The Ultimate Toolkit for Continuous Onboarding

The Ultimate Toolkit for

Continuous Onboarding Accelerate continuous onboarding for employees, customers, partners, and more with these free templates and checklists.

Streamlining onboarding not only saves time for teams but drives value by shortening time to proficiency and reducing costly turnover.

Often, Human Resources (HR) and Learning & Development (L&D) teams have limited resources for building and optimizing cross-functional or enterprise-wide onboarding programs. This can lead to a “one size fits all” approach that only covers basic orientation and compliance, leaving frontline managers to their own devices. The result can be either a complete lack of role or department specific onboarding, or a siloed approach to onboarding that fails to meet organizational goals.

That’s why creating a formalized, scalable, yet customizable onboarding program is a must for ensuring a consistent experience across your organization: from new hires and new managers, to customers, sales teams, and partners. By doing this you guarantee that every member of your organization receives the support they need through continuous onboarding, ultimately boosting morale, driving productivity, and generating more revenue.

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1

What is continuous onboarding?

Executing a continuous onboarding program means taking a strategic approach to onboarding that includes critical elements like compliance and company policies, but moves beyond the basics to provide consistent, accessible, ongoing support, training, and resources to every member of your organization.

What is the impact of continuous onboarding?

What will you get from this onboarding toolkit?

For the workplace, continuous

Designed by Litmos L&D, HR, Sales,

onboarding is critical for maintaining a

and Technology leaders, this curated

resilient, adaptable, and motivated

collection of continuous onboarding

workforce that is consistently aligned

resources provides best practices and

with your organization’s goals and ready

insights to help leaders enhance and

to perform at their best. For customers

streamline their onboarding processes

and partners, continuous onboarding

across various roles and scenarios:

addresses ongoing needs and

from new employee onboarding and

empowers external stakeholders with the

internal mobility, to onboarding for

tools and resources they need to

customers, sales teams, partners and

succeed, reducing friction and churn

vendors.

while strengthening high-value relationships.

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2

New employee onboarding

Onboarding to improve ramp up time and employee engagement New employee onboarding is more than just a welcome program; it's a strategic process that sets the foundation for long-term success. By investing in a well-structured onboarding program, organizations can reduce turnover, increase productivity, and foster a strong, engaged workforce.

Effective onboarding is crucial because it helps new hires quickly understand their roles, integrate into the team, and align with the company’s culture and goals. Onboarding extends beyond the first day or a single orientation session.

Continuous employee onboarding lasts up to and beyond 90 days, ensuring that new hires feel supported and valued from day one.

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 New employee onboarding resources

New Employee Onboarding Best Practices

Gain valuable insights into proven best practices for onboarding, common pitfalls to avoid, and practical tips to ensure a successful and engaging onboarding experience.

BLOG

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Managing Cognitive Load During Employee Onboarding

CHECKLIST

BLOG

Managing cognitive load during onboarding keeps new hires engaged and less overwhelmed. In this article, Litmos Chief Learning Officer, Dr. Jill Stefaniak explores how chunking content, prioritizing role-specific info, using scaffolding, and streamlining resources can facilitate smoother, more effective onboarding.

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First 90 Days: New Employee Onboarding Checklist

HR managers and team leaders can use this example step-by-step checklist to guide them through the first 90 days of onboarding a new hire – from pre-boarding tasks to first-day essentials, to ongoing support – ensuring a smooth and structured onboarding experience

View Checklist

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Elevate your onboarding process and visit our content library for expert courses on compliance and employee learning and development.

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4

Internal mobility onboarding: employee transfers & promotion Inboarding to cultivate career ownership and internal leadership capacity

Internal mobility is a vital component of a thriving organization, and a well-structured onboarding process for internal moves is essential for maintaining productivity and fostering a culture of continuous development.

Effective onboarding for internal mobility, sometimes referred to as “inboarding” is crucial because it helps employees smoothly transition into new roles, align with new team dynamics, and continue to contribute to the organization’s success. Internal mobiilty onboarding does more than check a box for ane employee changing positions—it ensures that the employee feels supported and empowered throughout their career journey.

