New Employee Onboarding Framework

By: Talya N. Bauer, Ph.D.
Chief Scientific Advisor, Preppio

This article on "New Employee onboarding framework to maximize employee success" is an excerpt from an upcoming book on employee onboarding written by Talya Bauer, Ph. D., and Amin Fard.

The new employee onboarding framework 

A decade ago, I first developed the 4 C’s of onboarding framework. This was work that was published by the SHRM Foundation (Society for Human Resource Management). The 4 C’s have since evolved into the 5 C’s of Onboarding: Compliance, Clarification, Confidence, Connection, and Culture. Further to this, and to add a layer of practicality, I’ve added a 6th C, called Check-back.

While each of the 6 C’s is an important component of onboarding, the higher up the scale your organization is able to go, the more effective your onboarding program becomes.

This framework will instruct you on how to get the best out of your employees and for each individual to get the best out of themselves in their jobs. The best onboarding solutions have the employee experience at their core. 


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How my interest in employee onboarding started

I have been studying the onboarding process for 25 years. In fact, my Ph.D. dissertation at Purdue University included a study of new college graduates entering a variety of jobs. I surveyed college graduates across campus before they graduated and several times after they’d started their new jobs.

My work looked at a set of predictions specific to different stages and behaviors, and the relationship of these to important outcomes such as new employee performance, job satisfaction, and retention. This included what happened during the recruitment process, what the manager did while the new employee was being onboarded, and what the new employee did themselves.

After spending 12 months following new employees into their new jobs and studying their onboarding successes and failures, many of my predictions turned out to be true. In fact, over the past two and half decades, I have been amazed at how powerful the onboarding process is, and the direct impact onboarding has on these important outcomes.

30 years on

Over the last three decades that I have been studying onboarding, a lot has changed. Onboarding began as what we now think of as orientation programs to complete paperwork and to orient new employees in their jobs. These orientations were rarely considered a source of competitive advantage. That changed as onboarding became the increasingly hot talent management topic that it is today.

My own research, and that of many other academics, has consistently shown that effective onboarding leads to faster adjustment, better job attitudes, more customer referrals, better performance, and stronger retention. But that’s only the case if it is done right.

As more and more organizations focused on onboarding and began considering the need to rethink their onboarding process, best practices began to be discovered and shared. That’s great news for those interested in helping employees and organizations to create vibrant and effective workplaces together.

You can learn more about my 5 keys to success in this article here where I dive a bit deeper into the onboarding process.

What’s to gain?

When onboarding goes well, individuals and organizations thrive. When onboarding goes poorly, the negative outcomes can be equally powerful with high levels of dissatisfaction, low engagement, poor performance, and high turnover. The statistics are sobering with half of all hourly workers leaving their new jobs within the first 120 days, and half of all senior outside hires fail within 18 months in a new position.

All it takes is understanding which tools or levers are available to the organization to help new employees thrive. As I conducted research and reviewed what worked and what didn’t, I realized that the key levers could be identified and broken down into core components.

Relationships matter

They matter primarily because relationships connect us as human beings. Few would actively disagree with such a statement. However, successful relationships require intention and effort. Interestingly, when it comes to onboarding, many organizations assume that a new employee’s need to belong and to connect with colleagues will happen with time. It might – but then again, it might not. By helping organizations to develop proactive and strategic onboarding approaches that cultivate a sense of connection and belonging for new employees, these relationships are not left to chance.

Season 7 Nbc GIF by The Office

The manager holds a special key to the connection process. In research I conducted with a colleague, we found that being unable to establish meaningful connections with co-workers led new engineers to seek less information. However, if the new engineer and his or her manager were able to connect, the newcomer could overcome this hurdle even in the face of conflict with co-workers. In other words, the relationship the new employee has with his or her manager was crucial to establishing a sense of belongingness in the organization and this relationship enabled them to freely seek information from the supervisor. Hence, these employees were positioned to succeed in the organization.

The sink-or-swim mentality is a thing of the past

It’s a risky strategy to rely on new employees to “sink or swim” when it comes to connecting with their co-workers and managers. Organizations can help new employees maximize success by engaging in onboarding best practices. These are based on research, consulting, and observations regarding new employee success that consistently show that when you invest in new employees, they invest back into their co-workers, customers, and the organization.


Employee Onboarding Checklist

What experience do you offer your new hires in their first 90 days? Take a look at Talya Bauer PhD.'s Onboarding Checklist to see if you have covered the basics.

The evolution of the onboarding framework from 4 C’s to the 6 C’s 

Organizations that focus on the 6 C’s demonstrate more successful onboarding and business outcomes than those that do not.

Compliance - first the housekeeping

Compliance refers to the mandatory actionable of all new employees such as completing paperwork, the badging process, and provisioning tasks like equipping new employees with computers and phones as well as a workspace. Organizations, even those that claim they do not have a formal onboarding program, must be compliant to stay in business. Due to this, many employees spend their first day on the job filling out forms. This is a missed opportunity.

Organizations spend millions of hours and billions of dollars working through the recruitment funnel to attract candidates, identify qualified candidates, assess candidates, and then finally hire them with the hope that they join the organization. The irony is that they spend much less time thinking about ways to improve the employee experience.

Clarification of employee roles and expectations

Clarification refers to how well new employees understand their roles and performance expectations. Of course, organizations hire new employees to do specific jobs so clarifying what they need to be doing, how to do it, and how the organization functions in terms of rules and policies, is important.

We also know that structure and clarity are important for individual and team success, but spending time learning these basics isn’t the most exciting way to spend your time when you’re new. It’s important to build in ways to help new employees understand what is expected of them and to make them feel equipped and supported in their decision to join your organization and give them confidence in their ability to do a good job. This feeds into the next ‘C’.
Building new employee confidence


Helping employees build meaningful connections


Connection refers to how accepted and valued new employees feel. When new employees feel connected to their colleagues, they feel safe. Research has consistently shown that a sense of connection leads to various positive individual and organizational outcomes. When new employees feel connected and safe, they ask questions and try new things. Additionally, they engage more fully with their co-workers, their role, and the organization with a greater sense of appreciation. It is a factor that helps new employees feel that they made the right decision to join the organization.

Gallup has consistently found that having a close friend at work is related to a 50% boost in job satisfaction and that those employees with a best friend at work were seven times more likely to fully engage with their work. This starts with onboarding. If new employees feel alone and isolated on their first day, it can be challenging to recover, as researchers found at Microsoft.

Building employee Confidence

Confidence refers to employees’ feelings about doing the job well and their competence to tackle new challenges. It is a state of mind. While an organization cannot directly help new employees feel better about themselves, they can design onboarding experiences that help build up employees rather than tearing them down. When employees feel more confident, they are more likely to feel good about those around them as well as the choice to join your organization.

Research conducted by Dan Cable 1 and his colleagues found that when onboarding focuses on the value of the new employee and encourages him/her to share themselves at work, it can immediately increase performance and retention.

Shared cultures are always evolving

Culture2 refers to how well new employees understand the norms, values, stories, and symbols of their new organization. Onboarding is one of the key ways through which organizational culture is formed, maintained, and changed. When I was working at Google we focused on onboarding as a KPI in People Operations because the number of new employees at Google was forecast to double within 18 months. That turned out to be true. It was imperative that we identified what the Google culture was and how this growth would impact it. One important consideration was acknowledging the stories about how the company was founded yet respecting that its norms, missions, and goals were constantly evolving.

Onboarding is a great way to teach your people about what matters within your organization. It is also a great way to learn about how your organization can evolve for the better and learn about the contributions of new employees to the organization’s future.

Onboarding check-backs are critical for long-term success.

Checkback refers to onboarding feedback. The data you receive about the employee experience will be invaluable. As you can see, there are big benefits to executing onboarding in a purposeful and planful manner. Yet even the best onboarding plans sometimes don’t turn out the way we hope. This is one reason why it is so important for all onboarding programs to include the sixth C of Check-back. 

The only way to know if your onboarding programs are working is to ask new employees. Schedule a check-back time with new employees even before they start, and be sure to let them know what you’ll be wanting to know. You should also survey managers and other stakeholders to assess what is working, what should be repeated for future newcomers, and what needs to be adjusted to ensure a world-class onboarding experience. The Check-back insights will help you benchmark results, find problems, and improve areas that need attention. These will support your business case to drive change in the organization and iterate and improve areas that need attention.


Sign up for our expert advice and free tools in our newsletter here.

