Good morning!
When welcoming new clients or employees into your company, the initial impression is crucial in today’s cutthroat business environment. A healthy and productive working relationship is set in motion by an organized onboarding procedure. Create a simplified onboarding knowledge base with Notion and equip new employees or clients with all the information they need to excel right away.
Benefits of a Streamlined Onboarding Process
| Benefit | Description |
|---|---|
| Increased Engagement | New hires and customers feel supported and valued, leading to higher engagement. |
| Improved Productivity | Reduced time spent searching for information translates to faster productivity. |
| Reduced Costs | A streamlined process minimizes administrative burdens, lowering onboarding costs. |
| Enhanced Retention | A positive onboarding experience fosters loyalty and reduces turnover rates. |
| Scalable Growth | A well-defined process allows you to onboard new team members or customers efficiently as you grow. |
Notion Setup: Page Hierarchy, Databases, and Templates
Page Hierarchy: Start with a dedicated “Onboarding” parent page. Create nested sub-pages for different categories:
- New Hire Onboarding: Company policies, team overview, role-specific guides
- Customer Onboarding: Product walkthroughs, support FAQs, success stories
Databases: The heart of your knowledge base. Structure databases with relevant properties:
- Tasks: Task name, due date, assignee, status (Checkbox or Select property)
- Resources: Document links, videos, contact information
- Timeline: Milestones, key dates (Use Date properties)
Templates: Ensure consistency with reusable templates. Consider:
- Task Templates: Pre-populated with common task descriptions
- Welcome Page Templates: Personalized welcome messages, resource links
Content Focus: Checklists, Timelines, Company Information Repositories
- Checklists: Break down onboarding into manageable steps. Examples:
- Day 1 Checklist: IT setup, meet the team, HR paperwork
- Week 1 Checklist: Product training, project shadowing
- Timelines: Visualize the onboarding journey. Use Notion’s Timeline View to show onboarding phases and milestones.
- Company Information: A central source for:
- Mission statement, values
- Organizational charts
- Policies and procedures
- Company wiki
Example: Sample Page Structure
- Onboarding (Parent Page)
- New Hire Onboarding
- Company Overview
- HR Paperwork
- Role-Specific Training (Database)
- Customer Onboarding
- Product Tutorials
- Getting Started Guide
- Customer Support
- New Hire Onboarding
An Impressive Beginning
You may set yourself up for success in the long run by putting money into a well-designed onboarding knowledge base with Notion. Thanks to Notion’s adaptability, your knowledge base may grow with your company.
In the next installment, we will discuss how to automate your Notion onboarding processes, so be sure to tune in!
