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Step by step induction
Recruitment is an expensive exercise. It takes time, money and effort to find the
right people to join your team. What a pity it would be to jeopardise this by forgetting
the importance of treating a new employee really well on joining you. Not meeting
expectations could make the psychological contract between employee
and employer vulnerable at the first hurdle.
Induction is the process, formal or informal, that introduces newcomers to your
organisation. Ideally it should take place as soon as possible after the new member
has arrived. An effective induction process shortens the time it takes to get the new
recruit up to speed.
According to the CIPD (Recruitment, retention and labour turnover survey
2009), one of the most frequently cited actions taken by organisations to address
retention is improving the induction process. In September 2010 the
CIPD stated: "the impressions made when someone starts work for a new employer
have a lasting impact on how they see the employer brand. It's important that
induction is not just treated as a "tick box" exercise, but is seen as a vital opportunity
to introduce new employees to the culture and ways of working of the business."
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Choose the day and time for the new employee to start. You might like to
bear in mind that you and your team are often extremely busy when they first
come into work and so are not readily available to meet the newcomer. Perhaps
a slightly later start would be preferable.
Choose the day carefully too. Mondays or the day after bank holidays can
also be very busy times so pick a day and time when you know that you and
anyone who is likely to be involved will be free.
Design an induction plan . This consists of a series of meetings
or activities that will help the new employee to settle in quickly and get to know
his/her workspace, colleagues and the organisation.
Make a list of all the things that the newcomer needs to know. Typically these
fall into three main areas:
Infrastructure |
Tasks |
Products and services |
| The geography of the building/s |
Job descriptions and responsibilities |
The products and services your business supplies |
| How to use basic tools (telephone, email, intranet,
messaging etc) |
Quality standards |
Your customers |
Who does what, organisational charts
(include photos if you can) |
How the new employee will be assessed and evaluated |
Your suppliers |
| Procedures: (expenses, overtime, health and safety,
confidentiality, purchasing, invoicing, terms and conditions of
employment etc) |
Where to find expert advice and help |
Terms of business where applicable |
| History of your business |
Reporting processes |
Future plans (where applicable) |
| Car policy/travel |
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Think about the sequence of the induction process: you might want to start
with the larger picture (a meeting with one or more senior
managers)
to give an overview of your business and then move on into the detail of the
actual job. Or you might like to get the employee comfortable in his/her workspace
and then move on to the larger picture. Consider what sequence and timescale
will work best for this particular employee - people who are in their first job or
returning to work after a gap may find it easier if you spread the induction over a
longer period of time as there is so much to take in. In which case you may wish
to concentrate on the immediate needs, and timetable the general background
information for later on.
Set aside a specific time when the newcomer can meet all the people in your
department.
It is also very useful to appoint someone in your department who can be readily
available to the newcomer to act as a 'buddy' and will be his/her first port of call
for queries and concerns.
Make absolutely certain that everyone concerned (including your receptionist)
knows when the new employee is joining, what he/she will be doing and how this
fits in with everyone else in the team. Brief the 'buddy' on what will be expected
of him/her.
A few days before the newcomer arrives, send a copy of the
induction plan to everyone concerned and, of course, to the new
employee.
There is nothing more dispiriting than having to scramble around for basic
essential equipment in a new situation where you don't know where anything is
kept or who to ask. Here is a little checklist that will help you to prepare the
newcomer's work area. (You may well have specific tools or utilities to add to this):
- literature about your organisation
- terms and conditions of employment/employee handbook
- health and safety information
- procedures, manuals and literature
- organisation charts
- passes
- badges
- keys
- desk, filing cabinets etc
- phone/phone lists/contact lists
- mobile phone
- terminal/printers/scanner
- basic stationery items including stapler, hole punch, pens etc
- internet/intranet/email accounts
- building plans
- luncheon vouchers etc.
Check and, where necessary, customise then download the
induction checklist . As soon as possible, go through it carefully
with the new employee and make sure that he/she understands the plan and why
it is needed. Put a signed copy on his/her personnel file.
If the employee is to undergo a probation period this should be discussed and
review meetings (perhaps at end of week one, month one and month three) and
an end of probation review booked in from the start. Ensure that you use the
probationary period well - this is the time when your employee is
likely to be the most receptive to constructive feedback and guidance! Ensure
that sufficient monitoring of his/her work takes place during this period and any
training or coaching is delivered promptly so that the employee can become fully
effective in the role as quickly as possible.
Use our template letters to invite the employee to an end of
probation review and to confirm the outcome.
Very early on the new starter should be 'walked' through the appraisal cycle
so he/she is familiar with the timings, process etc and knows what to expect and
what is expected. If individuals work to objectives you could draw up some
objectives for the first few months (one or two). This gives the joiner some control
over his/her tasks, direction and self-led learning to encourage him/her to be
proactive. Objectives can be simple such as "investigate and understand our
intranet", "gain a basic knowledge of how to use our email system" or "make
contact with and understand the roles of your colleagues in x department".
If you have a particular style or culture it might be useful to position this to the new joiner
early on. During recruitment he/she may not have realised things that are obvious to
employees such as dress code, parking, lunch rituals etc. There may be more
formal aspects too such as style of written communications.
Formal rules, regulations, policies and procedures should all be highlighted in the
first week.
Many employers include these within a handbook which they rely on the new joiner
reading.
You should check that the handbook has been read and understood and discuss
particular aspects such as personal use of the internet and email system, attitude
to working hours etc.
- Keep a close eye on the new employee, and make sure that you are
available to him/her during the first few weeks. There is no need to featherbed
new team members, but it is vital that they feel that you are keeping a weather
eye out for them. Even experienced and confident individuals feel unsure in a new
situation and keeping their comfort levels high is an essential management task
at this point. The relationship that is made in these early days sets the pattern
for the months to come.
- Think back to when you were new to the organisation - what were the things
that you needed to know?
- Don't schedule a heavy work load for the first week.
- If possible put aside a little time each day for the first few days for a
meeting with the newcomer so that you can check how he/she is getting on and
whether there are any worries.
- You might want to invite your new recruit to planned meetings so that he/she
can get a feel for the organisation, what the key issues are and meet other
members of the team.
- A small point, but don't forget to make sure that he/she is looked after for
lunch on the first day.
- Many organisations have a leaving party when people depart - why not have
a welcoming party to celebrate the newcomer joining the team? It's an excellent
way of welcoming someone on board informally.
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