Your ‘gets to the point’ employee onboarding checklist (updated for 2022)

Author:
Gary
PUBLISHED ON:
October 8, 2020
June 26, 2023
PUBLISHED IN:
Employee Onboarding

A lot of onboarding checklists feel longer than the process itself, breaking down each day and week into great detail. The thing is, you’ve got people to onboard and that makes your time precious, so you don’t need us dragging this out with onboarding definitions, benefits and all that jazz.

Sure, you probably shouldn’t arrange the welcome call for week four, but beyond the obvious, onboarding timelines should be dictated by your company culture, the size of your teams and the specifics of that role. We’ll break our employee onboarding process and checklist into pre-boarding and settling in, instead.

Why is a structured onboarding process important?

It’s easy to shrug off the importance of creating an onboarding checklist or structure, presuming people’s friendliness will make people feel at home and they’ll pick up the key information about their role as they do it. But that’s a naive pitfall a lot of companies fall into, here are three onboarding statistics that might surprise you:

  • New employees who went through a structured onboarding process were 58% more likely to be with the organisation after three years. (The Wynhurst Group).
  • Organisations with a strong onboarding process see notable improvements in new hire retention (82%) and productivity (70%). (Brandon Hall Group).
  • 86% of employees decide whether they will stay with a company long-term in the first six months. (Aberdeen Group).

The beauty of creating an onboarding checklist is that it forces you to think about everything that should be covered, meaning that nothing gets overlooked. If you do it each time a new person joins, you’re creating personalised onboarding programs where people receive all killer and no filler, meaning they’ll only spend time on things that matter in their early period with the company.

Pre-boarding

It sounds like something you’d do before hopping on a plane, so perhaps that travel industry is a good place for inspiration. Airlines get in touch regularly, send you the links and documents to make checking in easy, and they’re available for questions before your flight. Apply these principles to your onboarding checklist and it will feel like a seriously smooth take-off.

A warm welcome email

This is not the time for information overload, but an opportunity to say a friendly hello and confirm any of the key details, such as start date and time. It’s always helpful to remind somebody that you’re happy to have them joining the team and open the communication channel for any future questions. That’s how you set the tone for a warm and welcoming onboarding process.

Send useful resources

If that welcome email hasn’t opened the conversational floodgates, sending helpful documents is a great way to touch base. Think along the lines of employee handbook or dress code, it’s not vital but it can help quell those first-day nerves. Underdressed or overdressed, that’s a dilemma nobody wants to face.

Complete the forms and paperwork

Nobody’s first day should feel like a book signing! If there are signatures you can collect and forms you can complete in advance, you’ll prevent a deluge of tick boxes and autographs hitting them on day one.  

Set them up on your payroll

There’s no casual way for a new joiner to drop in whether they’re set up to get paid accurately and on time, which can be a nagging doubt at the back of their mind. Tackle this early, put their mind at ease, and answer the question before it’s even asked.

Create their internal email

It might seem obvious, but the sooner you do this, the sooner managers and colleagues can welcome new joiners, you can send the login details for any platforms they’ll be using, and generally prepare the inbox so it’s filled with the right information from their first minute.

Create a schedule and arrange meetings for the first week or two

There’s something reassuring about knowing the plan for your first week or two, it’s a comfort during a period where so much is new and uncertain. Just make sure you plan some time between meetings for them to process everything and schedule a few slots for you to catch up.

Introduce them to the rest of your team

Sending an email that introduces the new employee is the difference between them having to explain what they’ll be doing at the company and their colleagues already being aware of their role, team, experiences and interests. Essentially, this frees them up to ask better bonding questions or strike more interesting conversations during early parts of the onboarding process.  

Set up their workstation and equipment

Last but not least, it’s pretty much the golden rule that their workstation and equipment is ready to go when they set foot in the door. Ensure you’re not falling at the final onboarding checklist hurdle!

Updated pre-boarding ideas for 2022 (and beyond)

We wrote this back in 2020, when the remote and hybrid approach really hadn’t been formalised or perfected. So, while the above principles do apply to 2022 (and beyond) onboarding – in person, remote and hybrid – here are some things we’ve learnt since. Do these before someone joins and you’ll increase those chances of hitting the ground running.

