How to organize employee onboarding materials

Human resources

Key takeaways

  • Successful organizing of Employee Onboarding Materials begins with clear goal identification.
  • When planning your organization system, prioritize proper naming conventions and avoidance of data silos.
  • Implementing and maintaining your system effectively involves the use of AI-based project and data workspace.
  • Regular revisions and updates are key to efficient system organization.
  • Engaging content and clear categorization according to job roles enhance the effectiveness of onboarding materials.

About this guide

When it comes to scaling up a business, having well-organized Employee Onboarding Materials is more important than it seems. These resources streamline the new hire training process and ensure every newly recruited team member understands the company culture, job role, and overall organizational objectives. Neglecting the organization of these materials can lead to information gaps and impact your new hires' productivity and integration within the team. This article aims to guide HR managers or team leaders on organizing their employee onboarding materials efficiently, maximizing the impact of new employee induction resources.

1. Identify your goals

The key to successful organization lies in understanding what you want to achieve. When building a system for onboarding materials, consider the variety of roles and levels within your workforce, and establish a flexible set of materials that cater to each one. Your onboarding system should be versatile enough to accommodate interns, managers, executives and everyone in between.

2. Plan your organization system

With goals defined, your next critical step is planning the structure of your system. First, establish what kind of data your onboarding materials will impart - from company policies and work procedures to role-specific knowledge. Incorporating these will guarantee a holistic understanding for your newbie team members.

Nailing down a few data management practices becomes pivotal here. Do not fall into the pitfall of poor naming; your file names should be clear, succinct, and reflective of the file content. Avoid data silos by ensuring all required departments or resources have access to these files to maintain a flow of information.

3. Implement your system

It's time now to put your plan into action. You don't need to rely on manual systems when numerous software options are designed to help set up your organization system. A project and data management workspace like Skippet can help create an easy-to-navigate database for your employee onboarding materials. Skippet's AI capabilities can assist in turning your text descriptions into a customized, organized system.

4. Maintain your organization system over time

Your organization system is not a "set it and forget it" solution. As your company scales, so should your onboarding materials. As roles evolve and company strategies change, your materials should be updated to reflect this. Routine revisions will ensure your new employees are always equipped with up-to-date information.

Best practices and common mistakes

When working with employee onboarding materials, a best practice is to keep your content engaging and interactive. Use a blend of video, infographics, and text to ensure inclusivity for all learning types. Be mindful not to overcrowd your materials with excessive information and prioritize quality over quantity.

A common mistake often noticed in the industry is the mismatch between the onboarding materials and the actual job roles. Always ensure that the training materials align with the job specifications to avoid confusion and instill a clear vision in the new hires.

Example employee onboarding material organization system

To shed light on a real-world scenario, we could walk through an anonymized case. Suppose there is a technology company that recruits both software developers and graphic designers. Its onboarding material would differ between these roles, requiring different sections within the organization system.

For software developers, the onboarding material could include technical documentation about coding conventions, software testing practices, and introductory materials to the codebase. As for graphic designers, it might carry visual guides, brand style guidelines, and protocols for submitting designs for reviews.

Using an AI-based project and data workspace, the Human Resource team organizes these into two clear categories: "Software Development" and "Graphic Design". Within each, subsequent subcategories can hold further specific topics. For developers, subcategories like "Coding Conventions" or "Testing Practices"; for designers, "Design Guides" or "Branding Guidelines".

Such a system, navigable and concise, allows the respective teams to quickly find what they need without rifling through unrelated data. As the company grows and perhaps brings on a marketing team, a new category "Marketing Guides" can be added efficiently - illustrating how this method adapts alongside the growth of an organization. 

Wrapping up 

By following this systematic approach, you can create an efficient and organized system for your employee onboarding Materials in no time. Reflect on your company's specific needs and plan out your system accordingly. Remember to keep your content engaging, and make it easily accessible while avoiding common pitfalls such as excessive information. Lastly, remember to maintain and update your system regularly as your company evolves.

We invite you to try out Skippet. It's an excellent tool equipped with AI capabilities which will help you organize your Employee Onboarding Materials in an easy-to-navigate and customized manner.

Frequently asked questions 

What interventions can make my onboarding materials more engaging? 

You can utilize a variety of media forms – videos, interactive quizzes, infographics – to keep the content diverse and engaging. 

How often should I revise my onboarding materials? 

It's advisable to review your materials every six months, or whenever a significant change occurs in job roles or company policy. 

Is it vital to categorize onboarding materials according to job roles?

Absolutely. Categorization per job role ensures each employee receives relevant, role-specific training, saving time and resources on both ends. 

How can we avoid data silos?

By ensuring all essential departments or resources have access to shared files, you can avoid data silos. AI-based platforms like Skippet can assist in creating a more collaborative workspace.

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