An Employer’s Guide to Remote Onboarding

Given the status of the COVID-19 pandemic, many employers have continued remote work arrangements, including recruiting and onboarding new employees. With remote work being a trending recruitment feature, onboarding a new employee remotely can be a new hurdle for employers. Here is a quick checklist to ensure a smooth remote onboarding process.

Before the First Day

  • Confirm employee’s start date, time, and expectations for first day
  • Send employee new-hire paperwork (i.e., Form I-9, Form W-2 and/or Form W-4, direct deposit, emergency contact)
  • Order tools, resources, and other necessary equipment for employee workstation
  • Add employee to meetings, calendars, email distribution lists, and other pertinent company/department-related events
  • Address any employee questions or concerns

Workstation Tools, Resources, and Set Up

Check with the employee to ensure they have:

  • A designated work area with comfortable, ergonomic equipment with minimal noise and distractions (if working remote)
  • Access to reliable Internet
  • Set up phone and other communication services to effectively and efficiently communicate with their designated team

First Day

  • Conduct introductions
  • Guide the employee through company resources and tools
  • Review role responsibilities and expectations
  • Address any HR policies and procedures, as well as any questions he or she may have
  • Provide access to available resources should they need assistance (i.e., IT, HR, etc.)
  • Ensure all equipment within their workstation is fully functional

First Week

  • Provide a new employee checklist – something simple that helps them learn how to navigate all the company’s resources and tools
  • Conduct daily check-ins to address any questions or concerns
  • Explain performance reviews and goal-setting processes

After 90 Days

  • Schedule recurring one-to-one meetings to provide real-time, constructive feedback
  • Host an informal performance check-in
  • Collaborate to develop written performance and professional development goals
  • Ensure manager or mentor has opportunity to provide relevant feedback and address questions
  • Offer opportunities for continued learning, if available and/or applicable

After Six Months

  • Provide a six-month performance review
  • Assess progress on performance and professional development goals
  • Evaluate status and performance of employee’s workstation and resources/tools

First Year

  • Celebrate employee’s successes
  • Continue real-time feedback and formal performance reviews
  • Discuss continued performance and professional development goals
  • Open conversation to allow employee feedback for areas of employer improvement

Navigating a remote work environment and managing remote employees can be tedious, frustrating, and complex. Partnering with a PEO like SBS Payroll can alleviate the stresses of these issues and allow you to return to revenue-generating tasks that help elevate your business’s success. Contact SBS Payroll to learn more about our remote onboarding process.

Remote Onboarding Checklist

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