Give people access to a central, self-service place for resources

In 2022, 56% of employees stated that they’d been unable to locate digital documents while working remotely. And if you’re lacking a central place for resources, you’re not going to make that problem any better – for anyone! New employees, especially those working remotely, will struggle to progress, ramp up solve problems as they arise without a self-service element to their onboarding journey.

Make the compensation, work flexibility and career development opportunities clear from the off

Don’t be offended if a new employee’s priority isn’t making friends – we’re just not in that world right now. In the hybrid and remote era, people want to know whether they’ll be paid fairly, trusted to work in the ways they feel work best and if there’s room to grow. Now, that doesn’t mean you can’t facilitate relationships, it just means other things are perceived to be more important.

Only 11% of employees rank relationships with managers and co-workers as top factors in job satisfaction

Source: Capterra

Set clear feedback channels from the get-go

We all know that the quality of someone’s onboarding experience influences how long they’ll stay at the company. Well, recent research has shown that 67% of employees would be more likely to stay if employers listened and made changes based on their feedback.

Opening a clear channel for communication and feedback before someone’s first day is a great way to make them feel heard. Just make sure you’re actioning that and communicating how:

85% of HR staff think they are using employee feedback to improve the experience they offer. Yet only half (50%) of staff agree…

An employee onboarding checklist that gets to the point

The settling-in period: day one and beyond

By now, you’ve set the foundations for a great welcome – it’s time to seal the deal by delivering on everything you’ve offered and promised so far! Your onboarding checklist needs to ensure people feel welcome and capable in the first few months.

The office tour

This should always start with you welcoming them in reception, showing them to their desk so they can ditch their belongings and offering them something to drink⁠—this is their first impression as a company employee.

Introductions

You’ll encounter plenty of people as you make the infamous department to department voyage, so just keep it brief and ensure they’re formally introduced to all the key leaders and teammates.

Sign any remaining paperwork

If there’s anything that can’t be signed in advance, this is your friendly reminder to get that sorted.

Explain the benefits and policies

Discounts, incentive schemes, travel loans, there are plenty of benefits that employees can enjoy during the onboarding process, so it’s useful to cover these early on. The same applies to any company policies, but they just didn’t seem as exciting from an employee perspective.

Touch base on the expectations

Clearly communicating expectations and setting short-term goals together is vital to ensuring you’re on the same page, especially given the impact it has on employee ambitions and satisfaction.

Connect them with the right resources and people

This is a big one! Do they have access to the resources they need? Do they understand the workflow and the best people to pose their questions to within it? Knowing this information is key to productivity, output and satisfaction.

If they can find them in the same place, even better! HowNow connects your employees with the knowledge they need, from the best in your business, everywhere they already work. Or where they will be working once they’ve settled in, at least.

Schedule regular check-ins

It’s important to set up regular touchpoints throughout the onboarding process, creating opportunities to discuss the above and how they’re settling in. You might want to get creative with these, show them the local area as you discuss their progress, take them to your favourite coffee shop for a chat, it doesn’t always need to be formal.

Get social

If you hadn’t noticed, we’re pretty keen on making sure your employees connect with people in their teams and beyond. So, of course, we’re including a social event in the onboarding checklist. A chance to meet more new people and discuss things outside of work, sign us up!

Collect feedback

Formally or informally, you should be collecting feedback at various stages of the first three months, followed by some kind of structured feedback process when the onboarding process comes to an end.

Download your PDF version of the new employee onboarding checklist

We’d love to have you on board, because we’re sure we can help you streamline your employee onboarding process! Whether that’s by automating content delivery to new staff, creating custom courses for them or providing detailed analytics on their skills and learning. The good news is that you can book a demo or trial in just a few clicks.

