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The importance of onboarding software
Workstream Blog

The importance of onboarding software

By Workstream

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Long gone are the days of manual onboarding flows that forced you to sort through mountains of paperwork while also trying to deal with background checks and communicating with your new employees.

In the not-so-distant past, the employee onboarding process could have been a daunting and, frankly, exhausting undertaking.

Now, in this age of technology, you can put down the pen and go virtually paperless and pain-free with employee onboarding software

Join us as we discuss the key features and benefits of onboarding tools and help you find the best employee onboarding software for your large or small business.  

What is the Onboarding Process?

Employee onboarding is an essential process that sets the stage for the success of your new hires within your organization. Your new employees will need to be led through orientation and training as Human Resources helps them to integrate into the company culture and onboarding workflow

Your HR Team has their hands full throughout the entire employee life cycle – starting on day one with the hiring manager’s first impression during the hiring process and ending with the offboarding process (when necessary). It is crucial to find a way to streamline the onboarding process to allow Human Resources to work more efficiently.

The advent of self-service employee onboarding software has completely revolutionized the way that companies approach the onboarding process. It enables them to streamline operations in a way that was virtually impossible in the past.

 What is Employee Onboarding Software, and Why Do I Need It?

 Onboarding software is a miraculously efficient HR tool that allows you to automate many processes and streamline applicant tracking during the onboarding process, all while improving the employee experience and maximizing retention rates, like a pro.

 The employee onboarding process can be overwhelming at times, trying to keep track of all of the steps that need to be taken for each new hire

 This specialized technology has been purposefully designed to smooth out the process of integrating new employees into your organization. An HR platform can be used to either replace or complement your existing new hire onboarding methods by leveraging user-friendly digital tools that help automate manual processes.

Making Your New Hire’s Life EASIER

Using an onboarding platform to track your new hire’s process helps to keep everything organized and efficient. With onboarding software, you can create onboarding checklists to help employees stay on top of their required tasks and internal training. 

You can leverage the simple to use user interface on your onboarding platform to increase employee engagement by providing supporting documents and interactive training modules. This will help your new employees to become better acquainted with the company culture and will give them a great first impression of what their role will encompass. 

Let’s Talk Benefits

As traditional HR solutions and methods are left by the wayside, they give way to more sophisticated approaches via onboarding software, which is a better fit for the constantly evolving modern workplace.  

This innovative technology takes every aspect of the onboarding process and puts it in a centralized location, which streamlines the workflow for Human Resources and personalizes the experience for your new hires

Let’s explore the key components and capabilities of employee onboarding software and the benefits for your company. 

Centralized Onboarding Portals

Employee onboarding software will typically provide a centralized online hub where your new employees can access all essential information, documents, and training materials. These portals serve as a central platform for all onboarding-related tasks, ensuring that new employees have easy access to helpful resources in a singular location.

Automated Workflows

Your onboarding HR software platform can automate most processes and workflows, such as electronic signatures and document submissions, required assignments, interactive training modules, and progress tracking. These automated workflows help streamline and standardize the process to onboard new hires to ensure that each new team member follows a predefined path tailored to their role and responsibilities.

Interactive Training Modules

Who said that training can’t be fun? Customizable, Interactive modules provided by the software include video presentations, quizzes, simulations, and so much more. 

These interactive modules boost employee engagement through efficient onboarding features and training processes which allow new employees to learn about your company’s policies, procedures, SaaS tools and applications, project management software, values, culture, and role-specific tasks. 

Interactive elements are proven to enhance information retention and do much to improve the overall employee training experience. 

Electronic Document Management

No more sorting through mounds of paperwork or giving your new hires hand cramps as they struggle to fill out form after form! 

Employee onboarding software facilitates the electronic management and signing of documents. It allows new employees to fill out forms, sign contracts, and submit necessary paperwork from the comfort of their keyboard. 

As a benefit for your HR team members, digital document management is more accurate and secure while eliminating the need for piles of physical paperwork, which simplifies your HR processes.

Task Reminders and Notifications

You can set up automated task reminders and notifications between HR professionals, managers, and new hires, ensuring all parties know about pending tasks and looming deadlines. These timely and helpful reminders prevent delays and keep the onboarding process on track.

