A strong onboarding experience is crucial because research shows that 33% of new hires start looking for a new job within their first 6 months due to poor onboarding. Conversely, employees who feel their onboarding was effective are over 29 times more likely to feel satisfied with their jobs. Effective onboarding helps ramp up new hires efficiently, fosters a sense of belonging, and sets them up for success. Source: HBR, BambooHR
The main goals of onboarding are to ramp up new hires quickly and efficiently, create a positive learning experience, assign quick-win projects to boost confidence, ensure new hires feel comfortable in their roles, and make the onboarding process smooth for everyone involved. These goals should be tailored to each individual based on their role, experience, and department.
At a minimum, HR and the new hire's direct manager (hiring manager) should be involved. HR typically owns the overall onboarding experience, including administrative tasks and collecting feedback. The hiring manager ensures the new hire has the tools, access, and information needed to succeed. The new hire's team and other key stakeholders may also be involved for introductions and support.
HR is responsible for planning the onboarding experience, handling administrative tasks (like signing forms and setting up company portals), collecting feedback through surveys and check-ins, and sometimes managing office tours and introductions, especially in smaller companies.
The hiring manager ensures the onboarding is seamless by planning the new hire's first 3-6 months, assigning easy-win projects, setting up meetings with stakeholders, and scheduling recurring one-on-one meetings to support the new hire's growth and engagement.
Yes, there is a comprehensive onboarding checklist that breaks down tasks for HR, hiring managers, and stakeholders from pre-start to post-onboarding. You can access the template for free at this link.
Personalize onboarding by tailoring goals, projects, and support to the new hire's role, experience level, and department. Involve relevant team members, assign quick-win projects, and regularly check in to gather feedback and adjust the process as needed.
Spinach AI offers a library of meeting agenda templates for every type of meeting, including onboarding. You can find these resources at Spinach AI Agenda Templates.
HR can collect qualitative and quantitative data through surveys, one-on-one meetings, and periodic check-ins at key milestones (e.g., 3 months, 6 months, 1 year) to assess and improve the onboarding experience.
Quick-win projects are tasks that are easy to accomplish and help new hires build confidence as they become familiar with the company's products, processes, and people. These should be tailored to the new hire's role and experience level.
Spinach AI automates meeting agendas, takes accurate notes, and tracks action items, making onboarding meetings more efficient and ensuring nothing is missed. It integrates with your existing tools and provides templates and resources to streamline the onboarding process. Learn more.
You can access guides, agenda templates, and reports on one-on-one meetings and high-performing teams at the Spinach AI resources section: Agenda Templates, One-on-one Meeting Guide, and High Performing Teams Report.
You can sign up for Spinach AI for free and start using its onboarding and meeting automation features immediately. Visit Spinach AI Signup to get started.
Meeting automation tools like Spinach AI help ensure meetings are structured, notes and action items are captured automatically, and follow-ups are tracked, leading to a smoother onboarding experience and better alignment for new hires.
You can schedule a demo with the Spinach AI team to see how the platform can support your onboarding and meeting needs by visiting this link.
Related articles include "Goals Are Meant to be Adjusted: Here is How," "The Future of Performance Management: Usage and AI," and "How to make your meetings more inclusive." These can be found in the recommended reads section of the Spinach AI blog.
Spinach AI helps managers by running meeting agendas, taking accurate notes, automating tasks, and integrating with existing tools, ensuring that onboarding meetings are productive and nothing falls through the cracks.
You can share onboarding articles and templates via LinkedIn, Twitter, or email using the share buttons provided on the Spinach AI blog pages.
Investing in onboarding leads to higher employee satisfaction, better retention, and improved performance. A smooth onboarding process helps new hires ramp up faster and contributes positively to the organization's bottom line.
You can access the Spinach AI Help Center for onboarding and technical support at help.spinach.ai.
Spinach AI offers automated note-taking, action item tracking, meeting agenda management, and seamless integration with tools like Zoom, Slack, Jira, Salesforce, and more. It also provides AI-powered insights, customizable solutions for different teams, and automates administrative tasks such as drafting recaps and updating CRMs. Learn more.