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 Internal mobility onboarding resources How Training for Employee Experience Management Can Set Your Organization Apart

BLOG

This blog post explores the importance of training in employee experience management. It highlights how effective training can enhance employee satisfaction, engagement, and performance, setting your organization apart in a competitive landscape.

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Yes, Your Organization Needs an Internal Onboarding Process

CHECKLIST

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This blog provides a comprehensive look at why internal onboarding is a competitive advantage for any organization, and how strategic internal mobility onboarding with a focus on skill-based learning can improve employee morale and retention, while reducing the costs associated with external hiring processes.

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First 90 Days: Internal Mobility Onboarding Checklist

HR managers and department heads can use this example step-by-step plan to ensure smooth transitions. From initial planning to ongoing support, this internal mobility checklist covers all the essential steps to make internal onboarding seamless and successful

View Checklist

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Elevate your onboarding process and visit our content library for expert courses to upskill employees and develop leadership potential.

View course library >

6

Re-onboarding Onboarding for employee retention and productivity

Re-onboarding is a strategic process that helps employees adapt to new environments, roles, and technologies, ensuring they remain productive and engaged. Whether your organization is undergoing mergers and acquisitions, leadership changes, or implementing new tools and technologies, re-onboarding is essential for maintaining productivity and maximizing your return on investment.

Effective re-onboarding not only minimizes disruption but also enhances retention and employee satisfaction. It’s about more than just re-introducing employees to their roles—it’s about re-engaging them with the organization’s vision and equipping them with the skills and support they need to thrive.

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 Re-onboarding resources Beyond Week One: How Onboarding in Phases Supports Employee Growth Over Time

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Did you know that by spacing out training and support, you can reinforce key learnings, improve information retention, and keep employees aligned with evolving organizational goals? This blog post delves into how structuring your onboarding into phases can enhance professional development to support long-term growth.

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When and Why Employees Need Re-Onboarding

INFOGRAPHIC

This blog post will help readers recognize the signs that an employee needs to be re-onboarded and why understanding these signs can be critical for maintaining a resilient and adaptable workforce.

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How to Tell When Employees Need to Re-Onboard

This infographic offers a clear and concise overview of the key indicators that signal the need for re-onboarding. It’s a handy tool for managers and HR professionals to quickly assess and address the continuous onboarding needs of their teams.

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Continuous Onboarding Can Prevent ‘The Great Stay’ From Becoming ‘The Great Stagnation

ARTICLE

Discover how continuous onboarding offers ongoing training and touchpoints that keep employees engaged and involves. In this article< Litmos’ Chief People Officer Kyile Stair explores how fostering a learning culture through continuous onboarding can prevent stagnation and ensure long-term employee success.

Read the article >

View Infographic

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8

Continuous customer onboarding Customer and client onboarding to drive loyalty and reduce churn

Continuous customer onboarding is an essential investment because it ensures that clients are up to speed on your product or service with less friction and fewer customer support tickets. The most effective continuous onboarding can turn customers into brand ambassadors by fostering long-term relationships that drive loyalty and retention.

Making continuous customer onboarding a priority means helping customers easily access the most up-to-date information on your product or service, as well as the skills and tools they need to get the most out of it.

Delivering accessible, relevant, and engaging onboarding resources to new and long-term customers and clients can improve time to value, boost customer loyalty, and lower customer churn. That’s why leading companies treat customer onboarding as an ongoing and evolving process, rather than a one-time event

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 Continuous Customer onboarding resources The Learner is Always Right: Improving the Customer Experience with Microlearning

WEBINAR

Could microlearning be the key to unlocking customer loyalty? In this webinar recording, Litmos’ Chief Learning Officer Dr. Jill Stefaniak and the Founder and CEO of Talented Learning, John Leh, explore how microlearning can revolutionize customer education and ultimately lead to higher rates of customer satisfaction.

Watch the webinar >

Using All the Features: Beating the 80/20 Rule with Customer Training

CHECKLIST

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Customer Onboarding Checklist

This checklist provides Sales and CX managers, as well as revenue department heads, with an example step-by-step plan to ensure effective customer onboarding. From initial engagement to ongoing support, this checklist covers the essential steps to create a better customer experience, boost time to value, and lower customer churn.

