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Onboarding Software

What is Onboarding Software

Onboarding software is a specialized type of software designed to help businesses smoothly integrate new employees into their organization. This software streamlines the process of welcoming, training, and getting new hires up to speed with their roles and responsibilities.


One of the key functions of onboarding software is to provide an organized and efficient way for new employees to complete necessary paperwork and formalities. This includes filling out employment forms, tax documents, and understanding company policies. The software typically offers digital forms and checklists to ensure all essential steps are completed efficiently.


Another important aspect of onboarding software is its role in training and development. It often includes training modules, videos, and other resources to help new employees learn about their job roles, the company culture, and any necessary skills they need to perform their duties effectively. This self-paced learning approach allows new hires to absorb information at their own comfort level.


Onboarding software also facilitates better communication between the new employee, their team, and the human resources department. It often includes features such as message boards, email integration, and direct messaging to ensure open and clear communication throughout the onboarding process.


A significant benefit of onboarding software is its ability to track the progress of new employees. Managers and HR personnel can monitor completed tasks, training progress, and any outstanding items. This feature helps in identifying any areas where the new hire might need additional support or training.


Furthermore, onboarding software often includes feedback mechanisms. New employees can provide feedback about their onboarding experience, which can be invaluable for companies looking to improve their processes and make the onboarding experience more effective and enjoyable for future hires.


In summary, onboarding software is a vital tool for businesses to efficiently and effectively integrate new employees into their organization. It simplifies the process of completing initial formalities, provides structured training and development, enhances communication, tracks progress, and gathers feedback. By using onboarding software, companies can ensure a smooth transition for new hires, leading to better job satisfaction and faster time to productivity.

Types of Onboarding Software

HR Onboarding Systems

These systems focus on the administrative side of bringing new employees onboard. They handle paperwork, benefits enrollment, and legal compliance. This type of software makes sure all the necessary forms are filled out and filed correctly, saving time and reducing errors.

Training and Development Platforms

These platforms are all about educating new hires. They offer training modules, videos, and quizzes to help new employees learn about their job, the company culture, and any necessary skills. This software often tracks progress, so managers can see how well new employees are doing.

Task Management Tools

Task management tools help organize and assign the specific tasks that new hires need to complete during their onboarding. This can include setting up their workspace, meeting team members, or completing initial projects. These tools help ensure that nothing falls through the cracks.

Social Integration Software

This type of software helps new employees feel part of the team. It might include features for social networking within the company, mentorship program matching, or organizing meet-and-greets. The goal is to help new hires build relationships and integrate socially with their colleagues.

Feedback and Evaluation Systems

These systems provide a way for new employees and their managers to give and receive feedback about the onboarding process. This can help identify areas where the new hire needs more support and areas where the onboarding process itself can be improved.

Benefits of Onboarding Software

Streamlines the Onboarding Process

Onboarding software automates and organizes the steps involved in bringing a new hire on board. This includes filling out forms, learning about company policies, and getting to know their role. It makes sure nothing is missed and everything is done in the right order.

Improves New Employee Experience

A good start is crucial. This software helps new employees feel welcome and informed. It can provide them with a clear schedule, resources, and training materials right from day one, reducing their anxiety and improving their initial experience with the company.

Saves Time and Reduces Paperwork

By automating many onboarding tasks, this software cuts down on the time spent on paperwork and administrative tasks. This means HR staff and managers can focus on more important things, like personally interacting with new hires.

Ensures Compliance

Onboarding software helps companies stay compliant with employment laws and regulations. It ensures all necessary legal documents are signed and stored correctly, reducing the risk of compliance issues.

Enhances Communication

These tools often include features for communication between new hires, their managers, and HR. This ensures everyone is on the same page and any questions can be answered quickly and efficiently.

Tracks Progress

With onboarding software, managers and HR can easily track the progress of new employees. They can see which tasks have been completed and which still need attention, ensuring a smooth transition for the new hire.

Offers Valuable Insights

Many onboarding programs provide analytics and feedback tools. This helps companies understand how effective their onboarding process is and where improvements can be made.

The Cost of Onboarding Software

Subscription Fees

Most onboarding software is offered as a subscription service. This means you’ll pay regularly – monthly or annually – to use it. The cost can vary depending on how many features you need and how many new hires you have.

Setup and Implementation Costs

Some onboarding software requires a setup fee. This can include the cost of integrating the software with your current systems, customizing it to fit your needs, and training your team to use it.

Training Costs

Even if training isn’t included in the setup fee, you might need to spend money to train your HR team and managers to use the software effectively. This could be in the form of online courses, webinars, or in-person training sessions.