Social Integration and Collaboration Tools

Many onboarding software solutions incorporate a feature that fosters social integration. This may include chat functionality, open discussion forums, and social feeds. 

These tools promote collaborative communication among your new hires, your HR team, and your devoted, seasoned employees. 

Social integration creates a beautiful sense of community and belonging, which is especially important at this time, where remote, virtual work environments are more prevalent. 

Performance Reporting and Detailed Analytics

Employee onboarding software can often provide comprehensive analytics and reports that allow your HR team to analyze key metrics, such as completion rates, time tracking, engagement levels, performance management, and feedback responses from your new employees.

Compliance Tracking

Onboarding software helps you to maintain compliance with legal and regulatory requirements within your organization by tracking the completion of mandatory training, certifications, and document submissions. 

Compliance features ensure that new employees meet all requirements, which reduces the risk of onboarding process-related legal issues.

Customization and Personalization

Many onboarding software solutions offer in-depth customization options, allowing organizations to personalize the onboarding process for specific roles, departments, or locations. 

Personalized onboarding experiences enhance employee engagement and streamline the process by which new employees receive relevant, role-specific information and training.

Integration with Existing Human Resource Systems

Just because you decided to invest in a new employee onboarding software platform, it doesn’t mean that you need to throw out your pre-existing systems.

Many employee onboarding systems can integrate seamlessly with your current HR system, creating a wholly unified platform.

This level of integration ensures that all relevant employee information, from the onboarding progress to performance evaluations, is consolidated and accessible within a unified interface. 

It also eliminates the need to switch between multiple platforms. 

Technologically Advanced Software Solutions

Historically, onboarding new employees in the traditional, manual way has always been an excessively laborious and sometimes frustrating task for all involved parties.

Both HR professionals and new hires are up to their eyeballs in a mountain of paperwork. New employees also have to deal with extensive training and orientation sessions, while Human Resources is tasked with the manual process of tracking employee progress.

Not only does this approach waste everyone’s valuable time and resources, but it also puts a damper on employee’s experience and limits productivity.

Additionally, the risk of human error and miscommunication is relatively high, leading to a potentially poor experience for new employees negatively impacting overall employee retention and satisfaction.

In the constantly evolving world of business operations, the seamless integration of new employees into the workforce is crucial for the success of your organization. 

The end-to-end process of hiring and onboarding is traditionally an endeavor that is time-consuming and heavy on the physical paperwork. Technological advancements have seen the onboarding process undergo a radical, positive revolution with the introduction of advanced onboarding software. Onboarding templates can be used to simplify the creation of employee documents.

Welcome to the future of HR!Choosing Workstream for Your Unique Employee Onboarding Needs

Workstream is a platform designed with YOU and your needs in mind. While benefits and features vary based on the package you choose, here are the key benefits of using Workstream’s efficient, user-friendly onboarding software:

  • Efficiency β€“ Workstream helps you to automate many of the more manual tasks in the onboarding process, such as paperwork, filling out forms, and document submission. Templates may be utilized to craft documents, offer letters, and even employee handbooks, saving time and effort while creating them!

  • Paperless Onboarding β€“ Saving the planet, one piece of paper at a time. This platform allows for digital document submissions and E-signatures, reducing the need for physical paperwork – and your carbon footprint!

  • Consistency β€“ By automating and standardizing much of the onboarding process, Workstream can combat human error and ensure that all new employees receive consistent information – leading to a more streamlined and organized experience from the first day on.

  • Compliance β€“ We ensure that all needed legal and company-specific compliance requirements are met, dramatically reducing the risk of legal issues.

  • Customization β€“ Workstream’s platform encourages businesses to customize their onboarding tasks to match their specific needs, ensuring that the onboarding process aligns perfectly with the company’s culture and values. 

  • Employee Engagement β€“ We make the onboarding process fun and straightforward for your new hires by providing engaging content such as welcome videos, messages from the organization, and interactive training modules – all to enhance the new hire’s first impression of the company, starting on day one!

  • Accessibility β€“ With the prevalence of virtual remote work environments, it is essential to make all training materials and tasks easily accessible for all employees. 

  • Integration β€“ Workstream can integrate with your pre-existing HR and Payroll systems, should you choose to maintain some of your more traditional processes. No need to bounce between systems!

