Design A Great Onboarding Experience With The 6 C’s

Effective onboarding can be challenging for professionals, because it is a  cross-functional experience that requires coordination, personalization, and long-term commitment. To help you design a great onboarding experience, I’ll walk you through the 6 C’s ofeffective onboarding, a framework developed by organizational psychologist Talya Bauer. 

These six C’s are Compliance, Clarification, Confidence, Connection, Culture and Checkback and they offer structure and insight to ensure your onboarding program goes beyond the basics and lays the foundation for employee satisfaction and retention. 

You will not only learn what each “C” stands for, but also get practical tips and examples to help you apply them in your work.

1. Compliance

Compliance is the backbone of any onboarding process. It’s the set of must-do tasks every company needs to check off before a new hire can fully settle in. Think about things like getting documents signed, preparing IT equipment, assigning access badges, and setting up their workspace. 

Even companies that claim to have no formal onboarding program are still obligated to meet these basic standards to make sure that the new hire is able to start. Unfortunately, this often means that a new employee’s first day is spent filling out paperwork, missing out on the chance to feel connected or inspired. 

Beginner tip

Send forms and documents ahead of the new hire’s start. Use electronic signature tools (like DocuSign) to handle contracts, ID verification, and policy acknowledgments to save precious time.  Explain offerings like pensions, paid leave, commuting perks, and health insurance ahead of time. You can do this by sharing the employee handbook with the new employee. 

Pro tip

Provide access to an online onboarding platform covering safety, compliance, and basic job functions and responsibilities so employees arrive informed and confident.

2. Clarification

Starting a new job can feel like stepping into unfamiliar territory. For new employees, clarity is therefore essential. To achieve this, it is important that they understand their responsibilities and what success looks like. 

Clarification also means helping new hires see how their work contributes to the company’s mission, values, and culture. This creates a sense of purpose rather than just a set of functions to perform.

Understanding the team’s dynamics is equally important. Knowing who they report to, who their key collaborators are, and how communication works within the team can make a huge difference. When these elements are clear from the start, employees are more likely to succeed.

3. Measuring Clarity

The best way to measure the level of clarification is to keep asking for feedback. How did the new hire experience the preboarding and onboarding process? Was everything communicated clearly? Did the new hire ask questions which were not included in the given information? 

Workplace friction or confusion can also signal gaps in communication. Rather than ignoring these signs, reflect on whether the root cause might be a lack of clarity. 

Beginner tip

After a new hire’s first week, ask them this during a check-in: “What’s one thing about your role or our team that still feels unclear?” This small question opens the door for honest feedback. It also lets you spot gaps early while the experience is still fresh. 

Pro tip

Use a Clarity Scorecard in Preboarding and Onboarding.

Create a short, structured clarity scorecard with categories like:

AreaExample ItemsRating Scale
Role ClarityI understand my key responsibilities1–5
Success MetricsI know how my performance will be evaluated1–5
Team DynamicsI know who I report to and who I collaborate with1–5
Tools & SystemsI know which platforms to use and how1–5
Purpose & CultureI understand how my role fits into the company’s mission1–5

At multiple stages during the onboarding process, like during preboarding, after week one, and at the end of month one, you ask the employee to complete the scorecard. Then compare results over time to spot improvement areas.

3. Confidence

Although clarification helps to prevent some of the uncertainty, more is needed to feel confident. Confidence comes from being able doing your job effectively and knowing how you can achieve this. It strengthens when you believe in your capacity to meet expectations and achieve success. A survey from Indeed shows that a staggering 98% of employees say they perform better when they are confident at work, and that 94% is happier at work when they feel confident. Recognition, promotions and strong teams help build employee confidence.

Beginner tip

Confidence Wall: Create a physical or virtual space where achievements are celebrated.

Advanced tip

Publish career paths: Let employees see how they can move up, sideways, and diagonally within your firm.

4. Connection

Nothing feels better than starting you first day at a new job with a personalized greeting and enthusiastic colleagues that are grateful for your arrival. Connection during onboarding  is all about relationships in the workplace and refers to how accepted and valued new employees feel. 

According to Forbes, quality working relationships help build a strong company culture that emphasizes respect, loyalty, and trust. Social connection creates a sense of cohesion in the office, which is important for developing creativity, teamwork, and collaboration.

Beginner tip

Start with a Warm Welcome. Make their first day feel special. A personalized greeting, a welcome kit, or even a handwritten note from the team can go a long way in making someone feel seen and valued.

Pro tip

Launch a Mentorship or Peer Coaching Program. Pair new hires with mentors or peer coaches for the first 90 days. This builds trust, accelerates learning, and creates a built-in support system. Other companies have seen faster integration and stronger impressions through buddy programs.

5. Culture

Culture refers to how well new employees understand their new organization’s norms, values, stories, and symbols. Culture can be hard to pinpoint because it’s not something you can always see or describe easily. It’s about the shared habits and values that shape how things are done in an organization. For new employees, understanding this culture helps them feel part of the team and organization.

Onboarding is one of the main ways a company builds, keeps, and develops its culture. It teaches new employees what matters most at work. It also gives the company a chance to learn from new people and see how their ideas and experiences can help the organization grow and improve. 

Research shows that companies with strong cultures have more productive and engaged employees, which can lead to a stunning 4x increase in revenue growth. 

Beginner tip

Celebrate Small Wins. Recognize little moments of success or effort. Whether it’s a shout-out in a team call or a quick thank-you note, it builds positivity.

Advanced tip

Empower Culture Champions. Identify people who embody the culture and support them to lead initiatives like mentoring, onboarding, or community-building events.

6. Checkback

The word checkback refers to a verification or follow-up process. Basically it means that you are checking back on something that has already been done or said. Whilst feedback is about improvement and reflection, checkback is about confirmation and clarity. The advantage of incorporating checkback during onboarding is that is spots and solves problems early on and that it boosts employee engagement. 

Beginner tip: 

Schedule Regular Check-Ins. Set up short weekly meetings during the first month to ask how the new hire is settling in. Act upon the feedback the new hire is giving you.

Advanced tip

360° Feedback Integration. Collect feedback not just from the new hire, but also from their manager, buddy, and team to get a full picture of integration. Design a survey that can be used at several points during the onboarding process. Analyze the results  over time to see where improvements can be made. 

Conclusion 

The six C’s of onboarding, namely Compliance, Clarification, Confidence, Connection, Culture, and Checkback, help make sure new hires feel prepared, supported, and valued. Each one plays a different role, but they all work together to build a strong foundation. 

You need all pillars six to create a complete experience. Compliance takes care of the basics. Clarification helps people understand their job. Confidence builds motivation and Connection makes people feel like they belong. Culture shows how things are done and what matters most. And Checkback ensures things stay clear and smooth during the first period. 

When all six are used well, onboarding becomes the start of a great work relationship.

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