10 Best Onboarding Software Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Get free help from our HR software advisors to find your match.
Choosing the right onboarding software can be overwhelming with so many options to sift through. The right tool should do more than manage paperwork—it should create a seamless, engaging journey that leaves new hires confident and connected. But which tool is the best fit? As a former HR administrator who onboarded hundreds of new hires, I sympathize with your situation.
In this article, I've reviewed the best onboarding software to help you streamline your new hires processes and help you welcome your new employees with ease.
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Best Onboarding Software: Pricing Comparison Chart
This comparison chart summarizes pricing details for my top onboarding software selections to help you find the best software for your budget and business needs.
Tools | Price | |
---|---|---|
BambooHR | From $6.19/user/month (billed annually) | Website |
Greenhouse | Pricing upon request | Website |
Deel | Flat rate user pricing, with a free version for businesses with up to 200 people | Website |
Connecteam | From $29/month (for up to 30 users, billed annually) + $0.5/user/month for each additional user | Website |
GoCo | From $5/employee/month | Website |
WorkBright | Pricing upon request | Website |
Workleap Onboarding | From $3.50/user/month (billed annually) | Website |
ClearCompany | Pricing upon request | Website |
Workable HR | From $49/month (billed annually) | Website |
Skuad | From $199/employee/month or $19/contractor/month | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare Software-
Deel
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Rippling
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Willo
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8
Best Onboarding Software Reviews
Below are my detailed reviews of each onboarding software system that made it into my top 10 list, including the reasons I included them. I’ve highlighted each system’s key features, pros & cons, integrations and user interface to help you make an informed decision.
A staple in the small business and startup world, BambooHR is an HRIS system that includes an onboarding module for new hires, even within its most basic plan.
Why I picked BambooHR: Their onboarding module supports onboarding customizations for each new hire. This means your new hire workflows can be broken down by the job, the department, the location, and more. Onboarding tasks can be automated, with tasks assigned to the new hire, as well as to managers and other employees to help them on their way.
The simplicity and customization allows for a unique user experience for each hire. With the templates, you can make an onboarding guide aimed at specific roles, seniority, and departments for a better overall experience. Bamboo’s overall user experience makes it easy for the HR team to track progress and focus on the bigger picture of the onboarding process.
BambooHR Standout Features and Integrations:
Features include digital onboarding and pre-boarding packages, welcome emails, IT checklists, numerous personalization tools, customizable templates, and e-signature capabilities. All these features work together to ensure your new hires get up to speed as quickly as possible, improving your time-to-productivity metrics compared to old-fashioned paper-based onboarding processes.
Integrations are available with 125+ pre-built connections with popular HR platforms, including Checkr, Leapsome, Workday, LinkedIn, Google, Slack, Microsoft, and other digital workplace apps.
Greenhouse is a recruiting platform that's designed to make the onboarding process easier and more efficient. It's a tool that's designed to help HR teams manage the entire hiring process, from sourcing candidates to onboarding new hires.
Why I picked Greenhouse: The software facilitates every stage of the hiring process as well as onboarding new employees. You can design personalized experiences for your new staff, and automate certain tasks to speed up the admin work that comes with onboarding. You can also set clear goals for employees, and collect their feedback to improve your onboarding process in the future.
The onboarding plans you create can be reused for other new hires, creating a consistent experience for everyone who joins your organization. In addition to carrying out your onboarding process, you can also measure and evaluate the performance of your processes. The software has reporting and analytics tools that help you track your success, and adjust where needed.
Greenhouse Standout Features and Integrations:
One of the standout features of Greenhouse is its automation capabilities. Hiring comes with a lot of paperwork, and the software really alleviates that load. It will send notifications to the right stakeholders to ensure tasks are completed and approved as needed. You can also define specific onboarding tasks depending on a new employee's role, location, or other custom criteria.
Integrations are available natively with 400+ software systems, including BambooHR, Bob, Calendly, Checkr, Deel, Gem, Google Meet, LinkedIn, Microsoft Teams, Real Links, and many others. They also have an open API to support any other custom integrations you may need.
Pros and cons
Pros:
- GDPR compliant
- Includes tools for automating task management
- Includes tools to track diversity, equity, and inclusion (DEI) metrics and mitigate unconscious bias
Cons:
- Onboarding workflows not available in their Essential (basic) plan
- Pricing details are not transparent
Deel is a full-scale HR platform that brings a global approach to onboarding, allowing HR teams to provide a seamless and unified experience to any worker, no matter their location. It offers a secure and compliant solution for businesses to manage employee data, automate workflows, and set up local benefits and payroll.
Why I picked Deel: Their employer of record service offers a simple and compliant way to hire and onboard employees using one of their 100+ local entities, while its contractor management service helps you collect necessary compliance paperwork and generate localized contractor agreements. In addition, Deel’s HR tools allow you to easily provision software access, send out company equipment, or initiate background checks too.
Deel Standout Features and Integrations:
Deel provides an easy-to-use interface that guides users through creating contracts, including a library of templates and clauses that you can pick from to customize your contracts and offer letters. Its employee onboarding tracker lets you add new employees to the system and track their progress throughout the orientation and onboarding process.
Deel automatically keeps track of all documents and required HR forms and allows users to e-sign and store compliance docs securely. The platform also offers free HR software for businesses to help automate admin and reporting for global workforces.
Integrations are available with Ashby, BambooHR, Expensify, Greenhouse, Hibob, Netsuite, Okta, OneLogin, Quickbooks, SCIM, Xero, Workday, and Workable, and more through the Deep API, allowing you to have a single source of truth for your workforce data.
