3 Steps To Onboarding New Employees Remotely, While Working From Home (2023)

Guy Lalzary

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(Video) 10 Step Remote Employee Onboarding Checklist

Onboarding and training new employees can be difficult. Onboarding and training new employees remotely, while working from home, brings a whole new set of challenges and obstacles. Here are 3 tips to ensure a smooth and efficient onboarding process for remote employees.

Table of contents
  1. Create A Remote Employee Onboarding Checklist
  2. Tips And Tricks To Remote Onboarding
  3. The Bottom Line: Steps To Onboarding New Employees, While Working From Home

COVID-19 has changed the workplace environment for good.

No one said that managing remote employees (much less onboarding new employees!) would be easy. It’s an even tougher job when companies have several locations and try to onboard a large number of employees at once.

But, there’s no need to fear! Onboarding new employees and training new employees remotely is quicker, cost effective, and easier. We’ve provided you 3 steps to help streamline your onboarding process for new employees, while working from home.

Create A Remote Employee Onboarding Checklist

Before the onboarding new employee process begins, create a new remote employee onboarding checklist to make sure everything goes smoothly.

Some general items you must include on every onboarding checklist includes:

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  1. Make sure all new hires have all the necessary tools and equipment to be able to do their job successfully. For example, if your new remote employees will be working from home, you must ensure they have a working computer, keyboard, and mouse. Provide them with an employee management software to streamline daily operations and reduce day-to-day friction.
  1. Make sure all new employees receive some branded company items and a small welcoming gift, i.e. a mug or a sweatshirt.
  1. Complete all the necessary documentation and paperwork.
  1. Provide new employees with another experienced, veteran employee to help mentor them. HBR remarks that “it’s important that this informal mentor be a different person from the person’s manager, so that the new employee feels comfortable asking any question, large or small. Any new employee will and should have endless questions, and the last thing you want is having them feel uncertain about who to ask”.
  1. Make sure all new employees understand the company culture and values. Provide them with the employee handbook and all policies and procedures you expect them to follow.
  1. Ensure they understand the company’s internal communication standard and what channels of communication to use.
  1. Make sure all new employees have a clear understanding of what their job role and responsibilities are. HBR notes, “new hires should recognize how their responsibilities fit into the overall success of the company. When an individual joins the team, the hiring manager should share key communications and presentations that have been done by the leadership of the organization on the direction and goals of the company so the new hire can put his or her work into the context of the whole”.
  1. Require new employees to set one-on-one meetings with their direct managers, team leaders, and colleagues so they can get to know the team.
  1. Train new employees with the use of technology, such as employee management softwares, to ensure training goes smoothly and efficiently.
  1. Set regular meetings during the employees first 3 months, to check in and ensure the onboarding process went smoothly.

These are some of the main things you should focus on when creating an employee onboarding checklist. The most important on this list is providing your employees the proper tools and technology to make the onboarding process as easy and efficient as possible.

Not to mention, these tools and technology can be used on a daily basis to reduce manual pen and paper processes and streamline daily operations.

3 Steps To Onboarding New Employees Remotely, While Working From Home (7)

Tools and technology today are making the jobs of HR managers and business owners much easier, especially employee management software solutions.

Not only do they centralize nearly every aspect of employee management, but they reduce the amount of manual pen and paper processes such as scheduling, onboarding new employees, accurately tracking employee hours, payroll, daily tasks, and so much more. Additionally, they have a direct and positive impact on employee productivity, engagement, morale, and accountability.

Specifically, employee management software can be used to onboard and train new remote employees easily, quickly, cost effectively, and efficiently.

An employee management software, like Connecteam, can take your onboarding and training process to the next level in the follow ways:

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  1. Send all necessary documents and paperwork to be filled by the new employee directly through the mobile app to the employees personal phone.
  2. Create fully customizable training courses and quizzes for each employee or department.
  3. All training material can be accessed directly from the employees mobile phone.
  4. New employees can complete the training at their own pace and from any location.
  5. Managers have complete oversight and control over the new employees pace with automated notifications and alerts. Once an employee has finished their training course, upper management will receive a notification and the employee can move on to the next task.
  6. Ensure employees are understanding the material with customizable quizzes.
  7. Keep the training courses fun and engaging with videos, links, surveys, PDFs, and more.
  8. Create fully customizable reports from data exported from training and quizzes to ensure your onboarding and training process is efficient.
  9. Provide all new employees with the employee handbook, policies, and procedures through the digital knowledge center, which can be accessed 24/7 from the employees mobile device.
  10. After the training is completed, employees can provide training feedback directly through the app. That way you can make any necessary improvements to the onboarding process.
  11. An in-app employee directory and in-app messaging allows for new hires to easily get in touch with whomever they need in just a few clicks. New employees can easily search for colleagues by searching by name or filtering by department.
3 Steps To Onboarding New Employees Remotely, While Working From Home (8)

With an employee management software, you don’t need to train new employees in person or carry around heavy binders full of paperwork. With Connecteam, the onboarding and training process is completely digital, quick, and easy — even for your less tech savvy employees.

