How to Develop a Working Video Onboarding Process

In recent years, the concept of employee onboarding has developed a lot.

Gone are the days when onboarding was just a two-hour meeting with HR to fill out a dozen forms, followed by coffee with the HR manager before being assigned a desk and a list of responsibilities. Today, onboarding best practices take a more holistic, long-term approach.

Today’s most successful onboarding processes convey information about the best ways people learn – they introduce new materials in bite-sized bites and repeat key concepts to ensure that the new hires learn what they need to know in full and keep the information.

How exactly these components lead to an effective, easy-to-use onboarding process for employees is unique for every organization. However, based on our experience helping hundreds of organizations around the world use video to impart knowledge, we have identified seven key steps our clients have used in planning and executing effective video-based onboarding processes.

Seven essential steps to designing a video-based onboarding process

1. Identify a set of key onboarding training activities for each new hire

However your company onboarding new hires, the first step in designing your onboarding process is to determine what training your new hires will need.

2. Determine which of your core onboarding activities can be complemented with on-demand video training

There are a variety of ways you can use video to scale and support your onboarding process, from cultural insights to technical skills training. Are you looking for ideas to get you started? Check out these five popular types of onboarding videos that you can easily make.

3. Create a weekly onboarding schedule for the first 60 or 90 days of each new hire

Keep the schedule a little flexible, especially in the beginning, by setting the onboarding requirements as weekly expectations rather than a formal daily schedule. This will make it easier for your new hires to align onboarding with the needs of their new role and allow them to go through your training materials at their own pace. Of course, the time it takes for employees to review the schedule varies from company to company, but we recommend that you spread the onboarding activities over the employee’s first month or two, as experts believe this is the employee retention rate increased significantly.

4. Repeat the above steps with role-, department-, and location-specific videos

This is where the best onboarding processes stand out. Once you have identified the essential onboarding tasks for each employee, start customizing specific onboarding processes by assigning valuable additional resources to specific roles, departments, or locations. We recommend that companies initially focus their efforts on a selected set of roles (e.g., job-specific sales and customer support training) and locations (e.g., local strategies for the Dallas area or regional regulations that affect UK branches) . Then build on that foundation to eventually include all roles and locations.

5. Document the process and share it with other departments so that they can add additional content

This simplest step is the most important – and often the most helpful. If you share your onboarding map across departments, you have the option to include other useful cross-functional training activities on the map. Sharing your map can also help your organization accept the new program.

6. Make the onboarding experience consistent with automated messaging

Collaborate with your corporate communications or internal email communications teams to create an automated email “drip campaign” to share onboarding videos with new employees on a scheduled basis. Most business email systems make this easy – just write a series of emails with links to videos and note the rate at which they should be sent to a new employee. Once you’ve set up the process, each new hire will automatically receive your emails exactly as you planned to ensure everyone gets a consistent onboarding experience.

7. Use video analytics to monitor viewing activity

Once the maps are created and communications ceased, you should ensure that the system is working as expected. With a corporate video platform, you can see general trends in video viewing across the company and know when and how often each employee viewed a particular video, and whether they viewed a video completely or abandoned it. Not only is this information invaluable in evaluating the effectiveness and compliance of individual team members, but it can also be used to help measure the effectiveness of your training process.

Induction of new employees with videos - whitepaper

Learn more in our latest free whitepaper, 15 Ways To Enhance Employee Onboarding With Video .

It details how video can be used to improve onboarding for businesses and universities, including:

  • 15 types of onboarding videos to complement your training program
  • 5 features your employee onboarding software needs to support video
  • How to develop an onboarding program that works

Download your copy today!

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