Microsoft has always created a variety of software applications for users in general over the years. As users look to access and work with files online, cloud computing becomes more common. Two Microsoft software, SharePoint vs OneDrive, are popular choices for cloud computing purposes.
However, we users may feel confused as to which software we should use as both are similar in characteristics. Both too, can be accessed through the Office 365 platform, but they both have differences, especially in their usage and purpose. There are definitely some key differences between the two which can define when they should be used and which to use.
Did you know? Over 100 Million people worldwide use SharePoint while more than 445 million people use Onedrive.
What Is SharePoint?
SharePoint is a web-based platform created by Microsoft Office in 2001. SharePoint allows for a seamless and secure collaboration system as it allows sharing of files, data, news, and resources. It uses features such as workflow applications, list databases, custom web applications, intranet and social network, and a file hosting service too.
As SharePoint is integrated with Microsoft Windows and Microsoft Office, users can edit together and synchronize files in real-time. It is also highly customizable and can adapt to the user’s needs.
There are three editions of SharePoint: SharePoint Standard is the licensed standard version. SharePoint Online is the Microsoft Cloud version, which can be bought in either a Microsoft 365 subscription or separately. SharePoint Enterprise allows for extra features including rich web indexing and better search results, business intelligence integration, dashboards, business data surfacing, Microsoft Office Access, Visio, Excel, and InfoPath Forms Services.
What Is OneDrive?
Microsoft OneDrive is a file hosting service created by Microsoft in 2007. Formerly known as SkyDrive, not only does it allow users to share, upload, and synchronize files, but it also works as the storage back end of Microsoft Office’s web version. It serves as Microsoft’s personal cloud storage.
OneDrive offers new users 5 GB of free storage space, and if ever users want to increase their storage, they can avail of either 100 GB, 1 TB, or 6 TB of storage space for purchase separately or with a subscription to Office 365.
Microsoft has also released the client application version of OneDrive for Android, iOS, Windows 8, Windows 10, Windows 10 Mobile, Windows Phone, Xbox 360, and Xbox One.
Similarities between SharePoint and OneDrive
Cloud Storage
Both options are great for cloud storage use in Microsoft’s cloud space, which makes your files and other data securely stored in data centers. You can access your files remotely using any device, and as long as you have an internet connection anywhere.
Enterprise-grade Security
OneDrive and SharePoint both include Microsoft’s security features, meaning that your data stays secure at all times. Both use the SSL/TSK connections and thus making the files safe and sound as it is immediately encrypted in transit and at rest to prevent unauthorized access.
SharePoint has controls in which users only have access to what they need, which lessens damage in case of a breach.
Ease of Access
As both options are solutions to cloud computing, users feel that being able to access, share, and more from anywhere and anytime you want. With only a network connection, users can access such information from any device.
Differences between SharePoint and OneDrive
Platforms
SharePoint is Microsoft’s original collaborative workspace, where you can share documents, manage works and projects, and collaborate with others for more features, while OneDrive is the cloud storage and synchronization service for Microsoft, allowing you to access them wherever you want, and whenever you want.
OneDrive is the user’s personal storage, while SharePoint allows you to store documents that anyone can access to view or edit in your team.
Ownership
Only the owner of OneDrive can access, edit, and share the contents. It is centralized, meaning it allows the user to store their files that are not ready yet for collaboration. SharePoint, on the other hand, gives the site owner full control privileges over the site. You can only be given controls if the site owner adds you to a SharePoint group.
Collaboration
SharePoint is better than OneDrive in the sense that it lets you create and share content, knowledge, and applications again. SharePoint has an intranet, which is useful for an organization in need of a company webpage with employee-only resources and permissions.
OneDrive, on the other hand, neither allows collaboration on documents, nor the publishing of content directly to a webpage, unlike SharePoint. It also does not have a library for shared assets. It does not have many of the features available in SharePoint and in other Microsoft products such as Microsoft 365.
Pricing
SharePoint and Onedrive are both included in all versions of Microsoft 365 for Business and Enterprise. Microsoft 365 for Enterprise, however, is more expensive than Microsoft 365 for Business.
The subscription for SharePoint is slightly more expensive than OneDrive, as SharePoint Online (Plan 1) for small and medium-sized businesses costs $5.00 per month per user and SharePoint Online (Plan 2) costs $10.00 per user, while OneDrive Standalone 100 GB, which includes only the program itself, costs $1.99 per month per user. Individual users can also instead use the basic 5 GB plan, which is free.
Conclusion and Summary
Both SharePoint and OneDrive are useful programs made by Microsoft. Both are created for similar yet different purposes. Both may be secure, but OneDrive is designed to be a storage for files while SharePoint promotes collaboration in companies.
If you are a company looking for high-level collaboration, SharePoint is a better choice for you as there is a feature of collaboration, dashboards, and customizable sites already integrated into SharePoint, which makes the price reasonable.
OneDrive is good for solo users as it gives sufficient security, as well as high storage subscription options for affordable prices. OneDrive allows for a limited lightweight collaboration. However, SharePoint has more features designed to help your team reach its potential.
If you or your company have faith in cloud computing security and believe in the added features of other Microsoft software, you may want to choose Microsoft 365 instead, as it offers both OneDrive and SharePoint cloud capabilities.
15 Best Employee Onboarding Software [Tools for HR 2024]
Choosing the right employee onboarding tool is critical to your human resources strategy for hiring and keeping the right talent. From sending out employee offer letters to ensuring that IT has the new employees’ approved equipment ready, employee onboarding software solutions make light, automated work for your HR team.
In summary, we have found the top 5 employee onboarding tools. Here are 5 of the best onboarding tools on the market right now:
The other 8 platforms can be viewed a bit lower on the page – Here
Did you know?
