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How to Upgrade and Streamline Your Employee Onboarding Process with Salesforce

Author: Ashley Hayes, HigherEchelon Salesforce Trainer

New employee onboarding is the perfect time to acclimate new hires to their roles, introduce them to company policies, and help them to feel like part of a team. But every employee onboarding process comes with its own challenges.

New hires are bombarded with requisite paperwork and often need to seek assistance while trying to understand new processes, meet with team members, and await introductions and direction from both Human Resources and their new supervisor. Human Resources is working to collect and maintain that requisite paperwork and facilitate the onboarding process, which can be especially challenging when several employees are onboarded at once.

At HigherEchelon, we believe in taking every possible action to ensure a new employee’s first day, first week, even first month, is a fun, productive, and positive experience, setting them up for success and ensuring they are as prepared as possible for their new role. How do we do it? With Salesforce, of course!

We ensure our new employees start off on the right foot with a streamlined and simplified approach through Salesforce – a tool we also use to manage everything from our sales efforts to sustained employee engagement with an employee portal, past performance documentation, and many other processes. HigherEchelon can help your company onboard employees more strategically through an automated guided onboarding experience to include signing and submitting documents electronically, all while maintaining the privacy of new employees and providing the resources they need to hit the ground running.

An Automated Guided Onboarding Experience for New Employees

With Salesforce automation, the new employee can begin the onboarding process electronically, and as soon as they start. This relieves the Human Resources team of the task of sending out paperwork and keeps everything stored in one place.

Additionally, creating a step-by-step guided experience for onboarding ensures it is clear where an employee is in the onboarding process. As they complete one task, they are guided to the next. Automated reminders keep the employee on track to ensure onboarding tasks are completed on time.

Signing and Submitting Documents Electronically

Collect and organize new employee documents faster than ever with DocuSign and Salesforce. Keeping track and ensuring the privacy and security of employee documentation can be challenging, but with DocuSign and Salesforce, employees can easily review, sign, and submit their paperwork to Human Resources quickly and efficiently.

Maintaining the Privacy of New Employees

Employee privacy should always be at the forefront of all decisions around any Human Resource related automation. Through Salesforce, you can maintain privacy of new employees by only permitting access to employee documentation to those that need it. Additionally, if different forms are required from different departments, such as Information Technology, proper access can be determined through a variety of factors.

Easy Access to All Important Resources

Part of the employee onboarding process is ensuring new team members have access to all the information they need, including company policies, human resources policies, and resources to request help, among others. An employee portal set up with links to documents stored in shared locations and easy access to submit support cases is one of our tried-and-true tools. This means team members can quickly get their questions answered on their own, find documents they need, and do it all without having to send emails back and forth.

Let us help you help your new team members onboard quickly and easily!

There is so much value to be found in an easy to navigate, automated, guided, secure onboarding experience for new employees. A good onboarding experience will:

  • Increase new employee engagement and accountability
  • Save time for all involved and increase productivity
  • Provide a one-stop-shop for Human Resources-related documents and company policies
  • Set employees up for success the moment they join your organization

Contact HigherEchelon for Proven Salesforce Implementation Services

Quickly and successfully implement an Employee Onboarding Experience within Salesforce by contacting us today!

Call us at 866-469-9945, email us at Solutions@higherechelon.com, or fill out this form so we may discuss your needs.


Client Review: 5/5 ★ ★ ★ ★ ★

Higher Echelon provided excellent, efficient, and smart solutions, to meet our specific needs with Salesforce. They were able to speed up our configuration and completed our project nearly 8 weeks ahead of schedule. They are prompt and quick to help if a need arises. We highly recommend them!

– Public sector client, AppExchange review

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