Customization and Additional Features

If you need special features or customization to fit your company’s specific needs, this can add to the cost. Things like adding your company logo, custom workflows, or special reports might cost extra.

Support and Maintenance

Ongoing support and maintenance are usually included in the subscription fee, but some providers might charge extra, especially for premium support services or advanced troubleshooting.

Scale and Number of Users

The more employees you onboard, the more the software might cost. Some providers charge based on the number of users, so as your company grows, so might your expenses.

Compliance and Security Features

If your industry requires strict data security and compliance standards, you might need to pay more for a software that meets these requirements.

Who Uses Onboarding Software?

Human Resources Departments

HR teams in companies use onboarding software to streamline the process of welcoming new employees. It helps with paperwork, training schedules, and providing essential information about the company. This way, new hires can settle in more easily and quickly.

Managers and Team Leaders

Managers and team leaders use onboarding software to track the progress of new team members. It helps them assign tasks, set up meetings, and check how well the new employees are adapting to their roles.

Educational Institutions

Universities and training centers use onboarding software to help new students or trainees get familiar with the institution. It provides them with schedules, course materials, and resources they need to start their educational journey.

Software and Technology Companies

These companies use onboarding software to help new users understand their products. It’s a way to guide users through the features and functionalities of the software, making sure they get the most out of it.

Corporate Training Programs

Companies with training programs for employees use onboarding software to manage these programs effectively. It helps in organizing training materials, scheduling sessions, and tracking participant progress.

Customer Support Centers

Customer support centers often use onboarding software to train new agents. It provides them with the necessary knowledge and tools to handle customer inquiries effectively, ensuring they are well-prepared to deliver excellent customer service.

Non-Profit Organizations

Non-profits also benefit from onboarding software, especially when bringing in new volunteers or staff. The software can provide them with information about the organization’s mission, operations, and their specific roles.

Startups and Small Businesses

For startups and small businesses, onboarding software is vital in establishing a structured approach to bringing in new talent. It helps these smaller teams to quickly integrate new members without the extensive resources larger companies might have.

Remote and Distributed Teams

In the era of remote work, onboarding software is crucial for teams spread across different locations. It helps in creating a cohesive and consistent onboarding experience for new hires, regardless of their physical location.

Popular Onboarding Software Products


BambooHR offers an HR software suite that includes onboarding features. It simplifies the new hire process by providing electronic forms, document management, and task tracking.


WorkBright specializes in mobile onboarding for remote or seasonal workers. It allows employees to complete paperwork and training on their smartphones, making it convenient for both employers and new hires.


Zenefits is an all-in-one HR platform that includes onboarding functionality. It automates the onboarding process, from collecting personal information to setting up payroll and benefits.


Gusto provides a user-friendly onboarding solution that integrates with payroll and benefits administration. It offers features like electronic signatures and tax form generation.

Click Boarding

Click Boarding offers a comprehensive onboarding platform that focuses on creating a positive employee experience. It includes features like personalized welcome portals and automated workflows.


Enboarder is an employee onboarding platform that emphasizes personalized experiences. It allows employers to create customized onboarding journeys for each new hire.


ClearCompany provides talent management software that includes onboarding features. It streamlines the onboarding process with e-signatures, document management, and compliance tracking.


OnPay is a payroll and HR software solution that includes onboarding functionality. It simplifies the new hire process by offering digital forms and employee self-service.


Talmundo is an employee onboarding platform that focuses on engagement and communication. It helps organizations create interactive onboarding experiences for new hires.

Sage HR

Sage HR provides onboarding software as part of its HR and payroll solutions. It includes features like automated workflows and compliance tracking.

HR Cloud

HR Cloud offers an onboarding platform that simplifies the new hire process with electronic forms, e-signatures, and task management.

