13 Best Employee Onboarding Software Tools for HR 2022

Choosing the right employee onboarding tool is critical to your human resources strategy with regard to hiring and keeping the right talent. From sending out employee offer letters to ensuring that IT have the new employees approved equipment ready, employee onboarding software makes 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:

  1. Eddy – SMB Choice for managing people, payroll, and hiring processes
  2. Whale.io – Best for scaling businesses, knowledge sharing and training platform
  3. Trainual – Number one for onboarding, SOPs, process documentation, and learning management
  4. Enboarder – First and only People Activation Platform designed to help you transform your people programs into science-based, human-centric journeys
  5. BambooHR – Excellent for HR service and employee tracking

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 did not have a formal onboarding process. (SHRM)

If you truly want to design an powerful onboarding process that drives retention and performance, the new employee onboarding process is simply the first step in that journey.

Just so you know, I ranked and reviewed the four best employee onboarding tools, along with some of my extra top recommendations, so that you can pick the best one for your business.


Eddy is the all-in-one HR Suite built to help businesses with deskless workforces hire and retain workers through better company culture.

Is your business scaling at a fast pace? Whale is a knowledge sharing and training platform that can help you systemize and scale your company.
Read Review →

Trainual makes it easy to document and share critical processes and procedures. Everyone on the team is always up-to-date and aligned.
Read Review →

Enboarder onboarding software is a people management software that helps organizations onboard, engage, and retain employees.
Read Review →

Disclosure: Some of the links in this article may be affiliate links, which can provide compensation to me at no cost to you if you decide to purchase a paid plan. This site is not intended to provide financial advice and is for entertainment only. You can read our affiliate disclosure in our privacy policy.

What is Employee Onboarding?

Onboarding is the process of familiarizing new hires with a company’s culture and work environment. This time is crucial for the manager to provide the guidance and expectations for the worker (assuming they have the skills and qualifications).

As the time for any new hire to become fully onboarded into the company and it’s 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.

There are many competing products 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 systemise 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 prior to the day they start work.

These software platforms can either be integrated into your current HRIS (or Human Resources Information System) platform or they can be standalone platforms. You can learn more about the key features of a great employee onboarding platform below here.

In summary, the key features you should consider when choosing an employee onboarding software platforms include:

  1. User-friendly Interface
  2. Connection to the Employee Database
  3. Welcome Portals
  4. Onboarding Reports and Status Updates
  5. Task Management and Tracking
  6. Paperless Workflow Automation
  7. Employee Self-Service

It should be noted that prior to making a decision 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 or so which gives you enough time to review and consider each alternative.

One question you should also consider is, does my company need new employee onboarding software or can you just automate a few of the processes with a platform like Zapier?

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 setup. This 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 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 included in the software licenses.
    • User interface and assessment of how easy.
  • Step 8 – Review with the budget owners and decide on new platform.
  • Step 9 – Decide on your implementation partner.
  • Step 10 – Kick off your implementation and project.

If you havent already set in place a solid onboarding process, The Business Blocks has a few recommended resources to help you update your current processes including simple ways to get onboarding right, what are the four phases of employee onboarding and some best practices for onboarding remotely.

We’ll also compare:

  • The best employee onboarding platforms for small businesses.
  • The best priced options.
  • Which platform offers free employee onboarding software.
  • The ones with the best automation features.
  • The best platforms for 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 it comes to onboarding your new hires, you want to do everything you can to make their transition as seamless as possible. Featured below we have the top 10 employee onboarding tools that you don’t want to miss out on.

But figuring out how to best help them adjust to their new job can be tricky for HR managers. The use of effective and efficient onboarding software can help alleviate the pain of hiring and onboarding new employees into a company.

Top 13 Employee Onboarding SoftwarePlatforms

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: 

1. Eddy 

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, 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 business 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.

  • Purely digital process and workflows.
  • E-signatures for your company contracts.
  • Self paced onboarding workflow.
  • New employees can do their onboarding prior to 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 any outstanding tasks through the same interface. Employee onboarding software for small business 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 device.

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 for 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 small businesses, 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.

Keep up-to-date with Eddy here – LinkedIn


2. Whale.io

Best knowledge-sharing & training platform for scaling businesses.

Every organization or business needs an effective Training Management System (TMS) if they need to excel in their field of industry. There are different types of 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.

