Personalization also had a big impact. “Personalization is a small touch but one that really makes a difference in preparing new hires, and setting them up for success. Through the onboarding portal, we share expectations and what the first day will look like. It helps new hires feel welcome and focus on the cultural identity of the organization,” said Thorn.
Another advantage was completing paperwork and other key basics before an employee walks through the door. “Our employee orientation can now focus strictly on building excitement and helping new employees develop a deeper understanding of what encompasses ‘Redwood Credit Union.’ We drive engagement quickly through conversations and dialogue,” said Thorn.
Preparations Ready on Day One
In addition to engagement, Redwood Credit Union is able to meet its Day One readiness goals through SilkRoad Onboarding: ensuring people receive the right information at the right time. “The form builder offers powerful customization and categories for employees. We can drill down by role or individual skillset to create a personal new hire plan,” said Thorn.
Redwood also eliminated duplicate processes and simplified task management through automated task assignment. Self-service features empower employees and managers to locate or update information on their schedule.
Another efficiency was implementing digital documentation. “As a growing organization, digitization has become much more important. We created a single point of entry and central archive for all forms and documents for our new hires, which ensures information is current while also creating greater flexibility in how it can be accessed,” said Thorn.
Thorn emphasizes that SilkRoad puts even more power into the hands of the client. “We streamlined processes without compromising individual needs to achieve our goals,” said Thorn. “To us, this was instrumental in selecting the right onboarding partner for our organization.”
Positive Feedback and Plans to Use for All Employee Transitions
To assess results, the HR team focused on measuring a richer employee experience, reduction of duplicate tasks, ongoing communication and follow-up.
The team worked closely with the leadership panel. “Although there was hesitation about investing in a new system, feedback was overwhelmingly positive,” said Thorn. “Everyone is ecstatic now. Great feedback came in on the portal, delivering information at the right time and avoiding overload.”
The solutions also enhanced metrics and reports functionality beyond the capabilities of the old system. “Anytime I hear the word Excel for tracking purposes, I cringe. Now, we have both a rich employee experience and a real-time dashboard for analytics,” said Thorn.
And the future holds big plans. Redwood plans to expand system use for all employee events—transitions, promotions and employees taking careers elsewhere.
“We’re excited about our accomplishments and future possibilities,” said Thorn. “Our relationships are driven by people helping people and SilkRoad fits spectacularly into that with their passion for serving clients.”