After starting their new job, 43% of employees are without essential job equipment for more than a week. (Talentech)
50% of new employees who failed to meet their performance goals had no formal onboarding process. (SHRM)
If you want to design a powerful onboarding process that drives retention and performance, the new employee onboarding process is simply the first step.
Just so you know, I ranked and reviewed the four best employee onboarding tools, along with some of my extra top recommendations, so you can pick the best one for your business.
Disclosure: Some of the links in this article may be affiliate links, which can compensate me at no cost if you purchase a paid plan. This site is not intended to provide financial advice but for entertainment only. You can read our affiliate disclosure in our privacy policy.
What is Employee Onboarding?
Onboarding is familiarizing new hires with a company’s culture and work environment. This time is crucial for the manager to provide guidance and expectations for the worker (assuming they have the skills and qualifications).
As the time for any new hire to fully onboard into the company and its culture, some firms regard Onboarding as a one-day occasion, while others view it as an 18-month course.
We believe that it doesn’t matter how long the process takes. What matters is the process and proficiency of transferring the role knowledge and company core values to the new employee. We believe that it doesn’t matter how long the process takes. What matters is the process and proficiency of transferring the role knowledge and company core values to the new employee. Remember, customer onboarding will be much simpler with the right employee onboarding.
Many competing products are out there now, but which is the best employee onboarding software platform?
What is Employee Onboarding Software?
Employee Onboarding Software is a digital platform that enables your business to automate and systemize getting new hires inside your company before their first day. It streamlines the document management process, manages forms, and makes sure your new employees stay upbeat before the day they start work.
These software platforms can be integrated into your HRIS (Human Resources Information System) or standalone platforms. You can learn more about a great employee onboarding platform’s key features below.
In summary, the key features you should consider when choosing an employee onboarding software platform include the following:
User-friendly Interface
Connection to the Employee Database
Welcome Portals
Onboarding Reports and Status Updates
Task Management and Tracking
Paperless Workflow Automation
Employee Self-Service
E-signatures included.
It should be noted that before deciding on choosing a new onboarding platform, you should sign up for each account to test them out. The software platforms usually offer a freemium version for at least 1 week, giving you enough time to review and consider each alternative.
Alternatively, if you have your employee onboarding process and are just looking for an e-signature solution, you can check out the review here on our top picks for e-signature platforms.
Key Factors for Choosing New Employee Onboarding Software
When choosing the right software for employee onboarding, firstly, you need to consider your budget and how complex your existing onboarding process is. This is coupled with price, functionality, features, API connections, platform support, ease of use, template design, and more.
Step 1 – Review your current employee onboarding count per annum and your current worker count.
Step 2 – Review your company’s retention and turnover to get a baseline of where you are at.
Step 3 – Consider reviewing and simplifying your current employee onboarding process.
Step 4 – Review your recruitment, HRIS, and employee for compatible integrations.
Step 5 – Review your current team or business budget using the employee count.
Step 6 – Review the current market for employee onboarding software platforms.
Step 7 – Produce a comparison chart of the following:
Total yearly cost and implementation fees.
Contract agreement and clauses.
Functionality comparison between the platforms.
Must and wants for the features.
API connections and availability.
Support that each provider has available.
Templates are included in the software licenses.
User interface and assessment of how easy.
Step 8 – Review with the budget owners and decide on a new platform.
Step 9 – Decide on your implementation partner.
Step 10 – Kick off your implementation and project.
Suppose you haven’t already set in place a solid onboarding process. In that case, The Business Blocks has a few recommended resources to help you update your current processes, including simple ways to get onboarding right, the four phases of employee onboarding, and some best practices for onboarding remotely.
We’ll also compare the following:
The best employee onboarding platforms for small businesses.
The best-pricedoptions.
Which platform offers free employee onboarding software?
The ones with the best automation features.
The best platforms for the enterprise.
The Best platforms for developers.
Let’s get started.
What is the best employee onboarding software for your business?
Onboarding has traditionally been a burden. When onboarding your new hires, you want to do everything you can to make their transition as seamless as possible. Below are the top 10 employee onboarding tools you don’t want to miss.
Figuring out how to best help them adjust to their new job can be tricky for HR managers. Effective and efficient onboarding software can help alleviate the pain of hiring and onboarding new employees into a company.
Top 13 Employee Onboarding Software Platforms
Here are 10 highly recommended employee onboarding software you can choose from to create a great onboarding experience for your new employees and make the process seamless for your HR:
Employee Onboarding Tool with Most Integration Opportunities
Keeping track of everything while running a business cannot be easy. Save time by streamlining your onboarding and training processes. Make knowledge transfer easy as you grow. With Trainual, you can reduce the time spent training new employees and ensure everyone is on the same page.
Trainual can do many things, but it is the platform you would direct your new hires to get onboarded. Here are some of its best features:
Onboarding materials
Training employees (new and existing) about practices or new procedures of the company
SOP creation and documentation (documents, infographics, and video storage)
Learning management systems (LMS) for ongoing employee training
Mobile access
User experience:
Trainual makes creating training materials and documents simple for multiple industries such as healthcare, marketing, manufacturing, design & media, and more. What’s great about it is that it allows users to update and make real-time changes to their documents and training materials and save any modifications easily.
Moreover, Trainee users can develop knowledge flows and assign content to employees according to their roles automatically. Trainual also allows uploading pictures, video content, or existing documents to make training easier and more fun.
Trainual Pricing:
Trainual offers a 7-day free trial and does not require credit card information, so you can try it risk-free. The following are the pricing plans you can choose from :
Small Business: $250 per month for 50 Employees.
Growth Business: $600 per month for 51 to 250 Employees
Unlimited: You need to talk to their sales for you to be able to come up with the best pricing options suitable for your needs
If you are reviewing your budget to consider paying for Trainual’s premier employee onboarding software, then you should consider reviewing Trainual’s pricing on its website. Click here.
What I Like/Dislike about Trainual:
Like:
It has a very user-friendly interface
You can categorize the training and programs by the needs of each team member.