Key Features:

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 to train, and build teams by centralizing all of 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 and deliver 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 the level of 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 every day. 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.

What I Like/Dislike about Whale.io:

Like:

  • Whale’s user interface is straightforward and intuitive, with features such as 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 who are just starting to document and maintain 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)
  • As compared to competitors, pricing is on the higher end, but surely compensates with all the features and benefits.

Product Update:

Keep up-to-date with Whale.io here – LinkedIn


3. Trainual

Employee Onboarding Tool with Most Integration Opportunities

It can be difficult to keep track of everything when you’re running a business. Save time by streamlining your onboarding and training processes. Make knowledge transfer easy as you grow. With Trainual, you can reduce the amount of time spent training new employees and make sure everyone is on the same page.

Key Features:

Trainual can do a lot of things, but mainly, it is the platform you would direct your new hires to go 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 the creation of training materials and documents so 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.

What’s more, Trainual users are able to develop knowledge flows, as well as assign content to employees according to their roles automatically. Trainual also allows uploading of pictures, video content, or existing documents to make training not only easier but also more fun.

Trainual Pricing:

Trainual offers a 7-day free trial and does not require credit card information so you can definitely try it risk-free. The following are the pricing plans you can chose from :

  • Build: $49 per month for 2 seats.
  • Train: $99 per month for 10 seats included, additional seats are allowed at $3 per seat per month.
  • Scale: $199 per month, with 20 seats included, additional seats are allowed at $4 per seat per month.

If you are reviewing your budget to consider paying for Trainual’s premier employee onboarding software then you should consider reviewing their Trainual’s pricing on their website click here.

What I Like/Dislike about Trainual:

Like:

  • It has a very user-friendly interface
  • You can categorize the training and programs in accordance with 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, you should consider the following:

  1. Consider UseWhale.io as a competing Trainual alternative – Link

Product Update:

Keep up-to-date with Trainual here – LinkedIn.


4. Enboarder

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.

What I Like/Dislike About Enboarder:

Like:

  • Simple and user-friendly interface
  • Great support team
  • Personalization and customization features
  • Great team communication and collaboration tool

Dislike:

  • Needs more integrations
  • Website navigation can be a bit confusing

Product Update:

Keep up-to-date with Enboarder here – LinkedIn


5. BambooHR 

Intuitive and user-friendly, BambooHR can help you maximize your company’s potential by streamlining all your HR processes. 

Key Features:

With BambooHR, you can create custom workflows and use features like signature requests, customized tracking, and personalized checklists to design an onboarding process your new hires and HR will definitely love. 

  • Centralized employee database.
  • Benefit and payroll administration.
  • Employee and manager self-service.
  • Global capabilities.
  • Applicant tracking system.
  • Time and attendance tracking.
  • Document storage and management.
  • eSignature.

Pricing:

BambooHR offers a free trial version, and has two pricing plans you can choose from:

  • Essentials: $4.95 per employee per month
  • Advantage: $8.25 per employee per month
  • Custom Quote is also available which you can avail by contacting their sales team.

What I Like/Dislike about BambooHR:

Like:

  • Very well-streamlined employee data management
  • Hiring and onboarding capabilities
  • Easy to customize according to the needs of your company
  • Start-up friendly
  • Engaging user interface
  • Outstanding customer service

Dislike:

  • Need more app integrations especially in the recruitment area
  • Need to improve access level permissions

Product Update:

Keep up-to-date with Enboarder here – LinkedIn


6. Talmundo 

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. 

Here are some of it’s other amazing features:

  • Document management
  • Electronic forms
  • Training and task management
  • Employee handbook
  • Communication management
  • Customizable templates

Pricing:

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.
  • Notifications are through email

Product Update:

Keep up-to-date with Talmundo here – LinkedIn


7. Suitepeople 

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.

Product Update:

Keep up-to-date with Suitepeople here – Website


8. Zenefits 

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. 

