Employee Onboarding Course


Employee Onboarding Course

Onboarding a new employee usually means hours of exhaustive paperwork and lost time. What if there was a way to get all that time back? In this course, you will learn how to reduce time spent on onboarding documents such as employment and non-disclosures agreements, and receive updates once they are signed.

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About this course:

In this course, users will learn how to automate the signing and sending of onboarding paperwork such as W-4s, I-9s, and non-disclosures as well as setting reminders and notifications for these documents to ensure a smooth start for new hires.

By the end of the course, users will be able to create and configure an onboarding workflow and automate it using no-code airSlate Bots.

What does this course cover?

This course goes over the process of automating employee onboarding with no-code airSlate Bots, fillable fields, and assigned roles. All these tools help to reduce manual data entry and eliminate human error so that a new hire gets a smooth onboarding experience.

Why was this course made?

We created this course to help HR managers focus more on hiring new people instead of printing and scanning large volumes of paper such as employee contracts, non-disclosures, etc., and then manually entering this data into their system.

Who can enroll?

Anyone can enroll in this course to gain practical experience in automating the employee onboarding process and we recommend doing so while getting to know airSlate better.

The materials of this course include:

  • learning resources to teach you how to automate employee onboarding in practice
  • practice sessions so you can consolidate learning through practical application

What you will learn:

How to add and configure onboarding documents in your workflow
How to create and assign roles for the employee onboarding workflow
How to automate the hiring process with no-code airSlate Bots
How to integrate a workflow with the CRM you already use
How to distribute a newly-created workflow in seconds
Duration 2 hours
Certificate A verified certificate is included
Subject Employee onboarding workflow
Level Advanced
Language English
Price Free

Earn a verified certificate to demonstrate the skills you gain

Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
See the certificate sample

Become an airSlate Partner

Students who complete the airSlate Academy’s courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

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Employee onboarding: the start of every employee journey

They say “theater starts with a cloakroom,” and in a similar way, employment starts with the employee onboarding process. Unfortunately, the procedure is rather time-consuming due to a large number of documents that have to be filled out and signed.

The human resources process: onboarding new employees

The process itself is the responsibility of the Human Resources department. A new employee walks into HR, talks to the manager, and receives a lot of papers to sign and gets familiar with things like rules and the code of conduct. To paint a better picture, continue reading to learn more about what’s involved when someone goes from prospect to employee.

  1. Onboarding documents
    The first document the new employee receives is a Welcome letter. Usually, it’s in the form of an email. At the office, the newcomer receives a non-disclosure agreement (NDA), Employment Eligibility Verification (Form I-9), Employee’s Withholding Allowance Certificate (Form W-4), and the Company Policy Manual. These plus others are documents anyone eligible to work in the US has to deal with when being hired.
  2. The pains of the manual process
    Even onboarding one person is grueling. The number of documents to be read, completed, and signed at one time is significant. Therefore, just imagine the piles of paper HR processes consist of when hiring 30 or 50 people. If you’re an HR manager you definitely can. If the company is small and the onboarding workflow is done manually, a lot of problems arise; HR managers are overloaded with paperwork, documents can get lost, and due to the human factor errors are inevitable.
  3. A solution to the problem
    There’s no need to reinvent the wheel. Software specialists have already created document workflow automation solutions. For instance, airSlate has a separate workflow dedicated to automating employee onboarding procedures.

Employee onboarding software and its benefits

We are at a place in time when software can solve most of our daily issues. The problem is, there are so many different options, how do we choose? The reality is finding a reliable solution before fully investing takes a whole team of specialists and trial/error. However, we have a much faster more reliable solution for you. airSlate is revolutionizing the way businesses introduce automation into their existing processes.

  1. Increased efficiency.
    Due to Bots included in the workflow, each stage of the process gets done automatically. It eliminates the need to monitor whether this or that document has been sent, filled out, or signed. For instance, the Pre-fill Document Bot automatically copies data from a particular document and moves it to the corresponding fields of another document.
  2. Reduced human error.
    When a process is optimized with automation the only time human involvement is directly needed is at the beginning: the first step when the HR manager inputs the new employee’s info into the CRM. After that, the onboarding package is generated automatically. Documents, notifications, and confirmations are sent in the same way. Therefore, the risk of human error is next to impossible.
  3. Decreased expenses.
    Employee onboarding when automated removes the costs associated with a paper-based workflow. Namely, ink, paper, printing equipment, etc.
  4. Increased employee satisfaction.
    From start to finish, every participant receives a form or contract with pre-filled information. Meaning, no one has to spend time adding the same data over and over again. Simply open and sign. Being so easy, employees at every stage are happier, more efficient, and overall more satisfied.
  5. Elimination of the mundane.
    With monotonous and mundane paperwork connected with the employee onboarding process eliminated, HR managers are free to focus on what they do best – improving how employees experience their work and handling other more important issues.

How to implement onboarding workflow automation into your business

airSlate provides the best possible way to make the process of shifting from a manual to an automated workflow fast, simple, and painless. The airSlate Academy contains a range of courses that teach businesses the ins and outs of process automation. For example, a popular course is focused on employee onboarding. Finishing the self-paced course gives you a clear understanding of how to automate processes and profit from it.

  1. Create an airSlate account.
  2. Create a Flow.
  3. Attach the required documents.
  4. Define Roles.
  5. Set up necessary Bots.
  6. Share the Flow with other participants.

Get away from the old-fashioned way of executing a human resources workflow. Increase your HR department’s efficiency exponentially while making a good impression on new recruits from the very beginning. Choose airSlate to keep your current and prospective workers happy, because happy employees are the key to a company’s success.

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