Check out our other employee onboarding resources

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Overview: Based on reviews from learning platform users, Sana Learn is praised for its intuitive interface, easy adoption, engaging interactive content, and AI-powered tools that can speed up content creation and discovery. Customers consistently highlight smooth onboarding, responsive support, and useful integrations with email, calendar, and collaboration tools. However, recurring limitations emerge around content flexibility, AI accuracy, occasional technical glitches, UI quirks, and gaps in admin training, which can create friction as teams scale their learning programs. While Sana Learn works well for organisations seeking fast rollout and straightforward learner engagement, teams needing more customization, reliable AI, and robust integrations may want to explore alternative platforms and see how they compare in practice.




When you're evaluating learning platforms, everyone has an opinion. Vendors have feature pages. Review sites have listicles. And everyone claims to be the best AI-powered LMS on the market.

What nobody tells you is what it's actually like six months in.

Sana Learn (part of Sana Labs), an AI company founded in 2016 in Stockholm, will likely show up early in your research. It's well-funded, well-marketed and has built a genuine reputation in the AI learning space.

But reputation and reality don't always match. And the people best placed to tell you the difference aren't the sales team. They're the L&D leaders, admins and learners who use it every day.

To help you, you’ve analysed 50+ real customer reviews so you don't have to. Not to cherry-pick the bad bits but to find the patterns that will help you make informed decisions. The things that come up again and again once the implementation is done and the day-to-day reality sets in.

Because when you're making a buying decision that affects your entire workforce, what matters isn't which platform has the best copy or demo. It's which one that will help you build and engage your workforce to proactively build the skills your business needs to grow.

Where Sana Learn does well.

One thing becomes clear when you read through the customer reviews: Sana Learn is easy to like.

Users consistently describe the platform as intuitive, clean and simple to pick up. There's very little friction in getting started which, if you've ever tried rolling out a new learning platform to a sceptical workforce, you'll know is no small thing.

That ease extends to implementation. Several reviewers highlight how seamless the setup felt, with teams barely noticing the transition. For organisations without the time or appetite for a heavy rollout, that's a meaningful advantage.

AI is another area where Sana Learn gets genuine praise. Users point to how quickly they can generate content, surface answers and navigate learning materials with AI woven throughout the experience. When it works, it removes friction from the content creation process in a way that L&D teams with limited resources will appreciate.

The learning experience itself also lands well. Interactive modules, clickable elements and embedded content make it easier to engage with topics that would otherwise feel dry. Learners aren't just clicking through slides; they're actually interacting with material.

Put simply: Sana Learn is a platform that's genuinely easy to adopt and easy to engage with. For teams prioritising simplicity and fast time-to-value, that counts for a lot.

What are the limitations of Sana Learn?

Once you move past first impressions, the reviews become more nuanced; and more useful.

A recurring theme is that while Sana Learn is easy to use, it can feel limiting when you try to do more with it.

Several users point to a lack of flexibility in content creation. Editing options are described as restrictive, with one reviewer putting it plainly:

"Tables are a bit clunky and hard to edit… [there's not] much freedom when it comes to text & layout."

Others mention having to rely on external tools to get the output they actually need:

"Many features are unavailable and have to be done outside of the platform using third-party providers."

For L&D teams trying to scale content production or tailor learning experiences more precisely, that's where friction starts to add up.

There's also a subtle but telling critique around product direction. One reviewer notes that the platform sometimes prioritises:

"attention-grabbing features over more basic feature development."

That's the kind of comment that tends to surface when a platform is evolving quickly; but not always in the direction its users need most.

Is Sana Learn's AI reliable?

AI is one of Sana Learn's biggest selling points; but it's also one of its most inconsistent areas.

While some users are impressed by the speed and convenience, others highlight accuracy issues that slow them down rather than speed them up:

"There are times when the AI doesn't fully grasp what I'm asking for…"

"Sometimes the AI suggestions are not fully accurate, and it takes a bit of time to find the exact content I'm looking for."

That tension shows up across multiple reviews. The capability is there; but it's not always reliable enough to trust without sense-checking.

For L&D teams expecting AI to meaningfully reduce manual effort, that gap matters more than it might first appear.

What do Sana Learn users say about technical performance?

Another pattern across the reviews is the presence of ongoing, low-level technical friction. Not catastrophic failures; but enough to interrupt workflows when they matter most.

