Onboarding Automation

Definition

Onboarding automation refers to the use of digital tools and software to streamline and automate the process of integrating new employees, customers, or users into a system. This can include tasks such as filling out paperwork, setting up accounts and access permissions, scheduling orientation sessions, and providing training materials.

Usage and Context

Onboarding automation is widely used in both the HR and customer success sectors. In HR, onboarding automation can reduce the administrative burden on HR staff, speed up the onboarding process, and help new employees become productive more quickly. In customer success, especially in SaaS, onboarding automation can help new customers understand how to use a product or service, improving their experience and increasing their likelihood of becoming long-term, loyal customers.

FAQ

What types of tasks can be automated in onboarding?

Tasks that can be automated in onboarding include paperwork, account setup, scheduling, training, and follow-up communications.

What are the benefits of onboarding automation?

Benefits of onboarding automation include increased efficiency, reduced administrative burden, improved new hire or customer experience, and increased retention and loyalty.

Related Software

There are many onboarding automation software solutions available, whether for customer onboarding, employee onboarding, or user onboarding. Some popular tools include BambooHR, Zenefits, Trello, HubSpot, Userpilot, and Customerly. If you're looking for the best software for SaaS onboarding, check out our detailed guide on onboarding software for SaaS.

Benefits

Onboarding automation can save companies time and money by reducing the amount of manual work required in the onboarding process. It can also improve the experience for new hires or customers, which can lead to increased retention and loyalty.

Conclusion

In conclusion, onboarding automation is a powerful tool that can streamline the onboarding process, improve the experience for new hires or customers, and save companies time and money.