Pros and cons
Pros:
- Add-ons available for localized benefits and global payroll
- Knowledgeable support staff
- End-to-end global employee lifecycle management
Cons:
- Limited customization for some tools
- Contract templates could be simplified
Connecteam is an employee onboarding software solution that caters to remote workers and deskless or field-based teams. The software’s dynamic HR hub empowers HR departments to provide in-depth but straightforward onboarding experiences to their entire workforce, creating a good user experience from day one.
Why I picked Connecteam: The platform’s onboarding capabilities go beyond the employee training aspect. For instance, the software has a document feature that ensures total compliance from the beginning of each new hire’s employment journey.
Connecteam also offers robust training and course features. When employees join your company, these features enable HR or management to create custom training courses for each employee to complete their onboarding workflow. They are mobile-first and intuitive, which makes it easy for employees from all industries to use.
Connecteam Standout Features and Integrations:
The software has all the essential features for streamlining every employee’s onboarding experience through its communications hub and employee timeline feature. For instance, HR teams can warmly welcome each new hire by announcing their start date on the platform’s social feed. An employee directory is also available for users who want to find other employees in the company, and they can communicate with them directly via their team chat app.
Other useful features include time tracking, dynamic employee smart groups, checklists and forms, and interactive quizzes to measure knowledge comprehension.
Integrations include Paychex, Xero, Gusto, QuickBooks Payroll (online + desktop), Google Calendar and others.
Pros and cons
Pros:
- Tracks training progress per employee
- Does not require technical expertise
- Keeps an updated database of all courses created
Cons:
- Complex pricing structure
- Integration details are limited
GoCo is an all-in-one HR software that helps you automate your onboarding checklist and give new-hires a pre-boarding digital experience before their first day.
Why I picked GoCo: This tool belongs on this list because of its digital-centered approach to onboarding and everything else around it. The fact that you can reduce the headache of having papers lying around and finding where to keep them for years is huge in my opinion.
GoCo's onboarding module features e-signature in online offer letters, onboarding checklists, and a way for your employees to choose and enroll in their benefits package and easily set up their payroll information. Plus, once you're done with the onboarding process, you still have a fully-fledged HR platform that can help with payroll, compliance, and performance management, among other services.
GoCo Standout Features & Integrations
Features include automated workflows and magic docs. These allow you to set up tasks and reminders for each step of the onboarding process, ensuring nothing falls through the cracks. Magic docs is a proprietary technology that lets you turn documents into fillable forms with data fields you can store and report on.
Integrations include applicant tracking systems like JazzHR and Greenhouse so you can eliminate double entry and push over the candidate data collected during your interview process instead of starting from scratch.
Other pre-built integrations include Notion, Basecamp, Zoom, QuickBooks, Checkr, and Twilio. Additionally, you can access thousands of other apps through a paid subscription to Zapier.
Pros and cons
Pros:
- Ensures I-9 and W-4 onboarding compliance
- Great document management
- Up to 20% discount on multi-year contracts
Cons:
- Pricing is quoted depending on needs so it requires a sales call
WorkBright is an HR software solution designed to simplify the hiring and onboarding processes for businesses. It offers tools such as Smart I-9, HR onboarding, and an Applicant Tracking System (ATS) to ensure compliance, enhance security, and support a fully remote process.
Why I picked WorkBright: One of its most notable features is its mobile-first design, which allows both hiring administrators and new employees to access all functionalities efficiently from any smart device. This includes handling complex documents like Form I-9, enabling new hires to fill out and upload identification documents directly from their smartphones. This is especially useful for remote hiring.
WorkBright Standout Features and Integrations:
The automated E-Verify feature eliminates the need for manual data entry by automatically creating cases upon completion of Section 2 of Form I-9. Additionally, WorkBright's Optical Character Recognition (OCR) allows employees to photograph and upload documents from their smartphones, reducing paperwork and minimizing data entry errors.
Integrations include ADP Workforce Now, E-Verify, iSolved, Netchex, ApplicantPRO, and Universal Background Screening.
Pros and cons
Pros:
- Ensures compliance with legal requirements, such as I-9 verification
- Optimized for mobile use
- Users can customize forms and workflows
Cons:
- The system does not always notify users when tasks are completed
- Limited integrations
Workleap Onboarding is a tool designed to enhance the onboarding experience for new employees. It provides a structured, automated process that ensures new hires feel engaged and informed from day one. It also facilitates collaboration among teams to create actionable onboarding plans.
Why I picked Workleap: I like that it offers AI-generated templates which reduce the time required to create onboarding plans. This feature allows HR managers to quickly set up personalized onboarding journeys, ensuring that each new hire feels recognized and valued right from the start. Additionally, automated workflows simplify the scheduling of meetings and other onboarding activities.
Workleap Standout Features and Integrations:
Another key aspect of Workleap Onboarding is its robust feedback mechanism. The software includes tools for conducting surveys and collecting micro-feedback from new hires, which helps organizations continuously refine their onboarding processes. It also lets you send messages, share videos and key documents to new hires, record welcome videos for new hires, and automate scheduling for onboarding meetings.
Integrations include Google Calendar, Outlook, Slack, Teams, and Bamboo HR. An API is also available for custom integrations on the Pro plan.
Pros and cons
Pros:
- Good automation features
- Facilitates collaboration for onboarding tasks
- AI-generated, customizable templates
Cons:
- Some users desire more advanced reporting features
- API access limited to Pro plan
Best for an adaptable, paperless & mobile-friendly onboarding experience
ClearCompany is a comprehensive talent management system with integrated modules that cover the full employee lifecycle, from applicant tracking to hiring and onboarding, employee engagement, performance management, and analytics. They're best for companies based in the U.S. and Canada.