Users mention occasional platform freezing, performance lags when handling complex content and integration challenges, particularly around APIs. One reviewer sums it up plainly:

"The platform can be a bit glitchy at times…"

Others call out specific integration issues:

"Had some hiccups with [the] Bamboo integration API."

These aren't universal experiences; but they appear frequently enough to be worth factoring in, particularly for organisations running a broader HR and L&D tech stack where reliable integrations aren't optional.


What do Sana Learn users say about the interface?

Interestingly, even though usability is one of Sana Learn's most praised qualities, there are still consistent complaints about specific interface behaviours; particularly once users move beyond everyday tasks.

For example, one reviewer points out a frustrating content creation issue:

"When I'm creating a comment… and then pop over to another window, the comments I started typing disappear."

Others find the home screen experience overwhelming:

"The interface can appear a little overwhelming with all the videos visible when you enter the homescreen."

There are also mentions of difficulty navigating back to in-progress courses, and issues with live learning environments around audio and visual quality.

None of these are deal-breakers on their own. But together they create a sense of inconsistency; where the platform feels smooth in some moments and frustrating in others. For L&D teams managing large learner populations, those friction points tend to get amplified at scale.


What do Sana Learn users say about the learning experience?

Beyond the platform mechanics, some users point to limitations in how learning content is actually delivered.

Quiz functionality comes up more than once, particularly around rigid structures:

"When making a mistake… you have to click through the whole exam before being able to repeat."

Others mention repetitive questions and a lack of depth in supporting materials:

"Example videos are not very detailed enough."

There's also feedback around pacing; specifically that learners can move through content too quickly without meaningful controls in place to slow them down or check understanding along the way.

None of these are headline issues. But for L&D teams where learning effectiveness is the whole point, they're worth knowing about before you buy.


What do Sana Learn admins say about the platform experience?

While learners tend to find Sana Learn straightforward, the experience for admins and L&D teams is less consistently praised.

Some reviewers highlight a lack of guidance when it comes to more advanced features:

"Need more training on available features."

Others point to documentation that doesn't quite hit the mark:

"Videos are usually very short and articles can be text heavy."

This creates a meaningful disconnect. The platform feels simple on the surface; but getting the most out of it as an admin can require significantly more effort than the initial experience suggests. For L&D teams who need to move fast and can't afford a steep learning curve behind the scenes, that's worth factoring into your decision.


Should you be looking at Sana Learn alternatives?

That depends on what you need.

If your priority is fast rollout, strong initial engagement and a clean intuitive interface, Sana Learn clearly delivers. For teams that need something up and running quickly with minimal friction, it's a strong option.

But if you're thinking longer term; about scaling learning, tailoring content more precisely and integrating deeply into your wider HR and L&D tech stack, the limitations that surface across these reviews start to matter a great deal more.

The question isn't whether Sana Learn is a good platform. For many organisations, it is. The question is whether it's the right platform for where your organisation is going; not just where it is today.

Is HowNow a good Sana Learn alternative?

HowNow tends to come up for teams that want more than a clean learning interface.

Reviews give you a strong starting point but they won’t tell you how a platform fits your specific setup.

If you’re weighing up Sana Learn against alternatives, the most useful next step is to see them side by side.

HowNow built around a different idea: that learning shouldn't sit in a separate platform, disconnected from the way people actually work. It should connect everything together; the content, the skills data, the performance context and the tools your teams already use every day.

In practice, that means bringing learning from multiple sources into one centralised place, linking development directly to skills gaps and business performance, and using AI in a way that supports real workflows rather than just speeding up content generation.

But perhaps most importantly, HowNow is designed to scale with you. Not just easy to start; but built to deliver more as your organisation grows, your needs get more complex and your expectations of what good learning looks like get higher.

If the patterns in these reviews resonate with challenges you're already facing, it might be worth seeing it for yourself.

👉 Book a demo here

Sana Learn Reviews: Pros, Cons & What Customers Really Think

Based on 50+ customer reviews, this guide breaks down Sana Learn’s pros, cons, AI capabilities and platform limitations. Discover what real users say about usability, integrations, support and whether it’s the right fit for your L&D strategy.
Comparisons
Apr 10
.
5 min read

Buying a learning platform is a big decision.

