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.
Source:
Remote Onboarding Checklist