Onboarding Software Features


Feature Description
Employee Information Management Maintain a central repository for employee information, including personal details, contact information, job roles, and department assignments.
Document Management Store and manage all onboarding-related documents, such as contracts, tax forms, company policies, and training materials, in a secure digital environment.
Task Assignment and Tracking Assign tasks and activities to various stakeholders involved in the onboarding process, and track task completion to ensure a smooth onboarding experience.
Onboarding Workflows Create customizable workflows that define the step-by-step onboarding process, including tasks, forms, approvals, and notifications. Ensure consistency and compliance with company policies.
Compliance and Regulations Stay compliant with labor laws and regulations by automating the collection of necessary legal documents, verifying eligibility to work, and managing document expiration dates.
Electronic Signatures Enable electronic signatures for documents, contracts, and policies, streamlining the signing process and reducing the need for physical paperwork.
Employee Self-Service Portals Provide new hires with self-service portals where they can access and complete required onboarding tasks, update personal information, and track their progress.
Integration with HR Systems Integrate with existing HR software, such as HRIS or payroll systems, to sync employee data and ensure consistency across the organization.
Welcome Messages and Announcements Send automated welcome messages, announcements, and relevant company information to new hires, creating a positive first impression and fostering a sense of belonging.
Training and Development Assign training modules and learning paths to new employees, enabling them to acquire necessary skills and knowledge as part of their onboarding process.
Buddy/ Mentor Assignments Facilitate the assignment of mentors or buddies to new hires, helping them acclimate to the company culture, navigate their roles, and foster peer connections.
Performance Expectations Communicate performance expectations and key performance indicators (KPIs) to new employees, aligning them with company goals and objectives.
Benefits Enrollment Streamline benefits enrollment processes by allowing new hires to select and enroll in benefits packages online, reducing paperwork and errors.
Employee Surveys and Feedback Collect feedback from new hires about their onboarding experiences and use this input to continually improve the onboarding process.
Analytics and Reporting Generate reports and analytics to evaluate the effectiveness of the onboarding process, monitor progress, and identify areas for improvement.
Gamification Incorporate gamification elements into the onboarding process to make it engaging and interactive, fostering a sense of achievement and excitement among new hires.
Mobile Accessibility Ensure that the onboarding software is accessible on mobile devices, allowing new hires to complete tasks and access information on the go.
Notifications and Reminders Send automated notifications and reminders to new hires and relevant stakeholders to keep them informed about upcoming tasks and deadlines.
Multilingual Support Support multiple languages to accommodate diverse employee populations and ensure that all new hires can understand and complete onboarding tasks effectively.
Security and Data Privacy Implement robust security measures to protect sensitive employee data and ensure compliance with data privacy regulations (e.g., GDPR, HIPAA).
Exit Interview Management Include exit interview functionality to gather feedback from departing employees, helping organizations improve their overall employee experience.
Employee Directory Integration Sync onboarding data with the employee directory, making it easier for new hires to connect with colleagues and access internal resources.
Customization and Branding Customize the onboarding software with company branding, logos, and colors to create a consistent and branded onboarding experience.


Important Onboarding Software Integrations


Integration Name Description
Human Resources (HR) System Integrate with your HR system to automate the transfer of employee information, including personal details, job roles, and benefits.
Applicant Tracking System (ATS) Connect with an ATS to streamline the transition of new hires from applicants to employees, preserving applicant data for onboarding.
Payroll Software Sync with payroll software to ensure accurate salary calculations and benefits administration for new employees.
Learning Management System (LMS) Integrate with an LMS to deliver and track training modules and courses required during onboarding.
Single Sign-On (SSO) Enable SSO integration for secure and seamless access to various tools and systems with a single set of login credentials.
Document Management Connect with document management systems to store and manage essential onboarding documents, such as contracts and compliance forms.
Benefits Administration Link with benefits administration software to assist employees in enrolling in health insurance, retirement plans, and other benefits.
Email and Communication Integrate with email and communication tools for automated communication with new hires, including welcome emails and updates.
Performance Management Connect with performance management software to set goals and expectations for new employees as part of the onboarding process.
Background Screening Automate the background screening process by integrating with screening services for comprehensive employee checks.


Potential Issues with Onboarding Software

Technical Glitches

Just like any other software, onboarding programs can have bugs or technical problems. This can range from login issues to features not working correctly. These glitches can frustrate new hires and slow down their onboarding process.

Overload of Information

Onboarding software often packs a lot of information into a small space. New employees can feel overwhelmed if there’s too much to learn all at once. It’s important to pace the information so it’s easier to digest.

Lack of Human Interaction

Relying too much on software can reduce personal interaction. New employees might miss out on building relationships with their team and understanding the company culture. It’s key to balance digital onboarding with human contact.

One-Size-Fits-All Approach

Not all onboarding software is flexible. Some might not cater to the specific needs or learning styles of every new employee. Customization options are important to make sure everyone gets what they need from the process.

Security and Privacy Concerns

These software solutions handle a lot of personal and sensitive information. There’s always a risk of data breaches or privacy issues. Companies need to ensure the software they use is secure and respects employee privacy.

Accessibility Issues

Onboarding software might not be accessible to everyone, especially those with disabilities. It’s important that the software is designed to be inclusive, with features like screen readers or alternative text for images.

Dependence on Technology

Heavy reliance on software means any technical issues can bring the onboarding process to a halt. It’s crucial to have backup plans or alternative methods in place in case of tech failures.

Relevant Onboarding Software Trends

Mobile Accessibility

Onboarding software is now more mobile-friendly. New employees can complete forms, access training materials, and get company info directly from their smartphones or tablets. This makes the process convenient and accessible anytime, anywhere.


