Digital Onboarding is the process of welcoming a new employee into the organization using digital platforms and tools. Digital customer onboarding, a modern approach, incorporates various methods to meet the unique needs of companies and faces challenges, specifically regarding identity verification and maintaining a connection with clients. This includes the orientation, training, and integration of an employee as well as the steps required prior to the first day of the job.
Steps for Effective Digital Onboarding
For an effective customer onboarding process, it is crucial to transition from traditional, manual onboarding methods to automated systems. This ensures that each step is executed in a practical and accessible manner, allowing new employees to feel at home more easily and providing them with necessary tools and resources.
Pre-Boarding and Identity Verification
After an employee is confirmed to be a part of the organization, the first step is to complete the administrative steps necessary to welcome in the company. This includes collecting all the necessary documents needed as per the company policy and legal Indian requirements.
The pre-boarding process also includes sending a welcome package that provides employees with a comprehensive idea of the company’s values and goals. The process also involves setting up necessary technical requirements to ensure that the employee is able to easily join the workforce.
Orientation
Once the pre-boarding process is completed, the company uses the digital tools at its disposal to welcome the employee to the organization. From introductory meetings to orientation presentations, all the steps to integrate a new employee can be easily implemented with the help of digital onboarding platforms.
Training
As a new member of the team, an employee often has to go through mandatory training either specific to their role or applicable in general. Using digital platforms for this process helps in keeping track of where the employee is in the process. The technology also makes the training process easier with easy access to learning materials.
Benefits of the Digital Onboarding Process
With the help of available Digital Onboarding tools, an organization can reap many benefits that improve its operational efficiency.
Consistency
Digitizing the onboarding process helps maintain a clear record of what a new employee should know and the necessary training they must go through. This ensures that all new joiners receive the same information, despite their location.
Scalability
Using digital platforms for onboarding can be a boon for those organizations that have to welcome multiple employees at the same time. The Digital Onboarding Tools helps in providing necessary information simultaneously without repeating the same process over and over again.
Cost Reduction and Efficiency
Digital onboarding tools automate various onboarding tasks, allowing organizations to reduce their operational costs while increasing overall efficiency.
Onboarding in banking involves implementing strict verification procedures to ensure compliance with Know-Your-Customer (KYC) regulations, utilizing technologies like biometric verification to authenticate client identities remotely.
Enhanced Engagement
The Digital Onboarding tools create an interactive environment for new employees that allows them to connect with others and increase their job satisfaction easily.
Work Flexibility
Thanks to Digital Onboarding, an employee can be welcomed into the company seamlessly despite geographical barriers. This is especially important in companies that offer work-from-home options or have multiple office locations.
Digital Onboarding Platforms
In order to create a seamless Digital Onboarding process, it is important to select the right tool for the job. Some highly popular Digital Onboarding platforms in India include:
Darwinbox
Known for its comprehensive set of HR offerings, Darwinbox offers solutions that can take care of almost every aspect of the digital onboarding process, including documentation collection and automated workflows.
Keka
Among its various HR offerings, Keka can be used for document collection, task assignments, and employee self-service. Their user-friendly design and customizable nature make the process of onboarding easier for both the employee and the organization.
Zoho People
Zoho People is yet another digital platform that can enhance the Onboarding experience. It eases the documentation process and provides organizations with customizable portals to create their training programs.
Conclusion
Digital Onboarding ensures a seamless integration of an employee into the organization. It removes the restrictions posed by different locations and keeps track of all the necessary steps that a new employee must follow. This increases operational efficiency and reduces costs significantly.