Onboarding Remotely
Tips and Tricks for getting a new remote employee up and running.

You've found the perfect candidate, all the qualifications and experience you're looking for, aced the interview, and you want to get them started.

The only slight issue, is we're working remotely. How do you manage a first day or onboarding for a new employee without being face to face?

The Week Before

The oft-quoted 5 Ps of Prior Preparation Prevents Poor Performance are certainly relevant here. You should be in close contact with both your new employee, and IT team to ensure the new starter has all of the accounts and access they will need.

Its also important to ensure that your new hire can access those accounts, and has all the tools they need. Depending on your policies, this may involve a small stipend for a webcam and headset, or shipping your new hire a laptop and all the accessories to go with it. Whatever your situation, ensure that before your employee officially starts, they have all the equipment they need to get work done.

An often overlooked aspect of remote working is Health and Safety, while IT+X is certainly no expert, and you should speak to a professional, at a minimum you should ensure your new hire can meet recommendations for Display Screen Equipment, and has a suitable place to work.

The first Hour

Just like we pointed out in our last blog one of the first things to get sorted when working remotely is communication. You should discuss with your hire both their, and the companies, communication preferences, be that exchanging phone numbers, setting up VoIP, or Video Conferencing.

Walk your hire through each of your systems; For instance, show them where on your cloud storage you store the data or documents they'll be working with, and any other relevant locations such as SharePoint. For communications, ensure your hire knows how to effectively use your VoIP and Video Conference facilities, and makes good use of written communication tools such as team chat rooms.

You should also discuss how your company, and new hire, schedule their day. Some companies may require employees to be reachable at specific hours for instance, whereas others may have a weekly all-hands meeting, and so on. It's important to be flexible however, if you wish to get the most out of remote work, as we discussed in this blog!

The first Day

Follow up your one to one discussion with a meeting or introduction to the rest of the team. Be sure to sign post who in the team is responsible for different tasks, and who they can talk to to get help. 

Set clear goals for your new hire, and explain how you expect work to be completed. It may help to assign a "Mentor" for the first while on the team, to help them get up to speed faster.

Be sure to give your new hire all of the contact details they might need, such as your IT support provider, so that any issues they face can be sorted out quickly and easily.

The First Week

Schedule 1-1 check-ins to ensure your new hire is fitting in and able to make use of your remote working systems most effectively.

You may also want to explain and show the less frequently used systems in your IT infrastructure, such as how to submit a Ticket to an IT Help Desk, or request Equipment via an Asset Management portal.

Customer facing positions should be well acquainted with your CRM or ERP by this point, but do be sure to verify that they're making the best use of the resources.

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Onboarding Remotely
Joseph Morris
20 July, 2020
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A guide to the new world of work for small businesses