The Ultimate Onboarding Checklist: Onsite & Remote Employees

Onboarding Checklist: 

Before the First Day:

1. Prepare Workspace:

Set up a clean and organized workspace for the new employee.

Ensure all necessary equipment (computer, phone, etc.) is ready.

2. Welcome Package:

Send a welcome email with relevant information, including the start date, schedule, and any pre-reading materials.

3. Documentation:

Ensure all necessary employment documents (contracts, tax forms, etc.) are completed.

First Day:

1. Welcome and Introduction:

Greet the new employee warmly.

Provide an overview of the organization’s mission, values, and structure.

2. Office Tour:

Give a virtual or physical tour of the office, introducing key areas and facilities.

3. Introductions:

Facilitate introductions to team members and key stakeholders.

Schedule one-on-one meetings with team members.

4. Training:

Provide an orientation to the company’s policies, procedures, and culture.

Conduct any necessary job-specific training.

First Week:

1. Check-ins:

Schedule regular check-ins to gauge the new employee’s comfort level and address any concerns.

2. Assign a Buddy:

Pair the new employee with a mentor or buddy for additional support.

3. Team Building:

Encourage team-building activities or social events.

4. Review Expectations:

Clarify performance expectations and goals.

Remote Onboarding Checklist:

Before the First Day:

1. Technology Setup:

Ensure the new employee has the necessary equipment and software.

Provide login credentials and instructions.

2. Welcome Email:

Send a welcome email with detailed information, including the start date, schedule, and virtual meeting links.

3. Documentation:

Digitize all necessary employment documents and establish a secure way for electronic signatures.

First Day:

1. Welcome Call:

Conduct a virtual welcome meeting to introduce the new employee to the team.

Provide an overview of the organization and its values.

2. Virtual Tour:

Use video conferencing to give a virtual tour of the company’s digital workspace.

3. Online Training:

Provide access to online orientation materials and training modules.

Schedule virtual training sessions.

First Week:

1. Regular Check-ins:

Schedule daily check-ins during the first week and then transition to weekly check-ins.

2. Virtual Team Building:

Organize virtual team-building activities or casual online meetups.

3. Documentation Review:

Review company policies, procedures, and expectations through online documents or presentations.

4. Assign a Virtual Buddy:

Pair the new employee with a remote mentor or buddy for guidance.