Streamline Your Onboarding And Training Process With Connecteam Today!

14-day free trial, no credit card required.

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3 Steps To Onboarding New Employees Remotely, While Working From Home (9)

Tips And Tricks To Remote Onboarding

We know that onboarding and training a new employee is difficult, even when in the office. That’s why creating a solid onboarding and training strategy is crucial to ensuring it’s success. There are also a few tips to guarantee the onboarding process goes smoothly.

  1. Don’t make every meeting formal. You also want the new hires to get to know everyone else in a non-formal setting. For example, set up some virtual meetings for some fun ice breaker games so employees can get to know each other better.
  2. Take lunch together, virtually. Even though employees are not in the office, it still is nice to enjoy lunch together. You can even send employees a meal straight to their home, have everyone jump on a Zoom call, and enjoy!
  3. Make sure new employees understand the company hierarchy. Who they will be working with, who they will be reporting to, and so on. Make sure they get to know a few members from each team.
  4. Have employees make a 15-30 second introduction video. Have a communication channel dedicated to introducing and getting to know new employees. With an employee management software, like Connecteam, you can introduce new employees on the digital social feed. Allow colleagues to like, comment, and welcome new employees while simultaneously increasing employee engagement.
  5. Create a healthy work culture and positive work environment. Research shows “that not only is a cut-throat environment harmful to productivity over time, but that a positive environment will lead to dramatic benefits for employers, employees, and the bottom line”.

Like we said before, we know onboarding and training is stressful for both managers and new employees. That’s why ensuring that not every aspect of the onboarding and training process is serious and work related makes the experience more fun and engaging!

(Video) 7 Tips for Onboarding Remote Employees | Fellow.app

3 Steps To Onboarding New Employees Remotely, While Working From Home (10)

The Bottom Line: Steps To Onboarding New Employees, While Working From Home

The current global situation has definitely changed the way businesses and organizations onboard and train new employees, and it seems these processes are here to stay.

Onboarding new employees and training new employees remotely is cost effective, easy, and quick. This is especially true for companies and organizations that need to onboard and train large amounts of new employees. Additionally, with remote staff, there really is absolutely no need to bring those employees in for face-to-face training.

In order to efficient and effectively train and onboard new employees remotely, while working from home, create a remote employee onboarding checklist, provide new employees with the proper tools and technology to guarantee a smooth onboarding process, and ensure that new employees feel comfortable, apart of a team, and are aware of the company culture and values.

Train And Onboard New Employees Smoothly And Efficiently With Connecteam!

Learn More


What are the three 3 phases of employee onboarding? ›

When people teams talk about onboarding they use it to mean just about everything that happens after a new hire signs an offer letter to get them started in their role. Typically, all those different things fall into three overlapping phases: admin, orientation, and enablement.

What are the phases of remote onboarding? ›

We can think of the remote onboarding process is four distinct phases: There is preparing to onboard, welcoming the new employee, educating them on their role, the company, and culture, and then helping them transition over an extended period (with various check-ins, reviews, projects, etc.).

What are the 4 C's of onboarding? ›

Talya Bauer from the SHRM Foundation, successful onboarding involves proactively covering The Four C's. This stands for compliance, clarification, culture, and connection.

What are the 5 C's of onboarding? ›

These components provide the best onboarding practices you can follow while hiring the latest staff into your workforce. The 5c's stand for compliance, clarification, culture, connections, and check back.

