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How to Efficiently Onboard and Train Your New Hires

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Calendar


Quality employee onboarding is one of the most important things you can do for your business. You want your new hires to feel welcome and wanted as soon as they walk in. You need to give them an excellent first impression of your business and show that they matter. For many new employees, it’s essential to feel that there is a well-defined role and a clear career path.

Not only that, but a good onboarding process can make a massive difference to your retention rates and your revenue. Onboarding can also improve employee productivity and morale. And you save time and money when you don’t have to keep replacing employees.

Great onboarding starts with excellent planning. You really can’t wing it when it comes to training your new hires. Having planned training and processes for dealing with new employees is important.

Before hiring any new employees, plan out what they need to know and how you deliver it. This will also make it easier for you. For example, you’re not having to scramble to find something for them to do while trying to balance your own work.

You could also create an onboarding checklist for you and one for your new hires. This allows you to quickly know what to teach next and see clear progress and tick off what they’ve learned. It’s motivating for both parties. Even better if you have training software that allows for gamification. New hires can tick off modules as they finish them, see what’s next, achieve rewards, and more.

Once you have your onboarding training prepared, you can then use your calendar to plan it out and ensure success.

1. Set up a dedicated onboarding calendar

Many calendar apps will allow you to set up multiple calendars. So, for example, you can set up a calendar just for onboarding training, showing the full schedule.

This allows you and your new hires to look at your full calendar view with all your tasks and appointments and to look at just the training schedule on its own calendar when you need to.

It’s helpful to have both views. With the main calendar view, you can ensure no clashes and time to get to training sessions. And with the onboarding calendar, you clearly know the training and what comes next.

2. Share your calendars

You can coordinate together more efficiently by sharing your calendars. Your new employee will have other items on their calendar in addition to their onboarding training. For example, they may have previously booked medical appointments scheduled or a holiday that was already booked before they got the job. And there’s the work that they need to be involved in.

If you both share your calendars, you can easily be more flexible, if needed, and quickly rearrange sessions if something else comes up. In addition, your new hire will be able to see when you’re free, so they can book time if they need more help.

Encouraging your new employees to start, regularly use, and share their calendars is good practice for the future.

3. Set up your to-do list

Unless your only job is employee onboarding, you will have other work to fill your time. With your time split between onboarding your new hires and your everyday work, staying organized is essential. You can add a task/to-do list and make notes on many calendars to easily keep track.

This helps you balance your work with your onboarding duties. It also gives you a heads up if you’re going to have a busy week that may need extra organization and planning.

Another benefit of adding your to-do list to your calendar is seeing how much you’ve achieved. Ticking off completed tasks gives a nice hit of dopamine and is highly motivating.

4. Use time blocking to ensure you get everything done

When trying to learn something new, it can be easier to spend a solid block of time on it, rather than jump around over several sessions. Time blocking can be helpful to facilitate that.

However, time blocking involves splitting your day and week into blocks for specific tasks. This is a great way to combine your to-do list with your calendar. This can be a beneficial technique for ensuring you can fit in onboarding training and your regular tasks and meetings.

You can choose what works best for you with so many options and techniques. For example, time blocking could be one more helpful tool in your organizing arsenal.

5. Set up reminders

One of the best things about using a calendar and task lists is that you can add reminders to keep yourself on track.

When you are setting up your onboarding calendar, ensure you add in reminders where it’s helpful. This ensures that you don’t miss any meetings or tasks or your trainees.

When you’re busy, it can be easy to miss breaks and lunches. Adding reminders for these can ensure you take a breather when you should. It also provides that you don’t set yourself up for burnout.

6. Integrate with Trello

Some calendars integrate with Trello, a simple but effective project management app.

You can add tasks, checklists, and processes to Trello. It’s helpful to break down more significant tasks into smaller, more manageable tasks. It’s possible to tick them off when you’re done, which can help to motivate you and your trainees.

One other great thing about Trello is that you can set up boards and processes as a template. Then when you need it again, copy the template, rename it, and you’re ready to go.

Integrating this option with your calendar could help you manage your training better. You can also add team members and work on tasks together, aiding your trainees.

7. Bear in mind remote working

So many companies now allow remote working since the pandemic that you need to consider it. In addition, you may be training both in-office workers and remote workers to onboard them.

