Onboarding: Best Practices that Retain

Transcription

1 Client Conference

2 Onboarding: Best Practices that Retain Dianne Frommelt Sr. Director, Product Management ADP Copyright 2015 ADP, LLC. Proprietary and Confidential.

3 Introductions Dianne Frommelt Sr. Director Product Management 20 years experience in product development for HR, Payroll, Benefits and Talent applications 6 years as the HR Technology Director for a large US multinational, responsible for HR systems strategy, implementation and support of HR and Talent systems 3 Copyright 2015 ADP, LLC. Proprietary and Confidential.

4 Session Agenda In this session, we will review several topics: What is Onboarding? New Hire Orientation VS Onboarding Automating the Onboarding Process using Workforce Now Custom Templates and Checklists in Workforce Now Future of Onboarding in Workforce Now 4

5 What is Onboarding? Onboarding Defined Bersin & Associates defines onboarding as The process of hiring, orienting and immersing new employees into their roles and into the organizations culture Source: Bersin by Deloitte Automating Employee Onboarding: A Value-Add for Midmarket Organizations August Copyright 2015 ADP, LLC. Proprietary and Confidential.

6 Onboarding Really Matters! 23% of New Hires turn over before their anniversary The organizational costs of employee turnover are estimated to range between 100% and 300% of the replaced employee s salary 33% of New Hires are looking for a new job within the first 6 months Source: Technology Can Save Onboarding from Itself, Harvard Business Review / Keith Ferrazzi, March 25, 2015, 6 Copyright 2015 ADP, LLC. Proprietary and Confidential.

7 Let s Hear from You Would you say you have a well defined Onboarding process in your organization? Have you automated any of your Onboarding activities? What are you still struggling with when it comes to Onboarding New Hires? 7 Copyright 2015 ADP, LLC. Proprietary and Confidential.

8 New Hire Orientation Vs Onboarding New Hire Orientation Onboarding Basic introduction to the company and its policies, procedures FORMS, FORMS, FORMS!!! Introduction and immersion into the company s culture Consistent experience and messaging throughout the organization Focus on path to productivity 8 Copyright 2015 ADP, LLC. Proprietary and Confidential.

9 Getting from Orientation to Onboarding New Hire Orientation Onboarding 9

10 Automation using Workforce Now Workforce Now Recruiting Hire Candidate feature Employee Custom Activities APIs and the ADP Marketplace 10

11 Workforce Now Recruiting 11

12 Workforce Now Recruiting Filter on Offers 12

13 Workforce Now Recruiting 13

14 Workforce Now Recruiting Data gathered during the recruiting process automatically appears in the New Hire Wizard 14

15 Workforce Now Custom Activities 15

16 Employee Custom Activities Create an activity which will be assigned to the New Hire. You can require the New Hire to: Verify Name and Address Provide additional contact and phone numbers Provide Emergency Contacts Provide Direct Deposit Talent Profile Information Acknowledge Policies And more 16

17 Custom Activities In Action 17 Newly hired employee receives a prompt in the message center and begins activity

18 Custom Activities In Action 18 Employee is guided through the step-by-step process. Welcome Message designed by you.

19 Custom Activities In Action 19

20 Configuration Custom Activity Configuration of the New Hire activity is 4 simple steps Determine the information you want the new employee to provide Determine the order of the steps Define the welcome and closing messages Define any approvals or notifications 20

21 Configuration Custom Activity 21

22 Configuration Custom Activity Choose the Custom Tab 22

23 Configuration Select Steps Select the information you want the employee to provide or verify by selecting the steps. Highlight the step and click the arrow 23

24 Configuration Order Steps Order the steps by selecting the step and dragging it to the proper order 24

25 Configuration Configure Content Choose the Welcome hyperlink Choose Define + to Add the message 25

26 Configuration Define Approvals & Notifications Approval Paths and Work Groups are defined prior to this step. Both menus can be accessed via the Approval Processes menu link 26

27 Assign Even to the New Hire New Hire Wizard Choose the Yes Radio Button and Choose the New Hire Activity you ve created 27

28 Workforce Now APIs and ADP Marketplace API 28

29 New Hire Data Other Systems HR Practitioners surveyed: New Hire data is required by an additional 3 systems on average 29

30 Workforce Now APIs Graphical User Interface Application Programming Interface User using a browser to access Workforce Now product User using a browser to access Client s product Client s product detects the need to use Workforce Now services. Service calls are made behind the scenes. 30

31 Workforce Now APIs and ADP Marketplace Business Cards Rewards and Recognition Travel and Expense 31

32 Workforce Now What s Next for New Hire New & Improved New Hire Wizard Custom Templates Checklists 32

33 New & Improved New Hire Wizard All sections on one page with ability to expand/collapse 33

34 New & Improved New Hire Wizard Most validation occurs as you key information not at the end of the process 34

35 New & Improved New Hire Wizard This is how you would assign the onboarding task to the new hire: This is how you would assign the checklists to people other than the new hire: 35

36 New & Improved New Hire Wizard Whenever you see the + sign, you can update the validation table as you need it. 36

37 Custom Templates 37

38 Custom Templates We ve heard what our clients have said and many business challenges can be resolved by creating custom templates. So let s get into how a custom template can help you get thru the new hire process more efficiently. 38

39 Custom Templates Why create a custom template? ü You want to hide some fields that you don t use ü You need to make certain fields required for every new hire ü You have setup Time and Labor fields that need to be included ü You want more than what the system templates include ü You want to make the template name meaningful so you know which one to use ü You have more than 1 administrator that needs to enter information 39

40 Custom Templates First where do I go to start the process? Setup > Template Management > Hire/Rehire Note the same process is done for termination and LOA templates. 40

41 Next Click Add Custom Templates Note the same process is done for termination and LOA templates. 41

42 Custom Templates Answer the questions: Note the same process is done for termination and LOA templates. 42

43 Choose your steps: Custom Templates The list of Available Steps is based upon your product mix i.e. if you didn t have Paid Time Off, you would not see the Time Off step. 43

44 Custom Templates Make fields required or hidden (or leave them optional): 44

45 Order the steps: Custom Templates 45

46 Custom Templates Select the practitioners: You can see the practitioners you ve selected to enter in new hire information: 46

47 Setup notifications: Custom Templates 47

48 Custom Templates Review and click Done : 48

49 Checklists 49

50 Checklists Tell me about checklists: ü These are to-do lists for people OTHER than the new hire ü These are things that are typically done outside of Workforce Now (but you can also have items that can be accomplished within Workforce Now) ü You can create as many as you like ü Each checklist can have as many (or as few) items as necessary 50

51 Checklists First where do I go to start the process? Setup > Template Management > Hire/Rehire The same place as creating custom templates. 51

52 Checklists Click the Checklists Tab and then Add : 52

53 Checklists Enter a name for the checklist and then start adding items: The highlights in yellow are clickable links for the url entered in the instructional text box. 53

54 Checklists Click done and you ll see it in the list of checklists available for new hire assignment: 54

55 Workforce Now What s Next for Onboarding New Onboarding Experience 55

56 New Onboarding Experience 56

57 New Onboarding Experience 57

58 New Onboarding Experience 58

59 New Onboarding Experience 59

60 New Onboarding Experience 60

61 61

62 Client Conference Thank you!