2157: Onboard New Employees More Effectively With These Tips by Michael Levitt of Breakfast Leadership on Business Management
Optimal Work DailyAugust 27, 2026
2157
00:07:10

2157: Onboard New Employees More Effectively With These Tips by Michael Levitt of Breakfast Leadership on Business Management

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Episode 2157:

Michael Levitt shares a practical framework for onboarding new employees, starting with defining exactly what the process needs to cover. He recommends handling paperwork before day one, using a learning management system for training, building in a tour and introductions, and scheduling a follow-up after the first week. Better onboarding, he argues, creates a better experience for the new hire, their manager, and the wider team.

Read along with the original article(s) here: https://www.breakfastleadership.com/blog/onboard-new-employees-more-effectively-with-these-tips

Quotes to ponder:

"Employee onboarding doesn't end on the first day."

"You don't need to wait until your employee's first day to get started with onboarding."

"Better onboarding helps to create a better employee experience."

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[00:00:00] Best thing that's ever happened to you financially. Go. Easy. Sold my car on Carvana. Amazing offer. Really? I hit 200 on the scratcher. Did the scratcher come to your house and hand you a check? No. How many scratchers did you hit to get that? I hit a button on Carvana.com once. Okay, that's fair. It's like the lottery, except you always win. Not like the lottery at all, actually. Exactly. Inexplicably good. Offers worth bragging about. Sell your car today on Carvana. Pickup fees may apply.

[00:00:30] This episode is brought to you by Accenture. When your advertising operations fall out of sync, everything else follows. Spotify and Accenture are working together to reinvent the rhythm of ad sales. Using automation, analytics, and smarter workflows to simplify campaign delivery and access better data across the business. The result? Less time spent on operations, more time connecting brands with the moments and fandoms that matter most. Learn more at Accenture.com slash Spotify.

[00:01:28] This is Optimal Work Daily. Fortunately, there are plenty of steps you can take to ensure an effective and efficient onboarding process that benefits everyone. By streamlining your onboarding of new employees, you can make sure that they're happy and that their managers and coworkers are too. Listen to the following tips to create a more effective employee onboarding process that delivers everything you need. 1. Know what to include. The first thing you need to do is think about what needs to be included in your onboarding process.

[00:01:57] There are various types of training or things you will need to introduce to your new employee to ensure they're ready to get started. Your onboarding process might include compliance training, health and safety training, job-specific training, learning about the company culture, and getting to grips with the tools, equipment, and technology the employee will be using day to day. Defining what needs to go into your onboarding process will help you get started with streamlining it. 2. Start before the first day.

[00:02:26] You don't need to wait until your employee's first day to get started with onboarding. A number of pre-boarding tasks can be completed before them, so that some things are set up and ready to go when their first day arrives. This can include filling in forms, giving them a copy of the employee handbook, or making sure they know what to bring with them and expect on their first day. You can show your new employee that you're on the ball and save time on the first day by giving them a chance to complete important paperwork. 3. Use the best tools.

[00:02:56] It's always essential to check that you're using the best tools for any process. When you're onboarding new employees, you need tools that help you to speed things up and both collect and convey accurate information. One of the best tools you can have is an LMS, or Learning Management System. Delivering training is an important part of onboarding new employees, and an LMS will help you to ensure you get it right.

[00:03:18] You will definitely want to make sure your HR department has the right tools to collect essential information about new employees and keep their data secure. 4. Include a tour and introductions. If you've sent your new employee all of the paperwork prior to their first day, you'll have more time to actually engage them when they arrive. When they don't need to sit and fill out forms, you can give them a tour and make sure they're introduced to key people. Before they start, check that you have appointed someone to show them around and answer their questions.

[00:03:47] It's a good idea to arrange a meeting with their manager so they have a chance to get to know them and discuss any important concerns. 5. Get them set up. Getting a new employee set up at their workspace is one of the most important things you will need to do. There might not be a lot of time for them to get work done on their first day, but they will need to get comfortable and start getting familiar with the systems and tools they will be using.

[00:04:11] Making sure they can set up their computer, log in, and operate the key tools involved in their day-to-day work will help them to start settling in properly. Some people may need some assistance, while others can be happy to work it out for themselves. 6. Schedule a follow-up. Employee onboarding doesn't end on the first day. It's also necessary to follow up with your new employee to check that they're settling in. Scheduling a follow-up gives you the chance to ask how they're getting on and iron out any issues.

[00:04:39] Set up a meeting with their manager after the first week or so to give them an opportunity to ask questions, clarify anything they need help with, and discuss how they're liking the role so far. Make your onboarding process more effective by incorporating these tips into how you do things. Better onboarding helps to create a better employee experience. You just listened to the post titled,

[00:05:04] Onboard New Employees More Effectively With These Tips, by Michael Levitt of Breakfast Leadership Network. Best thing that's ever happened to you financially. Go. Easy. Sold my car on Carvana. Amazing offer. Really? I hit 200 on the scratcher. Did the scratcher come to your house and hand you a check? No. How many scratchers did you hit to get that? I hit a button on Carvana.com once. Okay, that's fair. It's like the lottery, except you always win. Not like the lottery at all, actually.

[00:05:34] Exactly! Inexplicably good. Offers worth bragging about. Sell your car today on Carvana. Pickup fees may apply. This episode is brought to you by Accenture. When your advertising operations fall out of sync, everything else follows. Spotify and Accenture are working together to reinvent the rhythm of ad sales. Using automation, analytics, and smarter workflows to simplify campaign delivery and access better data across the business.

[00:06:01] The result? Less time spent on operations, more time connecting brands with the moments and fandoms that matter most. Learn more at Accenture.com slash Spotify. And big thanks to Michael. Michael Levitt is the founder and chief burnout officer of the Breakfast Leadership Network. That's a San Diego and Toronto-based burnout media firm. He is a certified NLP and CBT therapist. NLP is Neuro Linguistic Programming, and CBT is Cognitive Behavioral Therapy.

[00:06:30] And Michael is one of the world's leading authorities in burnout recovery and prevention. He's also a Fortune 500 consultant, number one best-selling author, and host of the Breakfast Leadership Show. That's a top 200 podcast on Apple Podcasts. He's a two-time top 20 global thought leader on culture with Thinkers360 and a former healthcare executive, CIO, and CFO overseeing $2 billion budgets. So come visit him online. You can find all of his content at breakfastleadership.com.

[00:06:58] And again, a thank you to Michael for letting us share his work. But that is going to do it for me today. I hope you enjoyed the post and that you're having a great day. And I'll be back here reading to you tomorrow, where your optimal life awaits.