Your customer onboarding doesn’t have to fall prey to the old software rule about 80% of customers only using 20% of the features! This blog post explores how companies can maximize customer success and adoption with a more strategic approach to customer education.

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Communities of Practice for Continuous Customer Onboarding

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In this blog post, Litmos Chief Learning Officer, Dr. Jill Stefaniak explains how Communities of Practice can support and supplement continuous customer onboarding. These communities foster a more enriching customer experience by providing ongoing support, shared knowledge, and a sense of community, which are crucial for increased retention and a better ROI on customer education.

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View Checklist

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10

Sales onboarding Decrease ramp time and time to value with continuous sales onboarding

Continuous onboarding is essential for getting your sales teams up to speed and ready to sell quickly. That means increased win rates and improved pipeline generation.

Designed to help front-line managers, sales managers, revenue leaders, and L&D leaders optimize their sales onboarding processes, our sales onboarding resources explore how AI, learning technologies, and strategic onboarding best practices can drive revenue and achieving breakthrough sales results.

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 Sales onboarding resources Sales Onboarding ROI: Beyond Ramp Time

BLOG

The article uncovers the true ROI of onboarding, beyond just reducing the time it takes for salespeople to be productive. Benefits of discussed in this article include increased employee improved morale and higher rates of productivity.

The article also discusses how sales onboarding helps managers vet new hires.

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The Key to Success with AI-Driven Learning and Development

EBOOK

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Reimagining Sales Enablement to Achieve Breakthrough Results

This eBook delves into the essential components of revenue enablement, emphasizing continuous onboarding as a strategy for fostering a culture of continuous learning. It highlights how integrating AI into learning and daily workflows can lead to significant boosts in productivity and retention.

View ebook

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This article emphasizes how AI transforms sales learning and development by personalizing training content and providing real-time feedback. It also highlights AI's ability to measure the impact of L&D programs, reducing administrative burdens and enhancing sales performance.

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Taking Your Sales Onboarding Program from Strategy to Reality

This article shares nine steps that sales managers can take to successfully plan and launch a sales onboarding program that both your sales team and executive leadership team will enthusiastically support.

BLOG

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Rev up Revenue: Strategies for Better Sales Onboarding

In this webinar recording, Litmos People and Revenue leaders discuss how HR and revenue leaders can collaborate to get the most out of their sales onboarding programs.

WEBINAR

Watch the webinar >

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Vendor & partner onboarding

Drive sales revenue with continuous onboarding for partners and vendors For procurement managers, partnership managers, and sales managers, the key to successful collaboration with vendors, partners, and partner resellers, lies in a comprehensive onboarding process. This process should include continuous product training and enablement, compliance and security training, to foster more efficient collaboration and build better longterm partnerships.

Continuous partner onboarding is essential for maintaining strong, productive relationships. By ensuring that your partners feel included and embedded in your organization, you can enhance their commitment to selling your products or services, leading to a higher return on investment (ROI) from your partnerships.

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 Vendor & Partner onboarding resources Selling a Partner on Selling You

BLOG

This blog post delves into the training, incentives, and cultural elements needed to get partners not only onboarded but fully committed to selling your product or service. It provides actionable insights to ensure that your partners are motivated and equipped to drive sales.

Read the blog >

Choosing The Right Partner Training Software

INFOGRAPHIC

Essential Elements of Effective Partner Training Programs

Are your partners are fully aligned with your organization? Learn how to help partners feel truy embedded and prepared to represent your brand.

This infographic explores the essential components of partner onboarding – the ecosystem, training objectives, methods, and resources you’ll need for more profitable and productive partnerships.

View Infographic

© 2025 Litmos US, L.P. and affiliates. All rights reserved.

BLOG

Continuous partner enablement drives revenue and maintains partner engagement, but delivery and optimization with the right tools is key. In this article, Litmos Director of Learning, Jon Hill, explores how technologies like the LMS, virtual collaboration tools, and sales analytics platforms can help your team train to meet diverse partner needs.

Read the blog >

Elevate your onboarding process and visit our content library for expert courses that drive vendor and partner success.

View course library >

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