best practices for your new employee induction...
TRANSCRIPT
The Future’s So Bright!Best Practices for Your New Employee Induction Process
Presenter: Kristi Alfaro, Terra Dotta Learning Evangelist
Objectives● Understand the importance of onboarding practices for new
employee induction
● Be able to generalize software training practices for your office new hires
● Leave with a framework for employee onboarding including general office processes and TDS
Can you imagine a first day that feels like this?
Or this…
How do currently help new employees navigate their first days?
Orientation vs. Onboarding
One-way flow of information Two-way communication
Static Dynamic
Broad, often singular event to familiarize the employee with the office and institution
Broad and deep, sustained delivery to embed the employee in the role and office processes
May focus on administrative tasks and processes, the office heirarchy, etc.
Strategically focuses on the tasks of the role, and integration into the office workflow
Orientation Onboarding
The Importance of Onboading: Office Perspective● Reduces Time to Productivity
○ information, skills, and equipment
● Reduces Turn-over○ honeymoon phase, first impressions
● Reduces Stress
● Increases Employee Engagement○ productivity, efficiency, accuracy
The Importance of Onboading:New Hire Perspective
● Facilitates Team Dynamics○ improved relationships, less dependence on social constructs and scavenger
learning
● Increases Productivity ○ clarifies role in office structure, eliminates guesswork; all learning takes time and
is incremental
● Improves Motivation○ value to the team, institution, and faculty & students, builds trust
The Importance of Onboarding
Bridging the gap between knowing and doing.
The Bridge Between Knowing and Doing
Knowing Doing
The Bridge Between Knowing and Doing
Knowing Doing
The Bridge Between Knowing and Doing
Knowing Doing
Best Practices for New Hire Training
We all learn differently.
● Different rates● Different reasons● Learning Styles
○ Visual○ Auditory○ Kinesthetic
Best Practices for New Hire Training:Building Background
General Position Information ● Share resource documents of
responsibilities, office tasks, and administrative policies
● Talk about office mission, employee’s contribution to the team, introduce a mentor
Best Practices for New Hire Training:Building Background
Terra Dotta Software ● Use the knowledgebase for
articles and videos● Best created through
experience - go through the application process from a user perspective
Best Practices for New Hire Training:Developing Understanding & Acquiring Skill
General Position Knowledge● Create opportunities for
shadowing someone in the role, if possible & tangent roles
● Promote a collaborative office culture
● 3 minute review
Best Practices for New Hire Training:Developing Understanding & Acquiring Skill
Terra Dotta Software● Use the 3D Model
○ I Do○ We Do○ You Do
● Participate in software exercises● Feedback is important
Best Practices for New Hire Training:Creating Independence
General Postion and TDS● Assign straightforward tasks,
and provide feedback. Incrementally increase responsibility over time.
● Establish a standing appointment for check-ins.
Two Minute Turn & Talk:
Partner with someone near you and together recap the 4 concepts that build the bridge between knowing and doing.
If you have time, discuss which strategy for building the bridge stands out to you as a necessary addition to your current practices.
Designing your Onboarding PlanBefore the first day:● Set up as much of the administrative tasks as possible● Share information about the logistics of the first day so the new
employee with know what to expect● Consider the small details that add up to the sense of comfort and
familiarity you have in the workplace
On the first day:● Remember they’re likely nervous! They want to impress!
They probably aren’t going to remember much detail.● Share general information in a basic, easy-to-process manner● Smaller conversations build familiarity and comfort
Designing your Onboarding Plan
● Your Office Culture and Values○ Structure and team roles○ Strategic objectives
● Relationship Building○ Mentoring○ Team Interaction
● Job Tasks and Support○ Office processes○ Technology○ Bridging that gap
Plan for onboarding activities in these main areas:
Tips to Remember
● Sharing the office culture is important.● New employees are excited to be working in
your office.● Everyone learns differently, be thoughtful about
the senses. Take care to individualize the process.
● The 3D model is a micro-bridge across the gap between knowing and doing.
● Onboarding is a marathon, not a sprint.
Objectives● Understand the importance of onboarding practices for new
employee induction
● Be able to generalize software training practices for your office new hires
● Leave with a framework for employee onboarding including general office processes and TDS
Additional Resources● Training Guide for New Staff
○ Table of Contents for relevant articles○ https://tdsupport.force.com/support/articles/General/Training-Guide
● Support Portal Overview○ Article, Webinar○ https://tdsupport.force.com/support/articles/General/Support-Portal
● What Your New Hire Should Know○ https://tdsupport.force.com/support/articles/General/New-Kid-on-
the-Block-What-a-New-Hire-Needs-to-Know
Connect with Us
https://www.facebook.com/TerraDotta/
https://twitter.com/TerraDotta
https://www.linkedin.com/company/terra-dotta-llc
Kristi Alfaro
Resources
● Glossaries
○ http://conference.terradotta.com/?go=Glossary
● Webinars
○ http://www.terradotta.com/support-webinars.html
● Connect with Terra Dotta
https://www.facebook.com/TerraDotta/
https://twitter.com/TerraDotta
https://www.linkedin.com/company/terra-dotta-llc
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