Consider what processes and practices the employee needs to know to perform their role. Consider the needs of your new starter against the following list and plan how they will obtain this knowledge.
- Are there any standard operating procedures that the employee needs to know to perform their role? This could include finding and using forms and documents, for example. Who will explain these aspects to the new starter and how?
- Are there specific business systems that the employee needs to receive training on? This could include a CRM or an online tool, for example.
- Are there any practices that are the norm that the employee needs to know to perform their role, for example “copy in department X when sending X to the MD”, or “we use these values when communicating with customers about this service”?
- Are there regular meetings that the employee needs to attend for their role? Create a list and ensure the employee is added to the circulation and briefed on the purpose of the meetings and any preparation needed.
Think about the best ways of embedding these processes into your new starter’s working methods. For example, it may be best for them to sit next to someone experienced who can show them what to do, and then ask them to try the process out themselves. An option for virtual training is for a colleague to share their screen with the new starter while showing them what to do.