It’s important that your onboarding training includes your company culture and expectations, but it’s particularly important that remote workers feel part of your company.

Of course, you need to organize your time and calendar to ensure you can onboard everyone, remote or not. In addition to planning tasks and meetings, you’ll need to consider what technology you need, including cameras, Zoom, and more. Then, organize your tech in plenty of time for each meeting for success.

8. Start with a welcome pack

Once you know the start date of your next hire, add a task and a reminder on your calendar. Then send them a welcome email a few days before they start. You could even save time by writing a template for this email if you’re going to need it more than once. Then, you could set it up, keep it, and just hit send on the day.

If they’re based in-house, include practical information your new employee needs to know. Include directions, parking information, and a building map marked by their office or area. Add in where they can find vending machines or a kitchen for snacks and drinks. Include any local shops, such as bakeries or sandwich shops for food.

You’re starting them on the right foot before they’ve even walked through the door. And they will appreciate it.

Don’t forget your remote workers here. They will also appreciate a friendly, welcoming email with helpful information on start times and what to expect.

9. Use your analytics

Many calendars have excellent analytics. Office 365, for example, includes MyAnalytics, which provides information on various tasks and events. For example, you can see how many meetings you’ve had and how you spend your time.

This is helpful because you can see an overview of your onboarding training. You can check if you’re offering balanced training or leaning too heavily toward one subject. You can see whether you have covered everything or if there are any gaps.

Calendar analytics are equally helpful for improving your general productivity. You can ensure you still have the time to work on your own tasks as well as fit in onboarding.

10. Assess your onboarding regularly

Use your calendar to schedule follow-up meetings with new employees to get feedback on your onboarding processes.

Diarize time every year, at least once, to review your onboarding, look at feedback, and see how you can improve.

With quality onboarding so crucial for every business, it is vital to stay organized and on top of it. The right calendar apps can help you deliver onboarding well and keep improving.

Published First on Calendar. Read Here.

Featured Image Credit: Photo by Kampus Production; Pexels; Thank you!

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A Quick Guide to Understanding Your phpMyAdmin Area

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phpMyAdmin


If you use a WordPress website, it probably uses a MySQL database. Another one that it might use is called MariaDB.

Every website needs one of those to store information like passwords, posts, and user data. When WordPress can’t connect to your MySQL database, your website probably won’t be accessible.

There are a handful of reasons why it’s important to understand how it works. Here are a few that I can think of.

  •   You may need to delete old data or tables
  •   You may need to update the titles of a ton of different posts at once
  •   An individual database table might need to be imported or exported

In order to get to the area we’re going to talk about, click “phpMyAdmin” from your website’s control panel. It may say “Access PhpMyAdmin” or some similar variation like mine does below.

Image Source: Bob Buckley; Thank you!

The next screen you should see looks like this:

Image Source: Bob Buckley; Thank you!

On the left-hand side, click the database that corresponds to your website. In my case, it’s “backupweathersite” below “New” in the tree. Then, you should be at the screen we’re talking about:

phpMyAdmin

Image Source: Bob Buckley; Thank you!

The menu highlighted in red has some useful tabs on it for doing the types of things I mentioned above. Starting with Structure, here’s what you can do with each one.

Structure

Structure is probably the most important of all the tabs because it lists the tables of your database. Each table has its own set of options, like emptying it if you want to delete all the data. You can also drop the table if you want to get rid of the entire thing completely.

Be very careful with that. Instead of deleting everything, you can clear out things like old posts by running SQL queries.

SQL

Selecting SQL will give you this screen:

phpMyAdmin area

Image Source: Bob Buckley; Thank you!

There, you can run SQL queries. For example, on one of my sites, I need to remove expired jobs pretty often. If I don’t, the database fills up even if the jobs are deleted on the frontend. This causes the site to slow down a lot, and I can’t add new posts or other data.

The solution? Running this query: delete from `wp_posts` where `post_status` = ‘expired’

That takes care of thousands of old jobs in about a second, which is pretty nice!

As a side note, the screenshots in this article are from a local WordPress installation I have for a different project.

Search

Search does what it sounds like it would. When you put something in the main search field, it will automatically go through the entire database, looking for anything that’s a match. 

Here’s a tip that might also help: you can choose to include or exclude searching specific tables if you want so it doesn’t search everything.

phpMyAdmin

Image Source: Bob Buckley; Thank you!

