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Free Onboarding Template – how to set up a simple onboarding process?

One of the principal principles of IT recruiting is the need (and the ability) to keep all the information, files and documents perfectly categorized.  Each recruiting agency should develop their own system that will help them collect all data and keep team members and clients in loop. Luckily, there are numerous tools that can help recruiters keep track of applicants, CVs, interviews and appointments. Some of these tools should be frequently used in other segments of hiring process too. They can improve onboarding process and help your team welcome aboard new members with ease.

What is Onboarding Process?

Onboarding process is about welcoming a new employee onboard by helping them adapt to the new environment. It usually takes place within the first month and it implies introducing a new colleague to the rest of the team and to his new duties, schedule and responsibilities. Everyone on the team should be providing them with information and participate in making their adjustment period easy and stress free. Onboarding process should be done strategically but it must contain that certain something that distinguishes your team from others. Plan this process carefully and keep it friendly.

Why is Onboarding Process important?

Some researches show that it takes a year for new employees to fully adapt and reach the level of achievement their (veteran) colleagues are at. Not saying statistics lie, but a whole year does sound a little excessive. Especially if we have in mind there are many ways we can help out new colleagues. Being clear about tasks, targets, goals and objectives is mandatory. Your colleagues and employees are familiar with your ways, but it a newly hired person will most likely need some time to adjust to the environment. And the adjustment does depend on the onboarding process. Developing an onboarding program strategy and setting it in motion will most likely have a positive impact on your finances, among other things. The costs of losing an employee are way higher than the investment you’d make in onboarding process. Back to the researches and statistics - first year of employment does turn out to be crucial. Companies lose over 25% of all new employees within this period.

Benefits

1. Improved employee performance

It is known that a successful onboarding program has the power to increase employees’ productivity up to 54%. This program should be carefully planned and custom made - although some steps need to be followed, you should follow them in a way that suits your company. Stick to the plan and gradually incorporate a new member into your teams’ ways and daily occupations.

2. Increased employee retention

Employee retention is another important aspect you need to look into and take care of. Losing a new employee can seriously damage your budget and affect your projects. Standardised onboarding process will largely contribute to the improvement of this aspect. Onboarding program done right will increase employee retention up to 50%.

3. Happier employees

Happy and healthy working environment consists in various components. Cool projects and good organisation are just one part of the story. There’s more to team work than that. It’s important for everyone in your company to feel accepted and to feel free to ask questions and speak their minds. People on your team need the right amount of autonomy and some room to grow, but they’ll also need supportive and trustworthy environment. Onboarding program helps newly employed to feel welcome and to truly become part of the team.

Setting up a basic onboarding process

Each strategy is different, and that’s exactly how it should be done - each company should adjust the onboarding program to their needs, values, standards and goals. But no matter how you choose to plan and perform this program, it usually last lasts 30 days. These are the most common time frames:

Pre-start

Onboarding process should begin before the new employees’ official day one. It’s important to cover the initial “getting to know each other” ground. First impression and proper introduction are always those keynote thoughts that seem to stick with you for more than just a while. It’s also undoubtedly important to make sure all equipment is provided. This usually means getting a computer or a laptop for the employee, those devices should be on top of the list. There might be other stuff you’d want your employee to have, but those variables are mostly changeable. You should have a list of priorities and make sure all the necessary devices and things are at the office right on time and that they’re fully functional.

First day

You can start to incorporate a new colleague to the team by emailing them – they will appreciate it. You can provide them with some additional information and let them know you’re at their disposal. The email should be genuine and substantial and the HR writing it should be using the language that reflects the company’s culture. This opening email represents a virtual tour of the office. The virtual tour isn’t enough, and this is why it should be followed by an actual tour. Show them around, introduce them to colleagues face to face. Some anecdotes won’t do any harm either, let them see the fun and friendly side of the office (even if you’re corporate to the core). You should notify them about their rights and obligations at the very beginning. This is why you should have an employee handbook prepared in advance. Make sure it’s updated. If there are some forms to fill in (and they don’t necessarily need to wait for the starting day), you could send those over to them too. It will save them some time and the energy (yes, we can admit here and now – no one is particularly crazy about bureaucracy, especially on their first day).

First week

New employee should get to know a little bit about everyone and everything during the first week. Memorising colleagues names and nicknames might be the toughest job for some. Don’t forget to add them to mailing lists, Skype groups end other. Keeping them posted when it comes to daily tasks is easier if you include them in these discussions and threads. You should make sure they fully understood their duties and that they’re familiar with stacks you’re all using.

First 30 days

First month should be the period of familiarizing. It’s all about getting used to a new working environment and you should pay some extra attention to helping a new employee obtain a certain level of knowledge and understanding of his new position. Provide them with information, let them know if you have any suggestions and ask them about their opinion. Being supportive is a teamwork. Not only a new team member can pick up on what matters when it comes to a project itself, but they’ll get the impression they can rely on their colleagues.