Personalized onboarding experiences are becoming more common. Software now often includes features that tailor the onboarding process to the individual’s role, department, or learning style. This makes the experience more relevant and engaging for each new hire.

Integration with Other HR Systems

Onboarding software is increasingly designed to integrate seamlessly with other HR systems. This means information flows smoothly from recruitment to onboarding and beyond, creating a more streamlined and efficient process.

Interactive and Engaging Content

Interactive elements like videos, quizzes, and virtual tours are being used to make the onboarding process more engaging. This approach helps to keep new employees interested and involved as they learn about the company.

Use of Artificial Intelligence and Machine Learning

AI and machine learning are being used to automate and improve the onboarding process. This includes chatbots for answering common questions and algorithms that personalize the learning experience based on the employee’s progress and feedback.

Focus on Company Culture and Values

There’s an increasing focus on embedding company culture and values into the onboarding process. Software now often includes content that helps new hires understand and align with the company’s core values, mission, and work environment.

Continuous Onboarding

Onboarding is no longer seen as a one-time event but as an ongoing process. Software now supports continuous learning and development, offering resources and training opportunities well beyond the initial orientation period.

Software and Services Related to Onboarding Software

Employee Information Management

These tools help collect and organize new hire information. They ensure that all necessary personal and professional details are securely stored and easily accessible. This might include contact information, job history, and important documents like tax forms.

Training and Development Platforms

These platforms provide resources and modules for new employee training. They help new hires learn about their job roles, company policies, and any necessary skills for their position. Interactive courses, videos, and quizzes are common features here.

Task Management and Scheduling Tools

These tools help organize and track the tasks that new hires need to complete during their onboarding. This can include scheduling meetings, training sessions, or setting up deadlines for paperwork completion.

Performance Tracking Software

Such software helps in monitoring the progress of new employees. It can track goals, achievements, and areas where the new hire might need more support or training.

Communication and Collaboration Tools

These are essential for keeping new hires connected with their team and management. Features often include messaging, video conferencing, and file-sharing capabilities, fostering an environment of open communication and teamwork.

Feedback and Survey Systems

These systems gather feedback from new employees about their onboarding experience. This feedback is crucial for companies to improve their processes and ensure new hires are satisfied and well-integrated into the company.

Compliance and Policy Training Software

This software ensures that new employees are aware of and understand company policies, legal requirements, and compliance issues relevant to their roles.

Frequently Asked Questions on Onboarding Software

  • What is Onboarding Software?
    Onboarding Software is a digital solution designed to streamline and automate the process of integrating new employees into an organization. It helps manage tasks such as paperwork, training, orientation, and compliance requirements during the onboarding process.
  • Why is Onboarding Software important for businesses?
    Onboarding Software is essential for businesses because it ensures a smooth and organized transition for new employees, leading to faster productivity, improved employee satisfaction, and reduced administrative burdens.

  • What are the key features of Onboarding Software?
    Key features of Onboarding Software include document management, electronic signatures, employee training modules, task tracking, integration with HR systems, employee self-service portals, and reporting and analytics.

  • How does Onboarding Software benefit HR departments?
    Onboarding Software simplifies HR tasks by automating paperwork, reducing manual data entry, and ensuring compliance with regulations. This allows HR teams to focus more on strategic activities and employee engagement.

  • Can Onboarding Software be customized to fit a company’s specific needs?
    Yes, many Onboarding Software solutions offer customization options to adapt to an organization’s unique onboarding processes, branding, and compliance requirements.
  • Does Onboarding Software assist with remote onboarding?
    Yes, Onboarding Software is especially valuable for remote onboarding, as it provides the necessary tools for digital document exchange, online training, virtual orientations, and communication with new hires.
  • How does Onboarding Software enhance the employee experience?
    Onboarding Software provides a structured and engaging onboarding process for new employees, making them feel welcome, informed, and prepared for their roles. This positively impacts their overall experience and job satisfaction.
  • Can Onboarding Software integrate with other HR and payroll systems?
    Many Onboarding Software solutions offer integration capabilities with HRIS (Human Resources Information Systems), payroll software, and other HR-related systems to ensure seamless data flow and eliminate duplicate data entry.
  • Does Onboarding Software assist with compliance and legal requirements?
    Yes, Onboarding Software can help organizations ensure compliance with legal requirements by automating the collection of necessary documentation, providing digital signatures, and tracking employee training and certifications.
  • Is Onboarding Software suitable for small businesses?
    Yes, Onboarding Software can be beneficial for small businesses as it helps create a structured onboarding process and ensures that essential tasks, such as tax forms and policy acknowledgments, are completed accurately and efficiently. It can also scale with the company’s growth.