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Strengthen Your Onboarding Process With One Simple Trick

For PEOs and their clients, onboarding employees is like walking on a field full of landmines. One wrong step, or one step too quickly, could spell disaster.

PEOs are under immense pressure from their clients to get employees onboarded quickly and accurately so that they can begin work as soon as possible. It’s a push and pull relationship with the same ultimate goal.

In this scenario, both parties see onboarding as a one-step process that spans the PEO’s responsibilities and the client’s needs. This idea causes the tension and frantic pace that PEOs have to maintain to appease their clients.

However, onboarding isn’t a one-step process. In the PEO world, it can be broken down into three distinct phases.


This phase encompasses the compliance needs of both the PEO and their clients. During this phase, employees are required to fill out the necessary paperwork to start work on time. If this documentation isn’t complete and accurate, and something happens to that employee on the job, both parties could be liable. The ultimate goal of this phase is to have documents filled out, signed and verified in as little time as possible.


One problem PEOs and their clients currently face is a lack of transparency about new hire status. This lack of communication leads to risks for both PEOs and their clients because businesses will go ahead and put new hires to work, assuming their information has been verified. The transition phase is the time for PEOs to clearly communicate that an employee is ready to work. This phase could be as simple as setting up notifications in a portal or sending an email to their clients when a new hire’s paperwork has been verified.


A good employee, even a temporary one, needs to have a basic understanding of your business. The acclimation phase has a dual purpose: to provide new hires with a basic understanding of the client’s business and to provide a 24-hour buffer for information verification.

If PEOs present the onboarding process as a three-step process that includes their clients, the pace at which they work won’t change, but now it won’t be motivated by panic and fear. They’ll be less worried about liability and more concerned with their client’s satisfaction.

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