The Only Remote Employee Onboarding Checklist You Will Ever Need

Employers should instead try curating a distinct virtual experience that’s aligned with the organization’s culture. Integrating your favourite collaboration tools like Slack, Microsoft Teams will easily create a sense of community amongst your remote employees. Here, they can introduce themselves and connect with other team members at their comfort level. Make your new hires feel a part of the family by sharing annual or quarter-long team goals, KPIs used to measure teams and their performance. Allowing access to important documents, organisation charts, calendars, and contact information, helps create a smoother employee experience.

remote onboarding

By pairing up a new teammate with existing employees, you can fight feelings of isolation and establish friendly faces within the virtual office. To create the library, collect helpful resources like employee manuals, style guides, contact lists, organizational charts, and a glossary of company terms in a folder in Google Docs or Dropbox. One of the benefits of virtual onboarding is the opportunity to personalize the onboarding experience for each of your new hires. This ensures that everyone is on equal footing no matter what their situation is. Some are in a disadvantaged position, while some might find remote work in their favor.

Assign a buddy

This is especially true in a hybrid work context when you want to make sure that every new employee has a similar, exceptional, and efficient experience. This means, more than ever, the collective knowledge of the company needs to be documented and accessible for new staff. This should extend from process (e.g., how to use the employee HR portal or how to change passwords) to substantive knowledge for specific roles (e.g., sales scripts or answers to common customer queries). Common ground is often harder to find in virtual workplaces due to the relative lack of casual conversations.

Not just because of the impact of Covid-19 lockdowns; but also because increasing numbers of employees wish to work remotely as a way of balancing their work and domestic lives. This is an especially big problem for employees in more junior roles. Working remotely can also limit the amount of social interaction that employees have with one another, which can lead to a decreased feeling of connectedness. New employees may not feel part of the team or take longer to settle in. Have a product, sales, or service rep (or all three!) review what exactly it is that your company does or sells in a product/service orientation.

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They need to be aware of the different ways in which remote employees learn and be prepared to offer more support than they would traditionally give in an on-site setting. There are a number of onboarding process activities that can help to make the transition easier for remote employees. Your remote employees can tell you exactly where you can improve for your next group of new hires.

To onboard an employee on the first day of remote work, you should first check that all paperwork is in order. Next, you should ensure that the employee has access to all applicable programs, set up logins and passwords, test the software, and give demonstrations if necessary. You can give the employee a virtual tour by sharing screens during a video call. Lastly, you should make an introduction to the rest of the team and plan a team bonding activity to help the new hire feel welcome. You can certainly take creative approaches to a remote employee grand entrance as well.

Remote onboarding can be tricky to get right

This extra “face time” is essential for establishing a remote mentor-mentee relationship. It takes time to develop and understand each other’s communication styles, so managers must spend extra time with new hires to cultivate a bond early on that facilitates great communication. This creates a dedicated safe space for new remote employees to ask questions they don’t feel comfortable asking in a group Zoom or Slack channel. As a remote company grows, so does the importance of a well-coordinated onboarding process for new workers, as they will need to learn how to work effectively without face-to-face interaction. Documentation, anticipating new team member’s needs, and an ongoing commitment to process improvement in response to feedback are essential components of remote onboarding.

remote onboarding

That way, whether ten or one hundred people are starting at the beginning of the month, you have everything firing, everyone in the loop, and all of your new employees feel welcome even when working remotely. New employees want to make a great first impression, but they also want to establish a connection — both with their new coworkers and with the organisation, more generally. In, the active portion of onboarding (the intense elements of helping a new employee understand their role) may take two to three weeks, depending on the position.

Establish Regular Feedback Loops

It can be as simple as a folder in your company’s shared drive or an intranet page with links to all the relevant documents. Your new remote employees will have an unforgettable onboarding experience in a space they look forward to logging into every day. Being thoughtful about onboarding remote employees is crucial for fairness and employee loyalty.

As a result, many nuanced impressions and messages get lost in translation which can further result in misunderstanding. You can’t expect your new hires to remember everything about the company in just one sitting. Hence, they must always have access to important documents and information about the organization. Other tools to consider are video conferencing tools, e-signing tools, applicant tracking systems, helpdesk software, and more.