Query

The Query tab essentially does the same thing that the SQL tab does, except it offers guidance for creating the query. You can select the table that you want the query executed in from a dropdown and then click “Update query” to see it in the window below.

phpMyAdmin screenshot

Image Source: Bob Buckley; Thank you!

Export

Image Source: Bob Buckley; Thank you!

Export allows you to download all of the tables from your database. This is useful if you want to do manual backups periodically (although there are some great plugins that can handle that). You can export the tables in a bunch of different formats, too.

These include SQL, PDF, CSV, XML, and a handful of others that you’ve probably never heard of. Mainly, Texy! Text and YAML.

Import

The import function allows you to bring in outside database tables to yours.

phpMyAdmin

Image Source: Bob Buckley; Thank you!

You can only import a table if it doesn’t exist in the current database. If the table exists already, you will get an error, and the import won’t finish, according to DreamHost.

The file can be compressed or uncompressed in a few different formats. Those include bzip2, gzip, or zip files. Something you may not be used to is the compressed file name.

It needs to be structured like “.[format].[compression]”. An example of a common one is “.sql.zip”.

Image Source: Bob Buckley; Thank you!

 

You can choose from a handful of different formats. These include CSV, ESRI Shape File, MediaWiki Table, OpenDocument Spreadsheet, SQL, and XML.

There are also a number of different SQL compatibility modes. The compatibility mode setting will dictate how MySQL works. We won’t go into each one and talk about the differences, but your options for those are ANSI, DB2, MAXDB, MYSQL323, MYSQL40, MSSQL, ORACLE, and TRADITIONAL.

Operations in phpMyAdmin

This tab gives you the ability to perform a handful of different operations, like creating a table and renaming the database. In order to create a new table, just put in a name, and the number of columns, and click Go.

Siteground has a great tutorial for creating tables since things can get kind of complicated. Below that, you can rename the database. The check box that says “Adjust privileges” is there because MySQL does not adjust the original privileges related to the database on its own.

When you check that box, phpMyAdmin adjusts the privilege table, so users have the same privileges on the new items. If you do that, the privileges for all the database-related elements are also adjusted to the new name. That includes things like tables, columns, or procedures.

Image Source: Bob Buckley; Thank you!

This section also allows you to do things like copy the database to another one and change table collations. A collation is a set of rules that defines how to compare and sort character strings.

You probably won’t ever need to mess with things like collation, but it’s nice to be semi-familiar with that, just in case.

Image Source: Bob Buckley; Thank you!

 One other thing is that you can’t really rename a database. When you do that, phpMyAdmin will create a new one (example below) and drop the old.

phpMyAdmin area

Image Source: Bob Buckley; Thank you!

Routines in phpMyAdmin

The Routines section looks like this:

Image Source: Bob Buckley; Thank you!

“Filters” won’t do anything unless you actually select a database to search. Putting a word into the “Containing the word:” section will find all of the tables containing that word in your database.

Routines are procedures and functions that do various things, like the job data cleanup function mentioned earlier. You can add one there, and it will be displayed under that tab.

Events

In the event scheduler tab, you can create and run tasks automatically based on a schedule. The schedule can vary a lot, like running a task every couple of seconds to every few weeks. In order to use it, you will need to manually turn it on by clicking where it says “off” in the picture and then clicking “Add event”.

Image Source: Bob Buckley; Thank you!

Triggers in phpMyAdmin

A trigger is a named database object that is associated with a table and that activates when a particular event occurs for the table. You could use a trigger to perform checks of values to be inserted into a table or to perform calculations on values involved in an update.

Image Source: Bob Buckley; Thank you!

Privileges in phpMyAdmin

Image Source: Bob Buckley; Thank you!

The Privileges section allows you to make changes to current user privileges or export them to a new database. There are a handful of options for editing the privileges:

Image Source: Bob Buckley; Thank you!

Designer

The Designer tab can be kind of a mess, as you can see (it’s in the “More” dropdown):

Image Source: Bob Buckley; Thank you!

The Designer feature is a graphical way of creating, editing, and displaying phpMyAdmin relations. These relations are compatible with those created in phpMyAdmin’s relation view.

