Onboarding Your New Hire

Transcription

1 Onboarding Your New Hire ZACK MERRILL, CBTP Zack Merrill Senior Training Consultant Certified Bank Training Professional 1

2 Goals After the offer Creating an engaged employee from the start The four Cs of onboarding The first day In the loop Ongoing support INTERACTION TRAINING.COM 3 After the Offer Smooth transition from application to new role Fill out paperwork in advance and pay them for their time INTERACTION TRAINING.COM 4 2

3 After the Offer Give them information before the first day Where to park What door to use Directory of team with pictures INTERACTION TRAINING.COM 5 After the Offer Be ready Business cards Telephone setup User login information New account opened Picture in directory INTERACTION TRAINING.COM 6 3

4 Engaging Your New Employee INTERACTION TRAINING.COM 7 Engaging Your New Employee What is an engaged employee? Doesn t equal happiness Doesn t mean satisfied INTERACTION TRAINING.COM 8 4

5 Engaging Your New Employee Employee engagement is the emotional commitment the employee has to the organization and its goals. INTERACTION TRAINING.COM 9 INTERACTION TRAINING.COM 10 5

6 Engaging Your New Employee What would you want your janitor to say about the goals of your organization? INTERACTION TRAINING.COM 11 Engaging Your New Employee When employees are engaged they use discretionary effort. INTERACTION TRAINING.COM 12 6

7 Engaging Your New Employee Engaged employees lead to better business outcomes INTERACTION TRAINING.COM 13 Engaging Your New Employee 6% higher net profit margins ROI of engagement INTERACTION TRAINING.COM 14 7

8 Engaging Your New Employee Higher service quality Higher satisfaction Increased sales Higher profit Higher returns INTERACTION TRAINING.COM 15 Engaging Your New Employee To be a leader in your market you must first be a leader in your workforce. INTERACTION TRAINING.COM 16 8

9 Engaging Your New Employee One chance for a first impression On fire from the start INTERACTION TRAINING.COM 17 Engaging Your New Employee Generating Engagement Perceptions of job importance Clarity of job expectations Clear career path Regular communication with supervisors Quality of workplace relationships INTERACTION TRAINING.COM 18 9

10 INTERACTION TRAINING.COM 19 The Four Cs of Onboarding Compliance Clarification Culture Connection INTERACTION TRAINING.COM 20 10

11 The Four Cs of Onboarding Compliance BSA/AML Fair Lending Privacy and Security Policy and Procedure LMS before start date INTERACTION TRAINING.COM 21 The Four Cs of Onboarding Clarification Full job description Who s on the team Expectations Preferred communication style What personality is joining the team? INTERACTION TRAINING.COM 22 11

12 The Four Cs of Onboarding Culture Often confusing for new hire Local branch and big picture Take them on the road Treat new hire like you want them to treat your member What makes you different? INTERACTION TRAINING.COM 23 The Four Cs of Onboarding Connection Go out of the way Pre employment personal survey Use those results to connect team Make it special What would you want to be different about your first day? INTERACTION TRAINING.COM 24 12

13 The First Day INTERACTION TRAINING.COM 25 INTERACTION TRAINING.COM 26 13

14 INTERACTION TRAINING.COM 27 The First Day What does a normal first day look like Avoid boring clichés Not the time to check boxes Not your average tour INTERACTION TRAINING.COM 28 14

15 The First Day INTERACTION TRAINING.COM 29 The First Day Go out of your way to welcome Waiting with a smile Share history Make time to talk Go the extra mile INTERACTION TRAINING.COM 30 15

16 The First Day Assign a PAL Teacher not a performer Go to resource Stick like glue INTERACTION TRAINING.COM 31 The First Day Shadow in reverse Lunch and breaks with PAL and boss Share personal information Give them a gift to give INTERACTION TRAINING.COM 32 16

17 In the Loop INTERACTION TRAINING.COM 33 In the Loop The Loop New Hire INTERACTION TRAINING.COM 34 17

18 In the Loop INTERACTION TRAINING.COM 35 In the Loop Tell the secrets Perks Benefits What sets your company apart Who makes the best food at staff lunches INTERACTION TRAINING.COM 36 18

19 In the Loop Make connections with key staff Give a detailed tour of work area INTERACTION TRAINING.COM 37 In the Loop Orientation is a valuable time Not an information dump Allow plenty of time for questions Have a new staff survey Follow up INTERACTION TRAINING.COM 38 19

20 In the Loop Create a customized two week schedule 2 hour time blocks of what and where INTERACTION TRAINING.COM 39 In the Loop New employee scheduling Creates an environment of mutual respect Let them know what a win looks like Give 24/7 access to the schedule Schedule long, post early Provide a clear and easy way to request time off Let employees work out schedule changes INTERACTION TRAINING.COM 40 20

21 Ongoing Support Encourage feedback Take it seriously Acknowledge previous experience that can contribute INTERACTION TRAINING.COM 41 Ongoing Support Incredibly engaging for new hire Can reveal their motivation Will last long after hire Builds worth INTERACTION TRAINING.COM 42 21

22 Ongoing Support Evaluate frequently Manage the individual and the team Model and coach excellence INTERACTION TRAINING.COM 43 INTERACTION TRAINING.COM 44 22

23 Foster a Healthy Team Dynamic INTERACTION TRAINING.COM 45 Goals After the offer Creating an engaged employee from the start The four Cs of onboarding The first day In the loop Ongoing support INTERACTION TRAINING.COM 46 23

24 Thank You! Wesley Kavelaris TTS CUWebinars.com Upcoming CUWebinars June 9 th - 10 Critical Issues on Opening Limited Liability Companies June 15 th - New FFIEC Management Guidance June 17 th - New Customer Due Diligence Rules: Part One Legal Entity Customers June 22 nd - 5 Keys for Building a Dynamic Team July 14 th - Critical issues on Share Accounts: Identifying Your Member Don t forget about our listing of OnDemand programs at CUWebinars.com! INTERACTION TRAINING.COM 47 24