Why I picked ClearCompany: Their modern system makes paperless onboarding simple with automated online delivery, tracking, collection, and storage of all forms and documents. You can save time and money while eliminating errors by using ClearCompany's smart forms, which put an end to redundant data entry by pre-filling previously entered information and validating data for formatting and accuracy.
ClearCompany Standout Features and Integrations:
Their integrated, behind-the-scenes compliance management tools also make their platform stand out. Without leaving their platform, you can check employment eligibility (for U.S. employees), run background checks, and verify tax forms like I-9's and W-4's. Their software also supports digital signatures, making the process of signing off on HR forms more user-friendly for your new staff.
Integrations are available with tools for background checks, skill assessments, calendars, job postings, payroll, benefits, and single sign-on (SSO) applications.
Pros and cons
Pros:
- Easy to connect hired candidates into onboarding workflows
- Referral Management feature tracks internal employee referrals
- Recruiting and onboarding in the same platform
Cons:
- User interface is a little bit dated
- Pricing details are not transparent
Workable HR is a Human Resource Information System (HRIS) platform designed to enhance the hiring and employee management processes for organizations of all sizes.
Why I picked Workable HR: The platform offers customizable onboarding workflows, allowing HR teams to tailor the onboarding process to fit various roles and departments. This helps new employees receive relevant and role-specific information from day one. The ability to track onboarding progress through these workflows also helps ensure that no steps are missed.
Additionally, Workable HR includes a user-friendly onboarding portal, which serves as a centralized hub for new employees. This portal provides custom templates and dashboards that are easily accessible to both the new hires and the HR team.
Workable HR Standout Features and Integrations:
Features include efficient document management and e-signature collection, eliminating the need for cumbersome paperwork and enabling a more seamless transition for new hires. Other key features include time-off management, payroll reporting, and organizational charting.
Integrations include ADP, Xero, BambooHR, Greenhouse, Lever, Namely, Rippling, Sapling, and Zenefits.
Pros and cons
Pros:
- Onboarding portal for new hires
- Facilitates recruitment-to-hire processes
- Robust automation features
Cons:
- Can't run payroll without integrations
- Could offer better reporting features
Skuad is a global HR platform that facilitates the hiring and management of remote teams in over 160 countries. As an Employer of Record (EOR) platform, it allows businesses to employ and remunerate international talent without establishing a local entity.
Why I picked Skuad: With Skuad, you can onboard employees from different countries while ensuring compliance with local labor laws and regulations. This capability is crucial if you're looking to expand your talent pool without the complexities of navigating multiple legal systems. The platform simplifies the onboarding process by automating compliance checks and generating contracts tailored to local requirements.
Skuad Standout Features and Integrations:
The software also has a payroll management system that supports multiple currencies and local taxation rules. Additionally, it provides assistance with global mobility through support for work permits and visas and offers country-specific benefits packages.
Integrations include popular HR and payroll systems through Skuad's API, allowing you to synchronize data across different platforms.
Pros and cons
Pros:
- Automated background checks
- Comprehensive compliance management features
- Robust HR support with localized knowledge
Cons:
- Could offer more options for customization
- Localized employment agreements limited to Enterprise plan
Other Onboarding Software
Here are a few more worthwhile options that didn’t make the best onboarding software list:
- Rippling
Workforce management platform built for onboarding and HR needs
- Guru
For compiling information into digital onboarding checklists
- Absorb LMS
For engaging new employees through learning experiences
- SkyPrep
For streamlining the employee onboarding process
- Leapsome
To manage learning, performance, and engagement
- iSpring Learn
For building customized new hire training in multiple languages
- Looop
For extensive onboarding processes linked to a learning management system
- Enboarder
Onboarding tool for role transitions and reboarding after a leave of absence
- eloomi
For improving time-to-productivity through preboarding processes
- Eddy
For small, local businesses with deskless workers
Related HR Software Reviews
If you still haven't found what you're looking for here, check out these other related tools that we've tested and evaluated:
- Best HR software
- Payroll software
- Recruiting software
- Employer of Record services
- Applicant tracking systems
- Workforce management software
Selection Criteria for Onboarding Software
Selecting the best onboarding software for this list requires a deep understanding of the onboarding process and how common pain points can be alleviated by choosing the right tool. Drawing on my personal HR experience, including nine years of onboarding employees, I developed a comprehensive approach to evaluating onboarding software. My experience also made it easier to highlight each system's standout onboarding features — features I wish I'd had in the past!
