ResearchPDF Available

Onboarding: Maximizing role clarity and confidence

Authors:

Abstract and Figures

Bauer, T. N. (2013). Onboarding: Maximizing role clarity and confidence. Part 2 of the 3 part Success Factors Onboarding White Paper Series. http://www.successfactors.com/en_us/resources.html
No caption available
… 
Content may be subject to copyright.
Onboarding: Enhancing New
Employee Clarity and Confidence
Talya N. Bauer
Cameron Professor of Management
Portland State University & Founder
Management Analytics, LLC
ONBOARDING WHITE PAPER SERIES
Onboarding: Enhancing
New Employee Clarity
andConfidence
Executive summary
This is the second of three papers in the SuccessFactors onboarding best practices series. The
firstwhite paper focused on the role of connection within onboarding. This white paper focuses
onorganizational practices designed to help maximize role clarity and role confidence for new
employees. Examples for how to accelerate both role clarity and confidence for new employees
andorganizations employing these practices are described here.
Onboarding defined
Onboarding is a system of processes for integrating new employees into an organization and
making them productive as quickly as possible. When asked, 66% of organizations report having
some aspects of formal onboarding programs beyond simple orientations and 53% invest in
onboarding across a new employee’s first year.1 The business case for effective onboarding is
strong. A Boston Consulting Group study found that onboarding was related to 2.5 times the profit
growth and 1.9 times the profit margin as compared to organizations leaving onboarding to chance.2
The four C’s for onboarding success
The 4 C’s of onboarding include:
clarification,
compliance,
culture, and
connection3
Clarification refers to the details and context of one’s job including understanding the job
requirements, the norms for getting things done, and how things are described internally and
externally such as acronyms, etc. The sooner a new employee understands his or her job, the
sooner they become more productive.
Compliance refers to the on-the-job basics such as tax forms, employment paperwork, badges,
email accounts, computers, and workstations as needed for a given job. Organizations doing well
on compliance have been able to take these unpleasant and routine aspects of new employee
onboarding and make them less onerous.
SUCCESSFACTORS / WHITE PAPER
ONBOARDING: ENHANCING NEW EMPLOYEE CLARITY AND CONFIDENCE
CLARIFICATION
2
SUCCESSFACTORS / WHITE PAPER
ONBOARDING: ENHANCING NEW EMPLOYEE CLARITY AND CONFIDENCE
Culture refers to learning the unique organizational culture of a new organization. Much like
individuals have different personalities, patterns, and expectations, so do organizations. The more
quickly and accurately a new employee can interpret and understand the overall culture and the
subcultures within an organization, the better their chances for long-term success.
Connection refers to the key interpersonal relationships, support mechanisms, and information
networks that new employees need to establish upon entering a new organization in order to
beeffective.
Focus on clarification
While all of the 4 C’s for onboarding success (see table above) are critical pieces of the onboarding
puzzle, Clarification has a special role in the onboarding process as it serves multiple functions. Role
clarity refers to the what, when, where, who, and how of getting one’s job done. These functions
include direct impacts on important organizational outcomes including:
new employee job performance,
job satisfaction,
organizational commitment,
employee referrals,
intentions to remain, and
turnover4
Research has established that new employees who have clarity regarding their roles and feel
confident in their roles have greater onboarding and organizational success than those who do not.
A survey of 12,000+ newcomers found that clarification was one of the most important of the C’s
because it was the only aspect of onboarding related to ALL of the above outcomes AND especially
related to new employee performance. My interviews with new employees, observations of them,
as well as research on the topic all indicate that when new employees have greater clarity regarding
their role and place within the organization, they are more likely to:
take risks,
ask questions,
learn more about their new job, role, colleagues, and organization, and
be more effective
Thus, helping to facilitate high levels of employee clarification and confidence serve as important
levers that organizations can focus on to ensure that new employees are up and running as quickly
as possible. Clarification gives new hires a firm grasp of the expectations of them and their role
within the organization to draw upon as they encounter new challenges during their first year with
the organization. It helps to think of clarification as a corner of the foundation upon which effective
onboarding is built. It is difficult to imagine that a new employee who lacks clarity regarding
expectations and his or her role within the organization will be able to do his or her best. Given its
foundational nature, it is critical to think about what organizations can do to help new employees
gain clarity and confidence quickly prior to entry, upon entry, and during their first year on the job.
3
SUCCESSFACTORS / WHITE PAPER
ONBOARDING: ENHANCING NEW EMPLOYEE CLARITY AND CONFIDENCE
Clarification and confidence enhancing mechanisms
What specifically can organizations do to help best facilitate high levels of role clarity and confidence
for new employees for the benefit of both the new employee and the organization? There are
several things organizations can to do to enhance clarification and confidence for new employees.
