A Checklist of Features for Onboarding Technology

Posted in Organizational Development

When you’re shopping for onboarding technology, it’s easy to get lost in a sea of features and promises. Just remember, the goal is never to simply tick off boxes on a list. It is to find a solution that aligns with your company’s vision for onboarding, and makes every new hire feel like they belong and can be effective.

The features you prioritize should not just streamline administrative tasks but also facilitate meaningful connections—making every new hire feel valued and equipped for success.

Wondering what that list might look like? Here’s a checklist of some of the features we think are most critical. These come from our recent A Buyer’s Guide to Modern Onboarding Software.

Onboarding Technology Checklist

  1. Personalized and Timely Communication: Onboarding is your first chance to show new hires they’re more than just a number. Opt for technology that allows for customization and personalization, ensuring communications resonate with each individual, making them feel seen and valued from day one.
  2. Automated Workflows: Efficiency is key in onboarding. Seek out platforms that let you automate repetitive tasks, like document collection and task assignments. This not only saves time but also ensures no step is missed, making the process smooth for everyone involved.
  3. Integrations: Your onboarding software shouldn’t stand alone. It should seamlessly integrate with your other HR systems. This creates a cohesive ecosystem that supports your HR team and new hires alike, making every interaction smooth and interconnected.
  4. Mobile-First Design: Onboarding shouldn’t tether you—or your new hires—to a desk. A mobile-first approach ensures that everyone can complete tasks, access information, and connect with colleagues, no matter where they are.
  5. Human Connection: The most crucial feature of any onboarding technology is its ability to foster human connections. From manager check-ins to buddy programs, your technology should make it easy for new hires and veterans alike to build relationships within your organization.
  6. Manager and Stakeholder Communications: Managers play a pivotal role in the onboarding process. Your chosen technology should empower them with the tools and reminders they need to actively engage in their new hires’ onboarding journey.
  7. Insights and Analytics: Visibility into the onboarding process is vital. Look for platforms that offer insights into completion rates, engagement metrics, and feedback, allowing you to continually refine and improve your approach.
  8. Compliance: Especially in regulated industries, onboarding isn’t just about making connections—it’s also about ensuring compliance. Your technology should support this, making it easy to collect, store, and manage necessary legal documents.
  9. Security: Last but certainly not least, the security of your onboarding technology is paramount. Choose a provider that prioritizes data protection, ensuring your and your new hires’ information is safe from day one.

Onboarding Tech that Aligns with Your Culture

When evaluating these features, remember,  it’s not just about what the technology can do. It’s about how it aligns with your onboarding philosophy. The best onboarding technology merges functionality with human-centered design, ensuring that every interaction adds value and warmth to the new hire experience.

Ready for more detail? Download our full guide, A Buyer’s Guide to Modern Onboarding Software, for more on these checklist items and tons of additional advice for choosing and implementing the best solution for your onboarding needs.

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