Highly customizable
Can safely store not only internal procedures but also client-specific ones
Suitable for remote teams
Dislike:
The search feature within the platform needs improvement
Needs more interactive features
Trainual Alternatives:
There are a few onboarding platforms that we would consider to be at the level of Trainual. These alternatives should have features such as template databases and drag-and-drop features, and you should consider the following:
Consider UseWhale.io as a competing Trainual Alternative – Link
Best knowledge-sharing & training platform for scaling businesses.
Every organization or business needs an effective Training Management System (TMS) to excel in their industry. There are different training management systems in the industry today that range from simple to complex ones. Insofar as simplicity and user-friendliness, we recommend Whale.io as it is commonly known in the industry.
Whale.io is a knowledge-sharing and training platform that can help you systemize and scale your company. It allows small and medium organizations to centralize Onboarding and training for new workers. The system helps the company train and build teams by centralizing its standard operating procedures, policies, and internal information.
With Whale.io, you can:
Create centralized SOPs, playbooks, and processes.
Turn processes, SOPs, and guides into training manuals, delivering a consistent and fun learning experience.
Analyze team performance and close knowledge gaps so you can ensure everyone is always on the same page.
User Experience:
Whale.io is a modern platform and software solution for integrated training and information that replaces outmoded learning techniques. It shortens and simplifies new hires’ ramp-up and onboarding times.
Aside from that, it increases digital tool uptake and correct utilization of integrated application software with ease and user-friendliness. Thus, creating a business system to assure consistent results and raise proficiency across your (remote) teams. This is one of the best routes to success.
Pricing:
Investment costs $12 per month per user. Monthly or annual billing is an option. $12.00 per month is a clever starting point. A free trial is available. A free version is also available.
These are the three plans for bigger groups:
Starter: Start using Whale for less than a cup of coffee daily. Available at $30.00 for 3 Seats Per Month
Growth: For effective teams, secure knowledge sharing and training are essential. Available at $120.00 for 10 Seats Per Month.
Scale: Designed for ultimate knowledge control with scalable flexibility. The investment cost will be based on the specific scope or requirement.
For more information on Whale’s pricing, click here.
Whale’s user interface is straightforward and intuitive, with features like update reminders and the flexibility to rename sections to match the company’s terminology.
Whale provides wiki tools that aren’t overly difficult.
Contains a user-friendly and intuitive design that outperforms alternative onboard tools or training software.
Great for businesses just starting to document and keep track of their SOPs, rules, job instructions, and other procedures.
Dislike:
It is not yet fully customizable for the time being (brand colors or logo can’t be easily changed at the moment)
Compared to competitors, pricing is higher but surely compensates with all the features and benefits.
Would you like to build a world-class first impression with your new hires without having to manage complex software? Activate Onboarding’s guiding principle is to reduce first-year turnover within your business in the easiest manner possible.
A lite, white-labeled interface that your managers can manage their hires.
Employee first question-based interaction – These answers are then shared with the relevant colleagues to ensure the connection and accountability are set.
Automated email interactions so your accountable parties are kept on track with their onboarding tasks.
These three core features create and keep the momentum to ensure that not only the right checks are completed but also that a real connection is created between the new employee and the business.
The Founder: Harris Fanaroff
“Finding and retaining talent is a core element of success in today’s business environment.We spend so much of our lives at work, that I aim to help organizations create the best environments for their new hires and find the best possible talent.
This process begins with a new hire’s first impression. I believe heavily in the power of pre-boarding and Onboarding and have developed a solution to help companies do this at scale while saving time, money, and effort.”
User Experience:
The dashboard is a simple and easy-to-view workflow where you can add and manage your current employee onboards. Adding a new hire through the dashboard is easy and all you need to provide is their basic role information including name, email, role, department, and start date, and then boom the process kicks off.
Then comes the manager information, then the IT department, and finally who should welcome them or their accountability buddy.
That’s it, You have now activated the onboarding process and a series of bespoke interactions will start with all your relevant departments to get this hire acclimated into your business.
Pricing for Activate Onboarding (yearly prices shown)
What I Like/Dislike about Activate Onboarding:
Like:
Low time to learn the platform.
Simple pricing model for your team.
Access and support from the team are quick and direct.
Dislike:
Other platforms include a try-before-you-buy option (freemium version).
As they grow and build out their API, Activate Onboarding will become more powerful.
The Wrap: Activate Onboarding
For small to medium businesses that want a simple employee retainer solution, this platform is perfect with its direct dashboard and easy-to-manage user flow. The team at Activate Onboarding is dedicated to supporting your business and the success of your onboarding process.
Keep up-to-date with the Activate Onboarding founder – here.
Best onboarding software for small to medium businesses.
If you’re tired of sifting through piles of paperwork, Eddy’s got you covered. All of your HR documentation can be created, signed, sent, and digitally stored—helping you streamline the hiring process.
Eddy has three key products: Eddy People, Hire, and Payroll
Imagine a process that’s so intuitive and easy to use, that new hires can complete as many of their onboarding tasks as they want without needing help. That’s how Eddy works and in this review, we will just focus on the onboarding software that Eddy has to offer.
Eddy is our top choice for onboarding software for small businesses because of the following reasons:
Key Features:
Eddy’s employee onboarding software can save you hours per employee. Plus, Eddy makes a paperless onboarding process easy and smooth. Forget awkward emails, Eddy is all done through the app it is a great human resource onboarding software.
New employees can do their Onboarding before the first day.
Trackable lists to see how your new hire is going.
Automated first-day messages.
User Experience:
You can introduce Eddy to your new hires before they start working. Eddy is full of information that will help them understand what it’s like to work at your company, and the app will keep updating as it gets more information.
Track the progress of your new hires within the dashboard and follow up on any outstanding tasks through the same interface. Employee onboarding software for small businesses should be simple and easy to use from a user interface perspective and software shouldn’t be hard to set up or update.