Core Onboarding Software Functionalities (25% of total score): To create this list, I started out by evaluating and comparing a wide range of HR software systems with dedicated onboarding checklists and workflows. For a software system to land a spot on my long list, it needed to fulfill the following basic use cases:
- Automation tools for repetitive onboarding tasks
- Tools to support digital learning for in-office, hybrid, or fully remote employees
- Self-service access to essential information for new hires
- Progress tracking tools for both administrators and new hires
- Software integrations with HR database systems (or be a module within an existing HR system) to simplify data management
Additional Standout Features (25% of total score): To help me hone in on the best onboarding software available, I also took note of any unique features, including:
- Advanced AI-driven personalization options for learning paths based on roles
- Gamification tools for onboarding processes to maximize engagement
- Advanced analytics and predictive insights that monitor the success of individual onboarding components
- Robust integration capabilities that cut down on manual data entry and provide a better experience for HR administrators and new hires alike
Usability (10% of total score): To evaluate the usability of each onboarding tool, I considered the following:
- An intuitive design that simplifies complex processes
- A clean, user-friendly interface that you can customize with your company branding to enhance the user experience
- Quick access to essential features without overwhelming users
- Role-based access control that's straightforward to configure
- Administrative tools to ensure the day-one onboarding experience is intuitive, fun, logical, and well-paced
Customer Onboarding (10% of total score): To get a sense of each software provider's customer onboarding process, I considered the following factors:
- Quick setup processes and clear guidance for first-time users, including customizable templates
- The availability of training materials such as videos or interactive tutorials
- Support for migrating data from previous systems into the new platform
Customer Support (10% of total score): To evaluate the level of customer support each vendor offered, I considered the following:
- The availability of multiple support channels, including email, phone, and chat
- The existence of a self-service knowledge base or other self-help resources to speed up troubleshooting
- The overall quality, responsiveness, and helpfulness of the support team during customer onboarding and post-purchase, as inferred from customer reviews
Value for Price (10% of total score): To gauge the value of each software, I considered the following factors:
- The availability of free trials or demos to test the software before purchasing
- Transparent pricing models that clearly explain which features are included at each level
- Tiered pricing plans that cater to different business sizes, from small to medium-sized businesses (SMBs) up to enterprise-level organizations
Customer Reviews (10% of total score): Evaluating customer reviews is the final element of my selection process, which helps me understand how well a product performs in the hands of real users. Here are the factors I considered:
- Whether a product has consistently high ratings across multiple review platforms, indicating a broad level of user satisfaction
- Specific praises, criticisms, or trends in customer feedback that indicate the software's strengths or areas for improvement
- Whether customer feedback specifically mentions issues with ease of use, customer support responsiveness, or lacking features
Using this assessment framework helped me identify the onboarding software that goes beyond basic requirements to offer additional value through unique features, intuitive usability, smooth onboarding, effective support, and overall value for price.
How to Choose Onboarding Software
Onboarding software can help you organize all elements of your orientation process for new employees, providing a smoother and better experience. To help you figure out which onboarding software best fits your needs, you need to pinpoint your key users and document their specific challenges first.
As you work through your own unique onboarding software selection process, keep the following points in mind:
- What problems are you trying to solve? Start by identifying the challenges you're trying to overcome. This will help you clarify the features and functionalities the onboarding software needs to provide. These challenges may include:
- Onboarding resources that are spread out across multiple locations, making it difficult for new hires to source the information easily,
- Onboarding processes that are inefficient, such as paper-based information,
- Improved consistency of onboarding processes across different employee groups and locations, or
- Difficulty tracking compliance requirements regarding onboarding tasks.
- Who are your main users? Consider who will use the software and how many licenses you'll need. Once that's clear, it's also useful to rank the needs of your different users to identify the key priorities for your power users, managers, and employees, to ensure they're all met.
- For onboarding software, you'll need basic access for your new hires, and admin-level access for your HR professionals and internal training, learning, or compliance specialists.
- What is your budget? To evaluate cost, estimate how many staff you expect to hire over the next few years. Since most onboarding software charges a monthly fee per employee, this will help you estimate your monthly costs.
- It's important to determine a realistic budget for your new employee onboarding software up-front, so you don't waste time considering software that's out of your price range.
- What outcomes are important? Review the capabilities you want to gain or improve, and how you will measure success. Being clear on your desired outcomes upfront is crucial to avoid wasting valuable time. Key outcomes you may want to measure include:
- The success of a fully digitized onboarding process that offers a consistent experience for in-office and remote employees,
- All your onboarding activities within one platform, creating a better employee experience for your new hires, and
- Improved compliance tracking and completeness scores due to the content being digitized and trackable in real-time.
- Do you require specific software integrations? Clarify whether your new onboarding system will replace any existing tools, or need to integrate with them. Important systems to integrate with include training management software, learning management systems, or your HR management system.
- Can you reduce your monthly SaaS overhead costs by replacing multiple tools with an all-in-one learning platform?
- Are all the software integrations you need available, or can they be custom-configured using an API?
- Does the new software satisfy your technical requirements? Consider the software selection alongside your existing workflows and systems. Evaluate what's working well, and any problem areas that need to be addressed.
- Does the new system integrate with your corporate workspace (Microsoft SharePoint, Google Workspace, etc.),
- Does the new system offer security features that meet your needs (e.g., two-factor authentication (2FA), etc.)?
Remember every business is different — don’t assume that an onboarding software system will work for your organization just because it's popular.
How to Implement Onboarding Software
Once you've chosen the winning onboarding system for your needs, you'll need to develop an implementation plan to integrate the software into your onboarding process.
Assuming your chosen onboarding software offers a deep set of features, here are some elements you'll need to incorporate into your implementation plan:
- An implementation strategy and timeline
- Feedback from recent new hires on their onboarding process (e.g., what worked well, what was confusing and could have been better, etc.)
- Feedback from key stakeholders that manage your internal training and learning and development processes (i.e., whoever is responsible for updating your onboarding materials)
- Internal training and support processes for your HR administrators or anyone else who will assist with employee onboarding (i.e., managers and team leads)
- Available software integrations or IT resources to set up custom configurations using an API
- A trial or test run process using a small group of new hires to gain initial feedback on the new system
- An internal implementation team that is responsible for maintaining the software and responding to questions or requests for improvements from staff
To point you in the right direction, I recommend reading our guide on HR software implementation next.
In addition, our podcast with Andrew Swiler, CEO of the HR software company Lanteria, is also full of solid advice on How to Build and Implement an HR Tech Stack.
