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Remote Onboarding Checklist Template

PN
By Penno TeamCreated 2/5/2025
Training DocumentsPolicies and ProceduresHuman Resources (HR) Documents

Remote Onboarding Checklist

Pre-Onboarding

  • Prepare Equipment: Ensure that the new hire has the necessary hardware (laptop, monitor, etc.) and software (VPN, communication tools) ready before their start date.

  • Send Welcome Email: Draft a warm welcome email that includes the start date, time, and any initial tasks or meetings scheduled.

  • Assign a Buddy: Pair the new hire with a buddy who can help them navigate the company culture and answer any questions they may have.

First Day

  • Virtual Orientation: Conduct a virtual orientation session to introduce the company, its mission, and key policies.

  • Set Up Accounts: Assist the new hire in setting up their email, project management tools, and any other necessary accounts.

  • Team Introductions: Schedule a video call for the new hire to meet their team members and key stakeholders.

First Week

  • Training Sessions: Organize training sessions on tools and processes relevant to the new hire's role.

  • Check-In Meetings: Schedule regular check-ins to address any questions or concerns the new hire may have.

  • Feedback Loop: Encourage the new hire to provide feedback on their onboarding experience to improve the process for future hires.

First Month

  • Performance Goals: Set clear performance goals and expectations for the new hire's first month.

  • Social Integration: Facilitate opportunities for the new hire to engage socially with their colleagues, such as virtual coffee breaks.

  • Review Progress: Conduct a formal review of the new hire's progress and adjust goals as necessary.


A comprehensive checklist for onboarding remote employees effectively.
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This template provides a comprehensive checklist for effectively onboarding remote employees, ensuring they have the tools and support needed to succeed.

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