Eddy User Interface for Employee Onboarding
Users can manage their progress in their own personal employee portal and even on their mobile devices.
Pricing:
Both Eddy People and Eddy Payroll are priced per person per month.
When purchased separately:
Eddy People starts at $49 per month + $8 per person per month and
Eddy Payroll starts at $99 per month + $8 per person per month.
Eddy Hire starts at $299 per month per location when purchased separately.
Custom discounts are available for bundling products, for paying annually upfront, and for other limited-time promotions. Ask our team if any of these could apply to you!
What I Like/Dislike about Eddy:
Like:
Simple per-user pricing model (after base fees).
HR training and educational content, as well as real HR professionals to help answer your questions.
Full-service HCRM platform (Recruit, manage, and payroll).
Time tracking modules with time change requests.
Dislike:
Reporting functionality could have better features.
As they grow and build out their API, Eddy can integrate with other platforms.
Onboarding Software for Small Business
For a small business’s success, onboarding software can fulfill some basic onboarding functions while offering the benefits of improved engagement and retention, until they are ready to invest in advanced solutions.
Best Employee Onboarding Software Tool for Enterprises
Key Features:
Enboarder is a comprehensive platform built by and for HR. It is designed to have the best set of functionalities for your employee experience. Whether you are using Enboarder for employee onboarding or any other transition, you will surely find the functionality and openness of Enboarder top-notch.
Build and design unlimited workflows based on any user criteria
Create a range of different reports based on workflows, people, or activities
Improve communication between stakeholders (e.g.: manager to the new employee)
Embed third-party content such as surveys, maps, or existing forms/content
Create events that managers or new hires can add to any calendar application
Create mobile-optimized forms for the collection and display of information.
Integrate with 3rd party E-signing sites for seamless digital document generation and digital signatures.
User Experience:
Enboarder is a very versatile platform. Not only is it great at transitioning different levels of employees, but also partners, customers, and even relevant stakeholders. Its drag-and-drop feature also makes the platform such an easy tool to use, so you don’t need expert-level of skills to customize it according to how you like it.
HR Employee Onboarding Software
Pricing:
Enboarder mainly offers custom pricing based on your requirements. To get a custom quote, start by booking a demo on their website. Click here to learn more.
When a newcomer steps into your office for the first time, there’s a great deal they need to learn and understand. With too much information, you can overwhelm and confuse them. Fortunately, with iSpring Learn, a smooth and comprehensible onboarding experience is guaranteed. Check out iSpring Learn today!
Key Features:
This is a powerful cloud-based learning management system that makes the onboarding process a breeze. It provides new hires with all the information they need to succeed from day one and helps HR teams prioritize more critical tasks. With iSpring Learn, you can:
Combine courses in the learning track to deliver product training, explain company culture, and introduce them to job roles within a single training program
Create learning content directly on the platform or with a bundled authoring toolkit
Automate the training process and forget about manual assignments, notifications, and reminders
Get over 20 comprehensive, real-time reports on group or individual progress
Conveniently schedule online events and in-person sessions in a single calendar
User experience:
The learner portal is intuitive and minimalist, making navigation easy even for those who are new to digital platforms. iSpring Learn also comes with a mobile app, so new employees can access important information anytime and anywhere, even offline.
Talmundo is an onboarding software that was developed for one reason only: to revolutionize the onboarding journey for your new employees.
It takes on your Onboarding, so you can take on the world. They’ll provide valuable and honest feedback and detailed analytics to help you identify and recognize sticking points between signing up and fully engaging.
Key Features:
One of its best features is it is easy to start using. You can program and customize an employee’s roadmap easily so that you’ll be able to get your system up and running within a short time.
Talmundo mainly offers custom pricing based on your requirements. To get a custom quote, start by booking a demo through their website. Click here to learn more.
What I Like/Dislike about Talmundo:
Like:
Visually attractive
User-friendly
Great mobile experience
Great customer service
Dislike:
Customization can be confusing when it comes to colors, design, fonts, etc.
If you’re looking for a full-service onboarding solution, Oracle’s Suite People has you covered. The software package not only helps you manage new-employee paperwork and processes but also allows you to track employees’ paid time off and payroll information.
Key Features:
Boost employee and manager self-sufficiency
Employee directory
Manager reporting tools
Time-off management
Payroll
Pricing:
Suitepeople mainly offers custom pricing based on your requirements. To get a custom quote, click here.
Zenefits lets your HR manage all your new hire lifecycle events in one place. Zenefits makes it super easy to onboard your new hires, run background assessments, let them finish their Onboarding even before they start their first day, and send job offers.
A modern employee experience platform that offers compliance and scalability.
There’s no need to reinvent the wheel. The templates that come with the ClickBoarding software let you use proven strategies and prepare your onboarding process without having to think too hard about it.
It allows you to track and follow employee onboarding progress. This is one of the most useful features of the software. You can easily connect this system with your existing HR software platform.
With the competitive and ever-changing environment that we have now, proper focus should be given to employees, and keeping employees engaged starting with Onboarding can ensure an organization’s workforce return on investment.
Key Features:
ClickBoarding offers a streamlined onboarding cloud solution through an employee experience platform that offers end-to-end HR solutions. This tool allows the use of surveys, videos, and other tools to coordinate and interact with employees and give them the information they need to start.
ClickBoarding covers all essential areas from pre-boarding to off-boarding and re-boarding. This platform allows an organization to:
Manage digital forms and gather requirements and submissions from new hires
Equip new employees with all the information that they would need even before their first day at the company
Configure guided experiences through task lists
Handle transfers, cross-boarding, relocations, reboarding and off-boarding
Implement and administer other HR functions such as sign-offs, policy updates, office communication, training, time-off management
User Experience:
ClickBoarding has a minimalist and clutter-free interface that offers support for almost all of the aspects of an employee’s journey in the company. This tool’s strength lies in providing guided workflows for an employee from the time the employee joins a company up to offboarding.
