What does onboarding mean? 

Onboarding is the process of getting someone familiar with a new job, practice, or skill. 

What is the purpose of onboarding?

The purpose of onboarding is to familiarize oneself with new information. This process is designed to help employees understand their position, job requirements, and their company. 

Different types of onboarding

Mange mennesker i HR-området bruger termen onboarding i relation til nye medarbejdere, men der findes forskellige former for onboarding, der ikke nødvendigvis skal handle om nye ansættelser. Lad os tage et øjeblik til at fokusere på 3 typer af onboarding: 

• Employee onboarding
• Customer onboarding
• User onboarding

Employee Onboarding 

Definition 

Employee onboarding is the process used to introduce a new employee into an organization. 

Employee Onboarding Tasks

Even though the focus is on the new employee, the onboarding process usually involves a variety of people in different roles. Her er et overblik over, hvad der kan forventes under medarbejder onboarding efter roller:

Employee

This is a time for employees to soak up as much information as possible, and there are plenty of different ways to accomplish this. Dette kan involvere at udfylde papirarbejde, mødes med kolleger, og lave arbejde, der er designet til at hjælpe dem med at vænne sig til deres nye arbejdsmiljø. 

HR

HR is around to handle the legal and practical aspects of onboarding an employee. HR can help provide important forms for employees to fill out related to taxes, insurance, payment, and employee policies. 

Manager 

Managers play an interesting role in the onboarding process that can blend together a lot of what we just covered. Uanset om de sikrer, at vigtigt papirarbejde er fuldført, eller om de tildeler opgaver, bør ledere gøre deres bedste for at få deres nye medarbejdere til at føle sig velkomne. De er der for at besvare eventuelle spørgsmål, som nye medarbejdere måtte have, og de har en plan på plads for de første par uger og måneder af en medarbejders tid på arbejdet. 

Customer onboarding

Definition

Customer onboarding is the process companies use to introduce new customers to their business, products, and services. Ideally, the process should be designed to foster a long-lasting and mutually beneficial relationship for the business and customer as well as set expectations around their working engagement. 

This entire process can play a critical role in customer service and the overall customer experience. Companies should do what they can to ensure that their customer's needs are met during this important time.

Examples of customer onboarding

The onboarding experience for customers can be as simple as a 5-minute intro call or as involved as setting up a regular meeting cadence. Der er ingen fast varighed for kunde onboarding, så processen kan være så involveret som engagementet kræver. 

User onboarding

User onboarding is the process new users utilize to learn how to use an application or software program. På trods af hvad du måtte tro, handler bruger onboarding ikke kun om at lære en bruger at “bruge” et produkt. 

The main goal of user onboarding is to help people get better at what your product allows people to do. For Guru, that means helping people seek and share the knowledge they need to do their job. 

Example of user onboarding

Da vi allerede har brugt Guru som eksempel, lad os fortsætte tendensen! We like to go above and beyond the usual welcome email and link to FAQs page. Vi har oprettet Guru Community så folk kan fortsætte med at lære bedste praksis og tips. 

Onboarding vs orientering: hvad er forskellen?

It may seem like you can use the terms onboarding and orientation interchangeably, but semantics matter in this situation. Onboarding and orientation may all be related to getting someone up to speed, but they differ in key ways. 

Uanset om det gøres på en dag eller over en uge, er orientering en engangsforeteelse. The main goal of orientation is to get new employees, users, and customers ready for whatever comes next.

Onboarding, on the other hand, is an ongoing process that can last for weeks. Onboarding is much broader and designed with a focus on productivity and deep learning. Essentially, orientation can be seen as a necessary precursor to an in-depth onboarding experience. 

Best tools to utilize while onboarding

Uanset hvem du onboarding, kan de rigtige værktøjer spille en stor rolle i, hvorvidt alle har en succesfuld onboardingoplevelse. If you want to create a stellar onboarding experience, make sure to include these tools in the process.

1. Company wiki

Medarbejdere, brugere, kunder: det betyder ikke noget, hvem du er, hvis du er i en ny situation, vil spørgsmål komme op. Make it easy for people to find answers to some of their most important questions by having a single source of truth in a wiki. 

Your wiki can go beyond listing the usual FAQs. Listing out basic how-tos, org charts, and notes on culture can be incredibly helpful. Føl dig fri til at blive lidt kreativ, når du tænker på, hvilken information nogen ny ville ønske. Detaljer om arbejde og møder kan være nyttige, men anbefalinger til frokoststeder og en kaffepause kan gøre nogens dag. 

2. Træningsmoduler 

Onboarding bør ikke være en engangsforeteelse. Folk kan have spørgsmål, efter de har gennemgået øvelser og samtaler. Make it easy for people to continue to learn on their own time by finding software that can help you put together training modules. 

The right software can do a lot to help facilitate, organize, and even track learning. People can revisit old modules, move on to new ones, and learn at their own pace. 

