Onboarding

Best

Practices

Building the perfect team does not end with recruiting the right people. For these people to work seamlessly together towards outstanding results, each business member needs to go through an organized onboarding process. It will prepare the candidate for the work culture, their future responsibilities and prevent a long and painful transition period.

This is a checklist with onboarding practices you can use for your company:

1. Technical issues

  • Send access to all the tools and software you are using.
  • Set up accounts, company rules, FAQ & documentation.
  • Create databases, portfolios, or any necessary files for future use.

2. Training:

  • Send training information on the members’ future work scope.
  • Check their progress and discuss it to make sure they know everything they need.
  • Sometimes it is necessary to assign homework or go through the tasks with a supervisor.

3. Teamwork culture

  • Communication within the team. Explain what everyone expects from other team members, what is appropriate or beyond the limits.
  • Project management within the team. Educate on the approach and strategy your business is using. What is each person responsible for and supposed to deliver.
  • Soft skills. Make sure each candidate has the right set of soft skills and personal qualities to become an efficient team member. These are the most important skills for our freelance agency: time management, self-motivation, space & process organization.

4. Work with clients & partners outside the company.

  • Communication with clients. Make sure that people understand why it’s essential, and then equip them with the right rules, tools, and tips.
  • Making the client happy. How to understand the actual needs or partners, properly do the work, and solve the true pains.
  • Solving conflicts. What to do if issues arise and how to prevent or handle them.
  •  

This onboarding process was coined by many years of Etcetera's experience.

It helps set the right expectations, organize all the technical issues, and help candidates get into the correct mindset for working in the team. After going through it, our team members can perform at their 100% starting their first day at the agency.

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