To use this feature, you need a properly configured phpMyAdmin configuration storage and must have the $cfg[‘Servers’][$i][‘table_coords’] configured. It’s unlikely you’ll ever need to do anything in this tab.

Wrapping Things Up

Going into the phpMyAdmin area for a WordPress site can be pretty daunting. If you find yourself in that position, it’s important to be familiar with all the different aspects of the dashboard. Understanding the basics of what each section does will help you navigate and get things done a little quicker with less of a headache.

Featured Image Credit: Provided by the Author; Thank you!

Bob Buckley

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How to Help Women in Business Get Past Gender Barriers to Management

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Free Your Money: Strategies for Keeping Your Money In The Best Place Possible - ReadWrite


According to a recent Women in the Workplace study from Lean In and McKinsey, the most significant barrier women face in business these days isn’t the glass ceiling. Instead, it’s the floor—the barrier to entry-level management positions.

Although women now own 4 out of every 10 businesses in the U.S. and are making great strides at the top of the career ladder, they’re still missing from entry-level and middle management positions. That’s something companies of all sizes need to address.

Women in business means greater success

It’s not just about diversity (although that’s a worthy goal in itself). Statistics suggest that hiring women for positions of leadership helps your company succeed. For example, one study from Peakon revealed that when a company’s management includes 50% or more women, its employees feel more loyal to the company and its products or services.

2017 Morgan Stanley report echoes these findings, suggesting that gender diversity in a company translates to enhanced productivity, more significant innovation in product and service design, improved decision-making, and decreased employee turnover, with an associated higher level of worker satisfaction.

Try implementing these three strategies to fix that broken rung at the bottom of the career ladder and get more women into entry-level management roles.

1. Start from the ground up.

As the Women in the Workplace study suggests, the first task for any business committed to helping increase the number of women in leadership positions is to hire and promote women more often.

Your job is to make your workplace more attractive to diverse candidates. Start with neutralizing your job notices and ads. Go over every ad line by line before you release or publicize an open position. Avoid potentially off-putting terms like “rock star” and “ninja.” Some of the more qualified female candidates might interpret those as code for “male candidates preferred.”

Also, consider following the example set by Buffer. Based on the understanding that women are far less likely than men to apply for a job if they don’t precisely match the image created by the ad, Buffer encourages all candidates to apply, even if they feel they don’t meet every single qualification.

If you want to reach more women candidates, consider going where they are. For example, open up your job search by sharing the job notice on platforms and websites with audiences with a significant female component.

2. Commit to taking action

Set actionable goals for both hiring and promoting women into first-level management. Clear establishment of metrics and a commitment to meeting those metrics can help foster positive change for your company as you seek to diversify its management.

For example, if there are two candidates, one male, and one female, the female candidate has a 50% chance of winning the job. However, if there are three female candidates and one male candidate, the possibility that one of those women will win the job goes up to 67%.

However, if you reverse that scenario, with three men and one woman, her chance of winning the job plummets. One way to combat this kind of unconscious bias is to set a concrete goal of advancing an equal number of men and women to the final round of evaluation. Creating this type of rule helps you see beyond mere lip service to the ideals of “promoting the qualified candidates” to truly evaluate your candidates based on their qualifications without unconscious bias.

Finally, seek to establish clear, neutral evaluation criteria. Ensure your hiring and promotion evaluation criteria are based on the actual duties required in the position, not on some outdated assessment that hasn’t been standardized and edited for gender neutrality.

3. Get to the root of unconscious bias.

Training evaluators and supervisors to spot and combat unconscious bias can help root out the obstacles to promoting women to leadership positions in your company. But how do you identify a bias when it’s not consciously held?

One way is to test your systems. For example, the next time your company is hiring for a potential leadership or feeder position and a female candidate is weeded out at a pre-interview stage, consider advancing her to the next round regardless. If she proves herself qualified at the interview based on the feedback you get, you might have some bias at work in your processes.

Additionally, implement committed-based evaluation processes. Groups with balanced representation can help root out and neutralize individual biases. At the same time, they can help provide a more robust assessment of each candidate’s strengths and challenges.

Published First on Due. Read Here.

Featured Image Credit: Photo by RODNAE Productions; Pexels; Thank you!

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Simplifying AI Can Optimize Your Entire Business

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Simplifying AI Can Optimize Your Entire Business


Artificial intelligence is becoming less of a futuristic technology and a more integral aspect of today’s business landscape.