3. Kontrakter og e-signaturer 

De fleste virksomheder er måske blevet papirløse, men det betyder ikke, at papirarbejde er forsvundet. There are plenty of contracts, agreements, and other important documents that need to be signed. Make things easier for your company and new people by finding the right software to help you manage your most important paperwork. 

Software that can help distribute and organize paperwork as well as collect e-signatures can make document management easy. Du får også den ekstra fordel, at du nemt kan spore papirarbejde. 

4. Feedback og surveys 

Gathering feedback should be an important part of any process, and onboarding is no different. Du vil gerne vide, hvordan processen fungerede for nye personer og for dem, der driver processen. 

Føl dig ikke nødsaget til kun at vente til slutningen af processen for at se, hvordan det gik. Asking for feedback throughout the process can help you gauge how well things are going. 

5. Communication tools

Staying in touch is important during the onboarding process. Find a way for people to stay in touch with others by finding a dependable communication tool. 

Some people prefer to work through e-mail, others like messaging apps, and there are some that prefer a phone call or text. Give people different options so they can communicate the best way they see fit. 

How to create the best onboarding experience

The reasons for onboarding a new employee, user, or customer can be different, but the principles of a successful onboarding experience are the same. If you want to create the best onboarding experience possible, make sure you take these things into account. 

1. Prepare the onboarders

Gør ikke fejlen at antage, at de ansatte, der fører folk gennem onboarding processen, er opdateret på alt, der skal gøres. If you want to ensure that onboarding goes smoothly, take the time to connect with the people running the process first. 

Sørg for, at de er opdateret med de seneste onboarding-praksis og får indsigt i deres planer. Nu er det tid til at svare på eventuelle spørgsmål, de måtte have, og sikre, at du er justeret på forventninger og resultater. 

In some cases, it makes sense to have your own orientation and onboarding for people that are frequently involved in the onboarding process This can help keep the onboarding process unified and set expectations for the entire organization. 

2. Set expectations early on

Nobody likes going into a situation not knowing what to expect. Hvis du vil have en vellykket onboarding, så tag dig tid til at sætte forventninger tidligt, så det bliver lettere for alle at møde dem. 

Make sure that a new employee understands the full scope of their role. In the case of a customer, set expectations around the ultimate outcomes they want from your engagement. Hvis du træner nye brugere, så lad dem vide, hvad de skal vide, hvordan de skal bruge din software, når træningen er slut. 

This is a great time to mention the benefits of a 30-60-90-day plan. This way of thinking allows you to easily set and work towards milestones and clearly outlines what needs to get done to get there. 

3. Find balancen imellem læringsstile 

Some people like to sit and listen, others tend to be hands-on learners. A great onboarding plan should be able to cater to both ways of learning. 

There can be plenty of time for lectures, quizzes, and training modules along with side-by-side work and hands-on activities. Forsøg ikke at pakke deres dag med for meget af et bestemt element. A little variety can add balance to the day and give overtaxed brains a much-needed break. 

Husk, der er noget at sige om værdien af fleksibilitet i en onboarding proces. At give folk tid til at reflektere over, hvad de har lært og give dem forskellige måder at håndtere viden på, er vigtigt. 

4. Create opportunities to give feedback

At finde ud af, at din onboarding-proces ikke var nyttig, efter at alt er afsluttet, er ikke gavnligt for nogen involveret. If you want to avoid unsuccessful onboarding experiences, make sure you build in plenty of opportunities for feedback along the way. 

Byg tid ind med onboarders og de ansvarlige for onboarding for at sikre, at du ikke går glip af noget. Spørg ikke bare direkte, om der er noget, de ikke forstår. Spørg dem, hvad de synes om hele processen, deres seneste onboarding-aktiviteter, og hvor komfortable de føler sig med det, de har lært. 

Scheduling weekly check-ins are a great way to ensure that people are getting what they need without risking a potential interruption to their learning. 

5. Forberedelse på det uventede 

Du kan have en omhyggeligt overvejet onboarding proces, men selv de bedste planer kan ikke måle sig med livets tilfældige overraskelser. People get sick, last-minute projects pop up, and priorities can change even after you think everything is set in stone. Make it a little easier to roll with the punches by giving yourself some wiggle room in your onboarding program. 

Overvej at planlægge for “indhentnings” dage, hvis folk har været nødt til at missede vigtige dele af onboarding. Dette kan være nyttigt for sidste øjebliks nødsituationer og hjælpe med at få folk op på ret kurs med begreber, de ikke forstår. 

Dette er det perfekte tidspunkt at nævne fordelene ved at have en fleksibel onboarding, der har en asynkron side at arbejde med. At kunne gennemgå materiale, se træningsvideoer og opsøge ofte stillede spørgsmål gør det meget lettere at håndtere problemer og holde folk på rette spor. 

Grab alle de skabeloner, du har brug for, for at gøre onboarding til en leg