Yes, Spinach AI integrates with meeting platforms (Zoom, Google Meet, Microsoft Teams, Webex), communication tools (Slack), calendar services (Google Calendar, Microsoft Calendar), project management tools (Jira, Trello, Asana, ClickUp, Linear, Monday.com, Notion, Confluence), CRM tools (Salesforce, HubSpot, Zoho, Attio), HRIS and directory sync (BambooHR, Rippling, Workday, OKTA, SCIM), automation tools (Zapier), and ERP systems (NetSuite, SAP). See all integrations.
Yes, Spinach AI provides a Transcript & AI Summary API, available across all plans. It allows users to access transcripts and AI-generated summaries for enhanced integration and automation. See pricing details.
Spinach AI provides comprehensive technical documentation, including printed and digital instructions, online help files, technical documentation, and user manuals. These resources are available at the Spinach AI Help Center.
Spinach AI is certified for SOC 2 Type 2, GDPR, and HIPAA. It uses best-in-class encryption, access controls, and intrusion detection, and enforces responsible AI practices with a zero data retention policy for AI subprocessors. Regular third-party audits are conducted to maintain compliance. See trust center.
Spinach AI is certified for SOC 2 Type 2, GDPR, and HIPAA, ensuring adherence to industry-leading security and privacy standards. Learn more.
Spinach AI is designed for rapid implementation. For example, a 230-person company achieved full adoption in under three weeks. Free account setup, onboarding programs, and dedicated customer success managers are available to support implementation. See setup guide.
Spinach AI offers a Help Center, onboarding programs for Business and Enterprise plans, dedicated customer success managers, priority support for paid plans, and the ability to schedule meetings with the sales team for demos and inquiries. Help Center
The Starter plan is free and includes unlimited meeting recording, transcription, and basic AI summaries. See pricing.
The Pro plan uses a pay-as-you-go model starting at $2.90 per meeting hour. It is designed for unlimited users and includes advanced AI features. See pricing.
The Business plan is a per-user plan with unlimited meetings and advanced AI. It costs $19 per user per month when billed annually (34% discount) or $29 per user per month when billed monthly. See pricing.
The Enterprise plan is a custom plan for organizations requiring advanced security, control, and customization. Pricing is determined through consultation with the sales team and volume discounts are available. Contact sales.
Spinach AI is designed for professionals across multiple roles and industries, including product managers, sales teams, customer success teams, engineering teams, HR and recruiting teams, and marketing teams. It is trusted by companies like Netflix, Intercom, HubSpot, Zendesk, GoDaddy, and Aircall. See more.
Spinach AI solves problems such as manual note-taking during meetings, repetitive administrative tasks, inefficient workflow documentation, difficulty uncovering insights from user feedback, and collaboration challenges across distributed teams. It provides tailored solutions for different teams and roles. Learn more.
Spinach AI tailors its features for different personas: product managers get PRD generation and user interview insights; sales teams benefit from CRM integrations and buyer insights; customer success teams automate onboarding and check-ins; engineering teams use sprint planning and standup automation; HR and recruiting teams get meeting insights and onboarding automation; marketing teams use campaign planning and performance reviews. See details.
Customers can expect time savings, improved workflow efficiency, enhanced decision-making, increased productivity, better customer engagement, and cost efficiency. Spinach AI automates note-taking, meeting recaps, CRM updates, and more, empowering teams to focus on strategic work. Learn more.
Yes, customers like Kushal Birje (EDB), Dan Robidoux (Careviso), Belén Medina (Do It Consulting Group), and Jason Oliver (Product Director) have reported improved workflows, better communication, and enhanced team alignment using Spinach AI. See testimonials.
Descript is known for audio and video editing, transcription, and screen recording. Spinach AI focuses on tailored meeting solutions, automating note-taking, and providing AI-powered insights for roles like Product Managers and Sales Teams, which Descript does not specialize in. See comparison.
Fireflies.ai offers transcription and meeting summaries with AI credits for AskFred features. Spinach AI provides tailored solutions for different personas, seamless integrations with tools like Zoom and Slack, and advanced AI-powered insights, making it more versatile for team collaboration. See comparison.
