The Complete Digital Onboarding Playbook for SA Employers

Digital onboarding has become a game-changer for South African employers, especially those navigating remote or hybrid work environments. Done right, it shortens ramp-up time, reduces paperwork, and creates a seamless first impression. In this playbook, we break down each step of an effective onboarding journey — from the first offer to post-probation check-ins.

Why Digital Onboarding Matters

Research shows companies using digital onboarding see 80% faster time-to-productivity and 50% lower administrative costs (Momentum, 2023).

Step-by-Step Onboarding Process

• Pre-Day 1
  • Send digital offer pack via DocuSign
  • Include benefits selection portal access
• Day 1 Orientation
  • Verify documents:
    ✔ Certified ID copy
    ✔ Proof of residence
    ✔ SARS tax directive
• Month 1 Check-In
  • Host benefits webinar
  • Provide access to financial wellness tools

Case Study

A Cape Town tech firm reduced onboarding time from 3 weeks to 3 days using this system.

Next steps

• Use the Contact me button to book a consultation with me to help you further.
• Access further resources on the Adviser portal here.