Key Features:

  • Time management
  • Performance management
  • Hiring and onboarding
  • Document management

Pricing:

Zenefits offers 3 pricing plans:

  • Essentials: $10 per employee per month
  • Growth: $18 per employee per month
  • Zen: $27 per employee per month
  • Custom quote: contact sales

What I Like/Dislike about Zenefits:

Like:

  • Transition is seamless and easy
  • Great customization
  • Very good at dealining with Benefits, Employment paperwork and Compliance
  • User-friendly interface
  • Great time-off management
  • Low cost

Dislike:

  • Need to improve custom email triggers
  • Need to improve customer support speed

Product Update:

Keep up-to-date with Zenefits here – LinkedIn


9. ClickBoarding 

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 of 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 the 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 on providing guided workflows for an employee from the time the employee joins a company up to off boarding.

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 and 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 makes it easy to learn, ensures ease of adoption and implementation.
  • Support for electronic signature, forms and e-verification makes it easy to conduct a paper-less 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.

10. Lessonly 

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.  Business, organizations and other entities can employ this tool’s capabilities to foster team sharing and collaboration, elevate skills through learning and may 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 trainings and knowledge sharing activities that can be used for onboarding and other employee trainings.

User Experience:

Lessonly offers a smart way to device lessons and trainings.  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, 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.  Free trial is also available. For the paid plans, the following payment schemes are available:

  1. Basic: $200.00 per month billed annually
  2. Plus: $500.00 per month billed annually
  3. 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 streamlines processes such as onboarding and enriches 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.

11. Trello 

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 group projects together.

In addition to the Kanban board, it offers different views such as table, calendar, timeline, dashboard or map views.  A number of automation functions and power-ups or extensions are available, such as countdowns, time sheet, Gantt chart and other integrations with tools such as Dropbox, GitLab, 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 guide 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 in 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 on how to organize pertinent information for a project demonstrates on 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, unlimited power-ups but with limited automation. For the paid plans, the following payment schemes are available:

  1. Standard: $5.00 per user per month billed annually or $6.00 per user per month billed monthly
    1. Premium: $10.00 per user per month billed annually or $12.50 per user per month billed monthly
    1. 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 allowing easy implementation of task 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.
  • Storage capacity is quite low.

Product Update:

Keep up-to-date with Trello here – LinkedIn.

12. Zavvy

The Employee Enablement Platform

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 a 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:

  1. 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.
  2. Builder – The builder section is where each action point and event can be configured and delineated with options for content, task, messages, notification and questions that the assignee should answer.  Zavvy supports embedding of rich content and various forms of media such as videos, polls and group activities.
  3. Assign – This will determine the resources accountable for the journey.
  4. Insights – The last module can be used to manager, administer and monitor 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 is very helpful in aiding the workflow designers 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 the services of this platform can request for 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:

  1. Pre- and Onboarding
  2. Training
  3. Feedback and Development
  4. 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 on how processes should be designed and implemented.
  • The templates are very detailed and covers 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.
  • Options for integration is limited.

Product Update:

Keep up-to-date with Zavvy here – LinkedIn.

13. Digidesk

Key Features:

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 cost by availing of these plans quarterly, semi-annually or annually
  • Digidesk also offers a customized package which you can avail by contacting their sales team

For more information on Digidesk’s pricing, click here.

What I Like/Dislike about Digidesk:

Product Update 

Keep up to date with Digidesk here: LinkedIn

Key Features: Software for Employee Onboarding

Before deciding which HR Software to use, companies must determine which suits them best. They must define first their current challenges and goals.

Do they want to focus on employee information management? Do they want to focus on the management of talents? Or do they want a comprehensive system that covers a wide range of features?

After answering these questions, they shall match their needs to the characteristics of these HR solutions and identify which one they need the most.

If a company is most concerned about its onboarding process or the benefits of onboarding, it can choose between an HCM and HRMS.  

Human Capital Management (HCM) offers all features of HRIS with talent management functions. Employees can take advantage of its learning, development, and career path planning features.

It gives them a general idea of how different departments work and how their roles contribute to the overall performance of the departments. With this software, employees can plan their career paths, and how and when to achieve them.

It also aids them in identifying which skills they need to acquire to be qualified for the roles they want to achieve. 

Human Resource Management System (HRMS) offers standard features of both HRIS and HCM and some time management and payroll features, but may lack some talent management features. 

In terms of tools, HRMS may be broader in scope as it has all the features that HRIS has to offer, and incorporates all HR-related applications.

In contrast, HCM may be more comprehensive in terms of functions, as it is a management system that provides more features to maximize employees’ talents. 