Sample interface from ClickBoarding’s platform
ClickBoarding empowers HR partners, managers, and employees by keeping them informed and on top of tasks that need attention. It also ensures that an organization is compliant through digital document management and verification. HR processes can be configured into workflows for automation streamlining and elimination of manual work.
Pricing:
ClickBoarding only provides corporate pricing based on an organization’s size and industry.
What I Like/Dislike about ClickBoarding:
Like:
ClickBoarding allows organizations to design workflows for a guided employee journey.
Building and designing forms can be easily done.
ClickBoarding’s UI and mobile-friendly application make it easy to learn, and ensure ease of adoption and implementation.
Support for electronic signature, forms, and e-verification makes it easy to conduct a paperless onboarding process.
Dislike:
ClickBoarding offers very limited functions; other features related to HRIS are missing.
Configuring workflows and setting up processes could be cumbersome.
ClickBoarding does not offer free trials and does not provide information on non-customized price plans.
Product Update:
Keep up-to-date with ClickBoarding here – LinkedIn.
A potent and straightforward tool for training and learning
Lessonly is an advanced yet user-friendly e-learning software that lets you teach your employees the courses and resources you create. Lessonly will totally revamp the way you train and onboard new employees by cutting the amount of time it takes in half and making onboarding unforgettable!
Key Features:
Lessonly is a popular learning and training platform that promotes productivity. Businesses, organizations, and other entities can employ this tool’s capabilities to foster team sharing and collaboration, elevate skills through learning, and vitalize the employee’s efficiency and productivity. This platform also nurtures learning by connecting lecturers, students, employees, and other learners into a virtual community.
Lessonly is geared towards start-up companies, small and medium enterprises, and learning facilities.
It has features and functions such as academics and learning modules, assessments, test management, employee training, virtual classroom management, student and employee portal, certification, company training, and conferencing.
Lessonly is now part of the Seismic Enablement Cloud, mainly offering learning and coaching. With this tool, sharing and consuming skills, content, tools data, and insights can be easily performed within the learning modules in the platform. Lessonly’s lesson builder allows companies to configure and design training and knowledge-sharing activities that can be used for Onboarding and other employee training.
User Experience:
Lessonly offers a smart way to device lessons and training. It has an easy-to-use interface. Lessons can be easily plotted and designed through drag-and-drop functions wherein rich media such as text, images, videos, and documents among others can be utilized and embedded into the lessons to offer more functionally rich and enticing training materials.
Lessonly’s purpose is simple, but it does this simple function really well. It also allows incorporating the platform into a company’s existing technology stack to enrich the user experience when it comes to training and knowledge sharing.
Pricing:
Lessonly offers a free plan, which is good for small businesses. A free trial is also available. For the paid plans, the following payment schemes are available:
Basic: $200.00 per month billed annually
Plus: $500.00 per month billed annually
Growth: $1,000.00 per month billed annually
What I Like/Dislike about Lessonly:
Like:
Lessonly has a simple and easy-to-use interface.
Features such as target training and lesson assignment streamline processes such as Onboarding and enrich an employee’s journey in the company.
The lesson designer is very versatile and is very convenient for both the learner and the administrator.
The use of different types and forms of media enriches the lessons by making them more engaging.
Dislike:
The quizzes and practice on-demand functions need more features.
The interface could sometimes have glitches.
Lessonly offers limited options for customization.
There are no templates that can be used to create content.
Product Update: Keep up-to-date with Lessonly here – LinkedIn.
A highly tractable visual management and collaboration tool
Trello is an online tool that allows collaboration for any project. Trello’s new hire onboarding templates make it easy to get up to speed and quickly feel comfortable using the tool.
Trello’s template acts as a to-do list for your team members. You can assign tasks and due dates so that everyone is kept up-to-date on important project milestones. The program is free, making it an attractive option for small businesses that don’t have the resources to pay for extensive software.
Key Features:
Trello is a practical, simple, and straightforward project management tool with desktop and mobile support. It provides a systematic way of collaborating with the team and managing tasks and project milestones. With Trello, task, team, and project organization is done through boards. Each board can be attributed to a specific project and inside each project, lists and cards can be added for tasks, project artifacts, and everything in between.
This platform proffers an effortless means of organizing and inviting team members into the tool.
Trello can be utilized to implement a digital and easy-to-maintain Kanban board. Through boards, lists, and cards, team members can easily sort and categorize action items and project documents. Users can easily shift between workspaces, which is another way of organizing content and grouping projects together.
In addition to the Kanban board, it offers different views such as a table, calendar, timeline, dashboard, or map views. A number of automation functions and power-ups or extensions are available, such as countdowns, timesheets, Gantt charts, and other integrations with tools such as Dropbox, GitLab, and FreshDesk, among others.
Templates come pre-installed with Trello to allow users to easily create project boards. The templates come with lists, tasks, and pre-filled cards along with tips and guides on how to document deliverables and tasks.
User Experience:
The interface of Trello is very flexible yet easy to understand and requires a gentle learning curve to implement and adopt. It is very easy to bring the project team to the platform, and boards and task lists can easily be created.
The different views available in Trello along with the different ways to organize pertinent information for a project demonstrate how acquiescent this software is.
The use of pre-installed templates further enhances the superb experience that Trello provides, giving users a guided means of documenting project milestones.
Pricing:
Trello offers a free trial and a limited but free plan with up to 10 project boards, and unlimited power-ups but with limited automation. For the paid plans, the following payment schemes are available:
Standard: $5.00 per user per month billed annually or $6.00 per user per month billed monthly
Premium: $10.00 per user per month billed annually or $12.50 per user per month billed monthly
Enterprise: $17.50 per user per month billed annually or $210.00 per user for one year
What I Like/Dislike about Trello:
Like:
Trello has an uncluttered but playful and colorful interface.
