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This solution has been researched solely by the WilsonHCG Innovation team.

Website https://www.clickboarding.com/onboarding/

Vendor Blurb

Starting a new role can feel both exciting and intimidating. Put your employees on an easy path, make it remote and mobile, and give them the confidence to take their next step. Click Boarding’s “PLAY WITH THIS” guided experience makes it easy for new hires to feel welcomed, engaged and confident as they embark on their new employee journey.

Resources and Collateral

URL
Description

Screenshots, Images, and Attachments (paste/upload into boxes below)

Overview of Solutions and Features

Supported Regions

  • Global

Language Capabilities

  • 21+ candidate-facing languages

  • Admin is English-only for now

Required/Optimal Integrations

  • ATS/HCM (optimal)

  • Standalone possible but increases manual admin time

Average Time-to-Implement

  • 2-3 weeks, depending on complexity and integrations needed

Solution Focuses
What it solves/achieves
How it works/notable features

Onboarding/ Preboarding Experience

Reduce candidate drop-off along the hiring process during the key stages leading up to a successful Hire.

Make traditionally time-consuming and daunting onboarding tasks (like HRIS profile creation and tax forms) more streamlined and manageable.

Set new hires up for strong start and full compliance right away.

  • Improve engagement and retention/reduces drop-off

  • Data collection and self-service experience for candidates

    • Fill out data fields for relevant information

    • With ATS integration, you can prep-populate some of this data to ease the process

  • Step by step process that gets your new hires set up and introduced to their team

  • Data fields collect everything you need (forms, personal info, etc.)

    • Send relevant info to Payroll teams, HR, etc. (especially if non-integrated with your HCM/HRIS)

  • E-signature

    • Proprietary to Click Boarding (doesn't need a DocuSign license)

    • Can be used as much as you need (no limits)

  • Tax Setup (I9)

    • Optional, you can use your existing Tax workflows (in Workday, example)

      • Can link out to the relevant portal, from there

    • Can be blended too, where we collect the info and map it into your HCM's existing tax processes

  • E-Verify

  • Employer Branding/Continued Engagement

    • Contain enticing information that keeps them engaged and encouraged to continue with the process

    • Articles, videos, "why it's good to work for us" content, etc.

  • First Day Guidance

    • Includes relevant information like office location maps (Google Maps)

      • Parking locations, etc.

    • Dress code guidance

Workflow Building

Workflows are fully customizable and can coordinate with or trigger existing systems and processes

  • Allows you to create your onboarding/offboarding workflows yourself

  • Flexible for however (and whenever) you need it to support

    • Can come in as early as a Hiring Event (where you hire them on the spot and they begin onboarding)

  • Reminders

    • Nudge for overdue items

      • Candidates, Recruiters, Hiring Managers

    • Can set up nudge/reminder escalation workflows (for non-responsive stakeholders)

  • Add in your existing Forms (without having to create them fresh in Click Boarding)

    • Upload the PDF of your Form and you can use it in the platform

  • Action Center

    • Where you monitor your onboarding cohort's progress through the onboarding stages

      • HM or IT checklist items, for example

    • See outstanding items

      • Or monitor expiration dates of Forms/information coming up

Mobile-Friendly Experience

Designed to be used across whichever platform the new hire is most comfortable using (browser or mobile)

  • 21 languages

  • Can switch between mobile and browser/laptop anywhere along the process (without losing your place)

Cross-Boarding

Internal talent moving into new roles within the company, perhaps internationally

  • Walks users through the appropriate onboarding workflows for new team introductions, Forms, legal processes, etc.

  • Not designed for this per see, but can use the usual onboarding workflows to support this

Development Roadmap
Item
Description
Anticipated Launch

Click Retain (Beta)

  • Compliments the onboarding piece for employee retention

  • Cadenced impression points (30, 60, 90 days)

    • Check-ins, pulse surveys, etc.

  • Pre-published surveys (long-term you can make your own)

    • Check-ins, Net promoter, etc.

    • Can be anonymous

  • Collect data from text/numerical responses from your employees

    • Flag issues or things that require action items (ex. someone says they don't have the proper PPE)

  • Uses Sentiment Analysis to determine which responses need attention

    • Does well with interpreting sentiment (even with some grammar and spelling errors)

  • Dashboard and analytics (30% complete, roughly, but being developed)

    • Help see your response rates, unique responses/drill-down, flags, etc.

Currently in Beta, selective rollout over the next few months

Pricing

  • Pending

Typical Duration of Agreement

  • 1-2 year agreements (Enterprise), but can be flexible

Pilot/Trial Opportunities

  • Pending

Impressions

Strengths and Opportunities

(potential benefits and/or use cases for the solution)

  • User-friendly workflow design and new hire interface

  • Can operate well in stand-alone for a relatively simple and quick implementation timeline

  • Features all core functionality for typical onboarding processes

Gaps and Challenges

(things that the solution overlooks or under-delivers on)

  • Complexity of workflows is reasonable but not cutting edge

  • Admin language options are very limited (English-only)

  • Employee retention offering in early stages only

Risks

(anything that could affect ROI; cost, complexity, process gaps, etc.)

