboarding process. Onboarding strategies need to change with businesses, and they can benefit from ongoing innovation and improvement.

Best Customer Onboarding Software For 2024

The best customer onboarding software will help drive customer success and retention. Acquiring new customers is just the first hurdle. When I'm first introduced to a new service, a smooth onboarding process makes all the difference. It sets the tone for the entire relationship and directly impacts my likelihood of becoming a loyal, long-term user. This is where customer onboarding software comes in, helping businesses like yours turn those initial sign-ups into engaged brand advocates.

Fix these common onboarding challenges to boost productivity

The data doesn’t lie—a good onboarding process leads to happier, more productive employees. But while onboarding can increase retention rates by 82%, only 12% of employees strongly agree that their organization does a great job of onboarding new hires. Creating a smooth onboarding process is challenging, so it’s not surprising that some organizations fall short. But it doesn’t have to be that way.

30-60-90 day plan for new hires (template and examples)

A 30-60-90 day plan outlines the first 90 days of a new team member’s employment and familiarizes them with company policies, teamwork, and goals. This action plan helps your team members check off essential items as they adjust to their new work environment. In this piece, we’ll outline the key components of a 30-60-90 day plan and explain why having one is beneficial.

4 steps to create an effective employee onboarding process

An onboarding process is a structured approach to welcome new hires and set them up for success. When done right, onboarding helps new employees learn quickly, grow in their roles, and understand why their work matters. Learn about the benefits of great onboarding and how to achieve them, plus create your own onboarding process with four simple steps.

How to Create an Onboarding Checklist for New Employees

An onboarding checklist is a comprehensive guide for new employees that outlines all the necessary steps and tasks to be completed during their initial days, weeks, and months at a company. It serves as a roadmap for both the employee and the employer to ensure a smooth and successful integration into the organization. According to Forbes, a well-structured onboarding process can improve employee retention, increase job satisfaction, and boost overall productivity.

Customer Setup Workflow: Best Practices For Onboarding Customers

Customer onboarding is a critical first step in cultivating long-term customer success. ‍ This process sets the foundation of your entire customer relationship, presenting an opportunity to impress, engage, and retain your clients. ‍ If executed correctly, a thoughtful onboarding process can significantly enhance customer satisfaction, encouraging them to remain with your business and become advocates of your products and services. ‍ ‍

How to Automate Employee Onboarding and Offboarding Process Using BambooHR and Azure AD (Webinar)

Tired of complicated paperwork when bringing new employees onboard or when they leave? Our latest webinar recording has the answer! In this easy-to-follow session, we talk about the problems with old-fashioned onboarding and offboarding methods. Then, we show you the awesome benefits of using automation to make things simpler and faster. No more confusion – just efficient and accurate processes that make employees happy!