The use of workspaces, boards,, and folders allows easy implementation of tasks and project management.
The available templates offer an easy means to build a project plan and Kanban board.
Dislike:
There are some user functions like marking accomplished items as done in a to-do list is missing and adding items to a long list could become cumbrous.
With big projects where there are a lot of boards and cards, it’s easy to lose track of everything.
Zavvy is an innovative no-code platform for building workflows. It enables companies to quickly create and deploy their custom training materials. The service offers a wide range of pre-built templates for the most common use cases and also integrates easily with a variety of HR systems and communication platforms such as Slack and Microsoft Teams.
Key Features:
Zavvy is a cloud-based employee enablement platform that can be utilized by organizations to welcome and onboard new hires, engage with employees, and develop and empower their workforce to their full potential.
This tool covers the whole employee lifecycle, from onboarding to training, development, and off-boarding, including feedback.
The platform offers guided access in configuring all the essentials, starting with employee essentials such as Onboarding with the use of templates. It lays out all the components and steps that would enrich and elevate the employee experience. The workflows, or journeys, are easy to configure and the tooltips and user-friendly interface can ensure that implementation of the processes and configuring the platform itself can easily be done by managers and HR partners.
As mentioned above, Zavvy offers integration with Slack and Microsoft Teams to ensure that proper and timely notifications and reminders will be delivered to employees and team members. The process of creating workflows is divided into four aspects:
Settings – This is where the general setting and behavior of the workflow can be specified. For instance, a journey can be created as a wiki page or a sequence of tasks or events.
Builder – The builder section is where each action point and event can be configured and delineated with options for content, tasks, messages, notifications, and questions that the assignee should answer. Zavvy supports the embedding of rich content and various forms of media such as videos, polls, and group activities.
Assign – This will determine the resources accountable for the journey.
Insights – The last module can be used to manage, administer, and monitor the progress of assignees.
User Experience:
Zavvy’s interface is very minimalist and uncluttered. Navigating through the platform is quite easy. The guided navigation and helpful tooltips provide a meaningful and convenient experience. The builder aspect for the journeys is the best feature of the product. The visual representation of the workflow and all the options that come with each step are very helpful in aiding the workflow designers to visualize and implement a meaningful and efficient journey for employees.
The pre-installed templates are very functional and handy in giving ideas and samples on how the usage of Zavvy can be maximized.
Pricing:
A free trial is available with Zavvy. The rate of subscription starts at €6.00 per user per month. Companies that are interested in availing of the services of this platform can request a quotation. The plans below are available, and the preference and scope of functions that can be availed will depend on the needs and expected usage of Zavvy:
Pre- and Onboarding
Training
Feedback and Development
All-in-One
All the plans come with reporting functions, customer support, integration and compliance features, and the full suite of the template library.
What I Like/Dislike about Zavvy:
Like:
Zavvy is very easy to use and has a simple and clean interface.
The builder for journeys provides a nice representation of how processes should be designed and implemented.
The templates are very detailed and cover most of the essential aspects needed to implement aspects of an employee’s journey.
Dislike:
Aside from the journeys, there is not much that can be done with the platform.
Zavvy relies heavily on Slack or MS Teams for notifications.
Digidesk’s Magical Form Filling makes the whole process of filling up forms easy and interesting, by copying the information provided by the candidate above and pasting them in the fields of the forms, where and when they are required. The information is then updated to HR or Admin automatically and can be accessed by your HR in their database.
Magical form filling
Dynamic form generation algorithm
Secure cloud storage
User Experience:
Digidesk takes the new hires’ experience to a whole new level. With Digidesk, it is as easy as a click of a button. It uses a dynamic form generation algorithm to automatically populate user-given data into any form that the company requires.
Digidesk eliminates the cumbersome paperwork that is connected with Onboarding by providing secure, digital storage of your new employee documents. This ensures the proper storage and retrieval of the documents, as well as makes the whole process paper-free.
Pricing:
Digidesk offers 4 different plans:
Bronze – $495 per month for 40 hours of task work per month
Silver – $945 per month for 80 hours of task work per month
Gold – $1,345 per month for 120 hours of task work per month
Platinum – $1,695 per month for 160 hours of task work per month
You can cut down the costs by availing of these plans quarterly, semi-annually, or annually
Digidesk also offers a customized package which you can avail of by contacting their sales team
For more information on Digidesk’s pricing, click here.
These top 14 onboarding software are great recommendations to help your company have a seamless and productive onboarding experience for your new employees. With the above-mentioned software, you can end the manual paperwork, monitoring, training, and various tasks. Integrating the software will automate your onboarding process, which will ensure great results!
15 Best SaaS Employee Onboarding Tools for 2022
Trainual – Number one for Onboarding, SOPs, process documentation, and learning management
Whale.io – Best for scaling businesses, knowledge sharing, and training platform
Activate Onboarding – Best for no fuss, simple interface for employee onboarding.
Eddy – SMB Choice for managing people, payroll, and hiring processes
Enboarder – First and only People Activation Platform designed to help you transform your people programs into science-based, human-centric journeys
iSpring Learn – Best LMS for Putting Onboarding on Autopilot
BambooHR – Excellent for HR service and employee tracking
Talmundo – Best for managing recruitment and onboarding processes
SuitePeople – Great at connecting HR data with financial, procurement, project, payroll, planning, and budgeting processes
Zenefits – Great HRIS for small to large businesses
Clickboarding – Best for businesses needing global onboarding software to help employers
Lessonly – Great tool for teaching and training
Trello – The most user-friendly project management solution
Zavvy – The easiest way to foster performance, culture, and well-being
Digidesk – Best platform for B2B financial onboarding and improved client experience
Frequently Asked Questions:
1. What is employee onboarding software?
Employee onboarding software is a software platform that enables a business or organization to streamline its onboarding process by automating certain tasks and helping the hiring manager save time and focus on creating the best experience for the new employee.
