Remote Onboarding Process: Steps, Tips, Free Checklist

However, leadership is an iterative process and can’t be ignored in your onboarding experience for distributed teams. HR must educate and involve team managers and other employees in the critical components of a successful onboarding process. Knowledge sharing and education need to flow effectively and openly on both sides. Before diving into the specifics of making the onboarding of remote employees simple and seamless, you may have some basic questions. Some apply to new employees in general, while others are specific to remote employees. Creating a remote onboarding checklist and sharing it via the company intranet may help with the process, too.

As such, streamlining your onboarding process with the information below will help you retain happy, hard-working remote employees. Remote work is here to stay, and businesses must modify their people operation programs that have been previously designed for office workers to support their remote workforce. Leverage the power of automation to build a remote onboarding best practices experience that provides employees with consistent, comprehensive training to increase their productivity and engagement. The switch to remote work allows for the opportunity to reimagine the onboarding process; one that’s built with remote employees top of mind. This is done through leveraging technology that allows for automation and eliminating older tools or processes that require too many manual processes. As remote work gets more and more essential due to the global pandemic, employers need to update their processes and tools to allow for interviewing and hiring candidates offsite.

Phase 2: Offering Remote Jobs

A hiring manager can achieve this by sharing key communications and presentations from the leadership team during the onboarding process. If your company is not tech-savvy, you’ll need to invest some extra energy to lead the “tech way” – at least in the beginning. First off, do a thorough research to find what kind of software and tools you could use to onboard new hires successfully, and learn how they work. Opt for platforms that seem easy to use, match your business requirements, and integrate well with other platforms you’re planning to use.

  • Another challenge of the remote onboarding process is motivating new employees.
  • Despite physical distance, there is still a lot happening in the first few days, and new employees have to process a lot of new information.
  • The type of training may vary depending on the role, but examples include instructor-led learning, e-learning, on-the-job training, and mentoring.
  • In some cases, onboarding includes an orientation, but it isn’t limited to this.
  • However, achieving these goals can be challenging during remote onboarding since you can’t have in-person interactions with your employees.
  • Here you’ll get the eight steps necessary to adjust your existing onboarding strategy into a remote sequence, as well as the tools you need to make a successful transition.
  • It also encourages a sense of belonging which is especially important since employees will be working from a remote location and not have face-to-face interaction.

Invite them to your Slack group, share the company mission statement and vision, provide information about the company culture, and offer examples of projects they will work on. It’s also a good idea to send videos (if available), a link for company swag, schedule video chats, and even put employees in touch with a mentor. The goal of starting early is to get your new employees acclimated with your business and give them a sense of what they will be doing. It can be helpful to create and use a remote employee onboarding checklist for your team of new employees. When it comes to improving remote employee happiness, introductions and announcements could be the most important elements of the entire onboarding process.

The complete guide to remote onboarding for new-hires

While new hires often feel like the new kid at school in an office setting, newly hired remote employees are likely to feel even more invisible. The end point for onboarding remotely is when the new employee is functioning in the business the same as all the existing employees. All necessary training has been completed and there is no need for additional meetings, reviews, or check-ins. The new worker is at that point “on board” with the company and its mission and goals. Buffer also has explicit meetings, for an hour each week, where the team discusses the company values and any challenges that arise when living those values. New hires are asked to do a written reflection every two weeks and share that document with their culture and role buddies, as well as their manager.

With a dispersed workforce, the onus is on leaders to make needed changes that provide new team members with the right amount of information and support to guarantee they succeed and thrive in their positions. Stetson advised sending a welcome basket with branded gear to new workers’ homes to make them feel like they are integrating into the company. Even before a new hire’s first day, a manager should have reached out with a welcoming message and selected a team member to serve as an onboarding buddy to share advice and navigate the experience for the new hire. He added that companies can create a series of videos presenting step-by-step instructions for getting computers set up.

crucial steps to successful remote onboarding

For your talent team, it provides a high-level overview of where new hires are getting stuck so you can optimize the process and smooth out wrinkles. Your current in-person onboarding plan is in place for a reason; don’t toss it to the side when welcoming a remote employee. Start by carefully evaluating your existing onboarding sequence and identifying the value of each component. Focus on the objective, whether that’s providing an overview of the industry, product training, or practicing objection handling.

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