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black woman working from home through the remote onboarding process at her new job

An Employer’s Guide to Remote Onboarding

Most employers who are able to have opted to continue working remotely. Working remotely has also encompassed new remote processes, such as virtual recruiting and onboarding new employees. While employers may have adapted to the remote work setting, onboarding a new employee remotely may cause a new hurdle for employers. To assist in creating a smooth remote onboarding process, here is a quick checklist to guide you through the process.

Prior to the First Day

  • Verify employee’s start date, time, and expectations for the first day.
  • Send new-hire paperwork to employee (i.e., Form W-2 and/or Form W-4, Form I-9, direct deposit)
  • Ensure all tools, resources, and all necessary equipment is available for employee’s workstation
  • Include employee on meetings, calendars, email distribution lists, and other company or department-related events the employee should be included
  • Respond to any questions or concerns the employee may have


Employee Tools, Resources, and Set Up

The employee should have the following:

  • A designated workstation, including ergonomic equipment and limited noise and distractions (for remote workers)
  • Access to reliable Internet
  • Phone and other communication services (i.e., email, team chat


On the First Day

  • Provide introductions
  • Show the employee where to find company resources and tools
  • Review job requirements and expectations
  • Go over HR policies and procedures, including questions the employee may have
  • Ensure access to resources, if needed (i.e., HR, IT, etc.)
  • Confirm all equipment is functional


First Seven Days

  • Develop a new employee checklist to guide employee through company resources and tools
  • Schedule daily check-ins to discuss any issues or questions employee may have
  • Clarify performance management and reviews


Post-90 Days

  • Continue one-on-one meetings to engage real-time feedback
  • Conduct an informal check-in to address performance expectations and goals
  • Seek manager and/or mentor feedback
  • Provide continued learning opportunities, if available/applicable


Post-180 Days

  • Perform six-month review
  • Evaluate performance and professional development progress and goals
  • Assess status of employee workstation and tools


First Year Milestone

  • Celebrate successes
  • Continue real-time feedback and formal reviews
  • Strategize ongoing performance and professional development goals
  • Allow employee feedback for employer improvement


Remote work and managing remote employees can create an entirely new dynamic business owners may not be prepared or equipped to handle. Utilizing a strategic partnership with a PEO like QBS can provide professional guidance and support from industry experts. Our team of HR management specialists can help you refocus your time and effort on revenue-generating tasks to boost your business’s successes. Contact QBS to learn more about remote onboarding.

Source: Remote Onboarding Checklist