Back to blog

How to onboard remote employees without chaos

January 30, 2024
Onbilo Team

How to onboard remote employees without chaos

Onboarding remote employees presents unique challenges. Without the benefit of in-person interactions, you need to be more intentional about creating connection, clarity, and support. Here's how to do it right.

The remote onboarding challenge

Remote onboarding is different from in-person onboarding in several key ways:

  • No physical presence: Can't show someone around the office
  • Time zone differences: Coordinating schedules can be complex
  • Technology barriers: More things can go wrong
  • Isolation risk: Easier for new hires to feel disconnected
  • Communication gaps: Harder to read body language and context

But with the right approach, remote onboarding can be just as effective—sometimes even better.

Pre-boarding: Set the foundation

Before day one

Week before start:

  • [ ] Send welcome package (if possible) with company swag
  • [ ] Set up all accounts and access (email, Slack, tools)
  • [ ] Share first-day schedule and expectations
  • [ ] Provide time zone information and meeting links
  • [ ] Send company handbook and documentation
  • [ ] Assign a remote onboarding buddy

Day before start:

  • [ ] Send reminder with meeting links
  • [ ] Confirm technology setup
  • [ ] Share any last-minute details

Technology checklist

Ensure new hires have:

  • [ ] Laptop/computer (shipped or provided)
  • [ ] All necessary software installed
  • [ ] Access to communication tools (Slack, Teams, etc.)
  • [ ] Video conferencing setup
  • [ ] VPN access (if required)
  • [ ] Project management tools access
  • [ ] Code repository access (if applicable)

Day 1: Make a great first impression

Morning: Welcome and setup

9:00 AM - Welcome call with manager (30 min)

  • Personal introduction
  • Review first-day schedule
  • Answer immediate questions
  • Set up for success

9:30 AM - IT setup and access (60 min)

  • Verify all accounts work
  • Test video conferencing
  • Confirm software access
  • Troubleshoot any issues

10:30 AM - Company overview (60 min)

  • Mission, values, and culture
  • Company structure
  • Key people and teams
  • How remote work operates

Afternoon: Integration

1:00 PM - Team introductions (30 min)

  • Meet the immediate team
  • Learn about roles and responsibilities
  • Understand team dynamics

1:30 PM - Tools and processes (60 min)

  • Communication tools and norms
  • Project management workflows
  • Documentation locations
  • How to ask for help

2:30 PM - First assignment (60 min)

  • Small, achievable task
  • Clear instructions
  • Opportunity to ask questions

3:30 PM - End-of-day check-in (30 min)

  • Review the day
  • Address questions
  • Preview day 2

Week 1: Build the foundation

Daily structure

Morning standup (15 min)

  • What did you accomplish yesterday?
  • What are you working on today?
  • Any blockers or questions?

Afternoon check-in (15 min)

  • How's it going?
  • Any challenges?
  • Need any support?

Key activities

  • [ ] Complete all required training
  • [ ] One-on-ones with each team member
  • [ ] Review role responsibilities
  • [ ] Understand team processes
  • [ ] Attend all relevant meetings
  • [ ] Complete first small project

Communication norms

Establish clear expectations around:

  • Response times for messages
  • When to use different communication channels
  • Meeting etiquette and camera usage
  • Availability and working hours
  • How to ask for help

Month 1: Deep integration

Weekly goals

Week 2:

  • [ ] Complete first independent feature/project
  • [ ] Build relationships with 3-5 team members
  • [ ] Understand team's tech stack and tools
  • [ ] Attend all team meetings

Week 3:

  • [ ] Take on more complex tasks
  • [ ] Contribute to team discussions
  • [ ] Understand company-wide processes
  • [ ] Build cross-functional relationships

Week 4:

  • [ ] Lead a small project or feature
  • [ ] Provide feedback on processes
  • [ ] 30-day review with manager
  • [ ] Set goals for next 30 days

Regular touchpoints

  • Daily: Standup and check-in
  • Weekly: One-on-one with manager
  • Bi-weekly: Team social or coffee chat
  • Monthly: Performance and feedback review

Tools for remote onboarding

Communication

  • Slack/Teams: Daily communication
  • Zoom/Meet: Video calls and meetings
  • Email: Formal communications
  • Loom: Async video updates

Collaboration

  • Notion/Confluence: Documentation
  • Figma/Miro: Design collaboration
  • GitHub/GitLab: Code collaboration
  • Jira/Linear: Project management

Social connection

  • Donut: Random coffee chats
  • Gather: Virtual office spaces
  • Discord: Team chat and gaming
  • Team building platforms: Various options

Common remote onboarding mistakes

1. Assuming technology just works

Problem: Not testing setups before day one.

Solution: Test everything in advance, have backup plans, provide IT support.

2. Information overload

Problem: Dumping everything via email or documents.

Solution: Space out information, use video calls for important topics, create searchable documentation.

3. Lack of human connection

Problem: All communication is transactional.

Solution: Schedule casual chats, virtual coffee breaks, team building activities.

4. Unclear expectations

Problem: Not defining what success looks like.

Solution: Set clear goals, provide regular feedback, establish metrics.

5. Time zone ignorance

Problem: Scheduling meetings at inconvenient times.

Solution: Be mindful of time zones, rotate meeting times, record important sessions.

Best practices for remote onboarding

1. Over-communicate

In remote settings, you can't assume people will pick up context. Be explicit, clear, and frequent in your communication.

2. Create structure

Remote work requires more structure, not less. Have clear schedules, regular check-ins, and defined processes.

3. Prioritize connection

Make time for relationship building. Schedule casual chats, virtual lunches, and team activities.

4. Document everything

Create comprehensive, searchable documentation. Assume nothing is obvious.

5. Be available

Managers and team members should be accessible, especially in the first few weeks.

6. Use video

Whenever possible, use video calls instead of just audio or text. It builds connection and reduces miscommunication.

7. Set boundaries

Help new hires establish healthy work boundaries. Remote work can blur lines between work and life.

Measuring remote onboarding success

Track these metrics:

  • Time to productivity: How quickly are new hires contributing?
  • Engagement levels: Are they participating in meetings and discussions?
  • Retention: Are remote hires staying longer?
  • Feedback scores: What do new hires say about the experience?
  • Manager satisfaction: Are managers happy with the process?

Template: Remote onboarding checklist

Pre-boarding

  • [ ] Send welcome package
  • [ ] Set up all accounts
  • [ ] Share first-day schedule
  • [ ] Assign onboarding buddy

Day 1

  • [ ] Welcome call
  • [ ] Technology setup
  • [ ] Company overview
  • [ ] Team introductions
  • [ ] First assignment

Week 1

  • [ ] Daily standups
  • [ ] Complete training
  • [ ] Meet team members
  • [ ] Understand processes
  • [ ] First project complete

Month 1

  • [ ] Regular check-ins
  • [ ] Build relationships
  • [ ] Take ownership
  • [ ] 30-day review

Conclusion

Remote onboarding doesn't have to be chaotic. With intentional planning, clear communication, and a focus on connection, you can create an onboarding experience that sets remote employees up for success.

The key is being more structured, more communicative, and more intentional than you might be with in-person onboarding. Invest in the process, and you'll see the returns in employee satisfaction, productivity, and retention.

Remember: Great remote onboarding is about creating clarity, connection, and confidence—even when you're miles apart.

How to onboard remote employees without chaos - Onbilo Blog