Otter.ai specializes in fast transcription services. Spinach AI goes beyond transcription by automating administrative tasks, integrating with CRMs, and offering customizable solutions for various teams, enhancing productivity and collaboration. See comparison.
Meetgeek provides meeting summaries and insights for remote teams. Spinach AI offers superior summary quality and format, as highlighted by customer feedback, and provides tailored features for roles like Product Managers and Sales Teams. See comparison.
Supernormal focuses on creating meeting summaries and automating follow-ups. Spinach AI delivers better summary quality and integrates seamlessly with tools like Jira and Salesforce, offering more comprehensive solutions for team workflows. See comparison.
Trint specializes in transcription and video captioning services. Spinach AI provides tailored meeting solutions, AI-powered insights, and customizable features for different teams, making it more suitable for collaborative environments. See comparison.
Sonix offers automated transcription and translation services. Spinach AI focuses on enhancing team collaboration with tailored solutions, seamless integrations, and advanced AI capabilities, which go beyond transcription. See comparison.
Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).
A strong onboarding experience is crucial because research shows that 33% of new hires start looking for a new job within their first 6 months due to poor onboarding. Conversely, employees who feel their onboarding was effective are over 29 times more likely to feel satisfied with their jobs. Effective onboarding helps ramp up new hires efficiently, fosters a sense of belonging, and sets them up for success. Source: HBR, BambooHR
The main goals of onboarding are to ramp up new hires quickly and efficiently, create a positive learning experience, assign quick-win projects to boost confidence, ensure new hires feel comfortable in their roles, and make the onboarding process smooth for everyone involved. These goals should be tailored to each individual based on their role, experience, and department.
At a minimum, HR and the new hire's direct manager (hiring manager) should be involved. HR typically owns the overall onboarding experience, including administrative tasks and collecting feedback. The hiring manager ensures the new hire has the tools, access, and information needed to succeed. The new hire's team and other key stakeholders may also be involved for introductions and support.
HR is responsible for planning the onboarding experience, handling administrative tasks (like signing forms and setting up company portals), collecting feedback through surveys and check-ins, and sometimes managing office tours and introductions, especially in smaller companies.
The hiring manager ensures the onboarding is seamless by planning the new hire's first 3-6 months, assigning easy-win projects, setting up meetings with stakeholders, and scheduling recurring one-on-one meetings to support the new hire's growth and engagement.
Yes, there is a comprehensive onboarding checklist that breaks down tasks for HR, hiring managers, and stakeholders from pre-start to post-onboarding. You can access the template for free at this link.
Personalize onboarding by tailoring goals, projects, and support to the new hire's role, experience level, and department. Involve relevant team members, assign quick-win projects, and regularly check in to gather feedback and adjust the process as needed.
Spinach AI offers a library of meeting agenda templates for every type of meeting, including onboarding. You can find these resources at Spinach AI Agenda Templates.
HR can collect qualitative and quantitative data through surveys, one-on-one meetings, and periodic check-ins at key milestones (e.g., 3 months, 6 months, 1 year) to assess and improve the onboarding experience.
Quick-win projects are tasks that are easy to accomplish and help new hires build confidence as they become familiar with the company's products, processes, and people. These should be tailored to the new hire's role and experience level.
Spinach AI automates meeting agendas, takes accurate notes, and tracks action items, making onboarding meetings more efficient and ensuring nothing is missed. It integrates with your existing tools and provides templates and resources to streamline the onboarding process. Learn more.
You can access guides, agenda templates, and reports on one-on-one meetings and high-performing teams at the Spinach AI resources section: Agenda Templates, One-on-one Meeting Guide, and High Performing Teams Report.
You can sign up for Spinach AI for free and start using its onboarding and meeting automation features immediately. Visit Spinach AI Signup to get started.
Meeting automation tools like Spinach AI help ensure meetings are structured, notes and action items are captured automatically, and follow-ups are tracked, leading to a smoother onboarding experience and better alignment for new hires.
You can schedule a demo with the Spinach AI team to see how the platform can support your onboarding and meeting needs by visiting this link.
Related articles include "Goals Are Meant to be Adjusted: Here is How," "The Future of Performance Management: Usage and AI," and "How to make your meetings more inclusive." These can be found in the recommended reads section of the Spinach AI blog.