You’re comparing features, pricing, integrations, and user experience. But there’s one thing that often gets pushed down the list is security.

It shouldn’t be.

Learning platforms sit on a goldmine of sensitive data e.g. employee records, performance data, personal details. If that data is mishandled, the impact isn’t just technical. It’s reputational, legal, and operational.

So before you get dazzled by a slick demo, it’s worth asking more important questions such as:

Is this platform safe? And can I trust this vendor?

Why security matters when buying a learning platform

Security conversations are often left until the final stages of evaluation.

By then:

  • Data has already been shared
  • Internal stakeholders are invested
  • Walking away feels expensive

That’s how risky decisions get made.

Instead, bring security into the conversation early.

Loop in your InfoSec, IT and data protection teams from the start so they can review vendors alongside you (not play catch-up at the end which is what we often see).

It saves time, avoids friction, and builds confidence internally.

What security certifications should an LMS or LXP have?

There are plenty of badges vendors can display.

Not all of them mean the same thing.

When it comes to learning platform security, there are two certifications that actually matter:

ISO 27001:2022 — The Global Standard

ISO 27001 is a globally recognised information security standard.

It’s a risk-based framework that shows a vendor takes security seriously across their organisation (not just in isolated areas).

But this is where many buyers stop too early.

The certificate alone isn’t enough.

Ask for the Statement of Applicability (SoA).

This document shows:

  • which controls are implemented
  • how risks are managed
  • why specific decisions were made

When reviewing it, pay close attention to:

  • information classification
  • data leakage prevention
  • handling of personally identifiable information (PII)

Learning platforms process large volumes of employee data. If a vendor can’t clearly explain how that data is segmented and protected in their cloud environment, the certification doesn’t mean much.

What to double-check

  • Does the certification cover the whole organisation or just part of it?
  • Is it officially accredited?
  • Is it the vendor’s certification, or are they pointing to their hosting provider (AWS, Azure, etc.)?

If it’s the latter, push back. Hosting infrastructure doesn't mean application security.

Cyber Essentials Plus — Essential for UK-based organisations

If you’re a UK-based company, Cyber Essentials Plus should be your baseline.

Unlike the standard Cyber Essentials (which is self-assessed), the Plus certification includes:

  • independent technical verification
  • hands-on testing
  • real validation of controls

For a learning platform handling sensitive employee data, this provides confidence that the basics are properly secured.

As with ISO 27001, don’t just take it at face value.

Verify it:

Security checklist for evaluating any LMS vendor

Even with the right certifications, you should go further.

Here’s a simple checklist you can use internally or share with your IT team:

Before approving a learning platform, confirm:

  • ISO 27001:2022 certification (with SoA available)
  • Cyber Essentials Plus (if UK-based)
  • SSO support (e.g. Okta, Azure, Google)
  • encryption at rest and in transit
  • data classification and leakage prevention controls
  • penetration testing summaries
  • disaster recovery and business continuity plans
  • incident management and breach response policies
  • data processing agreement (DPA)
  • subprocessor transparency

If a vendor struggles to answer these clearly, that tells you something.

Questions to ask your LMS vendor

If you want to quickly separate strong vendors from weak ones, ask:

  • Can you share your Statement of Applicability?
  • Does your ISO 27001 certification cover your entire organisation?
  • How do you protect PII within your platform?
  • How do you prevent data leakage in your cloud environment?
  • Can you verify your Cyber Essentials Plus certification?
  • Is your certification your own, or your hosting provider’s?

HowNow’s approach to learning platform security

At HowNow, security isn’t an afterthought. It’s built into every layer of the platform.

We’ve designed our approach to make life easier not just for L&D teams, but for IT and security teams reviewing us too.

