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Streamline Your Onboarding Process in 8 Simple Steps for Enhanced Efficiency



In today’s digital world, people expect seamless experiences that simplify their lives. And when onboarding new employees, why should it be any different? Surprisingly, many companies still rely on analog processes, even with the availability of technology that enables us to automate workflows for greater efficiency.

What is Onboarding?

Onboarding often refers to introducing new employees to your organization, ensuring they have the best possible start. It begins when a contract is signed and continues until the individual has acquired sufficient knowledge to be effective and comfortable in their role.

Why Should You Automate Your Onboarding Process?

The various steps involved in onboarding can be time-consuming and complex. Additionally, manual handling of a significant portion of the onboarding process increases the risk of errors, compromises the quality of information, and makes it difficult for all stakeholders to track progress.

According to a Glassdoor survey, a well-executed onboarding process can increase the likelihood of new hires staying with a company by a staggering 82%. A seamless onboarding experience reduces the need to waste time, money, and resources by searching for new candidates.

Research also reveals that employees typically have around 90 days to prove their worth in a new job. The faster new hires feel welcomed and prepared for their roles, the sooner they can contribute to achieving organizational goals.

Benefits of an Automated Onboarding Process

  • Save Time and Money: Measure the success of your onboarding and quantify time saved through automation by tracking “hours regained for the company.” Automation reduces the need for back-and-forth communication, filling out paperwork, and administrative tasks, ensuring proper information handling, and rectifying human errors.
  • Gather Valuable Data: With an automated onboarding process collecting data becomes more manageable and controlled. This data can improve the onboarding process for future hires. It also allows for a comprehensive evaluation of each step, ensuring continuous refinement.
  • Enhance Security Control: Certain steps in the onboarding process involve personal data, which can be sensitive if it falls into the wrong hands or ends up in the wrong place. By digitizing and automating the process, you can ensure confidentiality and store information securely in a virtual database inaccessible to unauthorized individuals.

Steps to Create an Automated Onboarding Process

Step 1: Define Your Goals

Establish your objectives for automating the onboarding process. Is it to create a better work environment for your employees, gain a comprehensive overview of the process, reduce administrative paperwork, save time, or control costs? Communicate these goals effectively to all stakeholders.

Step 2: Document Your Current Process

To identify what needs to be automated, create an onboarding checklist outlining the existing steps.

Step 3: Improve Your Onboarding

Thoroughly review each step of the onboarding process to identify areas for improvement.

Step 4: Embrace Digitalization

Now is the time to digitize every step of your onboarding process. Includes creating digital forms and documents for electronic signatures, enabling equipment orders, and offering training programs. Select the steps from your checklist that are suitable for automation.

Step 5: Analyze and Evaluate

Analyze each step in detail to determine which ones can be automated and which ones are better left as they are. Not every aspect of onboarding can or should be automated.

Step 6: Prioritize and Start Small

Implement automation in stages to ensure a smooth transition. Start with the most critical and time-consuming steps, gradually expanding automation to other areas. Prioritizing and starting small, ensuring a successful implementation.

Step 7: Calculate the Return on Investment (ROI)

Quantify the benefits of automation by calculating the return on investment. Consider factors such as reduced administrative costs, increased productivity, improved employee satisfaction, and decreased time-to-productivity for new hires. These figures will help validate the decision to automate.

Step 8: Choose a Flexible Solution

Select an automated onboarding solution that aligns with your organization’s needs, offers scalability, and integrates seamlessly with your existing HR systems. Look for a platform that provides customization options, adaptability, and excellent customer support.


Embracing automation in onboarding will foster a seamless and productive experience for new employees.
At Zervicepoint, we are passionate about automation, and our platform has helped numerous organizations create a better workplace. Ready to unlock the benefits of automation and create an exceptional onboarding experience? Book a demo meeting with us. We’d be delighted to provide more information and demonstrate how Zervicepoint can revolutionize your onboarding process.