Our company has complex and detailed training requirements due to the sensitive and highly technical nature of financial services. Manually executing onboarding tasks with each new employee is an inefficient use of resources. We need an online program that will introduce employees to their new roles, take employees through all start-up resources, and provide our HR personnel with standardized feedback and data about employee progress.

This project should focus on:

• Gathering relevant course design and content information from interviews with key stakeholders.
• Onboarding plans for individuals in the branch delivery system
• Ensuring new employees complete specific onboarding tasks and the ability to track progress
• Reducing new employee’s adjustment period.
• Research and recommendation of potential Learning Management Systems.
• Automation of our onboarding process and reduction of redundancies
• Virtual onboarding
• Role of the mentor in virtual onboarding