Our compliance framework includes:

  • ISO 27001:2022 for information security management
  • ISO 9001:2015 for quality and continuous improvement
  • Cyber Essentials Plus for independently verified technical controls
  • GDPR compliance and data protection standards
  • NIS2 readiness and evolving regulatory alignment

We also provide full transparency through our Trust Center, including:

  • encryption standards (including AES-256 at rest)
  • SSO and identity provider integrations (Okta, Azure, Google, etc.)
  • penetration testing summaries
  • vulnerability management policies
  • disaster recovery and business continuity plans
  • subprocessor details and data handling practices
  • AI security and ethics policies

👉 Explore the HowNow Trust Center: https://trust.gethownow.com/

This gives your IT and security teams everything they need to evaluate us properly without delays or back-and-forth.

The bottom line:

A great learning platform should help your people perform better.

But it also needs to earn your organisation’s trust.

Security credentials might not be the most exciting part of the buying process but they’re one of the most important.

The right certifications, combined with real transparency, give you confidence that your data is protected and your decision is sound.

Bring your IT team into the conversation

If security is slowing down your buying process, you’re not alone.

The easiest way to move forward is to involve your IT and security teams early and give them direct access to the information they need.

Share our Trust Center with them or book a call with our team to review everything together.

No chasing. No vague answers. Just clear, honest security information.

Which Infosec Credentials Should You Look for When Buying a Learning Platform?

Blog
March 30, 2026
.
5 min read

Learning Technologies is back and we could not be more excited.

L&D is changing faster than most organisations can keep up with. AI is reshaping how people learn, skills gaps are widening and the pressure on L&D teams to prove impact has never been higher. The conversations happening at this year's event are going to matter.

HowNow is already working with companies to build the talent of tomorrow; closing skills gaps, connecting learning to performance and giving L&D teams the data to prove it's working. We want to help you do the same.

Learning Technologies is a great place to start this journey.

You'll find us at stand E30. Come and find us.

Here's what's waiting for you.

1. Get a Free Learning Health Check

Most L&D teams we speak to already know something isn't quite working. Maybe engagement is low. Maybe learning is scattered across too many tools. Maybe the business is asking questions about impact that are hard to answer.

The Learning Health Check is a free 15-minute desk-side consultation with one of our experts at stand E30. No slides, no sales pitch; just a focused conversation about where your organisation is right now, what's getting in the way and where the biggest opportunities are.

You'll walk away with tips you can apply to your strategy straight away, whether you use HowNow or not. This is exclusive to Learning Technologies and designed to be relevant to you and your organisation.

Prebook your session here for your chance to also claim some exclusive swag.

2. Hear How to Prove Learning Is Actually Building Skills

Day one. 1:10pm. Bitesize Stage

If you've ever sat in a leadership meeting struggling to demonstrate the impact of your learning programme, this one's for you.

Harvey Stead is taking the stage for a bitesize session on one of the biggest questions in L&D right now: how do you prove that learning is genuinely building skills? Join a group of 30+ L&D leaders for a practical, focused conversation designed to give you something you can actually take back to the business.

Arrive at 1pm to secure your seat. Spaces are extremely limited and assigned on a first-come, first-served basis.

3. Learn What It Means to Be a Self-Improving Company

Day one, 11:45–12:15pm in Theatre 2. 

Day two, 11:45–12:15pm in Theatre 2. 

Every company wants the same thing: people continuously getting better at their jobs. But running that loop manually is nearly impossible. Who's struggling? When do you intervene? What actually helps? Did it work? By the time you've coordinated answers to those questions, months have passed and the moment is gone.

In this session, Nelson Sivalingam; CEO of HowNow, one of the fastest-growing AI learning companies and author of the acclaimed book Learning at Speed; introduces a fundamentally different model: the self-improving company.

Nelson will show how AI agents are transforming organisational performance by monitoring work systems in real time, detecting struggles the moment they emerge, intervening with the right support at the right time and measuring what actually improved in performance data; not surveys.

So popular we are running it twice. No excuses to miss it.

4. Hear Trainline’s Approach to Employee Engagement

Day two, 14:45 – 15:15 in Theatre 2. 

Building a learning culture sounds great on paper. Doing it in reality? That’s where things get interesting.

In this honest fireside chat, Trainline shares how they’re approaching employee engagement from the ground up; what’s worked, what hasn’t and where they’re still experimenting. From driving early adoption to making learning feel genuinely relevant across the business, this session goes beyond theory and into the real challenges L&D teams face every day.

