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How to manage the onboarding of IT contractors in 5 steps

manage the onboarding of IT contractors
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Onboarding is the set of actions implemented by the company to integrate its new employees. It corresponds to welcoming and integrating new recruited professionals, as well as investing in their internal career development. We often talk about onboarding for employees, but still little for external resources, such as IT freelancers. And yet, they are often called upon for strategic, long and customer-based assignments. It is important to manage onboarding well, cause a good onboarding system is therefore crucial for the success of their mission! It is therefore important for managing a freelancer to pay particular attention to onboarding.

But how do you properly manage the onboarding of an IT freelancer to get the mission of your tech or IT freelancer off to the best possible start? How to manage onboarding at the beginning of a consultant’s mission?

Discover in our article what are the best practices for managing the onboarding of an IT freelancer.

Why caring about onboarding?

Why take care of the onboarding of IT freelancers? Onboarding management is crucial at the start of a freelancer’s mission. Indeed, setting up a clear internal process can be very beneficial to gain in efficiency and optimize the simultaneous reception of several profiles. As a company, it is essential to establish a clear process for the onboarding of IT freelancers who come to carry out assignments within your company. Because if you have a clear and effective onboarding process, the freelancer will have all the elements in hand to be operational as quickly as possible and start his freelance mission well.

The onboarding of a consultant makes it possible to create a link with the IT freelancer and to lay the foundations for good communication. In addition, the onboarding period makes it possible to ensure that objectives are set and follow-up with the IT freelancer. Finally, the onboarding process will have the effect of involving and retaining the freelancer from the start.

Discover also our article: How to Manage the Offboarding of IT Contractors in 7 Steps !

How to properly manage the onboarding of an IT freelancer?

1. Upstream of the mission

Have you just recruited an IT freelancer? First, to properly manage onboarding, remember to check that the freelancer you have chosen is registered with the Business Formalities Center (CFE) (remember to ask them for a K-bis extract). You must also carry out the control of the obligations of declaration and payment of the social security contributions of the freelancer. Ask for a certificate of vigilance for this. Once these two elements have been verified, you can draft and have the freelancer sign the service contract (or subcontracting if you go through an intermediary). If necessary, you can also provide specific additional contracts such as a confidentiality agreement. Remember at this time to check that the freelancer has the necessary insurance, such as professional liability insurance (RC Pro) which is often essential. Finally define the terms of payment and provide timesheets if necessary.

2. Just before the start of the mission

Just before the start of the mission, it is important to warn all the teams of the arrival of the freelancer. Make sure you explain the scope of the IT professional mission to them. Also make sure to prepare before the arrival of the freelancer the material that will be made available to the new professional in the event that he/she will use the company’s resources. Also ask that their computer access be created prior to their arrival.

It is also a good idea to plan a phone call with the freelancer before the start of their assignment or to send them a comprehensive email with all the useful information for the first day. In fact, if the freelancer comes to work on your premises, it is important to give him/her a certain amount of information such as working hours, what equipment is required or made available. But also what the access or security constraints are, in which department they will be installed and which teams they will have to interact with. Communicating all these elements to the freelancer before he/she arrives will allow a more serenely at start at your company.

3. Ensure the onboarding of the freelancer on the first day of the mission

On the first day of the mission, it is important to give the freelancer a program for his or her first week. You should also give him/her all the materials he/she will need (computer, access badge, etc.). Plan a briefing with the freelancer on company culture, rules, team organization… Also give the freelancer all the technical documentation he needs for his mission from day one. Finally, introduce the freelancer to the whole team. This is necessary to get the consultant’s mission off to a good start.

4. The days following the first day of freelancing

The days following the first day of the start of the freelance mission, organize an individual interview with him/her to set the objectives. Also remember to organize contacts with the key interlocutors for its mission. Throughout the onboarding period, encourage the freelancer to ask as many questions as possible. To improve contact you can also plan a lunch with the freelancer if possible.

5. And after the onboarding of the freelancer?

At the end of the freelance onboarding period, start taking stock. In some cases, especially if the project is still at the ideation stage, a few days of audit may be necessary to allow the consultant to better understand all the parameters and then participate in the scoping. Then set up at this time the framework for monitoring the mission (reporting, weekly, monthly meetings, etc.). Remember to ask the freelancer for his/her feedback about the onboarding to make sure he or she has all the keys in hand. But also to improve this process with a view to integrating future freelancers.

You can also read 5 Simple Steps to Effective IT Offboarding

The expert opinion of Thomas Delfort, former DSI and co-founder of Mindquest:

“As for a recruitment of a CDI type profile, the onboarding process of an independent consultant within a tech or IT team is extremely important. A well-executed welcome will allow a quick and efficient handling of the subjects. The goal is for the freelancer to be operational as quickly as possible, and to be in optimal conditions to be efficient in his mission.”

Do you know that the offboarding of an IT consultant is just as important as their onboarding? Indeed, companies are generally concerned with taking care of the onboarding of their employees, but sometimes neglect the last step. The stage where the employee leaves the company for new professional opportunities. Find out why it is important to take care of the offboarding of your IT consultant. But also how to properly manage the offboarding of an IT consultant in 7 steps.