The usage of AI across the business universe is revolutionizing every industry, and Gartner reports that at least 75% of organizations use deep neural networks today.

In financial departments, AI is automating menial tasks and reducing errors in traditional manual workflows.

AI’s unfounded fears

There’s no doubt that businesses utilizing the right AI for the right reasons are seeing exponential benefits. Unfortunately, not every business unit is as excited about the available AI solutions that finance departments are gifted with. Change management is a significant component of failure when implementing any transformative technology.

Many humans still have unfounded fears about it gaining sentience or replacing them, and workers are wary of becoming obsolete once their daily tasks are automated.

But that’s never been the point of AI, machine learning, and automation because they augment human intelligence.

Humans are still very necessary

Take OpenAI’s GPT-3 and Dall-E 2 text- and image-generating models for example. Although they can generate a 1,000-word blog post with images within seconds, there could be a lot of legal liability issues if you were to publish raw content generated by one of these models directly on your website.

The content is never 100% accurate; human interaction is still essential to train, implement, and use AI across the business.

Simplifying AI for the average worker

AI data sets and outputs need to remain accessible, and making them accessible means tapping into everyone throughout the organization to apply their professional judgment to the data sets. This provides the machine’s velocity, variety, and veracity as it learns.

AI in financial departments

AI’s use in financial departments is so successful because payroll, compliance, accounting, taxes, etc., is complicated — especially when you’re a multinational corporation or utilizing the remote global workforce unlocked by the pandemic.

Expansive data sets

But you can import expansive data sets into AI to make it more useful. Streamlining all of this and optimizing processes not only reduces errors, but it frees up human workers to perform more advanced analytics that are closer to the reason they got into the industry in the first place.

How simplifying AI can open up usage possibilities

Simplifying AI for the average worker means they can focus on less menial, more innovative tasks and accomplish much more in less time.

GPT-3 and Dall-E 2 may not have flawless, production-ready outputs, but they utilize neural networks on large datasets of about 175 billion parameters across 45TB of text data. As a result, they’re perfect for ideation and conceptual work to get a firm visual image of the final product to work from.

Pass it around

Although their outputs seem wildly different (text versus images), both of OpenAI’s creations work similarly. While it seems like AI leads to faster advancements, what really happens is we discover one important concept that opens the door to new possibilities.

This is why getting the technology in as many hands as possible is important to see how others find use in the outputs it creates.

How AI brings more value to a business

As the quality of content-generating AI debate rages in the media and online forums, the technology’s uses for internal business functions are even more remarkable.

New ways of looking at things — skilled data scientists

AI across the business continues to open new ways of looking at things and allows skilled data scientists to develop complex models to predict anything you need to know — from machine health to possible market conditions and forecasting.

AI across the business can and will go beyond personal assistants, voice-to-text, and personalized recommendations to bring value to the roles of individual employees.

Better use of time

Leveraging specific AI technologies throughout the business keeps human workers at every level working only on tasks that cannot be automated. This includes processing exceptions to the rules (which there will always be), analyzing AI-generated outputs, and more.

Instead of spending our days manually putting together reports, we will be analyzing pre-generated reports and making advanced intelligent decisions.

Embracing artificial intelligence

When GPT-3 and Dall-E 2 were released, both writers and designers feared for their jobs. However, those fears were relieved as they tested the tools and got more comfortable with them. These tools can generate amazing work to assist writers and designers, but it still requires skill to understand how to prompt it for the desired results.

A professional can edit and polish it throughout the process in a variety of ways that will always require human instinct.

And an experienced photographer or graphic designer will get higher-quality outputs and know how to fix them in posts.

Focusing on higher priorities

Familiarizing yourself with these types of tools helps to better understand what they’re truly capable of and how they can be implemented into existing workflows while seeking better, faster, and more optimized ways to do things. That’s how finance departments leveraged AI to accomplish the most laborious and error-prone aspects of their jobs so they can focus on more important things.

And it won’t be long before AI transforms every aspect of every business.

Featured Image Credit: Sergey Zolkin; Unsplash; Provided by the Author; Thank you!

Melissa Chan

Director of Customer Success at MindBridge

Melissa Chan is Director of Customer Success at MindBridge. She has made it a mission to innovate accounting and auditing.

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