  • Integration with ATS/HCM is not mandatory, but would greatly improve overall efficiency and ROI (minimize time spent with manual data entry and risk of error)

Additional Thoughts

(overall impressions, uncertainties, future questions, etc.)

  • Could be an ideal solution for high-volume hiring projects where onboarding poses a significant challenge (or where we’ve traditionally seen high drop-off rates during the final hiring stages)

    • Cost of solutions like Enboarder (a stronger technology) would be prohibitive for most hiring projects or limited-scope engagements

Demo Notes

Date
Attendees (Vendor)
Attendees (WHCG)

11/23/2021

Jeromy Bullman and Danielle Balow

Tom S

Notes
Questions/Answers

  • Onboarding/Preboarding Experience

    • Improve engagement and retention/reduces drop-off

    • Data collection and self-service experience for candidates

      • Fill out data fields for relevant information

      • With ATS integration, you can prep-populate some of this data to ease the process

    • Step by step process that gets your new hires set up and introduced to their team

    • Data fields collect everything you need (forms, personal info, etc.)

      • Send relevant info to Payroll teams, HR, etc. (especially if non-integrated with your HCM/HRIS)

    • E-signature

      • Proprietary to Click Boarding (doesn't need a DocuSign license)

      • Can be used as much as you need (no limits)

    • Tax Setup (I9)

      • Optional, you can use your existing Tax workflows (in Workday, example)

        • Can link out to the relevant portal, from there

      • Can be blended too, where we collect the info and map it into your HCM's existing tax processes

    • E-Verify

    • Employer Branding/Continued Engagement

      • Contain enticing information that keeps them engaged and encouraged to continue with the process

      • Articles, videos, "why it's good to work for us" content, etc.

    • First Day Guidance

      • Includes relevant information like office location maps (Google Maps)

        • Parking locations, etc.

      • Dress code guidance

  • Workflow building

    • Allows you to create your onboarding/offboarding workflows yourself

    • Flexible for however (and whenever) you need it to support

      • Can come in as early as a Hiring Event (where you hire them on the spot and they begin onboarding)

    • Reminders

      • Nudge for overdue items

        • Candidates, Recruiters, Hiring Managers

      • Can set up nudge/reminder escalation workflows (for non-responsive stakeholders)

    • Add in your existing Forms (without having to create them fresh in Click Boarding)

      • Upload the PDF of your Form and you can use it in the platform

    • Action Center

      • Where you monitor your onboarding cohort's progress through the onboarding stages

        • HM or IT checklist items, for example

      • See outstanding items

        • Or monitor expiration dates of Forms/information coming up

  • Mobile-friendly experience

    • 21 languages

    • Can switch between mobile and browser/laptop anywhere along the process (without losing your place)

  • Integrations

    • Generally the ATS (via API)

    • Not essential, can be standalone if needed

      • Integrations can be built later on, if needed

  • Click Retain (in Beta now)

    • Compliments the onboarding piece for employee retention

    • Cadenced impression points (30, 60, 90 days)

      • Check-ins, pulse surveys, etc.

    • Pre-published surveys (long-term you can make your own)

      • Check-ins, Net promoter, etc.

      • Can be anonymous

    • Collect data from text/numerical responses from your employees

      • Flag issues or things that require action items (ex. someone says they don't have the proper PPE)

    • Uses Sentiment Analysis to determine which responses need attention

      • Does well with interpreting sentiment (even with some grammar and spelling errors)

    • Dashboard and analytics (30% complete, roughly, but being developed)

      • Help see your response rates, unique responses/drill-down, flags, etc.

  • Cross-Boarding (moving into new roles within the company, maybe internationally)

    • Can help walk through the new team introductions, Forms, etc.

    • Not designed for this, but can be used to coordinate this process

  • Typical Client Engagements for Click Boarding

    • Work with companies who aren't happy with their enterprise platforms' onboarding capabilities (Workday, ADP, etc.)

      • We replace these functions within their existing systems

    • Traction in the enterprise and healthcare space

      • Healthcare particularly in the United States (some in the UK, too)

    • Enterprise-level support typically integrated (not standalone)

      • Helps to manage 100s of stakeholders in workflows for task ownership/action items, etc.

  • When in the process does Click Boarding usually come in?

    • Can come in wherever you like, either before or after the Offer Letter stage (can send the OL through us, if you like)

    • Can start prior to Offer too to keep them engaged throughout the process

      • Reduce drop-off

  • For standalone, can you export data?

    • Yes, into .CSV and we go through data mapping exercises to make sure the data is usable when it leaves our system and enters into yours

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