Training

New Employee Training Checklist: Enterprise Applications Onboarding

New-Employee-Training-Checklist-Enterprise-Applications-Onboarding

You’ve got a new employee starting work 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 the following New Employee Training checklist  to make sure you're prepared to successfully train and onboard new hires.

The New Employee training checklist & template is divided into two segments:

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

New Employee Training checklist: Before a New Hire Starts

New-Employee-Training-checklist-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 training start 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 Training checklist: New Employee’s First Day and Beyond

New-Employee-Training-checklist-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. Following the best practices for new employee training will help employees to learn better and retain more.

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

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.
  • Prepare and share an agenda for the first day, so that new hires will know what to expect  
  • Provide a print or digital copy of the employee handbook, so new hires can take a look and ask doubts. 
  • 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 their most common tasks. 
  • Tell about your company mission & vision statement. 
  • Show them your achievements and your plans. 
  • Provide detailed explanations of your organization's roles & structures. 
  • Always be open and set time for the new hire to ask questions. 

Sample New Employee Training Template  

The following New employee training template ensures a successful start for your new hires. 

New Employee Training Checklist: Before Employee Starts 

  • Make sure all HR paperwork is complete 
  • Contact employee to: 
    • Confirm start date and time 
    • Tell them where to report on their first day 
    • Let them know what documentation or identification to bring 
  • Assign a peer as a ‘buddy’ to help and answer questions for the new employee 
  • Create a welcome packet and onboarding agenda 
  • Prepare employee’s work station and logins 
    • Building Access (keys, badges, etc) 
    • Email 
    • Computer 
    • Phone 
    • Logins 
  • Arrange training sessions 

New Employee Training ChecklistFirst Day 

  • Meet the employee at the front desk to welcome them 
  • Give a tour of the building and workspace 
  • Review welcome packet, agenda and job description 
  • Introduce peer “buddy” 
  • Confirm logins, building access, email and phone system are working 
  • Complete any HR paperwork that is pending 
  • Introducco-workers and Managers 

New Employee Training Checklist: First Week 

  • Check in to see how the first week went and to answer questions 
  • Review company policies 
  • Set onboarding goals 

New Employee Training Checklist: 90 Days and Beyond 

  • Provide ongoing training and support 
  • Review and update onboarding goals 
  • Set performance-based long and short-term goals 

New Employee Onboarding Checklist

checklist-Eo

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

 

This post was originally published in October 2018 and was updated in March 2021.

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Nathan Altadonna
Written by Nathan Altadonna

A former journalist and product manager, Nathan is a proud tech geek who blogs about digital transformation, employee productivity, and enterprise software. In addition to his work with Apty, Nathan runs his own consulting company, Innate Digital, helping companies develop content and get the most out of their marketing tech stack.

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