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New Employee Training Checklist: Enterprise Applications Onboarding

You’ve got a new employee starting next week. Are you ready to train and onboard them? Your HR...
Training

You’ve got a new employee starting next week. Are you ready to train and onboard them? Your HR department probably provided you with a new hire training checklist covering everything from benefits to using the phone system. But does it include the systems they’ll use the most – your enterprise applications?

Ensuring employees are fully onboarded to the software they’ll use on a daily basis like Salesforce, Oracle, Netsuite, or Workday, improves employees’ productivity.

 

Unfortunately, out-of-the-box user guides and support sites are not adequate for getting new employees up-to-speed. Utilize this checklist to make sure you’re prepared to successfully train and onboard new hires. The checklist is divided into two segments:

  • Before a New Hire Starts
  • New Employee’s First Day and Beyond
New Employee Training: Before a New Hire Starts

Onboarding new employees to your enterprise applications requires adequate preparation. Before your new employee’s first day, you’ll want to:

  • Configure their login and user account settings.
  • Create an onboarding agenda.
  • Review and update your documentation.

For many people, documentation is a huge headache. One of the main challenges with applications like Oracle or Salesforce is the support documentation is not tailored to your processes so you create your own support content.

Unfortunately maintaining up-to-date documentation is time consuming and frequently not a top priority. Before a new employee starts is an excellent time to review your existing support documentation to see what needs to be updated. When you review your documentation ask:

  • Have you updated or changed any processes since the last time the document was reviewed?
  • Have you rolled out any updates to the system?
  • Are your screenshots and navigational instructions still accurate?

PRO TIP: Apty automates the process of updating your documentation. Instantly turn any guided workflow into a downloadable PDF with screenshots and instructions.


New Employee’s First Day and Beyond

After making sure everything is up-to-date, it’s time to welcome your employee. As a part of their first day, make sure you:

  • Provide a training buddy.
  • Show the employee how to access help documentation.
  • Review support options including any adoption tools like Apty.
  • Walk the employee through completing their most common tasks.

Many new employee onboarding programs make the mistake of having employees work in a learning environment working on fake tasks. Employees will learn better and retain more if they can learn while actually completing their work. Appoint a training buddy to walk the employee through each of their most common tasks and make sure the employee knows how to get help if they need it.


The Complete New Employee Training Checklist
Before an Employee Starts
  • Configure their login and user account settings.
  • Create an onboarding agenda.
  • Review and update your training and documentation.
  • Have you updated or changed any processes since the last time the document was reviewed?
  • Have you rolled out any updates to the system?
  • Are your screenshots and navigational instructions still accurate?
After an Employee Starts
  • Provide a training buddy.
  • Show the employee how to access help documentation.
  • Review support options including any adoption tools like Apty.
  • Walk the employee through completing their most common tasks.

New Employee Onboarding Checklist

checklist-download

Ensure a successful start for new employees with this onboarding checklist. Enter your email below to download your copy.

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