### Contents

- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Onboarding Software Resources

##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Onboarding Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Onboarding Software Articles

[![Employee Training: 8 Tactics Your Company Can Put Into Action](https://learn.g2.com/hubfs/G2CM_FI430_Learn_Article_%5BEmployee_Training%5D_V1a.png "Employee Training: 8 Tactics Your Company Can Put Into Action")](https://www.g2.com/articles/employee-training)

[
### Employee Training: 8 Tactics Your Company Can Put Into Action
](https://www.g2.com/articles/employee-training)
Your employee training sessions are only as boring as you let them be.

[
 ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope")
LP

](https://learn.g2.com/author/lauren-pope)

by Lauren Pope

[![Tech Giants Betting Big on Employee Experience](https://learn.g2.com/hubfs/employee%20experience-1.jpg "Tech Giants Betting Big on Employee Experience")](https://www.g2.com/articles/tech-giants-investing-in-employee-experience)

[
### Tech Giants Betting Big on Employee Experience
](https://www.g2.com/articles/tech-giants-investing-in-employee-experience)
Creating a great employee experience has been top of mind for HR professionals for years now. As the competition among employers for talent today is often fierce, it’s no longer enough to give employees a paycheck and benefits; they want to have a great experience coming to work.&nbsp;

[
 ![Shaun Bishop](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shaun Bishop")
SB

](https://learn.g2.com/author/shaun-bishop)

by Shaun Bishop

[![Employee Onboarding: Tips for Every Stage Along the Way](https://learn.g2crowd.com/hubfs/employee-onboarding-3.jpg "Employee Onboarding: Tips for Every Stage Along the Way")](https://www.g2.com/articles/employee-onboarding)

[
### Employee Onboarding: Tips for Every Stage Along the Way
](https://www.g2.com/articles/employee-onboarding)
Employee onboarding looks different depending on what stage of the employee experience you’re in.

[
 ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope")
LP

](https://learn.g2.com/author/lauren-pope)

by Lauren Pope

## Onboarding Software Glossary Terms

[![Onboarding](https://learn.g2.com/hubfs/G2CM-GI223-Glossary-Article-Images-%5BOnboarding%5D_V1b.png "Onboarding")](https://www.g2.com/glossary/onboarding-definition)

[Onboarding](https://www.g2.com/glossary/onboarding-definition)

Onboarding processes are designed to integrate new employees into their organization. Learn more about the stages of onboarding and best practices.

by Alyssa Towns

Explore our Technology Glossary

Browse through dozens of terms to better understand the products you purchase and use everyday.

[Find new features](https://www.g2.com/glossary)

## Onboarding Software Discussions

0

Question on: Trainual
[Are there case studies I could read?](/discussions/are-there-case-studies-i-could-read)

I'm interested in best practices. This is the first time we've set up a formal, organized training and onboarding program for our company and I'd like to know how other companies do it. We're finding there's a lot to think about when we are putting training modules together. Is there any way we can make the planning and organizing part of setting up a training program easier/faster/better?

Here you go: https://trainual.com/success-story-tags/case-studies/

Answered: Angela Miller on December 2, 2020

[Your answer](/discussions/are-there-case-studies-i-could-read/comments/new?remote=true)

0

Question on: Paylocity
[I need to be able to streamline onboarding processes](/discussions/i-need-to-be-able-to-streamline-onboarding-processes)

What is the easiest way to go from offer letter to benefits admin

Get with Paylocity regarding the Onboarding Module. We have been using it for about 2 years and have incorporated our background checks, OIG checks, handbooks, offers of employment, OSHA training, HIPAA training, and so much more. We now have recruitment as well and everything flows from recruitment to onboarding to the new hires employee profile. Well worth the money. 

Answered: Sonya D Kohl on December 18, 2020

The do have an onboarding module, but the don't have true digitial signature yet. This doesn't serve well for legal purposes so we use DocuSign for all the documents. They claim to be working on a solution, but as of today, it does not exist. If you are fine without having a legal digitial signature on any onboarding documents, you should be fine with their program.

Answered: Karen Hockins, SPHR, SHRM-SCP on December 2, 2019

We just started the onboarding process and are quite pleased with it. A few people did not have sufficient resources available to them, but all worked quite well. Of course we always double check the information (especially direct deposit info) is correct to the best of our ability.

Answered: Joyce Hevener, CPP on December 18, 2020

[See more answers (2)](javascript:void(0);)

[Your answer](/discussions/i-need-to-be-able-to-streamline-onboarding-processes/comments/new?remote=true)

0

Question on: Paylocity
[How do you resolve issues with EDI files and set up concerns most efficiently?](/discussions/how-do-you-resolve-issues-with-edi-files-and-set-up-concerns-most-efficiently)

We have experienced some significant issues this year and it took me over 8 months to get an EDI issue resolved. This added burden to my workload and was not ideal. Moving forward I would like to know how to more efficiently get to the heart of the issue so less time is involved in resolving problems

I communicated with both Paylocity and my insurance carriers and got them to speak with each other and they resolved it. I figured it would not be beneficial for me to be the middleman and putting the together was the best option.

Answered: Valerie Young on December 2, 2019

[Your answer](/discussions/how-do-you-resolve-issues-with-edi-files-and-set-up-concerns-most-efficiently/comments/new?remote=true)

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## Onboarding Software Reports

Mid-Market Grid® Report for Onboarding

Summer 2026

G2 Report: Grid® Report

Grid® Report for Onboarding

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Onboarding

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Onboarding

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Onboarding

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Onboarding

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Onboarding

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Onboarding

Spring 2026

G2 Report: Grid® Report

Grid® Report for Onboarding

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Onboarding

Spring 2026

G2 Report: Momentum Grid® Report