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Categories
Hiring an IT consultant IT Decision-makers

How to Manage the Offboarding of IT Contractors in 7 Steps

How to Manage the Offboarding of IT Contractors in 7 Steps
Offboarding is often overlooked. In the case of the offboarding of independent IT contractors, the process downright nonexistent in most cases.

Offboarding is the set of initiatives put in place by an organisation to support an employee when they leave the company. While companies generally now have a well-defined onboarding process to make the best start of everyone’s time; offboarding is often overlooked. And, in the case of the offboarding of independent IT contractors, the process downright nonexistent in most cases.

However, the IT departments of large companies often call on a multitude of independent consultants. And it is strategic to manage their departure well. Especially since many IT freelancers work on long assignments. Sometimes under management, and they are therefore an integral part of the team in place.

It is very important to take care of the offboarding of an IT consultant, but how do you do it? What actions should be put in place to create an appropriate offboarding process for its IT freelancers? Here are the 7 key steps for a successful offboarding.

1. Offboarding of IT contractors: Communicate the departure of the consultant   

Successful offboarding begins with thoughtful communication. When the mission of your independent IT consultant comes to an end; it is important to announce their departure to all the teams involved. It is important to announce it as quickly as possible. Especially to the teams who will be most impacted by its departure. This gives the IT freelancer the feeling of having been fully integrated into the teams in the same way as a permanent employee, as well as the feeling of having been recognized as a full member of the project. 

This step allows the contractor’s interlocutors to say goodbye to him or her and create a starting human environment. It is also important to announce the departure of the IT consultant to any external service providers with whom he was in contact. 

2. Recognise the work done and thank IT contractor

After communicating the departure of the independent IT consultant, it is important to thank them for the work done. It is also important to highlight their time investment and skills development. Give them frank and constructive feedback so that they can improve in future missions. In most cases, a reference letter will be highly appreciated and will allow the IT freelancer to highlight their collaboration with you to land new assignments.

The freelancer will feel all the more recognized and valued for the work they have done while working for you. Do not hesitate to express your best wishes for the future as well as to have personal attention, the consultant will leave with the feeling of being appreciated. 

3. Organise and manage the handover during offboarding of the IT contractor

If your independent IT consultant leaves you to make way for a new consultant or passes the baton to someone in-house, it is crucial to organise the handover so that the freelancer can transmit all key information about their work and on the processes in progress to their replacement. 

It may be wise to ask them to write a file with the missions and tasks they have carried out, the best practices, etc. This step of documentation and transfer of skills is essential to ensure a good transition. This also allows the work of the independent IT contractor to be valued.  

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4. Get constructive feedback during offboarding of IT contractors

Organising a final interview or an “exit interview” with your independent IT consultant is very important. This will allow you to know how you are perceived by an outsider who has worked in your company. 

Do not hesitate to ask them if they felt welcome; if they had all the access and information necessary to perform their services; if he or her was able to achieve all the objectives they had set for themselves; how they carried out their mission; how this mission will serve them in future projects; if they would recommend your company to other IT professionals; if they would agree to work again on a new mission for you, etc. 

This interview with your IT contractor will give you essential information to improve your onboarding and offboarding strategy. It is important to adopt a constructive approach, focused on listening. This interview will be beneficial for the IT freelancer, who will appreciate having been able to express their opinion. IT freelancers talk to each other a lot, and the bad reputation of some client companies can dissuade them from taking an interest in them. If you take the time to value and listen to your IT consultants until the end, they are sure to let their network know. 

5. Close the practical and administrative aspects during offboarding of IT contractors

For successful offboarding, every detail needs to be considered. Before departure, it is important to ensure that the IT freelance employee returns all the material that have been loaned to them (computer, badge, etc.). The most practical strategy is to establish a list of the loaned equipment beforehand, at the time of onboarding. Also, don’t forget to check the material for wear. 

Remember to remove all access to accounts of the former IT consultant for all networks, software, resources and collaborative tools of the company to prevent potential risks of cyber hacking or information leaks that could be detrimental to your business. This preparation is important for maintaining safety, preserving the efficiency of the internal organisation and maintaining good working relations. 

In order for the IT freelancer to leave your company with confidence, it is also important to close all administrative aspects.

6. Keep in touch and leave the door open

It is advisable to keep in touch with your former IT freelancers. Especially if you want to work with them again later for new missions. In addition, keeping in touch at least via professional social networks with your former independent IT contractors will allow you to access their network of freelancers, which can be very beneficial for you. You will also be able to follow their news on social media and keep you informed of the evolution of their skills as well as their services.

Likewise, it is interesting for the IT freelancer to be part of your network because it represents a form of valuable recommendation for it. Keeping in touch with your IT contractors will also allow you to convey the strong values ​​of your company.  

7. Use digital tools to facilitate the offboarding of IT contractors

Nowadays there are many tools to deal effectively with offboarding processes. Just like with onboarding, some specialized platforms offer to manage all the tasks related to offboarding in the same place. These solutions make it possible in particular to disconnect the IT consultant with one click from all the company’s resources, to collect their feedback, to take care of the handover, etc. 

It may be interesting to discuss with your HR department how you can adapt any existing offboarding processes and tools for internal employees to your external collaborators. And remember: an IT contractor’s offboarding process shouldn’t be overlooked. Just as important as onboarding, a successful and efficient offboarding process should be strategic for your IT department. The independent IT consultant will keep fond memories of your collaboration after their departure and will be sure to spread the word.

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