Ultimate Guide to Choosing the Right Onboarding Platform for Your Business

The Ultimate Guide to Choosing the Right Onboarding Platform for Your Business

Employee onboarding can be a difficult task. Whether it’s an extensive company, FAQ section or communication with their liaison, an onboarding platform should be designed to streamline and simplify this process.

Consider functionality that can automate processes or workflows – including digital forms, mandatory read functionality for compliance and document signing. Also, look for personalization options like color schemes and dashboard customization to make your onboarding tool feel special.


Few stages of the employee journey get undervalued more than onboarding, so choosing the right tool is important. Please don’t settle for anything less than an onboarding platform to help your new hires connect with their manager and coworkers, make sense of policies, procedures, and tools, and feel comfortable at work.

When selecting onboarding software, consider whether it can be single sign-on. This feature allows employees to log into multiple devices and applications within your business with a single login, reducing the number of passwords used and the risk of being stolen or compromised.

Look for an onboarding platform with customizable workflows and the ability to align with internal security protocols. This will ensure an incompatible third-party integration doesn’t compromise your company’s security posture.


It’s important to consider the possibility of growth when you set up your business. If you fail to plan for the future, your company’s profits could be at risk. Choosing a scalable software solution is one of the best ways to ensure that your onboarding process can handle your company’s growth.

This way, you can save time for program administrators and make sure that all employees have a consistent experience. The scalability of a platform is especially important for businesses that have multiple locations or remote-first teams.

A scalable onboarding system will help simplify an already daunting process for new hires worldwide and allow them to get up to speed quickly and confidently. It will also free up your HR team’s time on other essential duties, such as recruitment, compliance, professional development and compensation.


Employee onboarding is crucial to the employee lifecycle and should be tailored to each person. A good onboarding solution should enable dynamic content delivery based on persona attributes like location, department, seniority level, completed training, etc.

It should also allow for electronic signatures of official documents and contracts and provide a self-service for benefits administration. Finally, it should link with other systems in the workplace, like HR, performance management, and so on.

A platform connecting with other internal systems will be a boon for any business. For example, a centralized knowledge management tool can help employees access information easily across multiple departments and teams. It can also capture and document workflows in a step-by-step process, which can be shared with others.


When choosing onboarding software, look for options to mold the process to fit your brand identity. Personalization makes a significant difference in engagement and user experience. Avoid programs that force new hires to complete paperwork or fill out lengthy forms, and instead focus on igniting connection and preparing them for their role (and compliance).

A good onboarding program helps employees understand your organization’s culture through targeted onboarding experiences. For example, some onboarding software presents a dynamic staff directory and org chart so users can quickly connect with other team members.

In contrast, others create video tutorials and a helpful FAQ wiki to reduce time-consuming manual processes. It will help if you look for functionality that enables single sign-on to log in to the onboarding platform and other tools and systems used by your people.

Customer Support

Providing excellent customer support is one of the best ways to increase product satisfaction and decrease churn. This can be done by ensuring that all customer issues are answered as quickly and thoroughly as possible. Providing various support methods, including knowledge bases and tutorials, is essential.

Look for a platform with an in-app help feature with clear instructions, unified content and a robust library of video and written resources. This will help new customers discover the hidden value of your software and can greatly increase the lifetime value of each client. It should also include features allowing users to submit tickets to support and provide a comprehensive dashboard of all their progress and issues.


Related Posts

Leave a Reply