Welcome to the New Hire Onboarding Curriculum. These curricula serve as guides to help admins create their lesson plans for onboarding new hires. We've also highlighted some suggested steps that can be found in the Content Exchange!
The Curriculum
This curriculum template is designed to help Admins organize/create their lesson plan for onboarding new employees.
To help tackle this, we've suggested the following topics to help guide you in your Onboarding course creation journey. We've included brief overviews of what to focus on for each topic and the suggested step types.
Suggested Topics
Welcome to [Company Name]
This course is suggested to contain a general introduction to the company that applies to any or most new hires.
Welcome to [Company Name]
Welcome to [Company Name]
A warm welcome to the new employee, along with a brief overview of the company.
Suggested step type: Scenario or Video
What You Can Expect
What You Can Expect
How employee induction will work; a roadmap for training (# of courses, course themes, step themes included in each course).
Suggested step type: Link or Text
Our Mission and Values
Our Mission and Values
It aims for employees to discover the standards that create the company's foundation.
Suggested step type: MultiChoice or True or False
Meet the Teams
Meet the Teams
Introductions from Managers and Leads to describe their team's function(s) within the company.
Suggested step type: Human, Sorting, or Video
How we Operate
How we Operate
Reinforce what was described in the previous step.
Suggested step type: Sorting or Streak
Getting Around
Getting Around
An Office map, entrances, fire exits, parking information, etc.
Suggested step type: Demo, Link, or Text
*Note: For the Demo approach - Have the learner click through a map to identify entrances and locations of note. If parking is reimbursed, you can also include a demo for submitting this. You can also include nearby parks/cafes/lunch spots, etc.
Remote Work Practices or Working from Home
Remote Work Practices or Working from Home
General info relating to communication practices, work hours (sign in, sign out), managing breaks, and managing workspaces.
Suggested step type: MultiChoice, Streak, or True or False
OR
Working from Home: A 9-part series available in Content Exchange on best practices for working remotely.
Platforms, Communications, and Events
Platforms, Communications, and Events
How the company will correspond with new employees, an overview of platforms used, and regular milestones/celebrations/events.
Suggested step type: MultiChoice, Streak, or True or False
Closing Statements/Let's Get Started!
Closing Statements/Let's Get Started!
Restating the welcome message/reinforcing steps moving forward.
Suggested step type: Scenario or Video
Platforms, Processes, and Pipelines
This course can be tailored to the new employee's team or capacity and could include an opening or closing message from the Team Manager/Lead. This can also expand into 2+ courses as needed.
Platforms: Email
Platforms: Email
Step(s) on how the new employee will engage with the email platform used by the company. Note: Create as many steps as needed.
Suggested step type: Demo, MultiChoice, Polygraph, Streak, or Video
Platforms: Team Communication
Platforms: Team Communication
Step(s) on how the new employee will engage with the instant messaging platform used by the company. Note: Create as many steps as needed.
Suggested step type: Demo, MultiChoice, Polygraph, Streak, or Video
Platforms: Learning Instance
Platforms: Learning Instance
Step(s) on how the employee will engage with the Learning Instance used by the company. Note: Create as many steps as needed.
Suggested step type: Demo, MultiChoice, Polygraph, Streak, or Video
Platforms: [Additional Platform Name]
Platforms: [Additional Platform Name]
Step(s) on how the employee will engage with the [X] platform used by the company. Note: Create as many steps as needed.
Suggested step type: Demo, MultiChoice, Polygraph, Streak, or Video
Processes: How to [Process Name]
Processes: How to [Process Name]
Step(s) on how to complete the [X] process within the company.
Note: Create as many steps as needed.
Suggested step type: Demo, MultiChoice, Polygraph, Streak, or Video
Pipelines: Sales [How-to Content]
Pipelines: Sales [How-to Content]
A detailed step on how [Pipeline-related content] is approached within the company. Note: Create as many steps as needed.
Suggested step type: Demo, MultiChoice, Polygraph, Streak, or Video
Resource Guide: [Reference Material Name]
Resource Guide: [Reference Material Name]
Link to existing company materials for new employees to review, bookmark, and refer to in the future, including potential FAQs. Note: Create as many steps as needed.
Suggested step type: Demo, MultiChoice, Polygraph, Streak, or Video
Introduction to Microsoft Outlook (if applicable)
Introduction to Microsoft Outlook (if applicable)
A 4-part series in the Content Exchange covering navigating Microsoft Outlook email and additional features.
Note: Would you be interested in more? A 3-part series on 'Microsoft Outlook: The Calendar' is also available on the Content Exchange.
People and Resources
This course can be general or tailored to a specific group/team and is suggested to include benefits, HR information for the new employee, etc.
Sick, Vacation, and Personal Days
Sick, Vacation, and Personal Days
How to log/request days off, amount of paid days off, etc.
Note: You can expand steps into "part 2" Demo courses for submitting requests.
Suggested step type: Streak or True or False
Benefits Overview
Benefits Overview
Health, wellness, retirement contributions, and more.
Suggested step type: MultiChoice, Sorting, or True or False
Quirks and Perks
Quirks and Perks
E.g., "On Wednesdays, we wear pink," "Casual dress Fridays," "Summer hours," "Discounts with retail chains," etc.
Suggested step type: Scenario or True or False
HR Team Contact
HR Team Contact
Who the new employee should contact for questions
Suggested step type: Link, Polygraph, or Video
Closing Message/Welcome Aboard
Closing Message/Welcome Aboard
A general closing statement lets new employees know they've completed the onboarding courses.