2. What are the 4 phases of Onboarding?
Phase 1: Pre-onboarding – All the compliance and preparation work prior to the start date. Phase 2: Welcoming new hires – First two weeks orientation for the new employee. Phase 3: Role-specific training – Getting the employee up to speed with the role. Phase 4: Easing the transition to their new role and culture within the team.
3. What are the 5C’s of employee onboarding?
1. Compliance – Ensuring the employee is hired within the rules of law and state compliance. 2. Clarification – The role is defined, specific and achievable for the new employee. 3. Culture – The company shares and transfers its culture within the onboarding process. 4. Connections – Relationships and connections are supported in the first 90 days. 5. Check back – HR and management team check in to see how the new employee is doing.
4. How do I track the onboarding process for an employee?
Reviewing the current process and documentation is the starting point to review how you can track the company onboarding process. The next step is to determine the best practice for the onboarding process that you want, you can review our resources or one from an HR professional body like SHRM.
5. What are the most common mistakes during the onboarding process?
1. Procrastination and Disorganization. 2. Poor First Impressions. 3. Unclear Goals and Expectations. 4. Exaggerating or Understating a Job’s Scope. 6. No Formal Schedule or Process. 7. Overflow of Information at Once. 8. Ignoring Cultural Adaptation.
6. What are onboarding tools?
Employee onboarding tools are applications and software solutions that allows an organization to welcome and integrate new recruits into the company through a streamlined document and form management, task tracking and management and other employee engagement functions.
7. How do you use BambooHR?
BambooHR is a popular employee onboarding and HRIS platform with features that include recruitment, applicant tracking system, employee onboarding and HR functions such as time-in, employee data management and document management.
8. What should be included in an onboarding checklist?
An employee onboarding checklist can serve as a guide in ensuring that a new recruit will be aware of what is expected of her or him and will help employers plan out all the crucial steps and activities that should be accomplished in the employee’s journey in the company. This checklist should include tasks such as distribution of the employee handbook, submission and review of requirements, setting up of accounts and logins, assignment of mentor, introduction of company culture, conduction of office tour among others.
Thryv: Amazing CRM Solution For Small Businesses
Managing a business is tough, but what is harder is ensuring a success rate, at least. With all the tasks needed to get done every single day, hiring someone is not enough. Time is the most valuable factor to consider if you want a business to thrive in the next ten years. You need to improve CRM and it cannot be possible to reach if you spend hours doing a single task.
Today, most businesses rely on technology to help run their businesses. Business software applications and tools are crucial in automating various tasks that would take some time when done manually. Not only are these tools time-efficient. They are also significantly cost-effective. Business software applications can save up to millions by accomplishing multiple tasks in a minute.
Thryv is one of the many business management solutions that helped several small businesses over the past years. It is a cloud-based marketing and customer-relationship management software that helps business owners establish a connection and deliver convenience to their clients.
History
Currently based in Dallas, Texas, Thryv operates in over 48 states, servicing more than 350,000 business owners. It started in 2017 through Dex Media, a company that publishes yellow pages, white Pages, as well as business tools for market research. As technology progressed, with manual search pages switching to digital searches, Thryv was able to provide marketing products and services to several local businesses – driving customers to clients’ sites. It has formed alliances with several significant marketing companies, some being the key players in the marketing industry such as Google Premier Partner, Yahoo Preferred Partner, MSN, Bing, and Facebook.
In 2019, the company rebranded as a flagship software focused on running the business using modern, digital tools. With the successful launching of the company’s mission, it was reported that they were able to gain 1.4 billion dollars in their total revenue in that same year, accumulating a profit of 35.5 million dollars. As the company grew and grew, Thryv Holdings Inc. reached 40,000 SaaS (Software as a Service) clients after opening it to the public through NASDAQ.
Key Features
Designed to provide efficient solutions to various business functions, Thryv ensures that it can integrate the following features:
1. Improve CRM (Customer Relationship Management)
Finding the right CRM software is just as important as anything else. To generate leads, a company must improve CRM and be able to create customer trust, loyalty, and retention. This means that if you want to grow your business and keep it on top, you shouldn’t settle with an average CRM.
In terms of choosing the right CRM to use, a business should be able to identify its needs and check which CRM tools are suited for its brand, and test them out. At Thryv, staying organized and engaged with clients is easy. The vision of Thryv is none other than to place its customers at the heart of the business. Thus, as a commitment to its core mission, Thryv continues to provide the business needs by:
providing a client portal customized for businesses where they can log in, connect, share schedules and documents, set appointments, and make transactions
managing and gaining access to a customer database
filtering data by using custom business tags
gathering data from online databases and social platforms to connect relevant postings to the business’ database system
creating cross-references to internet links and using automatic data enrichment to enhance collected data via the internet and be able to pull customer insights from across the internet
2. Scheduling and Online Appointment Booking Calendar
Thryv also highlights other important features to its users like appointment booking to help them organize and manage their team’s meetings and schedules, share calendars and easily book appointments in a specified setting. Since there are several businesses today with team members working in multiple time zones, staff and scheduling managing system like Thryv is essential to avoid the hassle of providing team members with updated employee-manager availability. This prevents managers from experiencing the urge to micromanage their members.
One aspect that determines the ability to succeed in collaborative learning is team composition. However, a mix of characteristics and different standpoints are unavoidable in achieving a common objective, which results in several companies finding it difficult to balance time and efficiency among their teams. Thus, causing miscommunication that results in significant work delays.
