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Small business employee onboarding: A step-by-step guide

You only get one chance to make a first impression, and a good one is crucial for employee onboarding. While some businesses boil onboarding down to orientation and a week of training, this approach misses a valuable opportunity.

Effective onboarding boosts productivity and employee retention. According to BambooHR, 89% of employees who had an effective onboarding experience are more engaged at work. The best onboarding processes empower new hires with the tools they need to be productive, successful team members. Ideally, you should have a standard process that you can personalize for each of your new hires.

We’ll break down employee onboarding best practices to help you make the most of every new hire.

1. Start before hiring

The onboarding process begins before your new employee steps foot in the building. A solid onboarding process supports your new employee from the moment they accept your job offer through their first year of employment. 

Before bringing in a new employee, ensure your new hires receive up-to-date resources. Whether they want to know about your businesses policies or benefits, your team needs a reliable source of accurate information. 

Here are the main topics to focus on for new hires:

  • Outline company policies and consider creating an employee handbook.
  • Give information about whether you offer health insurance and how to sign up for it.
  • Settle a PTO policy and share it with new employees.
  • Share additional opportunities like employee benefits
  • Make payment schedules and other financial information easy to access.

Planning before their arrival will help you transform the onboarding process into a smooth process for you and your new hire. 

2. Create a seamless hiring process

Once you’ve picked your candidates, it’s time to process their new hire paperwork. Signing this essential paperwork officially brings your new hire into the fold.

For this step, employers have to:

  • Collect their emergency contact information.
  • Get their banking information to set up direct deposit.
  • Ensure all parts of your payroll systems are set up.
  • Collect their benefits enrollment information.
  • Send them an I-9, W-4, or other relevant tax forms. 

Then have new hires fill out their paperwork before the start date. Once their signature is in, you can set up their workstation, job equipment, and logins for their first day.

According to BambooHR, effective onboarding help employees feel 18 times more committed to their workplace.

3. Plan for their arrival

Once the paperwork checks out, employers can prepare their teams and office for the new hire. During this week, you should confirm that the new employee is ready to hit the ground running on day one.

Prepare to welcome the new hire by making sure you:

  • Set up the employee’s accounts, computer logins, and other technical requirements.
  • Prepare necessary work equipment, such as sending computers for remote employees, a first-day agenda, and even a welcome gift.
  • Provide their uniform or share your company dress code.
  • Issue keys and badges they’ll need to access the workplace.
  • Send a welcome email with details about their first day, including where to park and what to bring.
  • Announce the new hire to the rest of your staff. Include the new employee’s name, position, responsibilities, and start date.

Having everything ready for your new hire will make them feel comfortable and confident to start making meaningful contributions to the team. 

4. Make their first day memorable

It’s a good idea to create opportunities for employees to engage with their team and their new role on their first day.

Here are some things you can do on their first day:

  • Introduce them to their new team. Consider scheduling a team lunch or activity to facilitate meaningful connections.
  • Conduct a tour of your facility or workplace. Don’t forget to point out the restrooms and common areas.
  • Schedule dedicated time for them to review the employee handbook. Discuss company policies and procedures.
  • Host a new employee orientation to discuss your company’s mission, vision, and goals.
  • Schedule some time for them to meet with HR to complete any remaining paperwork.
  • Share essential information about your products, services, and customers.
  • Conduct an end-of-day check-in. Answer any questions, ensure they have everything they need, and tell them what to expect next time.

Remember: First impressions matter. An employee’s first day is your first chance to build rapport.

5. Schedule out their first week

New hires get a lot of information on the first day. For the remainder of the week, it’s a good idea to reiterate and build on some of the most important points.

Beyond that, the first week is all about keeping your new hire engaged. 

By the end of the week, they should feel invested in the culture, the organization, and their new job. People like to feel productive, so give your new employees tasks to keep them engaged.

Here are some things you can do during their first week:

  • Set them up with a mentor or someone they can shadow and turn to with questions.
  • Begin role-specific training and consider giving them small role-related tasks to help ease them in.
  • Schedule team lunches and activities. This encourages more one-on-one conversations and tighter connections.
  • Continue discussing company policies and procedures, culture, and goals.
  • Connect with them at the end of each day. Answer any questions they might have, gather feedback, and share expectations.

This period focuses on building a foundation for future training. Making them feel welcome and a part of the company culture is essential.

6. Train and get acquainted 

Your new employee may catch on quickly. But don’t halt your onboarding efforts when your employee starts feeling comfortable. The first month is an opportunity to ensure your employee is happy, confident, and engaged for the long run.

Here are some things you can do during their first month:

  • Schedule one-on-one time with your employee: Discuss expectations, responsibilities, and more. Then set up a monthly, quarterly, and annual review process.
  • Continue with role-specific training and job shadowing: Schedule job shadowing with employees on different teams and roles to give your employee a full picture of company operations.
  • Schedule a meeting to answer questions: Your employee may have questions about PTO, health care, or other benefits now that they’ve had some time to acclimate.
  • Get feedback: Ask new hires what they liked about their onboarding experience and what could have been better. This is your opportunity to improve.

