{"id":13191,"date":"2022-02-14T20:35:06","date_gmt":"2022-02-14T20:35:06","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2022\/02\/14\/why-excel-checklists-are-destroying-your-new-employee-onboarding-process-street\/"},"modified":"2022-02-14T20:35:06","modified_gmt":"2022-02-14T20:35:06","slug":"why-excel-checklists-are-destroying-your-new-employee-onboarding-process-street","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2022\/02\/14\/why-excel-checklists-are-destroying-your-new-employee-onboarding-process-street\/","title":{"rendered":"Why Excel Checklists Are Destroying Your New Employee Onboarding | Process Street"},"content":{"rendered":"

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Effectively onboarding your new hires brings heaps of advantages to the table. For example, good onboarding can boost employee retention by as much as 82%<\/a>. The troubling thing is that 88% of companies don\u2019t onboarding well<\/a>. Couple that with the fact that 68% of new hires leave<\/a> within the first three months. <\/p>\n

You get the picture. So, the next question is this: Can Microsoft Excel new employee checklists boost your onboarding experience and reduce new hire churn? <\/p>\n

In this Process Street<\/a> article, I\u2019m taking you through what you can get from using Excel as your new employee onboarding template tool and a few ways you could boost your onboarding experience. <\/p>\n

This article will cover: <\/p>\n

I\u2019ve put my \u2018special\u2019 investigation hat on for this one (yes, I own a special investigation hat and no, you can\u2019t touch it). Let\u2019s get down to the bottom of this and settle the debate once and for all!
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Excel checklists: Too one-dimensional?<\/h2>\n

Excel is home for much of an organization\u2019s documentation \u2013 let\u2019s give a round of applause to conditional formatting and pivot tables! I don\u2019t know about you, but no matter how hard I try, spreadsheets never seem to be entertaining. <\/p>\n

The same can be said when constructing a new employee onboarding template with Excel. This is the complete opposite effect you want to have on your new hires. You\u2019re striving to offer the best, most engaging onboarding experience \u2013 copying and pasting data into cells and handing this over to your new hire isn\u2019t going to do it. Instead, these spreadsheets are only going to make your new hires want to pull all their hair out strand by strand, run for the hills, or both! <\/p>\n

A \u2018gentle human touch<\/a>\u2019 boosts onboarding success. Process management platforms \u2013 like Process Street \u2013 allow you to automate tedious, repetitive tasks. This empowers you to focus on the important task of building rapport with your new hire. <\/p>\n

Modern process management tools<\/a> empower you to create interactive employee onboarding experiences<\/a> with intuitive, easy to use templates that can be customized to your exact preferences. <\/p>\n

Scattered files leave room for error (& waste time) <\/h3>\n

It can become exhausting keeping track of all your documents, and we all know how quickly these documents can start piling up. This is one of the issues you have when your new employee onboarding process isn\u2019t in one dedicated place, like when you\u2019re using Excel. <\/p>\n

That doesn\u2019t mean you can\u2019t use Excel for your onboarding, but it\u2019s far easier to have a single source of truth telling you the progress of each of your new hires and the status of each process. A McKinsey report showed that knowledge workers spend approximately 19.8% of their work time<\/a> searching and gathering information. <\/p>\n

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Don\u2019t you think this time could be better utilized creating dynamic onboarding processes? Process Street does, which is why Pages<\/a> can be used as a process documentation system to help outline the best onboarding resources for your new hire alongside the initial onboarding checklist for effortless accessibility. <\/p>\n

Having a dedicated workflow management tool for your onboarding process helps you reduce the risk of human error<\/a>, saves you time and money<\/a>, and creates a centralized knowledge base living alongside your onboarding workflows. Imagine what you could be losing with tools like Microsoft Excel. <\/p>\n

Sacrificing meaningful context <\/h3>\n

You sacrifice meaningful context when using Microsoft Excel to onboard your new hires. With Microsoft Excel, it\u2019s challenging to bring your new hire into the process. Whereas, with Process Street, you can literally bring them in by assigning them to tasks<\/a>.<\/p>\n

You can also create an efficient timeline consisting of onboarding activities that you have complete visibility and control over, helping your new hire feel supported during their introductory period.<\/p>\n

Process Street workflows are designed with fantastic capabilities, allowing you to include tons of onboarding information. Want to make the experience more interactive with videos and pictures? Use the embed widget<\/a> to do just that. Want to make sure tasks are completed correctly? Assign Approvals<\/a> to these tasks and make yourself the one to sign it off. <\/p>\n

\"Process<\/p>\n

How Process Street can right Excel onboarding wrongs<\/h2>\n

<\/a>See, this is why your onboarding is so difficult. It\u2019s not you, it\u2019s the tool you\u2019re using. But it\u2019s alright because here\u2019s a better one that can fix all those problems. <\/p>\n

Process Street is cost-effective, easy to use, and incredibly accurate. Here are only a few of the ways Process Street can start boosting your employee retention<\/a> through a dynamic onboarding experience: <\/p>\n

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Save time and reduce human error<\/h3>\n

Process Street is designed with specific features, like assignments<\/a>, approvals<\/a>, and notifications<\/a>. These features help teams standardize operations and streamline collaboration between departments. <\/p>\n

We aren\u2019t perfect. That\u2019s why human error is always going to be a risk, but the likelihood of these errors occurring can be greatly reduced when removing the human-factor and automating recurring tasks. <\/p>\n

Documenting onboarding procedures within Process Street helps you highlight any bottlenecks or tasks that might be recurring. From here, you can use Process Street automations<\/a> to ensure that these tasks can be done \u2018themselves\u2019 without human intervention. Automating helps you free up time to perform more complex onboarding activities, like building a rapport with your new hire. <\/p>\n

\"Process<\/p>\n

Offer consistency <\/h3>\n

Standardizing your onboarding procedures<\/a> in Process Street, doesn\u2019t just offer time-saving capabilities. It also provides your team with a clear and concise set of instructions to follow throughout the onboarding process. These onboarding procedures can then be distributed and adhered to by team members, providing that each new hire gets the same, consistent onboarding experience. <\/p>\n

Create a timeline <\/h3>\n

You can also create an efficient timeline consisting of onboarding activities that you have complete visibility and control over. This structured timeline helps your new hire feel supported during their introductory period. Process Street\u2019s image and video embeds also create a more interactive experience. Conditional Logic<\/a> helps make sure the process is specific to the resources each new hire requires. <\/p>\n

\"Process<\/p>\n

Offer continuous improvement <\/h3>\n

Like most things in the world, onboarding is constantly improving<\/a>. You want a system that helps you improve your onboarding process effortlessly. With Process Street, you can easily jump into a workflow and make any improvements<\/a>. <\/p>\n

Your team can then see the improvements you make, as they\u2019re referencing the same workflows. No back-and-forth explanations are needed. When you edit anything in your workflow within Process Street, all active and future workflows will be adjusted to fit these improvements with immediate effect. <\/p>\n