These include:
Proactivity training: designed to get new employees to play an active role in their onboarding
process,
Sharing realistic job previews: both during the recruiting and onboarding processes,
Orientation programs: geared toward clarification and confidence building,
Training: both formal and informal,
Leveraging technology to make it easy for new employees to access information, and
Connect onboarding to long-term development: integrate the onboarding processes with
long-term development processes to create a seamless transition from one to the other.
Experiments at Google and Texas Instruments have shown how effective programs aimed at
helping new employees deal with anxiety and encouraging them to proactively seek necessary
information can help the new employee adjust more quickly, feel more confident, and help the
organization’s bottom line.
While orientation programs are popular components of effective onboarding and most organizations
conduct them, gearing them toward sharing realistic job previews can help the new employee
adjust more quickly and confidently. Both formal and informal training are part of the onboarding
process and are important for helping new employees enhance clarity and confidence. Connecting
onboarding to long-term employee development can help new employees envision a future with the
organization and help to make them feel welcomed and secure in learning and investing in their new
roles. Finally, best practices include leveraging technology so that employees can easily access
information in a self-service manner helps to maximize the effectiveness of new employee
onboarding targeted at building a clear and confident workforce.
4
4
SUCCESSFACTORS / WHITE PAPER
ONBOARDING: ENHANCING NEW EMPLOYEE CLARITY AND CONFIDENCE
Best practices: facilitating clarity and confidence for new employees
Best practice Rationale and research support Company examples
Realistic Job
Previews: Share
realistic job previews
(RJPs) for new
employees both
during recruiting and
throughout the
onboarding process.
Telling both the good and challenging aspects of the job
before you hire so that applicants may assess fit is
critical. In a classic study of new employees, research
found that sharing both good and negative information
about a job to prepare new employees was related to
lower stress, lower need for training, less absenteeism,
greater productivity. Bank of America has a video
entitled “Realistic preview: Customer care positions” on
its website to help potential applicants assess fit by
understanding the “challenges and rewards” of the
positions.5 The U.S. Office of Personnel Management
recommends RJPs6 and has posted “how to” tools on
their website.7 Explicitly linking recruitment and
onboarding so that the information given at both stages
is consistent is critical to avoiding confusion and
maximizing the onboarding process for success.
Bank of America
Texas Instruments
U.S. Office of Personnel
Management
Proactivity Training:
New employee
training specifically
aimed at helping
them take an active
role in their
onboarding process.
Google conducted an experiment where some new
employees were nudged (reminded by being given
information) to be proactive in their quest to master their
new roles. This resulted in a 5% greater proactivity level,
increased productivity for those employees naturally less
proactive by 13%, and led to faster onboarding
progress.8 Texas Instruments created an intervention that
helped new employees reduce anxiety and led to 50%
lower absenteeism and cost savings of 30% for new
factory employees.
Google
Texas Instruments
Orientation
programs: Focused
specifically on
clarification and
confidence-building.
Most organizations conduct orientation programs.
Recent research shows that most organizations offer
them within the first days to first month of a new
employee’s time on the job.9 Orientations have been
found to be helpful- especially when focused on specific
known stressors for employees. Realistic orientation
programs for new employee stress (ROPES) are
designed to do this and blend the power of RJPs with
the timing and platform of the new employee orientation.
Ohio State University’s graduate programs successfully
utilized this process to attain higher levels of academic
success and lower stress than those not attending this
type of orientation.10 Bristol-Myers Squibb has been
described as having a “laser-like focus” where they
clarify roles and help new employees understand how
they fit in.11
Bristol-Myers Squibb
Ohio State University
5
5
SUCCESSFACTORS / WHITE PAPER
ONBOARDING: ENHANCING NEW EMPLOYEE CLARITY AND CONFIDENCE
Best practices: facilitating clarity and confidence for new employees
Training (Formal
andInformal)
Formal training is a time-honored way that new
employees learn a new job as the focus is on acquiring
and honing the key knowledge, skills and abilities (KSAs)
needed to successfully complete one’s job.12 More
formal training can be especially important for new
college graduates or those with highly technical jobs.13
IBM integrates onboarding with learning. Learning from
peers is a consistently important and powerful part of
onboarding. PwC assigns “connectivity partners” to new
employees. These partners help with learning the social
aspects of the job, as well as recommending them to
specific trainings or giving them informal training and
feedback. Humana has a similar approach.
Humana Inc.