Trends in Onboarding Software for 2024
Onboarding processes are always evolving, driven by advances in technology as well as shifting workplace structures. Here are some trends that are currently developing in the onboarding software space:
- Remote and Hybrid Onboarding Solutions: With remote and hybrid work arrangements continuing to dominate many industries, onboarding software has become more specialized for remote employees. These solutions have started incorporating more elements from employee engagement software, including tools to enhance team cohesion, culture, and communication, regardless of an employee's physical location.
Are you plugged into this trend? If you're not sure, these tips for effectively onboarding remote employees will bring you up to speed quickly. - AI and Automation: Using AI-driven onboarding software makes it easier to personalize the onboarding process for your new hires, and by personalize I don't just mean filling in a field with the new hire's name.
A truly personalized onboarding process takes into account each person's role in the company and the specific set of skills they will need to acquire, and in which order. Using AI in this strategic way can enhance the efficiency of your onboarding process by focusing on the most important and foundational aspects of integrating each person into the team first. - Data-Driven Onboarding Practices: As onboarding software becomes more specific, the data and analytics that these systems collect have increased in quality as well. Your HR professionals will be able to review their onboarding data to track, measure, and analyze all the key metrics that relate to their new hire orientation process.
For example, they can dig into which onboarding items appear to take too long to complete or remain incomplete despite automatic reminders. This signals to your team that those items are likely confusing, or should be broken down into smaller tasks to make it more achievable. - Increased Focus on Employee Well-Being: Some onboarding platforms have begun incorporating features to monitor new hires' mental and emotional health as part of the onboarding process, such as pulse check-in prompts that ask your employees how they're feeling at the start or end of each day, or requests for feedback at the end of each orientation training session. It may also include an increased focus on offering your new hires links to employee resources, such as an employee directory, a dynamic org chart, or a Frequently Asked Questions wiki to solve common issues.
If you're wondering how your most recent new hires feel about their orientation process, consider administering an onboarding survey. Not sure where to start? Read Onboarding Surveys: A Complete Guide With Questions. - Continuous Learning and Development: A proper onboarding period can last between 6 to 12 months, depending on the role requirements. Modern onboarding software has started to support a more continuous approach to employee learning and development, allowing managers to create 30-60-90 day plans, and beyond. Other features that support continuous learning include internal mentorship matches or onboarding buddies, task shadowing, and integrations with internal training or learning management systems.
If you need help expanding the reach of your onboarding program, this article might help: How to Write a 30 60 90 Day Plan for Your Org's Onboarding + Template.
Investing in onboarding software that leverages these trends — such as the systems in this list — will help you create a more welcoming, holistic, strategic, and far-reaching onboarding program. And doing so is sure to positively impact your employee retention in the long run.
What is Onboarding Software?
Onboarding software is a digital tool designed to efficiently manage and facilitate the process of welcoming and integrating new employees into an organization. Key features of onboarding software include automated paperwork processing, employee training modules, task assignment tracking, and tools for communication and information sharing.
The purpose of onboarding software is to efficiently integrate new employees into a company, ensuring a smooth transition and quick adaptation to their roles.
Limitations of Traditional Methods of Managing Employee Onboarding
Traditional methods for managing employee onboarding often have limitations that impact efficiency, engagement, and consistency. As someone who spent many years onboarding new hires both remotely and in person, I dealt with many of these challenges frequently. Here are some of the most common problems with traditional onboarding methods, which can all be solved by onboarding software:
- Time-Consuming Processes: Traditional onboarding often involves lengthy paperwork, manual data entry, and in-person orientations, consuming valuable time for HR and managers.
- Lack of Consistency: Without a standardized digital process, onboarding experiences vary greatly, leading to inconsistencies in training, task completion, and overall preparedness among new hires.
- Limited Engagement: Relying on in-person meetings and static documents can make it hard to keep new hires engaged, especially during critical early stages when they’re adjusting to a new role.
- Poor Tracking and Accountability: Traditional onboarding methods lack transparency and tracking, making it difficult for HR and managers to monitor new hires’ progress, identify completion gaps, or ensure accountability.
- Difficulty in Remote and Hybrid Onboarding: Traditional processes are often ineffective for remote or hybrid employees, who need accessible, digital tools to feel included and supported from day one.
- Prone to Errors and Compliance Risks: Manual data entry and paperwork can lead to errors, potentially putting organizations at risk of compliance issues if legal or regulatory requirements aren’t properly documented.
- Minimal Personalization: Traditional methods typically lack the flexibility to tailor the onboarding process to individual needs, limiting opportunities for customized training and role-specific introductions.
- Delayed Productivity: With slow onboarding processes, new hires may take longer to become productive, which impacts team dynamics and the company’s overall efficiency.
- Limited Feedback Mechanisms: Traditional methods often don’t allow for immediate feedback or adjustment based on new hires' experiences, making it hard to identify and fix issues in the onboarding process.
- Inefficient Resource Allocation: In-person orientations and manual processes require more HR and management resources, which could be better allocated to strategic initiatives with a more efficient system in place.
As you can clearly see, these limitations highlight the need for modern, automated onboarding software that can streamline workflows, enhance engagement, and provide a consistent and compliant experience for all new hires.
Features of Onboarding Software
The specific features included in each onboarding system will depend on the type of software you choose (a standalone tool versus a module within an HR management system or an L&D-focused system). However, these are the key features I assessed when selecting the best onboarding software for this list:
- Customizable Onboarding Checklists: Many systems offer the ability to tailor onboarding requirements for different roles using digital onboarding checklists. Doing so ensures that the hiring manager and new employee both have a transparent record of the tasks that need to be completed.
- Automated Workflows: The best employee onboarding software allows your power users (your HR team) to create criteria and triggers to automate HR processes across the employee lifecycle, eliminating repetitive tasks.