What are the 3 things that we could have done differently to improve onboarding process? ›

Retain Top Talent by Improving Onboarding Processes
  • Step 1: Automate What You Can. ...
  • Step 2: Do Something Special for Your Employees. ...
  • Step 3: Keep it Personal, and Ease First-day Anxieties. ...
  • Step 4: Make it Interactive. ...
  • Step 5: Help Them Understand What Will Make Them Successful.
Mar 23, 2021

How do you engage remote employees in 5 simple steps? ›

5 ways to engage your remote employees
  1. Ditch micromanagement. Remote work is quite a grey area for managers. ...
  2. Show transparency (and vulnerability) Transparency is not limited to workflows. ...
  3. Digitize your rewards and recognition program. ...
  4. Prioritize wellness (especially mental) ...
  5. More communication (but make it meaningful)
Dec 27, 2021

What are the five key steps in order of the onboarding process? ›

5 Steps to a Successful Onboarding Process
  • Lay the groundwork for onboarding. Onboarding planning begins before the new employee has even signed their contract. ...
  • Maintain communication with the candidate between recruitment and arrival. ...
  • Welcome the new employee to the team. ...
  • Assign a mentor or resource person. ...
  • Plan follow-ups.
Apr 26, 2022

What are the top three keys to a successful onboarding program? ›

There are three keys to a successful strategic onboarding program: people, culture, and milestones and tasks. A consistent, and repeatable onboarding process requires few adjustments and benefits all stakeholders involved. Plus, you're more prepared to set your new hire up for long-term success.

What is the best employee onboarding process? ›

  1. Preboard New Hires. Preboarding is the process of starting an employee's onboarding experience before their first day. ...
  2. Get Paperwork Done ASAP. ...
  3. Give Out a Welcome Package. ...
  4. Involve Team Members in the Process. ...
  5. Assign a Buddy. ...
  6. Incorporate Job Shadowing. ...
  7. Make the First Day Exciting. ...
  8. Share Your Definition of Success.
Oct 12, 2022

What is an onboarding checklist? ›

An onboarding checklist is a way for hiring managers to organize the steps involved in guiding new hires through their first days and months at a company. The checklist ensures that each critical stage of the new hire onboarding process is complete. It provides a starting point for procedures specific to a job role.

What are onboarding techniques? ›

Methods for Onboarding a New Hire into Your Company
  • Start with an HR Orientation. ...
  • Tour the Office. ...
  • Go Over the Basics. ...
  • Connect with a Mentor. ...
  • Establish Goals. ...
  • One Style Never Fits All. ...
  • Start Working on Tasks. ...
  • Check In and Communicate Regularly.

What makes a good onboarding flow? ›

Your new user onboarding flow should accomplish the following: Introduce and familiarize new users with your application's interface with a product tour. Showcase the core benefits of your product with in-app messaging. Teach new users how to use your app.

What is a typical onboarding process? ›

An employee onboarding process is the standardized introduction of a newly hired employee to their role in a company, including work station setups, familiarization with work and team processes, introduction to team members and managers, and other elements.

What are the most common mistakes during the onboarding process? ›

7 Popular onboarding mistakes to avoid
  • Zero entry-level training. If onboarding is taking less than a day, that's a problem. ...
  • Overloading your new hires. ...
  • A total lack of pre-boarding. ...
  • Not addressing generational gaps. ...
  • An unstructured onboarding process. ...
  • Unclear goals and expectations. ...
  • Negative (or not) feedback loop.
Aug 16, 2022

What is the most important part of onboarding? ›

Social: make new employees feel welcome, build and promote valuable relationships with colleagues and managers, and feel part of the organization. Strategic: ensure that newcomers know the organization (structure, vision, mission, goals, key developments, culture) and identify with it.

What are 3 specific things a company could do to increase employee engagement? ›

7 Tips to Increase Employee Engagement Without Spending a Dime
  • Supply the Right Tools.
  • Give Individual Attention.
  • Provide Training and Coaching.
  • Listen to Employees.
  • Get Social.
  • Serve Others.
  • Recognize Proudly and Loudly.
Sep 22, 2016

What are the 3 three areas that the candidate should improve? ›

Areas of improvement for employees
  • 1) Time management. Time management is crucial to your business's success. ...
  • 2) Organization. Organization can make time management much easier. ...
  • 3) Interpersonal communication. ...
  • 4) Customer service. ...
  • 5) Cooperation. ...
  • 6) Conflict resolution. ...
  • 7) Listening. ...
  • 8) Written communication.

What are 3 qualities that new hires must have in terms of culture fit? ›

3 Key Considerations to Remember When Interviewing Potential New Hires
  • They're a Team Player. ...
  • They're Trustworthy. ...
  • They Can Maintain a Work-life Balance.
Oct 23, 2020

What are the top 3 things that a leader can do to create a good remote working culture? ›

Promote active participation. Ensure everyone feels supported. Encourage diverse thoughts and ideas. Make people feel comfortable sharing feedback without fear of retribution.