Suggested step type: Scenario or Video
Feedback and Appraisals
Feedback and Appraisals
Informal vs. Formal feedback; how/when/with who formal appraisals take place and what an employee can expect; giving and receiving feedback.
Suggested step type: MultiChoice, Streak, or Text
Our Work Culture
In this course, an employee will learn how [Company Name] work philosophy informs how we work with one another.
Welcome to Our Philosophy of Work
Welcome to Our Philosophy of Work
General intro to workplace culture, philosophy, and values.
Suggested step type: Scenario or Video
[Productivity Platform Name], e.g., MS Teams, Slack, etc.
[Productivity Platform Name], e.g., MS Teams, Slack, etc.
It focuses on how productivity is used to communicate rather than how to use it (reviewed in the Platforms, Processes, and Pipelines Course), tips regarding tone, status updates, tagging, which channels to use for what topics, etc.
Suggested step types: MultiChoice, Streak, or True or False
Team Meetings
Team Meetings
How/when team meetings are run (both general and individual teams); what you can expect from meetings, best practices for contributions, etc.
Suggested step type: MultiChoice, Polygraph, or True or False
Company Events
Company Events
How/when team and company events are held; what you can expect; how you can contribute/get involved in planning
Suggested step type: MultiChoice, Scenario, or True or False
Reference: Events and Meetings Schedule
Reference: Events and Meetings Schedule
Link to company/team events/meetings calendar, etc.
Suggested step type: Link
Remote Working
Remote Working
Best practices for communicating when remote working.
Note 1: This step can be eliminated if a workplace is entirely in person.
Note 2: While the earlier step on this topic in the "Welcome To [Company Name]" course focused on the practicalities of remote working, this step should focus on communication, productivity/time management.
Suggested step type: Scenario or Video
Working Together
Working Together
Best practices for team projects, how to approach the team, and collaboration at a distance (if applicable).
Suggested step type: MultiChoice, Scenario, or True or False
DEI Level 1: Intro to DEI
DEI Level 1: Intro to DEI
A 6-part series available on the Content Exchange that introduces an employee to Diversity, Equity, and Inclusion in the workplace.
Note: Would you be interested in more? A 7-part "DEI Level 2" series is also available on the Content Exchange and dives deeper into this topic.
Workplace Safety
Workplace Safety
A 6-part series on the Content Exchange covering the workplace's physical safety practices.
Time Management
In this course, an employee will learn the best practices for time management, including how to best organize their day and set (and hit!) short-term, mid-term, and long-term goals.
Intro to Time Management
Intro to Time Management
Intro to the general topic of time management.
Suggested step type: Scenario or Video
Note: Step suggestions are designed to provide a variety of choices to the content writer (i.e., the writer can choose one or all of the options based on their course needs).
Organizing Your Day
Organizing Your Day
General guidance on how to best organize/manage the day.
Note: Companies can insert more specific time management themes as needed (i.e., how to plan for monthly reporting).
Suggested step type: Text
Managing Breaks
Managing Breaks
How to organize/maintain/fill breaks throughout the day, including break suggestions (mindfulness, fitness, coffee, etc.)
Suggested step type: MultiChoice, Streak, or True or False
Managing Distractions
Managing Distractions
How to take a proactive approach to distractions and deal with unexpected distractions.
Suggested step type: MultiChoice or True or False
Short-term Goals
Short-term Goals
How to set short-term goals; how to evaluate whether you've hit them (i.e., end-of-day reflection)
Suggested step type: MultiChoice, Sorting, Streak, or True or False
Mid-term Goals
Mid-term Goals
How to set mid-term goals and evaluate whether you've hit them (i.e., end-of-day reflection).
Suggested step type: MultiChoice, Sorting, Streak, or True or False
Long-term Goals
Long-term Goals
How to set long-term goals and evaluate whether you've hit them (i.e., end-of-day reflection).
Suggested step type: MultiChoice, Sorting, Streak, or True or False
Find more on the Content Exchange
In addition to some of the suggested Content Exchange courses listed above, the following related courses are available and ready to use via our Content Exchange. Install and revise to suit your company's needs!
A Learner's Perspective
A Learner's Perspective
A 10-part series that explains what LemonadeLXP is all about and how to use it.
All About Mental Health
All About Mental Health
An 8-part series that covers information and practices on mental health management.
Building Customer Trust (specific to FIs)
Building Customer Trust (specific to FIs)
A 7-part series on Customer Service, focusing on the foundations, establishing and developing Customer Trust.
Pandemic Health and Wellness
Pandemic Health and Wellness
A 5-part series that focuses on Mental Health during a Pandemic.
Harassment 101
Harassment 101
A 5-part series identifying and addressing workplace harassment.
Internet Safety
Internet Safety
A 5-part series on how to stay safe when using the internet.
Maintaining Mental Health
Maintaining Mental Health
A 7-part series focusing on Mental Health management.
Serving Customers 101 (specific to FIs)
Serving Customers 101 (specific to FIs)
A 7-part series on the basics and importance of Customer Service.
Sexual Harassment
Sexual Harassment
An 8-part series on how to identify and address sexual harassment in the workplace.
Workplace Psychological Safety
Workplace Psychological Safety
A 10-part series on managing mental wellbeing in the workplace.