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How to Prepare Your Remote Employees’ Onboarding Checklist (Plus Templates)

How to Prepare Your Remote Employees’ Onboarding Checklist (Plus Templates)

What is a remote employees onboarding checklist and why is it important?

Entering a new workspace can be a daunting challenge for your newly hired professionals, be it at the office or from home. Whether it is adapting to a new culture, getting to know the team, or adjusting to a new load of work, they can all cause some new job jitters.

How do you alleviate some of that stress? It is time to create a remote employees onboarding checklist. This refers to a structured to-do list of what your employees need to accomplish to ease into the company properly. We also had this become a more adaptable document for any kind of company model, whether it be onsite, fully WFH, or hybrid.

Now, you may ask, “why is this important to have?” While we would want to have our employees take their time to integrate, they will come in like little lost sheep. Providing a framework for them starting out will be highly appreciated, especially since this will be part of their overall work experience.

What to Include in a Remote Employees Onboarding Checklist

Much like a to-do list, a checklist must include short and succinct descriptions for your talents to understand what they need to undergo when starting out.

Here are just some of the details you must include:

  • Introductions. Whether that be done through video call or through self-orientation, make sure that you provide a space for a little “getting-to-know” phase. Schedule an e-vite or create a program that is both user-friendly and convenient.

  • Roles and responsibilities rundown. Once the team orientations are done, let your employees get down to brass tax and review the scope of work they have to do.

  • Company merchandise and property acquisition. Aside from embracing the brand, your employees need to know what company materials they are entitled to. This could be email addresses, laptops, and access cards.

You can refer to this sample template to show how to create a remote employees onboarding checklist:

Sample Remote Employees Onboarding Checklist Template

Welcome to XYZ Company! We are delighted to have you join the team. To make introductions easier, use this as your guide to getting to know the brand and your teammates.

  • Attend the company orientation. Let’s put faces to your names! Join our online orientation to meet the company, including your future team leaders. The details for the meeting room are as follows: (insert meeting room details here).

  • Ready, set, TEAMS! Make your way to our Microsoft Teams orientation where you will meet the rest of your team members. Bring your A-game for a round of icebreakers you sure do not want to miss. (Insert meeting room details here).

  • Clickbait! Meet up with our IT team to secure your email address, access cards for our onsite office, and to link you up to the company drive.

  • A Welcome Package For You! Please send your contact information and present address because we want to give you a big welcome present from the company.

  • For Your Use Only! Schedule with your assigned HR personnel when you can receive your company laptop and tablet.

Conclusion

Creating a remote employees onboarding checklist can ease the tension usually felt by new employees. Make sure to have everything in order from the moment they start until their last day. Take this as the first impression your employees will have, and we all know that first impressions, more often than not, last.

Are your remote employees’ part-timers? When they move up to becoming full-time employees, use this offer template to give them the good news.

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