10 best practices and checklist for remote onboarding

May 14, 2020

Asking too much of them and forcing them to scramble and face more confusion in a space that is already foreign to them is an easy way to make the onboarding experience a negative one. Making sure your process is streamlined and simple is essential to ensuring that your employees can have a smooth transition into their new environment. Plenty of software solutions will assist you in your virtual onboarding process — we’ll touch upon the most helpful ones further in the article. However, it doesn’t mean successful virtual onboarding is impossible.


Have the new employee make an introduction video, if they want to. Bonus points if you have a team that can add graphics and effects. New hires waiting on the first day often have tons of questions swirling around their heads.

How to Onboard Remote Employees More Efficiently

If you’ve met all your goals, new remote employees will know tons of people, understand multiple aspects of your company, and have a wealth of important projects under their belts. Our automated onboarding workflows make your new hire’s first experience with the organization a positive and proactive one. Workflows can be easily tailored to feature your company’s branding along with integrating short videos to welcome and share.

Show your employees the value that they can add to the company and present them with all the opportunities to learn and grow along with the organization. Upskilling and reskilling can help employees grow, benefiting both the organization and the employee. When employees with the right skillsets are encouraged to grow and take up bigger roles and responsibilities, they advance in their careers. From day 1, the employee must know that the organization is investing in the employee’s growth as well. Inform them that they will be provided with any training that empowers them to grow in their careers.

Q: How would you onboard a remote employee?

You’ll share this survey with all new hires during their first or second week with the company. Maybe you’re a hybrid team and new hires aren’t sure about official work hours. Or perhaps the findings show employees want more information about what to expect on their first day. With this information, you can develop a preboarding program that sets employees up for success.

It remote onboarding best practices the new hires to feel connected to the new team and set up their work based on the company culture & values. The key is to set up presentations from team leaders, company stakeholders and managers during the onboarding window that encourage participation. Using live conferencing technology like Zoom, you can create an experience that feels personal, speaks to smaller groups of employees, and allows for immediate feedback and Q&A. You can have your CEO introduce your company culture to your broader new employee group, then schedule breakout sessions based on your new hire teams with their team leaders or managers. As soon as new employees receive a job offer, they should also receive access to your company’s online onboarding portal.

Phase 1: Recruiting Remote Employees

I personally had to start using 5 different tools in my first week. Since employees don’t share a working space, it can be hard to get used to working together. But at one point, I found myself actually giving my all to reading education material, interacting with my team in meetings, and getting accustomed to the company culture. In today’s device-centric world, the simple fact is that mobile access to your onboarding program has become a fundamental requirement.

How can I make my remote onboarding better?

  1. Check in immediately.
  2. Suggest helpful hints.
  3. Remind them to introduce themselves.
  4. Encourage them to socialize with other new hires.
  5. Introduce them to any tools for connecting with colleagues.
  6. Ask where they need help and connect them with the experts.
  7. Keep checking in regularly.

Let’s say remote onboarding is to onsite onboarding as…spoons are to forks or vacuums are to mops. Regardless of your position within the HR ecosystem, chances are you’re familiar with the best practices for delivering great employee onboarding within an office setting. But If you’re stumped for the best way to transition these to remote onboarding best practices, Click Boarding is here to help. No matter how well you work out your processes, HR’s work may never be done, at least not in perfecting onboarding for remote employees.

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