Here are some other things that a company needs to consider when looking for HR software suitable for its onboarding process. 

  • User-friendly Interface 

New employees may have difficulty operating a complex interface; hence, companies should choose simple, easy-to-use software. A user-friendly interface will encourage new employees to explore it. They can quickly understand how to operate the system and how it functions.

Also, companies can customize the design of the interface based on their company themes. Because of its simplicity, it will be easier for companies to fix the problem when it comes to troubleshooting.   

  • Centralized Employee Database 

One of the most tedious administrative activities is repeatedly updating the details of employees. When HR software has a centralized employee database, once the information in one application is changed, it will also update all other applications within the system.  

  • Welcome Portals 

It enables the companies to make their new employees feel welcomed and valued. With welcome portals, companies can post manuals, instructional materials, and the like to guide the employees in adapting to their new roles.

They can access these documents once they log in to their portal accounts.

It also facilitates speedy and effective communication between the companies and their new employees since companies can quickly disseminate information, and employees can easily convey their concerns through the portal. 

  • Onboarding Reports 

Good HR software enables the generation of status reports regarding the onboarding of new employees. It allows the companies to overview which employees have completed, are ongoing, and have yet to start their onboarding program.

They can identify which employees are behind their scheduled onboarding activities and those ahead of their schedule. If several new employees have difficulty completing their activities, companies may take a closer look into them and decide whether or not they need to revise their onboarding programs.  

  • Task Manager 

This feature allows the assignment of tasks and determines which are completed and are still pending. It emphasizes accountability and identifies which employees and departments are responsible for accomplishing them.

HR can set up automatic reminders for onboarding activities through emails to automatically notify the employees about the tasks that need to be started and completed to prevent schedule delays. It can also automate routine tasks and ensure a smooth flow of activities.  

Aside from HR, it can also assign tasks to IT, payroll, and other concerned departments. For instance, the enrollment of the new employees’ biometrics in the company’s system is IT Department’s responsibility. Another, the Payroll department is responsible for enrolling the new employees’ bank accounts in the company’s payroll account.  

  • Workflow Automation 

This feature reduces the amount of repetitive and administrative tasks by automating onboarding. Some examples are submitting and receiving applications from a department to the designated department and automatically rejecting requests based on set criteria. Another is automatic reminders through emails.  

Companies can eliminate manual, repetitive, and logical tasks through this feature, enabling employees to focus on more productive activities.  

  • Paperless 

Another feature that the companies should consider is the paperless feature of the software. It must allow processing, reviewing, and approval of documents by generating electronic signatures without printing copies. Also, security features must come along with digitized signatures to prevent unauthorized signing.  

  • Attendance and Leave Tracker 

Computing the number of hours worked, accrued, and used leaves can be bloody for the HR department. Sometimes, it can cause discord between HR personnel and the employees. Hence, an attendance and leave tracker that automatically computes the number of hours worked, available leaves, and used leaves can be helpful to prevent this inconvenience.  

  • Employee Self-Service 

This feature allows the employees to access their portals and update their information. With this feature, employees can request leaves, apply for company benefits and loans, and track their new and ongoing onboarding training.   

Conclusion

SaaS Employee Onboarding Tools
SaaS Employee Onboarding Tools

These top 10 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 that will ensure great results! 


13 Best SaaS Employee Onboarding Tools for 2022

  1. Eddy – SMB Choice for managing people, payroll, and hiring processes
  2. Whale.io – Best for scaling businesses, knowledge sharing and training platform
  3. Trainual – Number one for onboarding, SOPs, process documentation, and learning management
  4. Enboarder – First and only People Activation Platform designed to help you transform your people programs into science-based, human-centric journeys
  5. BambooHR – Excellent for HR service and employee tracking
  6. Talmundo – Best for managing recruitment and onboarding processes
  7. SuitePeople – Great at connecting HR data with financial, procurement, project, payroll, planning and budgeting processes
  8. Zenefits – Great HRIS for small to large businesses
  9. Clickboarding – Best for businesses needing global onboarding software to help employers
  10. Lessonly – Great tool for teachings and training
  11. Trello – Most user-friendly project management solution
  12. Zavvy – Easiest way to foster performance, culture and well-being
  13. 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 organisation to streamline their onboarding process by automating certain tasks and helping the hiring manager to 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 an 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.