Guide to Effectively Onboarding Remote Employees


SaaS procurement platform Marketboomer deployed Whatfix’s DAP to create in-app guidance, provide contextual support, and gather in-app feedback to improve its customer onboarding experience. At the end of the day, your onboarding experience should match your users’ expectations — even if it means doing things differently. The right data will make decision-making easier and bring you closer to your customers.

Best Remote Onboarding Practices to Adopt

You need to prepare a step-by-step onboarding plan to seamlessly integrate new remote hires into your organization. New employee training is essential to help your new hires start off on the right foot. It is essential for many practical reasons, such as providing insights into the job role, familiarity with company policies and procedures, demos on how to use the enterprise tools, etc. Over and under-communication are the problems remote and hybrid teams face too often. And while over-communication isn’t a serious threat, the lack of communication causes issues like low employee engagement, high turnover, and poor productivity. Now that your employee has a greater understanding of the company and its operations, it’s time to roll up your sleeves and set goals for each of your remote employee.

Encourage relationship building

Virtual onboarding processes can be successful with these best practices. So make sure to adopt these tips the next time you hire a new remote employee, and don’t be afraid to adjust them as needed. Because it is run online, you need to do what you can to keep your new employees engaged and allow them to learn everything they need to in an online environment. To improve new remote hire retention, you need an effective virtual onboarding process. From the time when you are conducting the hiring process, you need to begin to prepare for the arrival of your new remote hires.

  • Don’t wait until Day One to get the new hire acquainted with the tech, company culture, and coworkers.
  • The onboarding process must cover a lot, from administrative areas, such as payroll forms, to computer setup, personal introductions and first assignments.
  • “Use this time to complete as much of the paperwork as possible, and use an HRIS [HR information system] to allow employees to e-sign documents,” Bond-Hillman said.
  • Besides pay and benefits, do you also highlight development opportunities and flexibility on your career page?

The online onboarding ideas on this list can honor the start of the virtual worker’s journey and solidify the new employee’s status as a valued member of the team. As COVID-19 has left an even greater impact on a workforce already increasingly moving towards remote work, the need to accommodate these new employees in their new virtual environments has become greater as well. But for onboarding remote employees, the process may appear to be a bit more involved. Filo offers incredible services that can help make this crucial process painless and intuitive. Typically, the first couple weeks are slow for new hires, with a lot of HR paperwork and learning what their job will entail.

Frequently Asked Questions

By doing so, HR and managers can ensure more effective communication and a more effective conflict resolution process. When onboarding employees, some organizations use the 4 C’s of onboarding. From the first day after accepting the position, even before the official first day of the new job, you want to create a connection between the remote worker and the organization. So while the intentions are good, these traditionally in-person activities may leave your new remote hire feeling unsure about the culture and their place in the organization. But to do that, you first must differentiate between remote onboarding and in-person onboarding. When I realized I won’t be the next Tarantino I found myself as a creative content writer at UserGuiding.

Not only will a checklist streamline the onboarding process but the employee will also have a smooth experience and a great first impression of the company. The Manifest’s research reveals that only 3% of companies expect more than one-third of their workforce to leave the company in the next year. “This suggests that standardized onboarding ensures teammates of different experience levels work together effectively and reduces turnover,” says Roddy. “Businesses can use a strong onboarding plan to effectively welcome and train new hires despite the remote work environment,” says Seamus Roddy, Content Writer and Marketer for The Manifest. Based on The Manifest’s findings, Roddy shares four ways you can hire and onboard in a remote environment. Over the last 7 or so months, organizations have had to adapt to the new normal brought on by COVID-19.

Why Employee Onboarding Is Even More Crucial Remotely

It’s easy for managers to get wrapped up in their own work and not talk to their new employees as frequently as they would if they were in the same office. Encouraging managers to set aside time on their calendars for daily interactions with remote hires will hold them accountable for making new members feel like part of the team. While many are probably suffering from Zoom fatigue, holding video calls when needed will help make it personal. While your existing employees only have to learn the name of the new teammate, your new hire has a whole company’s worth of names and titles to learn. One of the best remote onboarding tips is to provide your new team member with an online organizational chart on day one. This tactic ensures that your new teammate can focus on bonding with coworkers instead of dedicating time to memorizing basic facts.

You can also ask them to turn on their video during conference meetings to make them settle in properly so you become aware of their onboarding experience. The remote onboarding process is not one that any business can afford to be passive on. Resigning this introductory experience to a virtual onboarding checklist can be a worrying start to your employee’s careers and may set a bad example of what they can expect moving forward. Invite existing employees to come and speak on their experiences with the company. Make your new employees feel like their presence and addition to the team is one that will be essential to moving this business forward and that your goals are ones worth standing behind. Filo is an excellent source for virtual onboarding feedback, and a valuable ally to help provide a memorable, engaging, and informative onboarding process for your new hires.

During the remote onboarding process, they can focus on the resources provided and get up to speed faster. Virtual onboarding has a ton of benefits for businesses, and we’ll cover them all in the article. In this article, we’ll look at some of the challenges of remote employee onboarding.

This is key for business continuity and can make things easier for new members of the team. Prior to the pandemic, this isn’t a problem many businesses would have faced. Connect new team members with subject matter experts if your assigned team member requests additional help in a given area. Most of these challenges can also happen in office settings, but tackling them in a remote context requires a different approach. Your new hires may not meet their colleagues in person, but that doesn’t mean they can’t build meaningful work relationships.

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