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Starting a new job can feel like the first day of school—exciting, nerve-wracking, and filled with the unknown. As an employer, ensuring your new hire has a solid Launchpad for success is essential for growing and retaining incoming talent. A smooth, engaging onboarding experience can make all the difference and sets the stage for productivity and long-term retention. 

In this weekly how-to, powered by KnowHow, we’ll walk you through the essential steps to effectively onboard new employees. Whether you're welcoming a fresh face to your restoration crew or expanding your office team, a well-structured onboarding process ensures that every new team member feels valued, informed, and ready to hit the ground running. 

This guide will provide practical strategies and key steps to make the onboarding process smooth and effective, ensuring your new hires are confident and prepared from day one. So, let’s roll out the welcome mat!

Note: This Weekly Hands-On How-To was based on this template in KnowHow’s template library.

Step 1: Introduce the Company Vision, Values, and Slogan

Kick off the onboarding journey by outlining the company's vision, values, and slogan. Break down any complex ideas into simple, clear language. Share real-life examples of how your team brings these principles to life. This step helps the new hire understand what drives your company and how they can be a part of it.

Need tips on training employees to embody your company's culture? Check out how Caleb Brunz breaks it down here.

Step 2: Review Company Rules and Guidelines

Next up, guide them through the company rules and guidelines. Remember, people only retain about 30% of what they hear, so highlight the most important do’s and don'ts first. This way, they grasp the key points needed to navigate the workplace successfully.

highlight the most important do's and don'ts

Step 3: Verify Personal Information

Before moving on to courses, logins, or paperwork, double-check their personal information. Make sure you have the correct details, such as:

  • SSN/SIN number (if required)
  • Email address
  • Spelling and pronunciation of their name
  • Mailing address

Getting this right from the start helps avoid future mix-ups. Additionally, as today’s workforce becomes increasingly multicultural, asking about their preferred language for communication can help new employees feel more comfortable and supported on the job.

Step 4: Cover Safety Courses and Regulations

Ensure the new employee has access to all relevant safety courses and understands the necessary regulations specific to their role. Set a clear deadline for completing these safety courses or materials. This step is crucial for maintaining a safe working environment.

Step 5: Provide Necessary Materials and Equipment

Check that the new hire has all the materials, resources, and equipment they need before starting. This includes Personal Protective Equipment (PPE), technology, apps, and other resources specific to their role. Make sure they download any necessary communication apps and meet the minimum technological requirements. Set them up for success from day one.

Des your new hire have everything they need to get started

Step 6: Schedule a Follow-Up Meeting

Finally, schedule a follow-up meeting for two weeks later (or whatever onboarding timeframe your company uses). This meeting is a check-in to see how they're settling in and to address any issues or concerns they might have. The goal is to tackle small problems before they become big ones.

Remember, onboarding isn't a one-off information dump. From company values and safety protocols to equipment usage and guidelines, there's a lot to remember during onboarding. It's impossible for new hires to retain everything the first time around. This follow-up meeting helps reinforce key points and provides ongoing support, ensuring new employees feel confident and well-prepared

A Better Path to Success

Now that you have a solid framework for onboarding new employees, you can confidently create a welcoming and productive environment from day one. Remember, the onboarding process is your chance to make a lasting impression, setting the tone for your new hires' journey with your company. The goal is to make every new team member feel valued, informed, and prepared. 

But don’t confuse onboarding as a one-off information dump. From company values and safety protocols to equipment usage and guidelines, there's a lot to remember during onboarding. It's impossible for new hires to retain everything the first time around. 

To make this process even smoother, KnowHow offers industry-standard training templates, step-by-step processes, and instant on-the-job support at your employee's fingertips. Powered by your company's own rules, guidelines, and SOPs, KnowHow helps to equip your new hires with everything they need to succeed. 

For more tools and resources to elevate your onboarding process, visit and see how we can support your team's success.