- Electronic Documents and e-signatures: Official papers can either be paperless through the onboarding system or scanned into the system for document management purposes. As well, many systems simplify the process by supporting electronic signatures on internal documents, avoiding the need to print documents out.
- Employee Self-Service Portal: Streamlining your onboarding tasks through a self-service portal allows your new hires to complete paperwork, access training materials, and find essential information independently, reducing the amount of assistance required to get your new staff on track.
- Training Modules: Onboarding includes a lot of process orientation and employee training; software can help organize, facilitate, and track learning initiatives and certifications on your behalf automatically.
- Social Integration Features: Onboarding tools should connect new employees to the names, faces, and contact information of the people who can help them, especially your core human resources staff and immediate team members.
- Company Wiki: Well-organized information and FAQs are extremely useful for any new employee needing basic how-to information, organizational charts, and company culture guidance.
- Self-service Benefits Administration: Onboarding software may include the ability to sign up for company benefits like health care, parking passes, and supply requests, which can all be done virtually.
- Employee Feedback: The ability to collect feedback and questions across the onboarding process helps ensure employees feel satisfied with the structure and pace of their onboarding tasks.
- Analytics & Reporting: You can gain insights into the effectiveness of your onboarding process with detailed analytics and reporting. This data helps identify areas for improvement and ensures the onboarding experience meets the needs of new hires and the organization.
By focusing on these features, companies can ensure their onboarding software provides a comprehensive, efficient, and engaging start for new employees. The right software not only simplifies administrative tasks but also plays a critical role in building a solid foundation for new hire success and long-term employee engagement.
Benefits of Onboarding Software
Onboarding software is designed to help organizations automate and optimize the onboarding process with the goal of enhancing both the employee experience and organizational efficiency.
By selecting the best onboarding software for your needs, you can expect to gain the following benefits:
- Streamlined Administrative Processes: Onboarding software reduces the time and effort required to complete paperwork and administrative tasks, minimizing the manual workload associated with new hire documentation and compliance.
- Improved New Hire Engagement: Onboarding software offers interactive and personalized learning paths that help new hires feel welcomed and valued from day one, increasing job satisfaction and morale.
- Consistency in Onboarding Experiences: By delivering a uniform onboarding experience, companies can maintain high standards of training and integration, regardless of department or location, ensuring every new hire receives the same level of information and support.
- Faster Time to Productivity: Through structured training modules and easy access to essential resources, employees can quickly learn about their roles and responsibilities, significantly reducing the time it takes for them to settle into their roles and contribute effectively to their teams.
- Data-Driven Insights & Reporting: With detailed analytics and reporting features, organizations can continuously improve their onboarding strategies based on real user data, uncovering areas that need future adjustments.
Investing in the right onboarding software can transform how organizations welcome new employees, laying the foundation for a successful and productive working relationship.
Costs & Pricing for Onboarding Software
Pricing for onboarding software varies widely due to the fact that there are different sub-types of onboarding software on the market. Some onboarding platforms are standalone tools, whereas others are integrated modules within an HR management system or onboarding-specific workflows with a learning management system.
Below, I've broken down the typical plan options you'll encounter, including a free option that's well-suited to small businesses looking to try out a software system before committing to a contract.
Plan Comparison Table for Onboarding Software
Plan Type | Average Price | Common Features Included |
---|---|---|
Free | $0 | Basic onboarding features, limited user access, and essential integrations |
Basic | $4-7 per user/month | Automated workflows, electronic document management, and self-service portals |
Standard | $8-15 per user/month | Customizable onboarding checklists, e-signature capability, and integration with HR systems |
Premium | $16-30 per user/month | Advanced analytics and reporting, training and development tools, and performance tracking |
Enterprise | Custom pricing | Custom integrations, advanced security features, dedicated support, and unlimited access |
When considering which plan to choose, it's essential to assess not only the immediate needs of your organization but also future requirements as you scale. Start with a plan that meets your current demands while keeping an eye on features that will support your growth. Remember, the best choice balances functionality, scalability, and cost.
While it's understandable that you may want to start with a free or basic plan initially, there are several reasons why you may want to opt for a more advanced plan, including:
- Enhanced Features: Basic plans often lack advanced features like e-signature capabilities, integrations with other HR systems, and advanced reporting. By upgrading your plan, you'll gain additional tools to help you streamline and optimize your onboarding process.
- Improved Compliance Management: Advanced plans offer more robust compliance tracking and documentation features, including automated reminders, to reduce any risk of non-compliance — definitely worth paying for.
- Customization: Basic plans often come with limited customization options. Upgrading allows you to tailor the onboarding process to fit your company's specific needs and culture. Higher-priced plans are also more likely to offer the option to incorporate your corporate branding materials into the user interface to create a more cohesive experience for your new employees.
- Integration Capabilities: If the free or basic plan doesn't integrate with the software your company uses, it makes sense to switch to a better plan. By connecting your onboarding software with your other key systems — such as your HRIS, training management, or safety management software — you'll improve your data management practices by removing manual data entry requirements.
- Support and Training: Advanced plans offer better customer support and additional training resources. If your onboarding process is complex and you need more help troubleshooting issues or creating workflows according to your needs, you may want to invest in a better plan with more robust support.
Ultimately, it's important to secure a plan that offers the features you require to satisfy your current needs and solve your challenges without exceeding your budget.
Onboarding Software: Frequently Asked Questions
Here are some answers to frequently asked questions you may have about HR onboarding software and how it can help you create a positive employee experience for your new hires:
What is onboarding?
