Onboarding Experience

A well-planned and consistent onboarding process can help to ensure that new employees are productive and engaged from day one. Your onboarding experience is like a recipe. Crewmojo provides you with all the right ingredients, but it's the way you can tweak them that makes the experience fit your culture.

Within our live platform you can tweak any of the elements including 1-on-1 templates, meeting timing, notifications & what they say, branding and changing survey questions and styles. This download includes the key elements in our onboarding experience.

What’s Included?

• An employee experience map of the whole experience
• A schedule of when touch points will happen
• A defined purpose for each touchpoint  
• Conversation templates and checklists for each touchpoint
• Two prebuilt surveys to gain feedback through the experience

What’s not included.

• Any business level checklists that include your systems and internal processes  
• A full picture of how many check-ins you are having. We assume that regular work-based check-ins will be happening in between these conversations.  

Your onboarding map

Download our onboarding journey map to share and communicate how it works with your colleagues.

The Onboarding Touch Points

Touchpoint: Week One Check-in

Purpose: Connect and Welcome  

Key Activities:  

• Build on the connection you established on the first day.
• Check-in and remove any barriers or issues that confront your new hires.  
• Give direction and clarity on next steps.  
• Adjust your pre-arranged work plan where needed.

What does success look like?  

The manager or HR team member leading this discussion aims to;

• Make sure that the team member leaves the discussion clear, comfortable and confident.  
• Provide clear answers to the new starter's questions.  
• Ensure access to the tools the employee needs to do their job.
• Provide clear direction about their next steps.

Touchpoint: Survey One - Week Two

Purpose:  This survey is designed to gain feedback on the elements of the onboarding process including  

• The candidate experience  
• The new starter experience  

By asking this through a survey you will gain insight on anything that you missed or could do differently to make the employee experience top notch!  

Touchpoint: Month One Check-in

Purpose: Connect and Align

Key Activities:  

• Build on the connection you have established since the team member started.
• Check-in to ensure that the employee feels a connection to the team & the culture.  
• Answer questions about the organisation’s purpose and how the employee fits in.  
• Remove any barriers that the team member is experiencing.

What does success look like?  

The manager or HR team member leading this discussion aims to;  

• Make sure that the team member leaves the discussion clear, comfortable and confident.  
• Has clear answers to their questions.
• Share feedback about the team members' progress so far.  
• Plan activities to support the person to connect & work within their team.
• Plan activities to support a better understanding of the organisation if necessary.
• Provide clear direction about their next steps.

Download the full onboarding experience including the experience map, 1-on-1 templates and surveys

Touchpoint: Month Three Check-in

Purpose: Gain Independence

Key Activities:  

• Check progress of training  
• Gauge and support confidence in the role
• Support the team member to recognise their progress
• Provide direction about their next work assignment.

What does success look like?  

The manager or HR team member leading this discussion aims to;  

• Plan any training needed to support the person to gain the skills to perform their role.  
• Check-in and make sure relevant team connections have been made  
• Ensure the person feel confident in their next work assignment
• Plan how you will check-in from here  

Touchpoint: Survey Two - Month Four

Purpose: Understand the onboarding process

This survey is designed to gain feedback on the elements of the onboarding process eith detail around  

• The onboarding process and how it was executed  
• The level of support and engagement your new starter felt  
• How the experience supported their competence and confidence levels

By asking this through a survey you will gain insight on anything that went well or could be done differently. This will give you insight on how to tweak your experience in future.

Touchpoint: Month Six Check-in

Purpose: Fly Free

Key Activities:

• Ensure the role is what was expected
• Gain insight on opportunities for the organisation
• Begin a career conversation  
• Connect with the regular performance process

What does success look like?  

The manager or HR team member leading this discussion aims to;  

• Understand the persons commitment to the role  
• Identify any possible retention challenges
• Gain insight into how the organisation can improve
• Support the employee's confidence and development

Download the full onboarding experience including the experience map, 1-on-1 templates and surveys.

Get a head start - we’ve done most of the work for you. Book a personal tour of our platform to see how we support you to tweak & automate your employee experiences.

Arrange a personal tour.

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