Over the course of three months, your new hire will settle into their role. Between training, shadow sessions, and the gradual buildup of new tasks, they should understand everything expected of them—from job duties to time tracking. Regularly check in with new employees in case they have any questions or problems.

7. Do a three-month check-in

After the first 90 days, your new employees should have found their footing. If they can perform all their regular duties without issues, you can consider them a fully-fledged part of the team.

Here are some things you can do during their first 90 days:

  • Schedule one-on-one conversations: Discuss their progress, goals, challenges, and feedback. These conversations can be with you, the HR team, or another manager.
  • Schedule a team activity and do something fun: Team connections are critical for productivity and collaboration. The more you create opportunities to connect and engage as a team, the better.
  • Gather more feedback: Find out what you could have done better and answer any remaining questions.

Continue checking in on your new hires and taking time to answer questions and get to know them.

8. Evaluate after one year

Like all employees, new hires should go through performance reviews every three to six months. You can assess their strengths and weaknesses and decide where they need additional support. 

Here are some things you can do to keep your employees on track through their first year of employment: 

  • Complete monthly, quarterly, and yearly reviews with all employees: Employees should always understand their roles, responsibilities, and expectations.
  • Schedule monthly or quarterly team activities: Keep company culture and team camaraderie strong.
  • Review company policies and procedures on an ongoing basis: Keep your employee handbook current, or show them how to use the employee portal to find the information they want.

Take the opportunity to ask them for feedback during these reviews. This way, you can find out which parts of the onboarding process worked better than others.

The onboarding process has lots of moving parts. Without a comprehensive checklist, it’s easy to miss a crucial step. Fortunately, an onboarding checklist helps provide a positive and structured onboarding experience for every new hire.

We’ve done the heavy lifting for you. Download our free checklist to get started. Then, you can follow the steps or customize them for your onboarding process.

Benefits of an employee onboarding program

Affective onboarding makes your business look well-managed, giving new hires a positive feeling which makes them more likely to stay. 

Some benefits to employee onboarding include: 

  • Giving a great first impression: Onboarding determines how employees engage in your culture. Will you make them feel part of a team or set them up to treat work like a chore?
  • Boosting productivity: A solid onboarding process means you can efficiently turn your new hires into valuable, contributing employees. Businesses with solid onboarding improve employee productivity by 70%, according to Brandon Hall Group.
  • Improving retention: The last thing you want is to train a great employee and then see them hit the road. Fortunately, your onboarding experience has a direct impact on your employee retention.
  • Increasing job satisfaction: Happy employees lead to a thriving business. When you onboard effectively, your employees better understand the expectations of their role and how they can be successful.

Overall, a structured onboarding experience makes employees feel confident in their employers and more engaged with their new roles.

Tips for onboarding a new employee

Before building an onboarding program, businesses need to remember a few considerations.

Consider these onboarding tips to create the best process for new hires:

  • Break down the onboarding process: Set dates to go over paperwork, orientation, teaching foundation skills, and practicing job functions.
  • Show your company culture: A company culture is the lifeblood of your business. Have regular discussions about company values and help employees align with the business’s vision.
  • Have someone in charge of onboarding: Assign the onboarding process to the HR personnel or training manager.
  • Tap veteran employees: Ask more veteran employees to provide specific training and shadow sessions to new hires. 
  • Assign an onboarding buddy: Create an onboarding buddy program that matches an employee to a new hire to help with tasks and making connections. 
  • Streamline onboarding with software: Use an HR service software that gives access to tools and templates to simplify hiring, set HR policies, and create an onboarding checklist.

Only 12% of employees think their organization has a good onboarding program. Make your onboarding memorable!

Hiring the right people for your small business

While most businesses share the same onboarding outcomes, each organization has its ideal format. Create an employee onboarding that fast-tracks new hires into their roles and your company culture. While the process takes time, its impact on new hires more than justifies the cost.

This article originally appeared on the QuickBooks Resource Center and was syndicated by MediaFeed.org.

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Responsible tourism: 8 ways to support local businesses while traveling

Responsible tourism: 8 ways to support local businesses while traveling

The responsible tourism movement aims to minimize and even reverse the negative effects of travel, from overcrowding and pollution to the erosion of cultural identity. A responsible tourist will make choices based on what’s best for the long-term success of the community they’re visiting.

Conscientious travelers will want to keep the following goals in mind:

  • Minimize negative economic, social, and environmental impacts
  • Generate economic benefit for local people while supporting improved working conditions
  • Honor natural and local heritage
  • Make connections with local people that foster a deeper understanding of the culture
  • Take into account people with disabilities
  • Be culturally sensitive overall

Responsible tourism was first defined by U.K. professor Harold Goodwin as part of the 2002 World Summit on Sustainable Development. It differs from sustainable tourism, which focuses more on conserving natural heritage and biodiversity. Both movements offer blueprints not only for tourists, but for business operators, governments, and local residents.

And remember: The negative effects of tourism, while more pronounced in poor countries, are also felt in many American communities.

twinsterphoto / istockphoto

What travelers spend in local communities ideally benefits both locals and travelers. Most travelers are eager to help out the places they visit. And if tourists play their cards right, they’ll experience fewer crowds and a more authentic experience.

