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Design Tips For More Interactive Employee Onboarding

This was originally posted on eLearning Industry

4 Lessons From User Experience Design

While User Experience (UX) design for employee onboarding has lagged a bit behind best practices for web design, innovative learning designers have picked up on a few tricks. To be effective, the learning experience needs to excite and engage employees. Much of that can be accomplished through careful training content strategies, but UX design is just as important. So, let’s discuss a few key UX strategies.

Familiarity

Familiar course design reduces the learning curve by lowering the cognitive load.

You don’t need to reinvent the wheel with your corporate training design. In fact, it’s better to build a learning experience that feels familiar to your learners. Jakob’s Law [1], coined by user advocate Jakob Nielson, says “Users spend most of their time on other sites. This means that users prefer your site to work the same way as all the other sites they already know.” Essentially, you want to use layouts and functions that your learners see in their typical apps and platforms. Familiar course design reduces the learning curve by lowering the cognitive load [2].

To create a familiar design, use patterns and layouts similar to popular websites or applications. For example, one custom AllenComm course was made to resemble the navigation features of Netflix and other similar streaming video services. You can also align your courses with company websites that users will already know.

Appearance

Careful use of whitespace, color, and iconography can help make your onboarding course visually appealing, and the appearance of your course can also improve your learners’ comprehension and retention. For instance, when used correctly, whitespace can increase comprehension by up to 20% [3]. Whitespace helps separate and define units of information, allowing your learners to better focus on key information. Consider your margins, as well as the spacing between text (i.e., leading and kerning).

Color and iconography can have similar effects on comprehension. Assigning certain colors in the design to a specific use or function can help your learners understand navigation and content more intuitively [4]. As for icons, they should be consistent, scalable, and easy to understand. According to UX Planet, if you can’t think of an icon in 5 seconds, it’s probably not effective to use that icon [5]. If that’s the case, then your learners will struggle to navigate the learning experience.

Organization

A top tier user experience strategy is critical for modern learners.

Human brains are better at processing and retaining “chunked” information—information that is organized into small, meaningful pieces. So, keep your content divided into a manageable number of subjects or objectives. Typically, 3 to 5 is a good range. Then, organize subsets of those objectives, keeping your structure logical, straightforward, and clear. You want to make sure your learners understand how each subset relates to its objective by using both icon-based and language-based transitions.

The medium for training content is also worth considering. Online reading is 25% slower than reading in print and 79% of online readers scan instead of reading word-for-word. So your learners are more likely to read and retain your content if it’s concise. Examples of easily scannable text include:

  • Brief sentences and paragraphs
  • Bolded keywords
  • Bullet points and lists
  • Clear, understandable language

Tactics

When you’re designing employee onboarding training, tactics like gamification can make your course engaging and fun. Gamification isn’t new; it’s been a trend in corporate training for several years. But, a survey by The Brandon Hall Group found that nearly 50% of companies were using very few games in their corporate training [6]. But why is that the case? We already know gamification can increase your learners’ engagement and help them retain information.

Difficulty

Generally, learners will lose interest in a learning experience if the content is too difficult. This is no different for methods like gamification. You have to strike up the right balance of motivational factors and challenges. So, make the rules and mechanics of the game challenging but achievable. People have an intrinsic motivation to reach goals, which will positively reinforce training consumption as your learners rack up achievements.

It’s also important to set clear goals and expectations for your learning activities. If the goal seems too large, then it will lead to decreased motivation. Reasonable goals are essential to keeping the challenges of the game at the right difficulty level to maintain your learners’ interest.

Rewards

The effect of rewards is pretty simple. Your learners will more easily maintain engagement with training content if you can increase their motivation. The easiest rewards tactic to implement is a point-based system. For example, a learner may receive some variable number of points for course completion, scores, or engagement. That being said, don’t give out easy points for low impact tasks. They become arbitrary and lose meaning. You can also add a social element by creating teams to compete against one another. A light competition offers some intrinsic motivation, but extrinsic motivation—like recognition or praise— can also help your learners stay invested in the learning experience. Feedback is another useful motivating factor. Learners want to know how they’re progressing and how well they’re performing on a task. Try providing feedback through progress bars, levels, and encouraging messages.

