- Onboarding
is confused with orientation, which doesn’t include important elements
such as communicating performance expectations and role-related
development.
- Hiring managers see onboarding as an HR task and fail to recognize their crucial role in acclimating, guiding, and developing new hires.
- Remote and hybrid work arrangements have disrupted traditional onboarding, preventing organizations from relying on in-person environments for new hires to build relationships and networks.
Need Extra Help?
Speak With An Analyst.
- Get on-demand project support
- Get advice, coaching, and insight at key project milestones
- Go through a Guided Implementation to help you get through your project

Our Advice
Critical Insight
Onboarding is often mistaken for orientation, but it extends far beyond the administrative and compliance tasks of a new hire’s first few days. To drive organizational impact and new hire success, onboarding must be a collaborative, ongoing process spanning weeks or months, with HR and leaders actively guiding new hires.
Impact and Result
- Increased new hire engagement through a comprehensive onboarding program that acclimates, guides, and develops new hires in their roles at the organization.
- Higher
productivity from new hires because they understand their roles,
expectations, and how to succeed in the organization.
- Reduced turnover and better employee retention because new hires feel connected to their new colleagues and the organization.
Develop a Comprehensive Onboarding Plan

This program has been approved for continuing professional development (CPD) hours under Section A of the Continuing Professional Development (CPD) Log of the Human Resource Professionals Association (HRPA).
McLean & Company is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

HR Certification Institute's® (HRCI®) official seal confirms that McLean & Company meets the criteria for pre-approved recertification credit(s) for any of HRCI's eight credentials, including SPHR® and PHR®.
How to complete this course:
Use these videos, along with the Project Blueprint deck above, to gain an understanding of the subject. Start with the Introduction, then move through each of the Course Modules. At the end of each Module, you will be required to complete a short test to demonstrate your understanding. You will complete this course when you have completed all of the course tests.
- Number of Course Modules: 5
- Estimated Completion Time: 1.5 hours
Learning Outcome
After completing this course, learners will be equipped to successfully drive employee engagement and retention through a comprehensive onboarding plan that acclimates, guides, and develops new hires along their onboarding journey.
Learning Objectives
By the end of this course, learners will be able to:
- Implement an onboarding program or improve their current one.
- Successfully ensure everyone who should be involved in the process is aware of their involvement, and learners will be provided with tips on how to let others know what they are accountable for.
- Work with and provide a manual for managers to create an effective and impactful onboarding program, ensuring a consistent onboarding experience across the organization.
All of our McLean Academy courses have closed captioning available. To turn this function on, click on the C.C. in the bottom right corner of the video screen and click "English" in the options that pop up.
Course Modules

Introduction: Develop a Comprehensive Onboarding Plan

Module 1

Module 2

Module 3

Module 4
Workshop: Develop a Comprehensive Onboarding Program
Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Module 1: Assess Current Onboarding Process
The Purpose
- Identify current practices within the onboarding program.
- Assess the needs of employees and employers.
- Define the problem and opportunities to address it.
Key Benefits Achieved
- Evaluation of the current program and gaps that need to be addressed.
- Understanding of the challenges faced by the organization and new employees.
Activities
Outputs
Review insights and findings from data.
Brainstorm current onboarding challenges.
Map current onboarding and identify gaps in the acclimate, guide, and develop stages.
Identify employer and employee needs.
- Defined employer and employee needs.
Define the purpose statement.
Define goals and metrics for onboarding.
- Outlined current onboarding process and identified gaps.
Review and prioritize gaps for the acclimate stage.
Brainstorm and update administrative activities and resources.
Module 2: Develop an Onboarding Program
The Purpose
- Identify key onboarding activities.
- Ensure onboarding aligns to and supports the employee value proposition (EVP).
- Create effective and impactful socialization initiatives to best acclimate new hires.
- Form the new hire performance management process.
Key Benefits Achieved
- Onboarding program optimized.
- Acclimate and guide activities for new hires identified.
- Clear onboarding guidelines for managers created.
Activities
Outputs
Identify key company information for the acclimate stage.
- Identified new Acclimate activities.
Brainstorm socialization activities and resources.
Review and prioritize gaps for the guide stage.
Identify new hire performance activities in the guide stage.
- Defined Guide activities.
Review and prioritize gaps for the development stage.
Identify high-impact development initiatives.
Determine tools and resources need for the development stage.
Module 3: Create an Action and Communication Plan
The Purpose
- Select relevant development methods for new hires.
- Prepare for the new onboarding program launch.
Key Benefits Achieved
- Establishment of core development practices for new staff.
- A plan to implement the revised program throughout the organization developed.
Activities
Outputs
Add new activities into process map with swim lanes.
- Selected new Develop activities.
Review and update the onboarding map.
Create onboarding checklists.
Create an action plan.
- Created action plan.