What are the 9 best ways to manage remote workers? ›

Coronavirus Essentials: 9 Tips for Managing Remote Employees
  • Set expectations. ...
  • Provide the right tools. ...
  • Communicate frequently. ...
  • Communicate with video. ...
  • Create a culture of direct, open virtual communications. ...
  • Solicit input from co-workers of your remote employees.

How do you welcome and onboard new employees? ›

How to welcome a new employee on their first day
  1. Introduce them to the team. Create a Free New Employee Welcome Poster. ...
  2. Give clear directions on how to spend the first few days. ...
  3. Set expectations on how things are going to work. ...
  4. Make an effort to offer a fun welcome kit.
May 26, 2022

What is the first step in onboarding? ›

Step 1: Send a Welcome Letter and New Hire Paperwork. As soon as the applicant accepts the job, HR and the hiring manager should collaborate on the initial onboarding communication. If you're running a small business, you may take the lead on this step and the majority of the onboarding process.

What activities are included in the onboarding of new employees? ›

10 Creative Onboarding Process Examples
  • Complete Paperwork and Share Important Information Before the First Day. ...
  • Take Time for Introductions and Ice Breakers. ...
  • Pair New Hires with an Onboarding Buddy. ...
  • Send Company Swag. ...
  • Invite New Hires to Lunch. ...
  • Stock Up on Their Favorite Snacks. ...
  • Announce New Hires on Social Media.
Feb 2, 2023

What are the three 3 categories of employees? ›

3 Types of Employees You Have at Your Company
  • Engaged – 21% of employees. Employees that are engaged in the workplace enjoy their jobs as well as the company they work for. ...
  • Disengaged. Actively disengaged employees are the kind of people who truly do not enjoy their jobs. ...
  • Not Engaged.

What is employee onboarding process flow? ›

The onboarding process flow includes tasks related to the new hire's schedule and job duties, socialization, training, development, and work environment, performed by Human Resources, training staff, mentors, hiring managers, and the employees themselves.

What do you consider the 3 most important aspects of your employment? ›

There are three key employer characteristics a job seeker should look for in an employment relationship: reputation, career advancement and work balance. These often show up in employment surveys as being most important for candidates.

What are the three 3 main skills which the employers required from his workers? ›

Top 5 Skills Employers Look For
  • Critical thinking and problem solving.
  • Teamwork and collaboration.
  • Professionalism and strong work ethic.
  • Oral and written communications skills.
  • Leadership.

What is the rule of three in a job? ›

Known as the “rule of three,” that law requires managers to se- lect new employees from among the top three available candidates rated and referred to them by an examining office.

What are the 3 M's in training and development? ›

We call this framework the “3Ms”: we believe that in order for a skill to be immediately actionable for schools, it has to be Meaningful, Measurable, and Malleable.

What are 3 three types of training methods? ›

There are three main types of training carried out in the workplace.
  • induction.
  • on-the-job.
  • off-the-job.

What are 3 C's of recruitment? ›

The 3 C's of Hiring: Compensation, Communication, Community - IntelyCare, Inc.

What are the 3 processes of selection? ›

Selection Process
  • Step 1: Job Design. This is the step during which the work is reviewed and decisions are made about how to accomplish all the work that needs to be completed. ...
  • Step 2: Position Description. A position description is the formal document that describes a job. ...
  • Step 3: Forming a Selection Committee.

What are the 3 sources of recruitment? ›

10 Recruitment Sources When Hiring A New Employee
  • Internal talent. One of the most important sources of talent in any company is its existing workforce. ...
  • Employee referrals. ...
  • Past employees. ...
  • Job boards and websites. ...
  • Placement drives. ...
  • Job fairs. ...
  • Social media platforms. ...
  • Media promotions.
Apr 28, 2022

What is the best onboarding process? ›

Onboarding Best Practices
  • Start communicating before your new hire's first day. ...
  • Set up the employee's workspace before they arrive. ...
  • Send out a new employee announcement. ...
  • Hold a group orientation. ...
  • Pair new employees with a peer mentor. ...
  • Prepare a collection of new hire resources. ...
  • Educate managers on onboarding expectations.


1. How to Onboard New Employees In 15 Minutes or Less [Live Demo]
2. HR Masterclass | HR trends and strategies for 2023
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3. Remote Demo: Employee Onboarding
4. Virtual On Boarding | Onboarding remote employees | virtual onboarding process
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5. Onboarding process for remote employees: some steps before the first day.
6. How to do (remote) onboarding in 2021 (The HR Fundamentals Series)
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