  • Feedback and Analytics β€“ We aim to provide detailed analytics and feedback mechanisms, which will allow HR teams to assess the efficacy of the onboarding process and make data-driven decisions based on the insights provided by Workstream. 

  • Cost-Effective β€“ Traditional onboarding methods, while slow, do still work. So, you may wonder if the pricing for Workstream’s software is worth it. Well, your investment will pay off because our onboarding software will save your organization money in the long run by improving your overall efficiency. 

By Workstream
Workstream is the leading HR, Payroll, and Hiring platform for the hourly workforce. Its smart technology streamlines HR tasks so franchise and business owners can move fast, reduce labor costs, and simplify operationsβ€”all in one place. 46 of the top 50 quick-service restaurant brandsβ€”including Burger King, Jimmy John’s, Taco Bellβ€”rely on Workstream to hire, retain, and pay their teams. Learn how you can better manage your hourly workforce with Workstream.

Personal Information and Sensitive Personal Information

Before we discuss the right to limit and the right to opt-out, we must first define personal information and how it relates to sensitive personal information.

Personal information is any data that identifies, relates to, or could reasonably be linked to you or your household. A few examples of personal information include:

  • Name or nickname
  • Email address
  • Purchase history
  • Browsing history
  • Location data
  • Employment data
  • IP address
  • Profiles businesses create about you, including pseudonymous profiles (β€œuser1234”)
  • Sensitive personal information

Sensitive personal information or β€œSPI” is a subset of personal information, defined as:

  • Identifying information (e.g. social security number, driver’s license)
  • Financial data (e.g. debit or credit card numbers)
  • Precise geolocation (within a radius of 1,850 feet)
  • Demographic or protected-class information (e.g. race/ethnicity, religion, union membership)
  • Biometric and genetic data (e.g. fingerprints, palm scans, facial recognition)
  • Communications and content (e.g. mail, email, text messages)
  • Health and sexual orientation (e.g. vaccine records, health history)

Right to Opt-Out

Californians have the right to opt-out of the sale and sharing of their personal information. That means you have the right to opt-out of the sale of your personal information to third parties (e.g. data brokers, advertisers). You also have the right to opt-out of the sharing of your personal information to prevent the targeting of ads across different businesses, websites, apps, or services.

CCPA-covered businesses must provide a link to allow you to exercise this right. It is usually found at the bottom of a webpage and will say β€œdo not sell or share my personal information” or β€œyour privacy choices.” Sometimes businesses offer privacy choices through a pop-up window or form

To opt-out of the sale and sharing of your personal information, click on the link or use the toggle provided by the business and follow the directions. Doing this on every website you visit can feel burdensome, but to ease the burden you can automatically select your privacy preferences for every website by using an opt-out preference signal, or OOPS for short.

An OOPS is a user-friendly and straightforward way for consumers to automatically exercise their right to opt-out of the sale and sharing of their personal information with the businesses they interact with online. An OOPS, such as the Global Privacy Control. It can either be a setting on your internet browser or a browser extension. With an OOPS, consumers do not have to submit individual requests to opt-out of sale or sharing with each business.

Right to Limit

Californians also have the right to direct businesses to limit the use and disclosure of their sensitive personal information.

Businesses covered under the CCPA must provide a link on their website that allows you to request the limiting of your SPI, if they plan on using it in certain ways. That link will also typically be at the bottom of a webpage and will say: β€œlimit the use of my sensitive personal information” or β€œyour privacy choices.” Once you send this request, the business must stop using your SPI for anything other than to:

  • Provide requested goods or services
  • Ensure security and integrity
  • Prevent fraud
  • Maintain system functionality
  • Comply with legal obligations

Bringing it Together

In summary, the CCPA gives you the right to opt-out of the sale and sharing of your personal information and gives you additional rights to further limit the use and disclosure of your sensitive personal information.

When you exercise these rights together, you exert greater control in protecting your personal data which is important for your identity, safety, and financial health.

If you are on a business’s website and you can’t find the links to exercise your rights, remember to check their privacy policy. The privacy policy should tell you how you can exercise your rights under the law.

If you find your rights being violated, you can submit a complaint to CalPrivacy.

Next in the LOCKED series, we will explore the right to correct and right to know. Follow us on social media to get live updates or check back in one week for the next post.

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