Employee Onboarding Follow-Ups Before and After Day One
Use scheduled follow-ups to prompt upcoming employees to finish paperwork, benefits enrollment, and perk sign-up before day one, then cover computer checks, IT tasks, and new-hire surveys after they start. ChangeEngine can pair survey follow-up with Surveys & Listening Intelligence to collect feedback on onboarding and the interview process.
When you think about an employee lifecycle, there's a bunch of different points in time where you need to send someone a message and follow up when they need to take action. Pre-boarding is the earliest place to start.
What Happens After the Offer Letter Is Signed?
After the offer letter is signed, upcoming employees need to complete paperwork and other tasks before their first day. Those tasks include enrolling in benefits and signing up for the different perks available to them.
ChangeEngine lets you attach one scheduled follow-up to the original communication. It can prompt the employee to finish those tasks before they start.
The timeline's worked example places “Welcome New Starters” 14 days before the start date. A separate follow-up setup waits one day after the recipient receives the original communication.
Which Tasks Need Follow-Up After Day One?
After a new hire starts, follow-ups can cover computer setup and feedback on the onboarding and interview processes. If the computer isn't working as expected or the new hire hasn't confirmed that it works, follow up with IT.
During week one, send a new-hire survey and an interview-experience survey. ChangeEngine's Surveys & Listening Intelligence can be used with the follow-up, giving you a better understanding of the onboarding process and whether the employee enjoyed the interview process.
The lifecycle view also lists 30/60/90 check-ins, performance, annual compensation review, open enrollment, and an exit survey sent to a personal email as follow-up points.
Frequently asked questions
How can follow-ups help before a new hire's first day?
After the offer letter is signed, you can schedule a follow-up for communications tied to paperwork, benefits enrollment, or available perks. The purpose is to prompt the upcoming employee to complete those tasks before the first day rather than leaving them unfinished when onboarding begins.
Can follow-ups be used for new-hire surveys?
Yes. After a new hire starts, follow-ups can prompt them to complete a new-hire survey. The survey can ask how the onboarding process went and whether they enjoyed the interview process, while Surveys & Listening Intelligence provides the survey workflow used alongside the follow-up.