This blog is an excerpt from a chapter in the upcoming book written by Talya Bauer Ph. D, and Amin Fard on employee onboarding. It comes with all the resources you need to revamp your employee onboarding from the ground up.

Top 6 Employee Onboarding Challenges

Top 6 employee onboarding challenges to help you identify your company’s roadblocks when designing your new employee onboarding process!

Onboarding challenges are not just getting the paperwork, new hire orientation, and employee training - but the A-Z of employee experience from the contract is signed and the first 3-12 months in the new job. 

Challenge #1: Low Investment in employee onboarding

Onboarding is becoming a strategic growth area. This is particularly the case in companies that need to attract and retain top talent, with a high level of maturity, where HR’s focus is shifting from compliance to experience. The companies that will benefit over time are those that are open to the broad and beneficial outcomes that deeply considered recruiting solutions offer. This strategic approach reinforces that onboarding is an investment that can solve many of the people challenges that come later in the employee journey. 

Challenge #2: Haphazard onboarding and managers failing to give a great experience

The onboarding process is usually left to local managers to handle. Some give new hires a WOW experience, others can fall embarrassingly and drastically short. Unsurprisingly, it’s easier for HR to create a new and consistent onboarding process than to rely on managers, who often end up being none other than a headache for HR. Managers are busy and are rarely trained to give new hires the positive employee onboarding experience they need, to kick-start early employee engagement that in turn will drive a sustainable career with your company. How can you expect to get a good company culture, when the employee's first days and weeks are not optimized by the manager to create the right habits? Preppio’s science-backed, automated onboarding software takes the guess-work out achieving employee success and company profitability.

Are you looking to your human resources or your technological resources to resolve this employee onboarding issue?


Employee Onboarding Checklist

What experience do you offer your new hires in their first 90 days? Take a look at Talya Bauer PhD.'s Onboarding Checklist to see if you have covered the basics.


Challenge #3: Disconnect between hiring and onboarding processes

Talent acquisition is a key function in business and has always had our full attention. It follows that companies invest considerable time and resources in the selection and recruiting process, which is a stark comparison to the new hire’s first weeks and months in the job often. This disconnect is an issue if we acknowledge that employees make up their minds about liking a new job and move into the post-evaluation process as early as the day they sign an agreement with you. We can categorically conclude is that onboarding matters

What experience do you offer your new hires in their first 90 days? Take a look at Talya Bauer PhD. employee onboarding checklist to see if you have covered the basics.

Challenge #4: Lack of employee engagement

If there is one word that comes up time and time again, it’s engagement. It’s a quality that has a far-reaching impact on new hires and those responsible for implementing the onboarding process. Low engagement leads to low productivity, HR and operations inconsistency, poor connection with peers, and challenging workplace relationships on the job. When we consider that 70% of an employee’s experience is related to their direct manager, we can see why it’s important to recognize their role in this process, and that educating, coaching, and supporting managers is key if we are to build positive and lasting relationships amongst team members. Only then will we see and feel real change. 

Are your managers driving new hire engagement, and how? 

Challenge #5: On-the job-training of frontline employees is unsatisfactory

Onboarding high volumes of knowledge-workers and frontline workers is a real-world challenge in corporations the world over. This applies to any customer-facing brand - think national retail franchises, utilities, telecoms, and infrastructure companies. HR can create a great onboarding process, but because they simply do not have the time and resources to provide the experience that new employees expect and deserve. The outcome is not only a worrying variation in results but one leaving local managers to do the work and finding themselves without the time and knowledge needed to give a great and consistent experience to all. 

As a manager, how are you ensuring that your entire staff is up to speed?

Challenge # 6: The orchestration between stakeholders often fails 

Identifying who is involved in each employee’s day-to-day, who their reports are, and who should be pulled into the ecosystem of communication requires asking the right questions and understanding the responsibilities of individual employees. Communication channels must be integrated, enhancing consistency and keeping everyone on the same page. Identifying key team players and their responsibilities in the employee onboarding process can be facilitated with ease using onboarding software. That way all new hires are appropriately supported, getting to work with higher productivity levels, while managers are freed up to get their jobs done too.

Do you know who your stakeholders are and do you have a system that ensures that things do not fall between the cracks? 


Employee Onboarding Checklist

What experience do you offer your new hires in their first 90 days? Take a look at Talya Bauer PhD.'s Onboarding Checklist to see if you have covered the basics.