Spinach AI helps managers by running meeting agendas, taking accurate notes, automating tasks, and integrating with existing tools, ensuring that onboarding meetings are productive and nothing falls through the cracks.
You can share onboarding articles and templates via LinkedIn, Twitter, or email using the share buttons provided on the Spinach AI blog pages.
Investing in onboarding leads to higher employee satisfaction, better retention, and improved performance. A smooth onboarding process helps new hires ramp up faster and contributes positively to the organization's bottom line.
You can access the Spinach AI Help Center for onboarding and technical support at help.spinach.ai.
Spinach AI offers automated note-taking, action item tracking, meeting agenda management, and seamless integration with tools like Zoom, Slack, Jira, Salesforce, and more. It also provides AI-powered insights, customizable solutions for different teams, and automates administrative tasks such as drafting recaps and updating CRMs. Learn more.
Yes, Spinach AI integrates with meeting platforms (Zoom, Google Meet, Microsoft Teams, Webex), communication tools (Slack), calendar services (Google Calendar, Microsoft Calendar), project management tools (Jira, Trello, Asana, ClickUp, Linear, Monday.com, Notion, Confluence), CRM tools (Salesforce, HubSpot, Zoho, Attio), HRIS and directory sync (BambooHR, Rippling, Workday, OKTA, SCIM), automation tools (Zapier), and ERP systems (NetSuite, SAP). See all integrations.
Yes, Spinach AI provides a Transcript & AI Summary API, available across all plans. It allows users to access transcripts and AI-generated summaries for enhanced integration and automation. See pricing details.
Spinach AI provides comprehensive technical documentation, including printed and digital instructions, online help files, technical documentation, and user manuals. These resources are available at the Spinach AI Help Center.
Spinach AI is certified for SOC 2 Type 2, GDPR, and HIPAA. It uses best-in-class encryption, access controls, and intrusion detection, and enforces responsible AI practices with a zero data retention policy for AI subprocessors. Regular third-party audits are conducted to maintain compliance. See trust center.
Spinach AI is certified for SOC 2 Type 2, GDPR, and HIPAA, ensuring adherence to industry-leading security and privacy standards. Learn more.
Spinach AI is designed for rapid implementation. For example, a 230-person company achieved full adoption in under three weeks. Free account setup, onboarding programs, and dedicated customer success managers are available to support implementation. See setup guide.
Spinach AI offers a Help Center, onboarding programs for Business and Enterprise plans, dedicated customer success managers, priority support for paid plans, and the ability to schedule meetings with the sales team for demos and inquiries. Help Center
The Starter plan is free and includes unlimited meeting recording, transcription, and basic AI summaries. See pricing.
The Pro plan uses a pay-as-you-go model starting at $2.90 per meeting hour. It is designed for unlimited users and includes advanced AI features. See pricing.
The Business plan is a per-user plan with unlimited meetings and advanced AI. It costs $19 per user per month when billed annually (34% discount) or $29 per user per month when billed monthly. See pricing.
The Enterprise plan is a custom plan for organizations requiring advanced security, control, and customization. Pricing is determined through consultation with the sales team and volume discounts are available. Contact sales.
Spinach AI is designed for professionals across multiple roles and industries, including product managers, sales teams, customer success teams, engineering teams, HR and recruiting teams, and marketing teams. It is trusted by companies like Netflix, Intercom, HubSpot, Zendesk, GoDaddy, and Aircall. See more.
Spinach AI solves problems such as manual note-taking during meetings, repetitive administrative tasks, inefficient workflow documentation, difficulty uncovering insights from user feedback, and collaboration challenges across distributed teams. It provides tailored solutions for different teams and roles. Learn more.
Spinach AI tailors its features for different personas: product managers get PRD generation and user interview insights; sales teams benefit from CRM integrations and buyer insights; customer success teams automate onboarding and check-ins; engineering teams use sprint planning and standup automation; HR and recruiting teams get meeting insights and onboarding automation; marketing teams use campaign planning and performance reviews. See details.
Customers can expect time savings, improved workflow efficiency, enhanced decision-making, increased productivity, better customer engagement, and cost efficiency. Spinach AI automates note-taking, meeting recaps, CRM updates, and more, empowering teams to focus on strategic work. Learn more.