Calendar synchronization, which is one of Thryv’s features, enables teams and departments to view advanced schedules for the day, week, and the whole year. This also allows them to perform advanced queries, demands, and requests on the calendar data posted that could include:
managing new member requests and team availability
scheduling a meeting as per every team member’s availability
3. Consolidating email and business messaging platforms to improve the flow of real-time data across the team and the entire business
4. Online Presence Tools and Management
An online presence is defined by the extent of how easy it is to find a brand online. It is essential in building awareness and integrity for a brand. Almost 97% of shoppers use the internet to find businesses. To attract more customers, businesses should be able to reach and get to know prospects without hassle. This means that they must be readily accessible anywhere for customers to understand easily what the business offers.
Fortunately, Thryv has it all done in a few clicks. Thryv’s online presence feature ensures that it can secure a business listing across hundreds of online platforms including the big ones such as Google, Facebook, and Yelp. Yes, Google is huge, customers love to use it, and placing a position on it is hard; which is why a part of Thryv’s job is to remove the tedious authentication process and manage to make every Google My Business listing appear on the top search, secure a booking, and get recommended online.
5. Social Media Platform Management
Today, almost every person we know uses social media. Regardless of which type, social media has held an essential part in a business’s marketing strategy. Social media platforms connect businesses to their consumers. It allows them to promote their brand while understanding consumer preferences and behavior.
With just one click, businesses can share stories, links, and videos, and post product content, from one place to another. For time management, scheduling posts in advance can also be done. With Thryv, everything is easy and convenient. All you need is a mobile device and you sure can track your business’ social media updates anytime and anywhere. In line with this, Thryv ensures that it handles business owners’ online reputation by managing everything from handling posts, responding to feedback, and assessing reviews and ratings.
For start-up businesses that get stuck fast with the constant trends, Thryv provides personalized pre-written posts to choose from for businesses to pull out whenever they run out of posts. Being a business software that is well-equipped and competitive, Thryv also reviews competitors’ advertisements to guide businesses on which content to customize.
As part of its core mission, Thryv simply allows businesses to take full advantage of the social upgrades available and allow them to do all the hard work. No need to worry about posting content every month and boosting the algorithm to grow the audience because Thryv got it all covered.
Reviews are indeed influential in a consumer’s decision-making. Almost 59% of consumers use reviews to guide them in buying a specific product. Because every star counts, businesses should do everything to protect their reputation online. Gaining the loyalty and trust of consumers is key. Thus, if they will be able to generate more good reviews, more prospects can be expected.
Not only does Thryv ensure that the business can market effectively but it also protects and takes control of the reputation of every business it handles. Every review deserves to get noticed, and so Thryv sees to it that they get to respond and recognize every customer’s feedback.
Thryv has an instant notification feature where businesses can check, view, and respond to new reviews posted on leading sites by just logging in. What’s more, they also provide pre-built templates for reviews. When customers are satisfied with a product or service, they will most likely leave a review. And a better way to do it is to provide pre-built e-mail templates where they can request reviews, set appointments, and make transactions easily at one time.
Apart from the fact that being able to improve CRM and receive good reviews is important, checking on other competitors is necessary as well. For a business to lead, it must know the standing of its rival brands. This is where Thryv designed a Competitor Watch feature where every business is allowed to choose four competitors to look out, analyze, and compare thoroughly their rankings.
7. Sales & Payment
Have you ever heard of a payday everyday scheme? Yes, you read it right. Payday every day is one feature of Thryv that does streamline online payment processing to finish transactions smoothly and fast. With this feature, online credit card payments can be processed quicker than the usual processing time, thanks to Thryv for partnering with some of the top payment processors like ApplePay, Stripe, GooglePay, PayPal, and Square.
With this feature, transactions like storing credit card info, making payments, viewing an invoice, sending interactive estimates, setting reminders for overdue payments, booking packages and paying in advance, instant scanning of credit cards, and more can be done in less than a day.
What’s also amazing is unlike other payment processors that have credit card surcharges, Thryv, together with its payment partners, won’t charge you for anything. And last, but not least, there are no hassles in scanning your credit card because you can do it anytime and anywhere with your smartphone.
8. Document storage & sharing
Every company needs a team to finish the tasks needed per field. Processing all information and data to share with the team is crucial to meeting the business goal. Before, sharing files was done manually and it was time-consuming and costly. But today, with the intervention of technology, costs were cut and lots of time were saved.
Thryv’s online document storage and sharing enable companies to organize and save both external and internal files safely. Sensitive and confidential data from clients will surely be kept private and secure. Since Thryv values the company and consumers’ safety, only certain people can access the files.
Add documents personally or request outside, every team member gets to select to whom and when to share the files. Thryv is also constantly updated so you won’t always need revisions.
9. Marketing Automation.
Of all the marketing automation solutions used by several businesses, e-mail is indeed by far the most extensive and most effective way to reach prospective clients. Through Thryv’s automated campaigns, newsletter subscriptions, and one-off messages would be sent nonstop to every email account. Once set up with Thryv, there’s no single thing that needs to be done but to sit back, relax, and let clients come to you.
As a trusted business software, Thryv aims to target more customers for businesses to improve CRM and gain greater revenue, which is why it created consistent welcome and follow-up e-mails for clients to get reminded that such a brand exists. And when other clients decide to unsubscribe, they get an automated thank you newsletter and an option to come back again.
One good thing about Thryv is they won’t leave you hanging as they always have a backup plan such as a library filled with ready-to-send emails that team members can send on any occasion. Delivery history is also provided to get an overview of the business’ engagement metrics and analytics. Not only that, but Thryv has also enabled SMS opt-ins to expand the marketing list.
Truly, Thryv has taken up marketing to the next level as it also enabled small business owners to run marketing campaigns and manage interaction with clients via social media platforms such as Google, Facebook, Instagram, LinkedIn, and Twitter.
Thryv is an all-in-one software that does everything in one dashboard. All you need is to log in to your account and there you have it, a 24/7 manager at your service doing all the work without you raising a finger. If you are looking for software that can help you manage your business effectively and efficiently, check on Thryv to start your way toward success.
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