Puzzle Team

How Service Management Capabilities Improve Employee Onboarding

March 26, 2021
Joseph Lane

Have you ever started work at a new organization as an eager new employee, only to find that you don’t have everything needed to “hit the ground running”? It might be that your laptop isn’t ready. Or you have a laptop but you’re missing a critical piece of software (or access to a critical online service). Of course, it’s not only the IT department that can fail to provide a new employee with what they need to be productive from day one. Human resources (HR) might have missed a new employee from the mandatory onboarding training course. Or the facilities team might have failed to arrange building access or to provide them with a suitably equipped place to work.

Alternatively, the issue might not be that these things are repeatedly missing on new employee arrival. Instead, it might be the necessary lead time has an unwanted business impact – that employees can’t start in their new role for two months while the manually-intensive employee onboarding process slowly grinds out what’s needed for them. Or it might be that recruiting managers need to waste their precious time “keeping on top of” all the various departments responsible for ensuring that their new employee can work productively from day one.

In this article, we'll explain how Service Management can be used to improve employee onboarding operations and outcomes.

Why employee onboarding is a common issue

None of the above scenarios are ideal – for the new employee, the recruiting manager, or for business operations – yet they still happen too frequently when the onboarding process and its many “splinter” sub-processes are manually intensive. It might be that the sheer complexity of all the moving parts, with multiple business functions needing to do “their bit,” causes the issue in terms of the logistics. Or it might be that the immediate lack of urgency for the individual tasks means that they’re a low priority in each business function’s work pipeline, such that some tasks unfortunately “slip through the cracks” when people are bombarded with a continuous flow of higher priorities. Or it might be that the high level of manual effort is the cause of organizational and provisioning mistakes being made.

So, how common are employee onboarding issues? This statistic, while from 2017, is still worth pointing out (with an age caveat). The 2023 report didn't call out onboarding satisfaction, but if you'd like to see how employees around the globe are doing, take a look at the full report here.

[Only] 12% of employees strongly agree their organization does a great job of onboarding new employees.

Gallup, State of the American Workplace Report (2017)

Thankfully, IT tools like Atlassian's Jira Service Management offer a workflow-based onboarding solution. This is commonly one of the first adopted use cases of service management within an organization. The use of ITSM principles, best practices, and technology to improve business function operations, services, experiences, and outcomes can significantly alleviate the stress of starting a new job (for both the employee and the employer).

The Global Pandemic Has Made Employee Onboarding More Difficult

While onboarding has always been problematic for organizations, the operational impact of the global pandemic has made the potential issues worse. First, because new employees might be remote workers, meaning that any failure to fully enable them on day one is now harder for them to work around. For example, using a spare office “capability” isn’t viable when you aren’t in an office.

Second, the various employees tasked with onboarding processes might be working remotely, which makes it harder for manual and intensive process flows to transcend functional and location-based divides.

How Service Management helps with employee onboarding

The ITSM principles, best practices, and technology employed within Service Management offer a platform for business-wide digital workflows and optimized operations and outcomes. The technology in particular helps make employee onboarding better, faster, and cheaper by:

  • Automating workflows and service orchestration
  • Providing service-level monitoring, alerts, and notifications
  • Offering new technology-enabled capabilities, such as AI-enabled intelligent automation
  • Creating self-service portals and other digital channels
  • Empowering new employees with knowledge management tools like Confluence
  • Dashboards and reporting capabilities

More importantly, Service Management not only helps internal business operations but also the intra-business functions that are a big part of employee onboarding – with the need processed by both HR and the invocation of services from other business functions.

Examples of Service Management at work in employee onboarding

The digital workflows required to get an employee road-ready and productive from their first day of work can be taken back to the initial need for a new employee to fill an existing or new role. The initial workflows can therefore cover all of the following:

  • The line manager notification of the need to recruit (to HR)
  • The approval of the recruitment
  • Job description creation and/or validation
  • The advertising of the role
  • The screening of candidates
  • The interviewing of candidates
  • The selection and notification of the successful candidate

You might argue that this is recruitment rather than onboarding but, in a truly digital environment, this can be an end-to-end workflow such that the successful candidate’s acceptance of the offer, perhaps after personal negotiations, triggers the next set of onboarding steps. These can include:

  • The HR team sourcing and populating the required information in the new employee's HR record
  • The legal team making the appropriate background checks, processing contract paperwork, and ensuring that other legal necessities are met
  • The HR team arranging employee benefits, which could include a company vehicle lease agreement via either the corporate procurement or fleet teams
  • The HR team arranging and maybe delivering the required onboarding training – that covers employee polices, IT usage, finance-related “how-tos,” etc. – plus any other immediate learning needs (physical and/or virtual)
  • The IT team ensuring that the required devices, software, and access permissions for the role are all provisioned in time for the employee’s start date
  • The facilities team sourcing and provisioning the required working environment for office-based working, home working, or both
  • The security or facilities team providing appropriate physical access permissions and means
  • The facilities team providing corporate car parking facilities if warranted

This list isn’t exhaustive, but it’s indicative of how starting the employee onboarding workflow(s) – perhaps via a self-service portal – can trigger the prioritized execution of a wide range of required processes and tasks across multiple business functions using automation and logic. Where the enabling technology not only monitors and manages task progression, but it also integrates with other systems (for record updating, ordering, and provisioning), seeks task-related approvals when needed, provides reminder notifications, and flags up delays and other onboarding issues for appropriate human intervention.

Why wouldn’t your organization want to automate the end-to-end employee onboarding process with digital workflows to save time and costs and to deliver a better employee experience? If you would like to find out more on how Service Management can improve your employee onboarding capabilities, reach out to the Praecipio team

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