Remote Onboarding: Our Exact, Step-By-Step Process

Additionally, your onboarding should be inclusive for those with disabilities, so they can easily ramp up just as quickly as your neurotypical employees. By being inclusive, employees will feel confident and welcomed into your company culture. The paperwork, documentation, and sessions should be easy to follow and build over time as remote onboarding best practices the employee’s familiarity with their role grows. Yes, you should have a detailed onboarding plan, and it should include milestones, but that doesn’t mean it needs to be complicated. According to the Sales Benchmark Index, one of the top mistakes companies make when it comes to new hire sales training is a lackluster first day.

Many organizations rely on organic ways of communicating shared history and norms. Don’t leave new employees to guess at these issues; doing so can create ambiguity and stress. It turns out that the biggest barrier to creating an intentional, differentiated onboarding experience is often mindset.


While this may seem like a no-brainer, remote access issues can be nerve-wracking for any employee on their first day. The page also provides an overview of the relevant Slack channels to which new people team members will be added. Additionally, there is a list of relevant links for sales team onboarding, developer onboarding, and more. Day one, the job orientation, is more about the experience than about the information.

Prior to their start date, take care of the important details that will make the onboarding process feel seamless. As a leader, you’re the new hire’s role model, so you’ll need to be prepared with the steps to follow before welcoming them. is the process of integrating and orienting virtual employees into a company’s culture, workflow, and expectations.

How to Create an Amazing Remote Onboarding Experience

Mention the tasks and the tools employees should learn about once they start. Take time to specify the new hires’ goals and future lessons to help them prepare. Moreover, while virtual hires may miss the experience of walking through office corridors, companies are turning to Virtual Reality (VR) for a solution. It’s an immersive experience, allowing remote employees to feel the ambiance, witness office dynamics, and even participate in virtual team-building activities. Whatever orientation or training you offer, make sure you’re using the latest technology that makes it easier for remote employees to feel immersed in the company culture. Successfully onboarding remote employees is critical for any employer looking to retain talented team members long-term.

Use your onboarding portal to enrich the 30-or so days before day one with plenty of engaging communication. Make sure it’s 1) all digital, 2) creates an audit trail for compliance reasons, and 3) is efficient and scalable. In short, the goal is to simplify and streamline processes while simultaneously boosting the candidate’s engagement and experience. One school of thought is that onboarding should be completed as soon as possible. With the efficiencies offered by onboarding software (and by moving much of the process into the period before they begin work), onboarding can be completed within days or a week at the most. There’s a lot of goodwill during this period, but don’t try to pack too much into these 30 days because the new hire isn’t getting paid for their time.

Q: What is the onboarding process for a new remote employee?

Short tasks such as signing a form with a digital signature are fine but don’t expect someone to spend hours completing lengthy tasks such as training for free. Also, keep in mind that the new hire may still be working full-time in their previous job. Disorganized onboarding processes are not only disheartening for the candidate, but it means they won’t get productive for a week or more while they get up to speed with paperwork, compliance, training, and introductory meetings.

remote onboarding

While a positive onboarding experience is important for all employees, when onboarding remote employees, it’s even more critical. It’s harder to engage people from a distance; a smooth remote onboarding experience removes barriers to engagement and allows for more focus on building the connection between the employee and the organization. Transitioning to a remote onboarding process is an opportunity to carefully evaluate your efforts and identify areas for improvement. While certainly a challenge, it doesn’t have to hold you back; use this as a chance to push boundaries and rethink your existing strategy. Develop innovative ways to foster connections between team members, emphasize your culture and support your people.

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