Free Template Onboarding Process Example for Tech Teams using Trello

This Free Template Onboarding Example was made with love for small tech teams setting up an office in Serbia. Within this Trello board, you can find template B2B contracts, Sexual harassment template and much more documentation you might need when hiring. Trello is a task management app that helps you know Who is working on What based on a Kanban system developed to keep production level high. It's free and there are endless ways to use it. Join the board here. 
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What is Pay per Stay?

Switching jobs or looking for people to join your team takes a significant amount time and even more dedication. The entire hiring process implies a lot of searching and questioning on each end, but it also brings a certain feeling of accomplishment once this difficult task is successfully fulfilled. Our job is to be that link between talents and those who are looking for an opportunity to meet them and invite them to make their team even more exceptional and productive. Knowing we’ve done something good and contributed in someone’s career is what keeps us wanting to improve our ways. And we’re managing to grow by constantly finding solutions for problems our clients and candidates frequently come across. One of the ideas we came up with to make hiring easier and accessible for a variety of companies is called Pay per Stay method, and it’s actually very simple and efficient.

The Rubik’s cube

Each business owner is faced with numerous challenges and often with difficult decision making. The responsibility for maintaining each part of the company highly functional becomes a standard part of the daily routine. To put this simply, here’s what it is like for an entrepreneur: a coffee break followed by a full time contemplating and “what if”-ing section of the day.
Even though there are many amazing people with all the necessary skill sets, knowledge and all kinds of mojo any company would gladly welcome aboard, there are numerous small but inevitable factors one must have in mind when hiring.
Finding “the perfect match” is like trying to solve a Rubik’s cube – everything must fall right into place. Only in this case it’s a little less colorful and far more realistic. This Rubik’s cube is about structuring many elements, but these might pop up as the most important ones – the candidate must have certain tech skills required for the certain position, then there’s the part that’s often called “a culture fit” (and we’ll use this term until we come up with a more suitable one), and there is the always tricky question of a budget. Luckily, this is when our Pay per Stay method jumps in and saves the day. Or at least saves you from the notorious so called cash burnout syndrome. Before reviling the actual concept of this payment method let’s take a moment and explain what collaborating with us implies. Our number one priority is to collect all the relevant information about you and your company in order to reach out to the right crowd. Your first step would be to provide us with all the details about your current aspirations and future plans. And we’ll handle the rest – sourcing, screening and interviewing would be our preoccupations. Your next task is to check your inbox regularly and have a look at all the resumes we collected. It’s time for you to get introduced to experts interested in your projects and eager to hear more about what is it that you do.

The What Ifs

After carefully considering resumes and getting properly introduced to the candidates, you chose to hire someone. No matter how thoroughly we searched for suitable candidates, there is always a variety of potential scenarios, and unfortunately there’s always a slim chance something might not turn out as you planned. So, in case you decide that a person you hired does not entirely meet your expectations after all, you would need to do something about it. And that “something” is usually a code word for terminating the contact in majority of cases like this. What comes next? Well, our Pay per Stay method would surely cut your expenses if something like this happens.
And hopefully it will also cut your stress level in half.
The agreement we would offer you consists in dividing your payments for our services into 12 equal monthly fees. Think of it as a sort of insurance that if things go wrong you won’t be losing both – the new employee and the capital you invested in this whole hiring process.

The honest model

If we’re all down on our luck and your collaboration with the employee we introduced you to breaks for whatever reason, we would immediately stop charging you. The next step is entirely your choice – we could look further and find someone to take the first candidate’s place. We would appreciate any feedback from you and it would be more than helpful if you provided us with as many details about what went wrong as possible.  This way we can have all the pieces of this hiring puzzle together while looking for a new member to join your team. If you go for this option and let us keep searching for the person that will fit perfectly into your team, the payment method would remain the same. But the very good news for you is that we wouldn’t start charging you from the very beginning once you hire one of our candidates again. For example, if the first candidate you’ve decided to hire leaves after two months and after a while a new one comes along and you choose to welcome him to your team, we would send out our monthly fees as from the third month. All kinds of expenses on your end would just be paused for a while so that you can retain the necessary resources until we find a definitive match.
This brief introduction is meant to show a little bit of what we stand for.
Pay per Stay method of charging was created with the idea to encourage those who are in charge of smaller teams with the tendency to grow and those who are looking for a way to start their own business. What triggered this idea is the fact we are also a small group of people gathered around a goal to do something big that would hopefully have a positive impact on everyone we work with. Feel free to get touch with us. We would love to hear from you and get to know you. And we’ll gladly tell you more about our approach and our ways of making hiring easier and cost effective.
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I researched Applicant Tracking Systems (So you don’t have to)

Are you having hard time handling your talent pool and worried with upcoming GDPR? Then you probably tried to figure out which ATS would suit your needs. ATS stands for applicant tracking system and the idea behind this software is to automate company’s recruiting and staffing efforts, but also to manage candidate’s data. Handy little thing. The bad news for HR and PeopOps teams is there is a bunch of them (more than 300 in the market at the moment to be exact). Our team tends to move fast so we can keep our average time per hire at 2 weeks. From the moment we receive the job description to the moment a stressed manager starts thanking us, we only think about tracking our time and productivity. Staffing agencies use CRM’s and we couldn’t afford the whole team to do the research. The decision was I should do it. I’ve found an article named The top 100 ATS in 2018 . Oh, the excitement. 
 

