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Agency Toolkit

The Agency Toolkit is designed to provide resources and information that help facilitate effective onboarding of new employees. Tools are conducive for use by agency human resource professionals to implement a formal onboarding process, or to evaluate an existing program. There are also tools to assist supervisors with understanding their role in the onboarding process.

Information contained in this section is based upon research of best practices related to the onboarding process. We encourage agencies to modify tools as needed.

What is Onboarding?

Onboarding is the strategic process of integrating employees into their new work environment; it prepares employees for success in their jobs and reinforces the values and culture of the organization to develop fully engaged, productive team members. Onboarding includes pre-hire interaction with applicants, the orientation process, and the subsequent months following a new hire’s first day.


The goals of Onboarding are to:


  • Ensure new employees feel welcome and are a part of the agency;
  • Support vision, mission and core values;
  • Show the importance of each employee’s work and how it supports the strategic goals of the agency;
  • Introduce and explain policies/procedures;
  • Provide an opportunity to complete new hire paperwork; and
  • Relieve employee anxiety while helping him/her to become productive.

Achieving these goals allows an agency to create the foundation for a long-term, positive and mutually beneficial relationship.

What is the Difference Between New Hire Orientation and Onboarding?

New employee orientation generally involves a first-day session or a first week of activities that familiarizes the employee with the agency’s mission, vision, values and policies. It typically includes completion of necessary payroll, benefits, and new hire paperwork.


Onboarding is a comprehensive approach that starts prior to the new hire’s orientation and first day of employment. It provides a more strategic plan for employee success than a one-day orientation. In fact, the onboarding process could extend up to one year.

Who is Responsible for Onboarding?

Onboarding is successful only when human resources and supervisors/managers are working collaboratively through the process. This partnership helps to establish a long-term relationship with the employee, which begins before the employee is actually hired. Human resources plays a key role in the early recruitment and orientation phase. It is essential that the manager be proactive and engaged in facilitating the employee’s successful integration into the agency over time.

What are the Benefits of Onboarding?

  • Integrates new employee into the organization;
  • Shortens the new employee’s learning curve, thereby increasing productivity;
  • Improves job satisfaction and retention; and
  • Promotes communication between managers and staff.
Onboarding Tools