Before the pandemic, the travel sector employed 1 in 10 people around the globe. As the World Travel & Tourism Council reminds us, “[B]ehind every job in travel and tourism, there is a face, a story, a family and sometimes a whole community’s livelihood.”

Jobs in tourism offer chances at economic success to all sorts of people, including women and young people. In fact, women are employed in tourism at almost twice the rate of other sectors. And in some areas, wildlife tourism can help protect that wildlife through preservation programs and the creation of conservation jobs.

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So how can you know if the money you spend is benefiting locals? You can start by avoiding chains of all sorts. Read on for more ideas.

1. Book Locally Owned Accommodations

Chain hotels and Airbnbs run by property managers mainly benefit their global headquarters. Plus they can damage the local culture by driving gentrification.

Instead, opt for a locally run or family-owned inn, B&B, or small hotel. You’ll be contributing directly to the local economy, as you learn more about the place and its idiosyncrasies.

romankosolapov

After enduring a long flight and arriving in an unfamiliar place grumpy and hungry, you may be tempted to pop into a familiar coffee or food establishment that you know from home. But buying food from global chain restaurants doesn’t support the local economy — nor does it expand your palate, which is one of the great benefits of travel.

anouchka/istockphoto

Travelers tend to overrun popular destinations during peak season. And in a tourism-dependent economy, their absence during low season can cause places to all but shut down. Instead of contributing to the tourist crush, try booking for a less coveted time.

Instead of summer travel to a northeastern U.S. beach town, try holding off till the fall, when it’s still balmy but emptying out.

AntonioGuillem / istockphoto

Who knows the place you’re visiting better than a born-and-bred local? Rather than renting a car (likely from a global chain), hire a knowledgeable local driver to help you get around. You’ll learn the lay of the land and enjoy lots of insider tips and anecdotes for good measure. And you’ll put money directly into a local family’s pocket.

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Flying is one of the least sustainable parts of travel. In fact, it’s one of the least sustainable human activities, period, contributing to 2.5% of the world’s carbon emissions. Sure, when you globetrot, you need to fly to get somewhere. But why make it worse by then taking a bunch of small, enticingly cheap flights within your host country? Instead, set your sights on trains and buses, which have a much lower impact than even the shortest flights.

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You want to go shopping, and locals have stuff to sell. What could be easier? The challenge comes in avoiding massive commercial shops and purchasing items from local artisans in craft markets and tiny, proprietor-run boutiques.

It’s also important to be aware of illegal souvenirs and avoid them at all costs. These include anything made of protected animals or trees, such as souvenirs made from poached ivory, animal skins and furs, rosewood, seashells, and hummingbirds, for just a few examples.

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Before heading to your destination, do a search for what donated materials might be needed by local charities. Then reserve some space in your luggage (which you can then refill with your locally purchased handicrafts). For some guidance on what to bring where, check out the destinations guide from the nonprofit Pack for a Purpose .

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Once you’ve experienced responsible travel for yourself, spread the word! Using the popular #responsibletravel hashtag, share pics and details of the local establishments where you stay, eat, and shop — you may inspire others to do the same. This way, you can go on changing the world through others.

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Read up on responsible tourism ahead of your trip. The fresh mindset you’ll be left with can help you get more out of your travels. Then make a few reservations in advance at local haunts.

Once you arrive, every time you open your wallet, think: Am I benefiting the local economy? Am I contributing in a positive or negative way? Keep it positive, and your destination will thank you.

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Enjoy your time away from home by keeping in mind the basic tenets of responsible travel: Respect local culture, minimize your waste, shop locally, and try to keep your footprint small. The whole world will benefit in the end.

This article originally appeared on SoFi.com and was syndicated by MediaFeed.org.

Please understand that this information provided is general in nature and shouldn’t be construed as a recommendation or solicitation of any products offered by SoFi’s affiliates and subsidiaries. In addition, this information is by no means meant to provide investment or financial advice, nor is it intended to serve as the basis for any investment decision or recommendation to buy or sell any asset. Keep in mind that investing involves risk, and past performance of an asset never guarantees future results or returns. It’s important for investors to consider their specific financial needs, goals, and risk profile before making an investment decision.

The information and analysis provided through hyperlinks to third party websites, while believed to be accurate, cannot be guaranteed by SoFi. These links are provided for informational purposes and should not be viewed as an endorsement. No brands or products mentioned are affiliated with SoFi, nor do they endorse or sponsor this content.
Communication of SoFi Wealth LLC an SEC Registered Investment Advisor
SoFi isn’t recommending and is not affiliated with the brands or companies displayed. Brands displayed neither endorse or sponsor this article. Third party trademarks and service marks referenced are property of their respective owners.

Communication of SoFi Wealth LLC an SEC Registered Investment Adviser. Information about SoFi Wealth’s advisory operations, services, and fees is set forth in SoFi Wealth’s current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov. Liz Young is a Registered Representative of SoFi Securities and Investment Advisor Representative of SoFi Wealth. Her ADV 2B is available at www.sofi.com/legal/adv.

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