Conclusion

Employee onboarding is essential, and though training content strategy is important, a top tier user experience strategy is critical for modern learners. With a familiar, intuitive layout, well-organized and readable content, and effective gamification strategy, you can make sure your training has a greater impact. Remember to make use of best practices in instructional design, as well as graphic design, as you develop your next best training initiative.

For more on employee onboarding best practices, download the eBook Developing An Effective Employee Onboarding Process In The Modern Workplace.

References:

[1] Jakob’s Law

[2] Using the power of familiarity in design

[3] The Power Of Whitespace

[4] The Psychology Of Color And Instructional Design

[5] Checklist for Using Icons In UI

[6] Learner Experience 2019

representative talent profile

instructional writer

Position(s): Lead or supporting writer
Years of Instructional Experience: 2+
Number of Completed Projects: 15+

Key Skills: Instructional Writing, Technical Writing, Instructional Design, Content Curation, eLearning Development, Curriculum Development, Course Authoring, Storytelling, Learning Assessment, Editing, Proofreading, AI Prompt Engineering

Media Skills: Use of stock media libraries

Strengths: Problem-Solving, Clear and Concise Writing, Tone and Style, Formatting, Consistency, Creativity, Communication, Active Listening, Research, Brainstorming, Collaboration, Attention to Detail, Adaptability

Career Highlights:

  • Scripted over 100 hours of learning content and supporting materials for different modalities for both US and global audiences  
  • Adapted writing style and reading grade level to suit design specifications and learner needs in several different industries (finance, healthcare, manufacturing, etc.) 
  • Used generative AI to supplement source content and to accelerate the writing process (without plagiarism) 

Technical Skills:

representative talent profile

learning experience designer

Position(s): Learning Experience (LX) Designer or Strategist
Years of Instructional Experience: 7+
Number of Completed Projects: 30+

Key Skills: Learner Experience Design (LXD),  Instructional Design, Learning Assessment,  Hybrid Learning, Learning in the Flow of Work, Project-Based Learning Methodologies, Cohort and Social Learning, Learner Experience Platforms

Media Skills: LX journey maps and representations of other interconnected or integrated learning strategies 

Strengths: Systems Thinking, Stakeholder Communication, Instructional Design Strategy, Learning Theory, Training Effectiveness

Career Highlights:

  • Designed personalized learner experience (LX) journeys for an organization of 30k (with 5 tiered tracks) 
  • Curated existing LXs that could be leveraged in new learning journeys for other roles, with measurement at key milestones to evaluate progress and success 
  • Wrote up the specifications for branching scenarios, question libraries, options for audio/visual media, and more, connecting each learner experience to a personalized journey 

Technical Skills:

representative talent profile

instructional media specialist

Position(s): Lead or supporting graphic designer, lead motion video artist
Years of Instructional Experience: 6+
Number of Completed Projects: 40+

Key Skills: Visual Design, Illustration, UX/UI Design, Storyboarding, Animation, Audio Engineering

Media Skills: Engaging illustrations, 3D models, character design, storyboarding, live-action and motion graphic video creation, audio recording and editing, client branding, and more to enhance media and create engaging touchpoints that resonate with learners 

Strengths: Brainstorming, Collaboration, Visual Communication,  Color Theory, Typography, Layout and Composition

Career Highlights:

  • Completed projects with extreme attention to fonts, colors, spacing, and more that ensured integrity with client branding requirements 
  • Designed and integrated media based on project-specific content that reflected the learner audience, established realistic learning environments, allowed for hands-on practice in virtual environments, and promoted diversity and engaging storytelling
  • Created quick-reference illustrations learners could access on the job to help them make fast, effective decisions   

Technical Skills:

representative talent profile

lms admin

Position(s): Admin or sub-admin for Learning Management System (LMS)
Years of Instructional Experience: 5+
Number of Completed Projects: 15+

Key Skills: LMS Configuration, User Management, Course Management, System Maintenance, Reporting, Data Analysis, System Integrations