IBM
PwC
Connect onboarding
to long-term
development across
the employee
lifecycle
While onboarding takes place early in one’s career,
connecting new employees to their long-term
development helps them to visualize their future with the
organization. SuccessFactors calls this focus
Development in their approach of guiding, connecting,
and developing new hires to reduce time to productivity
and improving employee retention. PwC emphasizes the
importance of a new employee developing their own
brand and growing across their careers starting with
onboarding.14
PwC
SuccessFactors
Leverage
technology: to help
new hires easily
access information.
Firms such as Kellogg’s and Microsoft leverage
technology to help new employees access information
24 hours a day, have one location to find answers to
questions, and to help new employees understand their
new roles and organization as quickly as possible.
Kellogg Company
Microsoft
Conclusion
In conclusion, effective onboarding is the key to getting new employees up and running both quickly
and smoothly. Organizations able to ramp up new employee role clarity and confidence during
onboarding by specifically identifying answers to the who, what, when, and where for getting things
done enjoy higher new employee performance, higher job attitudes such as satisfaction and
commitment, and decreased turnover. The use of technology to accomplish these twin goals of
clarity and confidence is critical in today’s competitive landscape.
6
6
SUCCESSFACTORS / WHITE PAPER
ONBOARDING: ENHANCING NEW EMPLOYEE CLARITY AND CONFIDENCE
Author biography
Talya N. Bauer (Ph.D., Purdue University) is the Cameron Professor of Management at Portland
State University in Portland, Oregon as well as the Program Director for The Conference Board’s
Onboarding Talent Council. She is an award-winning teacher who conducts research about
relationships at work in general and onboarding in specific. She has published in the Academy of
Management Journal, Journal of Applied Psychology, Journal of Management, and Personnel
Psychology, works with organizations, and has been a Visiting Scholar in France, Spain, and at
Google’s headquarters in Mountain View, CA. She is the former Editor of the Journal of
Management and incoming Associate Editor at the Journal of Applied Psychology. She serves on
the editorial boards for the Journal of Management and Personnel Psychology. Her work has been
discussed by numerous media outlets such as New York Times, BusinessWeek, Wall Street Journal,
and Harvard Business Review.
7
SUCCESSFACTORS / WHITE PAPER
ONBOARDING: ENHANCING NEW EMPLOYEE CLARITY AND CONFIDENCE
Endnotes
1 Laurano, M. (2012). Onboarding: The missing link to productivity. Aberdeen Group.
2 The Boston Consulting Group & World Federation of People Management Associations (2012). From capability to profitability:
Realizing the value of people management. BCG.
3 Bauer, T. N. (2011). Onboarding new employees: Maximizing success. SHRM Foundation’s Effective Practice Guidelines Series.
4 Bauer, T. N., Bodner, T., Erdogan, B., Truxillo, D. M., & Tucker, J. S. (2007). Newcomer adjustment during organizational
socialization: A meta-analytic review of antecedents, outcomes, and methods. Journal of Applied Psychology, 92, 707-721.
5 http://careers.bankofamerica.com/rjp/
6 http://www.opm.gov/policy-data-oversight/assessment-and-selection/other-assessment-methods/realistic-job-previews/
7 http://www.opm.gov/policy-data-oversight/assessment-and-selection/other-assessment-methods/realistic_job_preview.pdf
8 Google (2012). SIOP conference presentation.
9 Laurano (2013). See above.
10 Wanous, J. P., & Reichers, A. E. (2000). New employee orientation programs. Human Resource Management Review, 10,
435-451.
11 Wells, S. J. (2005). Diving in. HR Magazine, 50, 54-59.
12 Saks, A., & Gruman, J. A. (2012). Getting newcomers on board: A review of socialization practices and introduction to
socialization resources theory. Oxford Handbook of Onboarding. Oxford, UK: Oxford Publishing.
13 Bauer et al. (2007). See above.
14 http://www.forbes.com/sites/work-in-progress/2012/04/26/how-to-hire-like-pricewaterhousecoopers/
8
8
SuccessFactors
Global Headquarters
One Tower Plaza
South San Francisco, 94080
TOLL FREE 800 809 9920
PHONE 650 645 2000
FAX 650 645 2099
EMEA +45 33 349 349
APAC +612 9238 6680
©2013 SuccessFactors, Inc.
All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SuccessFactors. The information contained herein may be changed without prior notice.
Some software products marketed by SuccessFactors and its distributors contain proprietary software components of other
software vendors.
These materials are subject to change without notice. These materials are provided by SuccessFactors and its affiliated companies
for informational purposes only, without representation or warranty of any kind, and SuccessFactors shall not be liable for errors
or omissions with respect to the materials. The only warranties for SuccessFactors products and services are those that are set
forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as
constituting an additional warranty.
SuccessFactors products and services mentioned herein as well as their respective logos are trademarks of registered trademarks of
SuccessFactors Inc.(and SAP) in the United States and other countries.
... Level 1, the passive onboarding experience Neither culture nor connection is addressed in this level, compliance is formally covered with some firms may choose to give some basic role clarification. The passive on-boarding can be seen as functional but still is very unsystematic (Bauer 2015). ...
... Level 3, the proactive onboarding experience If the four levels are addressed, you are in the proactive onboarding experience. Which means that the firm is establishing a systematically organizing onboarding with a strategic human resource management approach (Bauer 2015, Mitrofanova 2023 Fig. 3 shows the four c's has four distinct levels. ...
... • Mitigation: ■ Phased implementation: start with foundational levels (compliance and clarification) and gradually integrate culture and connection aspects. This phased approach can make the process more manageable (Bauer 2015). ...
Article
Full-text available
This study utilizes a comparative approach to explore and contrast various models for newcomer integration within organizational contexts. By conducting a systematic literature review, the research identifies key components, outcomes, and challenges associated with each model. Through a detailed analysis of models such as the Developers Joining Model, Onion Model, Identity Socialization Model, Four C's Model, and Traditional On-boarding Process, the study evaluates their performance across critical factors including onboarding plans, mentorship, feedback, cultural fit, flexibility, and role clarity. The findings reveal distinct strengths and limitations for each model, highlighting their varied effectiveness in promoting employee engagement and retention. The Identity Socialization Model and Four C's Model, for instance, excel in fostering long-term engagement, while the Traditional Model supports initial integration but may limit personal identity expression. The study also addresses potential drawbacks, such as resource intensity or context-specificity, proposing mitigation strategies such as phased implementation and role development. 2 Ultimately, this research provides actionable insights and practical recommendations for HR leaders aiming to enhance their newcomer integration strategies. By aligning the on-boarding strategies with organizational goals, organizations can foster both the immediate and long-term benefits to enhance the overall satisfaction and retention of employees.
... Jasnoća uloga ili dvosmislenost uloga na poslu također se mogu odnositi na subjektivni osjećaj osobe o tome posjeduje li ona ili ne informacije važne za ulogu u odnosu na one informacije koje bi osoba željela imati (Lyons, 1971). Neke od prednosti osiguravanja jasnoće uloga na poslu jesu: angažiranje zaposlenika, zapošljavanje i privlačenje talenata, upravljanje učinkom, inovacije, razvoj karijere i odanosti te učenje i razvoj (Bauer, 2013). ...
... Pojašnjenje se odnosi na detalje i kontekst posla, uključujući i razumijevanje zahtjeva posla, norma za obavljanje poslova i načina na koji se situacije opisuju interno i eksterno (Bauer, 2013). Što prije novi zaposlenik razumije svoj posao, prije će postati produktivniji. ...
... Pojašnjenje daje novim zaposlenicima čvrsto shvaćanje što se od njih očekuje i koje su njihove uloge unutar organizacije, što ih priprema za susrete s novim izazovima tijekom prve godine u organizaciji. Bauer (2013) tvrdi da kada novi zaposlenici imaju veću jasnoću glede svoje uloge i mjesta u organizaciji, veća je vjerojatnost da će preuzeti rizik, postavljati pitanja, saznati više o svojemu novom poslu, ulozi, kolegama i organizaciji te biti učinkovitiji. ...
Article
Iako je teško prepoznati izravno djelovanje nacionalne kulture na poslovne rezultate, menadžeri trebaju biti svjesni njezine važnosti. S druge, pak, strane, zaposlenicima su jasne uloge veoma bitne jer se povećanjem obavijesti o ulogama, percepcije zaposlenika o nesigurnosti smanjuju. Stoga je proučavanje jasnoće uloga na poslu važno, a dokazano je kako ono pozitivno utječe na stavove i ponašanje u radu. Dokazano je kako nepoželjne posljedica niske jasnoće uloga na poslu utječu negativno na razinu izvedbe, pa time i na poslovni rezultat. Cilj je ovoga rada otkriti postoji li povezanost između Hofstedeovih kulturoloških dimenzija i jasnoće uloga na poslu. Istraživanje je provedeno na sekundarnim podacima te je primjenom višestruke linearne regresije i korelacijske analize identificirana pozitivna povezanost između distance moći i jasnoće uloga na poslu te pozitivna povezanost kratkoročne vremenske orijentacije i jasnoće uloga na poslu. Doprinos ovog istraživanja leži u mogućnosti da se karakteristike distance moći i kratkoročne vremenske orijentacije koriste kao alat u osnaživanju jasnoće uloga na poslu među zaposlenicima.
... Onboarding is an important activity and there are many researches on effective onboarding (Bauer 2015a;2015b). IAM tools can help to make it a seamless experience with the help of automation by automatically provision the users based on rules which can be triggered through IT Infrastructure for access eliminating follow-ups and email communications with numerous loops. ...
... Onboarding is an important activity and there are many researches on effective onboarding (Bauer 2015a;2015b). IAM tools can help to make it a seamless experience with the help of automation by automatically provision the users based on rules which can be triggered through IT Infrastructure for access eliminating follow-ups and email communications with numerous loops. This gives a seamless experience for the new identity irrespective of they being a customer, vendor, employee or a contractor. ...
Article
Full-text available
This research paper attempts to contribute new insights to the new age Human Resources professionals on the perspectives on the relevance of managing identities, access and HR Policies based on findings drawn from empirical research on the Identity Management tools, cyber laws and HR practices. As HR works very closely with Information Technology Departments in the process of employee onboarding, providing access to various IT resources this becomes an important aspect to manage. The research paper identifies cases studies on the Identity management systems implemented across some organizations and brings on inferences from them. Introduction:
Chapter
In this chapter, we outline strategies, systems, and practices that can successfully support workforce development and capacity building for effective SMH services. A district-wide process undertaken in Methuen Public Schools in MA is described, including efforts to enhance implementation of a comprehensive school mental health system (CSMHS) through new staff selection, training and coaching existing staff, and partnership activities designed to deploy SMH staff across multiple tiers efficiently and effectively. Methods for navigating barriers, such as drawing upon continuous quality improvement (CQI) practices, use of needs assessments and resource mapping, and application of diffusion of innovation theory, are also discussed.
Chapter
Full-text available
White paper report on Onboarding New Employees.
Article
Full-text available
The authors tested a model of antecedents and outcomes of newcomer adjustment using 70 unique samples of newcomers with meta-analytic and path modeling techniques. Specifically, they proposed and tested a model in which adjustment (role clarity, self-efficacy, and social acceptance) mediated the effects of organizational socialization tactics and information seeking on socialization outcomes (job satisfaction, organizational commitment, job performance, intentions to remain, and turnover). The results generally supported this model. In addition, the authors examined the moderating effects of methodology on these relationships by coding for 3 methodological issues: data collection type (longitudinal vs. cross-sectional), sample characteristics (school-to-work vs. work-to-work transitions), and measurement of the antecedents (facet vs. composite measurement). Discussion focuses on the implications of the findings and suggestions for future research.
Article
There are many practices and methods that organizations can employ to socialize new hires and get them on board. In this chapter, we review five socialization practices that have received the most attention in the socialization literature: orientation programs, training programs, socialization tactics, job characteristics, and socialization agents. We conclude that as a whole, the socialization literature remains fragmented, undeveloped, and incomplete, as it has failed to adequately identify and study the socialization practices used by organizations today. In an effort to address these limitations, we review the practitioner literature and provide examples of what several organizations do to socialize their new hires. Based on this information in combination with the research literature, we then introduce a new, more complete and integrated approach to organizational socialization called Socialization Resources Theory (SRT). Socialization Resources Theory focuses on the resources that newcomers require for a successful adjustment and socialization. We describe 17 socialization resources that organizations can provide before entry, immediately after entry, during the first 6 months of the socialization process, and after the formal socialization period. The chapter concludes with a discussion of the implications of SRT for socialization theory, research, and practice.
Article
The conceptual domain of new employee orientation programs is defined. Following this, orientation programs are distinguished from socialization, psychological contracts, training, and realistic job previews (RJPs). Three somewhat diverse areas of academic research are used to develop a framework for the design and study of new employee orientation programs: (a) stress theory/coping methods, (b) attitude theory/change methods, (c) RJP theory/methods. The framework for designing new employee orientation is called “ROPES,” an acronym for Realistic Orientation Programs for new Employee Stress. Five field experiments that best represent ROPES are reviewed. Future research on newcomer orientation should be guided by a clear definition of the conceptual domain, borrow liberally from related areas of inquiry, be conducted in field settings, and use experimental designs.
Onboarding: The missing link to productivity
  • M Laurano
Laurano, M. (2012). Onboarding: The missing link to productivity. Aberdeen Group.
Diving in. HR Magazine
  • S J Wells
Wells, S. J. (2005). Diving in. HR Magazine, 50, 54-59.