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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 (45% in 2008 and 2009, up from 37% in 2007).
The BusinessHR step by step guide takes you through the
essential steps to implementing a successful induction.
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Choose the day and time for the new employee to start. You might
like to take into consideration 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 an 11am 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 the 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 |
| Where everything is |
Budgets and targets |
The markets in which you are involved |
| 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 organisation 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 your work tools 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 your 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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