Our checklist for onboarding successful candidates remotely. Onboarding is critical to the success and happiness of a new hire. Good onboarding is especially important for remote employees since they won't have the same organic opportunities to integrate into the company culture. Onboarding takes place over an extended period of time, as opposed to a one-time orientation. Effective onboarding will lead to happier employees, better retention and a more cohesive team.

1. ONBOARDING
REMOTE STAFF
W H A T T O C O N S I D E R

2. T H I N G S T O C O N S I D E R B E F O R E T H E Y S T A R T
Outline the expectations of the role
What equipment will they need?
Laptop
Headset (if applicable)
Job essentials
Logins
Passwords
Content
Presentations
PRE ONBOARDING

3. DOCUMENTATION
F O R A R E M O T E W O R K E R ' S F I R S T D A Y
Consider a platform like Docusign for
digital signatures on important paperwork
W E L C O M E
E M A I L
N E W
S T A R T E R
F O R M
P A Y R O L L
I N F O R M A T I O N
C O M P A N Y O R G
C H A R T
E M P L O Y E E
H A N D B O O K
W O R K I N G F R O M
H O M E P O L I C Y

4. TEAM
INTRODUCTIONS
M E E T T H E N E W F A C E S V I A V I D E O
M A N A G E M E N T
O P E R A T I O N S
S A L E S
M A R K E T I N G
H R & F I N A N C E

5. VIDEO TECHNOLOGY
C O N S I D E R T H E P L A T F O R M S Y O U ' R E U S I N G

6. T H E F I R S T W E E K
Outline week 1 agenda and what they can expect from you
You should also outline what you expect from them
Delegate another member of the team to go through company values
PLANNING

7. N E W S T A R T E R S
TRAINING
A S S I G N
A C T I V I T I E S
B R E A K D O W N
I N T O
S E G M E N T S
G I V E
F E E D B A C K

8. REMOTE
RELATIONSHIPS
K E E P I N G Y O U R C O M P A N Y C U L T U R E A L I V E
A S S I G N W O R K
B U D D I E S T O G E T T O
K N O W E V E R Y O N E
E N D O F T H E W E E K
V I D E O D R I N K S
D A I L Y V I D E O C A L L S
W I T H T H E T E A M
S O M E O N E T O C A L L
O N I F S T U C K

9. TOOLS
T H E B E S T F O R W O R K I N G R E M O T E L Y

10. FOLLOW THIS AND
YOU'LL BE ON TRACK