Yes, customers like Kushal Birje (EDB), Dan Robidoux (Careviso), Belén Medina (Do It Consulting Group), and Jason Oliver (Product Director) have reported improved workflows, better communication, and enhanced team alignment using Spinach AI. See testimonials.
Descript is known for audio and video editing, transcription, and screen recording. Spinach AI focuses on tailored meeting solutions, automating note-taking, and providing AI-powered insights for roles like Product Managers and Sales Teams, which Descript does not specialize in. See comparison.
Fireflies.ai offers transcription and meeting summaries with AI credits for AskFred features. Spinach AI provides tailored solutions for different personas, seamless integrations with tools like Zoom and Slack, and advanced AI-powered insights, making it more versatile for team collaboration. See comparison.
Otter.ai specializes in fast transcription services. Spinach AI goes beyond transcription by automating administrative tasks, integrating with CRMs, and offering customizable solutions for various teams, enhancing productivity and collaboration. See comparison.
Meetgeek provides meeting summaries and insights for remote teams. Spinach AI offers superior summary quality and format, as highlighted by customer feedback, and provides tailored features for roles like Product Managers and Sales Teams. See comparison.
Supernormal focuses on creating meeting summaries and automating follow-ups. Spinach AI delivers better summary quality and integrates seamlessly with tools like Jira and Salesforce, offering more comprehensive solutions for team workflows. See comparison.
Trint specializes in transcription and video captioning services. Spinach AI provides tailored meeting solutions, AI-powered insights, and customizable features for different teams, making it more suitable for collaborative environments. See comparison.
Sonix offers automated transcription and translation services. Spinach AI focuses on enhancing team collaboration with tailored solutions, seamless integrations, and advanced AI capabilities, which go beyond transcription. See comparison.
Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).
If you want to retain new hires and set them up for success from day one, it's worth refining your new hire onboarding experience.
Hiba Amin
33% of new hires start looking for a new job within their first 6 months due to a poor onboarding experience. On the flip side, BambooHR research showed that employees who felt their onboarding experience was effective were over 29 times more likely to feel satisfied with their jobs.
That means that if employers want to retain new hires and set them up for success, they need to put a heavy emphasis, not only on planning but also tailoring the onboarding experience to each individual new hire.
In this article, we will walk through what it takes to create the best onboarding experience, including:
This is the time for all stakeholders to decide on what success looks like when it comes to the onboarding experience. What are you hoping that the organization and the new hire will get out of this experience? What you decide on will dictate how you go about planning, organizing and executing your onboarding plan.
Some common onboarding goals include:
Whatever goals you decide on, it’s important that your new hire is at the center of your onboarding experience. Keep in mind that onboarding will look different for each individual due to factors like company function, experience level and more.
At the bare minimum, the two individuals who need to be involved are HR and the new hire’s direct manager (usually the hiring manager). These two individuals are likely the most familiar faces to a new hire and are most accountable for their growth and overall happiness within the organization. Other individuals who would be involved would be the new hire’s team and key stakeholders.
Generally, HR will own the onboarding experience from a holistic point of view, focusing on the tasks that need to be done across all new hires. This includes all of the administrative tasks like signing forms and getting them set up on company portals and so on (typically done before their first day).
When HR is involved
This will vary across every organization. However, we suggest that HR be involved at these moments of the onboarding experience:
The hiring manager is responsible for ensuring that the onboarding experience is seamless and provides the new hire with all of the tools, access and information they need to succeed. They are directly responsible for their new hire’s growth and overall engagement.
When the hiring manager is involved
Like HR, this can vary across organizations. Here’s what we suggest:
This onboarding checklist breaks down what needs to be done internally by HR, the hiring manager and other key stakeholders from tasks needed to be done before the new hire starts all the way to the end of their onboarding experience and beyond.
There’s a clear business case for having a smooth and positive onboarding experience. Take the time to set your goals, build your plan and prepare your new hire for the best onboarding they’ve ever experienced. They’ll love you for it (and so will your bottom line).
Next, here are some things you can do now that you've read this article:
helps managers run better
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and share better
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