I wanted to learn which ATS are the biggest sharks out there using.

Well, none of them. Google developed their own ATS product called Hire. The bad news is that this software is available only for companies that use G Suite and are based in US.  Facebook also developed CRM for their needs. This might not be the best solution for every company cause it takes up a lot of planning and resources if you want those cool features like video interviewing or employee referrals. We developed CRM for our needs and it’s far from perfect. It’s also far from cheap and we don’t even have “the cool features”. The truth is, most of the applicant tracking systems are built for small to mid sized businesses. Large organizations usually need more custom features and I figured Breezy has that option. Also comes with a “custom” price.

What happened when I used the ATS

I researched a bunch of them, but decided to write an overall review for just a few of the most popular ones. The most common elements are: career sites, applicant tracking, advanced search options, interviewing tools and analytics. 1. recruitee has career sites with customized application forms, you can even customize hiring workflow for each position. They also have this drag & drop option, which gives the user a nice kanban/trello feeling. Apart from the great UX, it offers a nice set of features for recruiting teams and integration with Slack. They listed pricing, so go check it out. 2. Workable says they are the most popular ATS, yet no pricing. The workflow is quite much the same as previous, it starts with a career site where applicants apply. Once they appear in your pipeline, each candidate will have their own profile. Workable has built in sourcing tool, based on booolean queries. Mobile apps available. 3. SmartRecruiters looks like pobresito comparing to the previous two. You'll find four tabs and for each job you'll have well drew up charts and data about the position. What I hated is how many pages I had to read to figure out what features this ATS has. KISS. 4. Zoho AKA the free one. There are actually two types, one for HR teams and one for staffing agencies. The free package for staffing agencies comes with Candidate Management, Career Website, Client & Contact Management, Email Management, Interview Scheduling and Job Posting Management. It is cloud based, offers integrations with social media, API or email, but it is provided only in Enterprise model. CV parsing also comes with few bugs. Much like others, you can customize ATS to your needs, migrate data etc. Does the trick for small recruitment teams. Bonus warning for recruiters: I noticed there are bunch of these charts, tracking your efforts. There are companies that are not able to meet their hiring needs due to different reasons. Seeing these charts might just motivate you to pursue your dream of being a farmer. I am kidding you not, I'm not even a recruiter and these things seem mean. (under pressure playing in background)

What to focus on when choosing an ATS

Social Media Sourcing

Copy/pasting a job offer to social media, and then adding a pic can be a drag. But, we’ve been used to doing it manually, and it gave results. What we’ve discovered is there are ATSs that allow you to connect your official LinkedIn, Facebook and Twitter page to it, and to post your job opening through it. Due to instagram’s policies, we all still dwell in sort of a limbo where we have to manually post. However, three out of four doesn’t sound at all bad. Good example of this is zoho. It may not be included in a free pricing plan, but at the end of the day, the level of optimization is completely up to you, and ATS is there to help you optimize your process.

Posting to External Job Sites

This one is a no brainer. It is necessary for acquiring applicants, and possibly the applicant who will be just perfect for the job opening. Luckily enough, most ATS’s we’ve looked at have this option. This option adds an additional dimension of security and creates more confidence in applicants that you are offering a stable and reliable work. Zoho has a basic function for this in it’s free pricing plan, and recruitee and workable offer this option.

Compliance with local laws

Four letter everyone should pay attention to are GDPR. Fortunately, all ATSs we’ve reviewed disclose where data is stored, and how it is protected. A good example of ATS disclosing this information is recruitee. You might also want to research if and how taxes are applicable.

Mobile Capabilities

If you’re a small agency owner, and you’re on your feet most of your time, it’s very important, as it is to me, to be able to access and see where in the selection process the applicants are, on the move. Workable and SmartRecruiters both have apps that will provide you with necessary insight to see how your candidate is doing in the selection process.

What I learned losing my mind over this ATS madness 

1. It’s an absolute must have if you have a lot of applicants asking for internship opportunities; 2. It can improve candidate experience, you’ll send feedback right on time; 3. Most of this softwares rely on a “post and pray” strategy. Reality is that in IT recruiting - the best talent out there are passive candidates and won’t apply through your career page. You would have to add their info manually or ask them to fill in data. 4. … which also reminded me that if there is a fill out form with more than 3 questions, Seniors just ain’t gonna do it if they are not really into the position; 5. Some of them are really pricey and you will probably have to talk your CEO/CTO/CFO into it; 6. Design sells; 7. It really depends on the size and needs of the organization;

What are your experiences? Hit the comments.

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