Onboarding is the process of bringing new employees up-to-speed as they get settled into their new roles with your company. This includes everything from meeting the team, accessing and learning the company’s technology, understanding their roles and responsibilities, completing any required internal or health & safety training, and more.
The onboarding timeframe can last anywhere from one day to one year, depending on the role. However, it is most commonly completed within 2 to 4 weeks. Even though it does cost time and resources to properly onboard new hires, it’s well worth the investment. Research has shown that a good onboarding experience can increase employee retention by up to 82% and productivity by 70%.
Why is onboarding important?
A well-designed and thoughtful onboarding process is important because it has lasting impacts on the way your new hires will feel towards your company. They’ll form their first impression quickly, and many research studies have shown the positive impacts a proper onboarding program can have.
Here are some key statistics to help me make my point:
- Employees who undergo extensive onboarding programs will become competent in their roles 34 times faster than colleagues with limited onboarding experiences.
- 92% of new employees credit an effective onboarding program to feeling productive and valued within their first month in a new role.
- Employee who participated in a structured and engaging onboarding program are 69% more likely to remain with a company for three years or longer.
- Other research has shown that positive onboarding processes can improve new hire retention by 82% and productivity by 70%.
- Meanwhile, a poor onboarding experience makes an employee twice as likely to search for a new position.
I could go on and on (believe me), but I think you get my point. If you’re struggling with your employee retention, improving your onboarding experience could be a key piece in your puzzle. And, with the help of onboarding software, you’ll soon be welcoming your future new hires like a pro.
How long does onboarding take?
Employee onboarding generally takes between 2 weeks up to 6 months or even a year. It ultimately depends on factors like the role the employee is starting, the complexity of your business, the employee’s background and experience, and more. According to Gallup, it takes around 12 months for new hires to fully perform in their role.
The truth is, new employees continue to learn and adapt to your workplace over time. So encouraging employees to be learners from their first day onward is a key to their successful onboarding at your organization.
What are the phases of onboarding?
Generally there are considered to be 4 distinct phases of new employee onboarding. Here’s each one, and what it means:
- Pre-onboarding (or ‘preboarding‘): Preparing for your new hire to join the team. For example, getting their accounts and equipment set up, putting together a checklist or schedule for them, and getting documentation ready and completed.
- Onboarding: The period of time specifically set aside for a new employee to get their footing. This usually includes meet and greets; accessing technology; learning about the company’s mission, vision, and values; and gaining a deeper understanding of their role.
- Training: Once an employee is settled in, they’re ready for job-specific learning. This might include hands-on training, shadowing a peer, or working through a modular training program virtually or in-person.
- Transitioning: This is the phase where a new hire begins to embody their role. They’re ready to take on more complex tasks and managers can take a more hands-off approach. At this phase, an employee is an established member of the team and contributing consistent value in their day-to-day.
Are there different types of onboarding software?
There certainly are different subsets of onboarding software, and I’ve taken care to give you a blend of options within this list. The three main types of HR onboarding software are as follows:
- An integrated onboarding module or workflow that is part of a larger HR management system (e.g., a human resources information system [HRIS], human capital management [HCM] system, or human resource management system [HRMS])
- A software solution focused on employee training and learning & development (a great choice for onboarding processes that are very training-heavy, such as for safety-sensitive positions)
- A standalone workflow or task management software that functions as a virtual checklist for onboarding tasks (a great choice for small businesses wanting to improve their onboarding process without a large financial investment)
- While change management software is typically associated with managing organizational changes and transitions, it can also support the onboarding of new employees or team members
The best choice for you will depend on the nature of your business and the depth of your new hire orientation requirements.
Are there any free employee onboarding software systems?
Free-forever software is hard to come by, and I have to say, anything completely free isn’t going to offer you the benefits of the paid plans described above. However, if you really can’t afford to invest in HR onboarding software just yet, you can make improvements to your onboarding process using the tools you have.
In a previous role, I completely overhauled my company’s orientation process using a combination of onboarding checklists in Word and PDF documents, with hyperlinks to the employee training resources each person needed to complete. Once the documents came back to me, I updated the information in a massive Excel spreadsheet with formulas incorporated to help me track our training compliance.
Even though this got the job done, I had no way of monitoring where staff were in their onboarding tasks, and no means of automating reminders or collecting electronic signatures either. Instead, I had to send out individual emails to remind staff to return their forms to me. I would have absolutely preferred to have used one of the onboarding software systems mentioned above as it would have saved me countless hours of menial admin work!
If you’re in a similar situation, take a look at our Free New Hire Checklist Template for Employers to help you get started.
How do I onboard remote employees?
New hire onboarding can be tricky even when they’re in the office, surrounded by their new team members and peers. You want your new recruit to feel welcomed and prepared for their first day, and that can be tricky when they’re on the other side of a screen. Here are some tips to get remote employee onboarding right:
- Outline an onboarding workflow that’s specifically designed for remote employees. Include things like getting access to accounts, reading the employee handbook, and virtual meet and greets with team members.
- Give your new employee a list of all the SaaS tools and apps they’ll be using in their day-to-day. This includes project management software, time tracking apps, performance management tools, HR platforms, and communication software.
- Create interactive experiences for new hires. It could be fun quizzes about the company, a scavenger hunt to help them tick off their onboarding checklist, or social training through a learning management system (LMS).
- Keep a record for every new employee that includes their background check, offer letter, personal information, and other important paperwork. You might be able to do this with your applicant tracking system or onboarding platform.
How can you digitize and automate HR onboarding?
Today, making use of technology is a natural part of all stages of the employee lifecycle. Companies in all industries are seeking out ways of digitizing their processes and alleviating manual workloads. And this goes just as much for onboarding new employees as anything else.