Expect practical insights you can take back with you, along with a clear view of what it actually takes to get people engaged in learning.

If you're trying to increase learning engagement, bring a notebook.

5. Meet HowNow Customers at Our Happy Hour

Day one, 15:00 onwards - Stand 30. 

Straight after Nelson's session, we're hosting a customer meet and greet at stand E30. Prosecco, canned cocktails, beers and the kind of conversations you actually come to events like this for.

Want to know what it's really like to use HowNow? Don't ask us. Ask them.

Look out for the special 'talk to me' badges; those are the HowNow customers with the real stories. They'll be in and around the stand all afternoon and they're easy to spot. Pull them aside, ask them anything and hear first-hand what's working for organisations just like yours.

6. Get refreshed with us

And if all that wasn't enough, we’ll also have fresh coffee flowing and soft serve ice cream on hand too; because balance is important.

Whether you need a caffeine boost, something sweet, or just a reason to pause between sessions, it’s the perfect excuse to stop by and have a relaxed chat with the team. No agenda, no pressure; just good conversation (and better snacks).

The best moments at events like this aren’t always on stage. Sometimes they’re over a coffee… or an ice cream, but either way, they are together.

And so many more reasons….

So, whether you want to catch a talk, grab a drink, or just have a proper conversation about your learning strategy, we'd love to see you. Learning Technologies is one of the best opportunities of the year to connect, learn and get inspired and we're making sure our stand is worth your time.

See you there.

6 Reasons to Visit HowNow at Learning Technologies 2026

Blog
March 18, 2026
.
5 min read

Onboarding is one of those things everyone agrees matters and yet it’s still one of the most inconsistently done processes in most organisations. Too often it’s a chaotic first week of back-to-back meetings, a SharePoint folder nobody can find, and a laptop that arrives three days late.

Designing onboarding that actually scales is one of the biggest challenges HR and L&D teams face. Most organisations know their onboarding could be better. 

Pauline Taylor, VP of People at HowNow, spoke with Ian Walker on the L&D Disrupt Podcast about what great onboarding really looks like and how to build it properly.

This blog walks you through what came out of that conversation and where to start.

Why Onboarding Matters More Than You Think

Let’s start with the business case, because it’s a strong one.

As Ian puts it:

“The value, of course, is that you are accelerating people’s sense of connection. And the statistic about that is that if people feel that they have been treated well in the onboarding process, their longevity is extended. So from a retention point of view, the evidence is pretty unequivocal.”

Connection drives retention. If a new hire spends their first few weeks feeling lost, anxious, or like an afterthought, you’re already on the back foot, regardless of how good the role is. Good onboarding accelerates that sense of belonging and gets people up to speed faster. Friction in those early weeks doesn’t just feel bad. It costs you time, productivity, and ultimately, people.

Want to learn how to create an onboarding process? Check out this blog on how to create an onboarding process.

Should Employee Onboarding be In-Person vs. Remote?

There’s no universal answer here, but there are some useful principles.

If you’re onboarding in person, you’re making a strategic investment in culture. Salesforce, for example, made in-person onboarding a priority specifically because they believed it was the best way to embed culture from day one. That’s not a logistical decision; it’s a values one.

If you’re onboarding remotely, the goal is to make the experience feel as close to in-real-life as possible. As Ian says:

“Similarly, if you’re doing it remotely, make sure that all of the experience is as far as possible close to the in real life experience.”

The principles are the same: connection, culture, and clarity. The delivery just looks different.

Nail the Employee Onboarding Fundamentals

This one sounds obvious, but it’s where so many onboarding programmes fall apart.

If you’re bringing someone in person, the infrastructure has to be invisible. Ian is direct on this:

“If you’re gonna do it in person, make sure that all of that is properly handled and does not come back onto the individual. Not only will that distract them, it’ll make them more nervous, it’ll make them feel less good about the whole experience. But it will detract from the efficiency of ramping them up quickly as well.”

That means flights and hotels booked correctly, a laptop ready on day one, security badges sorted in advance, and schedules organised. Get the admin right, and everything else has a chance to land.

