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Employee Onboarding

New Hire Onboarding Service Design

Role

Lead Designer

Responsibilities

Service Design • Design Strategy • Presentation Design • Testing

Tools

Figma, Miro, Pitch

Team

Principal Design Director
Principal UX Researcher
Lead Designer (me)
Lead of People Ops

Stellar Elements (formerly projekt202) is a global design and innovation agency, acquired by Amdocs in 2017. In 2023, projekt202 was rebranded as Stellar Elements, an innovation arm for its parent company.

For a large organization, it's important to ensure new hires are onboarded into their new role quickly and effectively. They need to complete HR tasks promptly, get access to tools and systems required for them to do their job, and understand the requirements and expectations of their new role, among other things.

For the new employee however, finding and starting a new role is a major life change that can be stressful and overwhelming as much as it is or should be exciting.  

Overview

I joined this project after generative research had been done with key stakeholders representing different business units across areas like Design, Technology, and PM, as well as internal teams like HR and Marketing. This research covered both understanding the existing process, and the challenges or points those teams felt, and was synthesized prior to my joining.

My role was to take the research to help create a new onboarding process for the company's new hires.

Challenges

1. Easing Major Life Changes

Employee satisfaction has an outsized impact on things like productivity, mental wellbeing, and ultimately, value to the employer.

We wanted to help new hires through their major life change so they could feel they made a good decision, and start their new role feeling energized and driven.

2. Onboarding support

Some things just need to get done, quickly, such as technical tasks associated with onboarding. Setting up email and Slack, tool access, etc. And it's not always easy.

New hires usually need support to make it through this. In an ideal scenario, they have both written documentation and human support.

3. Role clarity and roadmaps

Especially in an agency setting where client-facing employees move around a lot, companies need to understand existing skills and career goals of their employees to make resourcing decisions.

Employees also need to know what growth looks like, and what expected of them in the immediate term.

Outcomes

We designed, in collaboration with the People Ops team, a cadence of onboarding sessions. The purpose of the sessions and the cadence of them was meant to achieve a few things.

After testing with existing employees and teams in different cultural zones across our global offices, our onboarding experience scored 6 out of 7 on usability, and was very well received by test participants (see feedback below). It has not yet been implemented, so further measurement is not available.

Service Design

The first thing I did was start creating a service blueprint based on the research and synthesis work done prior to my joining. This was both to begin defining the end to end process we wanted to achieve, and to start wrapping my head around the research in a way that could be reviewed and discussed to increase my understanding of the research. Having a blueprint asset also gave us something for others to react to so we could start refining our needs and priorities for the effort.

We used this living artifact to extract & prioritize roadmap items to begin working toward.

Onboarding Service Blueprint
Service Blueprint : Onboarding can be thought of as a service. It involves steps that are behind the scenes, as much as "customer" (new hire) facing, and everything in-between. And there's lots of handoffs as everyone involved navigates through the process.

Onboarding Workshops

Data (and countless books) shows that employees with an increased sense of autonomy and feelings of self-worth lead to better employee outputs. People will work harder, smarter, and faster if they feel valued, and in return, they produce more value for the company. Unfortunately, this is often overlooked by companies, and can lead to declining performance and employee satisfaction, and higher attrition rates over time.

To address this and the "major life change" problem, and, to start front-loading data collection around a specific new hire for their manager and resourcing team to use in the near future, our first initiative was to create a workshop focused on the employee themselves.

We did this to flip the paradigm of an employees onboarding journey being generally about the company - here's who we are as a organization, our values, our process, history, etc. Now get to work.

Welcome Session Template
Welcome Session Template : Day 1's Group Welcome Session focuses on new hires, creating an opportunity for the company to get to more about them and for the them to start building connections and a sense of community out of the gate. Each board comes with a set of reference instructions (already reviewed with them), templatized prompts, and a set of customizable elements to help people further "personalize" their board. Boards are then used by managers as the content for the new hires' welcome emails.
Workshop Presenter Guide
Facilitator Guide: A service is only as good as it's weakest link. As part of the session, I designed a facilitation presentation that covered intent, instructions, what to expect and what's next, and some talking points to help ease nerves around the session that we uncovered during testing (such as non-delivery teams using Miro for the first time). The instructions were duplicated to the Miro board as we found many participants needed refreshers during the activity.
Before and After Session
Before and After Onboarding Session: Intro board templates include fun text and image prompts for new hires to share some things about themselves for their introduction email. To build in some brand fun, we included a custom periodic element for use in places like Slack. All of this is optional and up the new hires personal discretion to share as much or as little as they're comfortable with.

Roadshow

In order to get this implemented, we needed to take this onboarding session on a roadshow to leadership, service line teams, and to teams to different geographic locations to ensure this still made sense culturally for our teams in places like New Zealand, APAC and South America.

After earning approval from C-Suite executives and other global business leaders in the company, we finalized our handoff package that included training materials, document and communication templates, and the activity templates and facilitation guides.

Unfortunately, the work was shelved not long after approval due to unexpected corporate restructuring.

Roadshow - GoalsRoadshow - Objectives
Roadshow - Testing SummaryRoadshow - What We Heard