Many of the HR onboarding software on this list have features and functionalities that help you digitize and automate your onboarding process. Here are some of the ways you can use technology to your advantage for employee onboarding:
- Digitizing documents like contracts and policies and using e-signatures.
- Using an employee database to manage contact and other important information.
- Creating virtual calendars for new hires to manage their tasks with.
- Giving new employees a digital checklist of items to complete in their first 30, 60, and 90 days.
- Providing a digital org chart that employees can easily refer to.
- Setting up automatic notifications for when onboarding tasks are completed, or when they need attention.
- Creating an automated workflow to streamline the onboarding process.
What is offboarding?
Offboarding covers the very end of the employee lifecycle. It’s the phase where an employee has decided to leave the company and you offboard them from your payroll and other related systems. While it follows a different process then onboarding, it’s actually just an altered workflow within the same type of system — either dedicated onboarding/offboarding software, or a module within an HR management system.
I’ve personally offboarded hundreds of employees myself. If you need extra help with your offboarding process, I’ve got several resources to help you. Here are my tips for how to nail your offboarding process, plus tips on how to conduct a proper exit interview with your departing staff.
What security features do these onboarding platforms offer?
Since onboarding platforms are designed to collect sensitive employee data, they need to have robust security and data protection mechanisms in place. They commonly offer features like end-to-end encryption, multi-factor authentication (MFA), and compliance with global data protection regulations (e.g., GDPR, HIPAA). These measures ensure that personal and financial information is stored and transmitted securely, minimizing the risk of data breaches and unauthorized access.
What is the typical learning curve for onboarding software?
The learning curve for new users can vary widely between onboarding systems. Solutions designed with user-friendliness in mind typically offer intuitive interfaces, comprehensive onboarding tutorials, and responsive customer support to facilitate a smoother transition. However, more complex systems with extensive customization options might require additional training. Choosing a system that aligns with the technical proficiency of your HR team and employees is essential.
Do onboarding solutions offer analytics or reporting features?
Yes, many onboarding solutions provide analytics and reporting features to help HR teams monitor the effectiveness of their onboarding processes. This includes tracking onboarding metrics such as time-to-productivity, completion rates of onboarding tasks, and new hire satisfaction levels. This data is crucial for identifying bottlenecks and areas for improvement in the onboarding experience.
What is time-to-productivity and how can you measure it?
Time-to-productivity (sometimes called T2P) refers to the time it takes for a new hire to become fully productive and contribute effectively to their role. This metric is essential in understanding the efficiency of your onboarding process.
Measuring time-to-productivity typically involves setting clear milestones for essential tasks or skills that new hires must master. For example, these could include completing mandatory training, achieving specific performance goals, or reaching a set level of independence in their work.
By tracking the time it takes new hires to hit these milestones, you can gauge how well your onboarding process prepares them to succeed, and identify areas where additional support or resources may be needed to help reduce this timeline.
How can onboarding software improve time-to-productivity?
Onboarding software can significantly speed up time-to-productivity (T2P) by streamlining and automating key onboarding tasks, making it easier for new hires to hit the ground running.
With features like self-paced training modules, task checklists, and digital document signing, onboarding software reduces time spent on manual processes, allowing new employees to focus on learning their roles. Onboarding software also simplifies milestone and progress tracking, so HR and managers can provide timely support when needed.
By delivering a consistent, structured onboarding experience, onboarding software ensures new hires have everything they need to become productive, engaged members of the team faster.
How can onboarding software help new hires build personal connections?
Onboarding software helps new hires build personal connections by integrating communication tools and social features into the onboarding journey.
Many platforms offer features like team introductions, virtual meet-and-greets, and interactive org charts that allow new hires to get to know their colleagues right from day one. Some even provide social feeds or community spaces where new hires can ask questions, share updates, and join interest groups, fostering a sense of belonging.
By facilitating these early interactions, onboarding software makes it easy for new hires to build meaningful connections and feel welcomed into the company culture.
What are some other tips to create a positive first-day experience?
Here are some simple tips to help you create a positive and memorable first day for your new hires:
- Start with a warm welcome—greet them personally, introduce them to the team, and give a tour of the office or virtual workspace.
- Set up their workspace or send a welcome kit with essentials and a personal note to make them feel valued.
- Provide a clear schedule for the day, with time for onboarding sessions, team meet-and-greets, and even a lunch with colleagues, to help ease first-day nerves.
- Assign a buddy or mentor to offer guidance, answer questions, and provide a friendly face, making the first day feel supportive and engaging.
- Clarify where the new employee should direct any questions to, to make them feel comfortable reaching out for additional support.
In addition to these tips, there are also employee onboarding courses out there if you're interested in digging deep and doing a granular overhaul of your orientation process from start to finish!
Other Resources to Create a Top-Notch Onboarding Experience
Wondering what else you can do to create a better onboarding experience for your new staff? Don't sweat, we've got you covered! Here are a few other articles that will help you get the most out of your onboarding process:
- Top 8 Employee Onboarding Best Practices
- The Case For A New Employee Handbook (And What To Include)
- How to Onboard the Right Way in a Remote Workplace, a podcast with Jordan Boogaard from EddyHR
- How to Improve the Onboarding Process Through Storytelling, a podcast with Jerome Deroy from Narativ
Final Thoughts
This list contains a number of software types you can use to onboard new hires. Whether you're a small business or a Fortune 500 company, I'm confident something here will work for you.
Looking for more insight into the world of onboarding and the employee experience? Be sure to sign up for our weekly People Managing People newsletter too.