What Should Actually Be In Your Onboarding Programme?

Your company culture is the most important element of any onboarding programme. Don’t just list your values on a slide and move on. Bring them to life.

Ian’s advice here is clear:

“Bring in managers, bring in people who are living the culture. So it’s not just someone listening to the same person, same voice all day. You’re getting different voices in there, but you’re getting people sharing their lived experience of why is this culture important to me?”

When people share their lived experience, it lands differently. It’s personal, it’s real, and far more memorable than a PowerPoint.

Networking opportunities

When you’ve got a cohort of new starters in a room (or on a call) that’s a real opportunity. Ian puts it well:

“Use this opportunity to build your network as well. Understand what’s happening within the company because not only will you leverage those relationships, but you’ll learn about what are potential career paths that you can also follow?”

Build in time for people to actually connect with each other. Those relationships can shape how people collaborate and grow within the organisation long after onboarding ends.

Setting real performance expectations

Be upfront about what working there actually looks like. Ian recalls:

“I remember talking to a room full of newly hired employees and saying, you’re gonna be expected to work hard. And you could see these big eyes — and it’s like, yeah, it’s just a reality. You are gonna be held to account for what you do. So expectation setting early on, I think, is really key.”

Ideally, it starts in the interview process, but reinforcing it early avoids misalignment down the line.

The big picture

Help new starters understand how the company works from top to bottom. As Ian explains:

“If you can explain from a top level down, this is a corporate objective, this is what we try and accomplish, this is how it cascades down within each team and each department — how it all fits together and what role you play in it — people get the sense of the bigger picture they’re playing within the organisation as well.”

When people understand how their work connects to something larger, they’re more motivated and more effective.

The Triangle: Getting the Handoff Right

This is one of the most important (and most overlooked) parts of onboarding at scale.

Onboarding isn’t one team’s job. It’s a shared responsibility across three groups:

  1. The onboarding team: responsible for culture, company-wide knowledge, and the rites of passage every new starter goes through
  2. The enablement or L&D function: responsible for the functional knowledge someone needs to actually do their job
  3. The manager: responsible for supporting the new hire and integrating that learning into day-to-day work

Ian is emphatic about how closely these three need to work together:

“The enablement organisation and the onboarding organisation need to be in a triangle. A really close triangle. So that the handover is happening effectively. The knowledge is being built upon. It’s not being duplicated. Nothing worse than when someone’s being invited to one call for onboarding and then they’ve been invited to an enablement call. You can’t allow that to happen. It has to be sequential and it has to be managed collectively.”

When this triangle breaks down, the new hire falls through the gaps. When it works, everything flows.

Onboarding is a Two-Way Street

Onboarding isn’t something that happens to a new hire. They have a role to play too. As Ian puts it:

“The fourth person is the learner themselves. They need to invest the time in order to onboard themselves effectively. So they need to read the materials, do the out of the room learning piece, as well as relationship building out of the room as well, which is so key to onboarding effectively.”

Setting that expectation early makes a real difference. People who take ownership of their own onboarding get up to speed faster and feel more settled sooner.

How Long Should Onboarding Last?

There’s no magic timeline that works for every role, every person, or every organisation. The length of onboarding depends on the complexity of the role, the individual’s prior experience, and how transferable their skills are.

What Ian suggests is a more interesting reframe altogether:

“You should always feel that you’re onboarding because you are always in your job. And particularly now, jobs are changing so quickly that if you have that beginner’s mindset, you are always onboarding yourself in a new direction. If you are always growing yourself.”

The most effective people don’t stop onboarding when week four ends. They carry that curiosity with them.

The Summary

Great onboarding isn’t about cramming as much information as possible into someone’s first week. It’s about connection, clarity, and getting the fundamentals right so people can do their best work sooner.

Get the logistics sorted. Bring culture to life. Build the triangle. Give new starters the space to take ownership. Resist the urge to put a fixed time limit on it.

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Other relevant blogs:

The HR and L&D How-To Guide for Designing Onboarding That Actually Scales

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March 9, 2026
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