Media Skills: Network and tech-stack diagrams to communicate system architecture and integration 

Strengths: Troubleshooting and Analysis, Learning Analytics, User Administration, Technical Proficiency, Documentation, Adaptability

Career Highlights:

  • Managed a curriculum of more than 1,450 course offerings in the LMS for more than 10,000 learners 
  • Uploaded, tested, and ensured the readiness of new and relaunched programs 
  • Created and maintained reporting workflows to meet stakeholder needs 
  • Provided on-demand support to the learning team to answer questions and promptly address concerns 

Technical Skills:

representative talent profile

learning project manager

Position(s): Learning project manager, project lead, or coordinator
Years of Instructional Experience: 5+
Number of Completed Projects: 35+

Key Skills: eLearning Development, Resource Coordination, Project Management (PMP Certified), Agile and Waterfall PM Methodologies, Budgeting and Forecasting, Scheduling, Quality Assurance

Media Skills: Visual reporting of project plans via Gantt charts and other standard formats

Strengths: Problem-Solving, Communication, Active Listening, Collaboration, Decision-Making, Attention to Detail, Adaptability, Time Management, Risk Management, Budget Management, Team Coordination and Delegation

Career Highlights:

  • Managed concurrent award-winning projects without missing deadlines or wasting resources 
  • Completed several projects earlier than the expected timeline and under the anticipated budget 
  • Built strong relationships with returning client partners for multi-phase initiatives or course maintenance projects 

Technical Skills:

representative talent profile

SUBJECT MATTER EXPERT (SME)

Position(s): Industry-specific specialist
Years of Instructional Experience: 5+
Number of Completed Projects: 5+

Key Skills: Content Curation, Specialized Content Development, Industry-Specific Expertise, Domain Expertise (e.g., Leadership, Onboarding, Compliance), Content Review

Media Skills: Recommendation and review of technical diagrams or industry-specific images

Strengths: Specialized Content Knowledge, Content-Gathering, Simplifying and Organizing Complex Material, Brainstorming, Collaboration, Documentation of Source Content, Decision-Making, Technical Content Review

Career Highlights:

  • Helped create, gather, and organize over 50 hours of content for projects with specific industry or learning needs and contextual nuances
  • Facilitated the decision-making process and collaboration between internal and external teams to consolidate feedback into actionable next steps 

Technical Skills:

representative talent profile

LEARNING STRATEGIST

Position(s): Lead strategist or performance consultant
Years of Instructional Experience: 7+
Number of Completed Projects: 20+

Key Skills: Needs Analysis, Learning Theory, Learner Experience Design, Learning Analytics and Measurement, Performance Mapping, Behavioral and Performance Analysis, Content Curation, Curriculum Analysis, Change Management

Media Skills: Curriculum maps, learner experience journeys, and conceptual program wireframes

Strengths: Big-Picture Thinking, Critical Thinking and Analysis, Problem-Solving, Creativity, Stakeholder Communication, Research, Design, Collaboration, Facilitation

Career Highlights:

  • Conducted a comprehensive learning needs analysis for customer services representatives that included both product knowledge and interpersonal skills development 
  • Prioritized alignment of business and learner needs, such as high-impact accessible design solutions within budgets or agile timelines, for award-winning projects
  • Designed strategies for measuring performance and results over time to inform continued client success 

Technical Skills:

representative talent profile

Instructional Designers

Position(s): Lead or supporting designer
Years of Instructional Experience: 3+
Number of Completed Projects: 15+

Key Skills: Instructional Design, Adult Learning Theories, eLearning Development, Learner Experience Design, Curriculum Development, Course Authoring, Writing, Learning Assessment

Media Skills: Simple graphic design using stock imagery, audio production

Strengths: Adaptability, Problem-Solving, Creativity, Communication, Collaboration, Technical Proficiency, Attention to Detail

Career Highlights:

  • Led the design and development of an onboarding program for new manufacturing employees
  • Scripted technical instructional content for high-tech, product knowledge training
  • Developed hybrid materials for both instructor-led training (ILT) and microlearning tutorials

Technical Skills: