How To Onboard Remote Employees (With 17 Tips For A Successful Process)

How To Onboard Remote Employees (With 17 Tips For A Successful Process)

Learn how to onboard remote employees seamlessly. This guide shares 17 strategies to enhance your remote onboarding experience.

Tim Kuo

Tim Kuo

Dec 4th 202410 min read

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Onboarding remote employees involves more than just sending a welcome email. It’s about creating an experience that connects new hires to your company culture and equips them for success. Inclusive onboarding ensures remote employees feel valued and integrated from day one. So, how do you make remote onboarding effective and engaging? This article provides practical strategies to ensure your remote onboarding process is smooth and inclusive.

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What Is Remote Onboarding?

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Remote onboarding is integrating new virtual employees into your team and company. This journey typically takes 1-3 months to ensure remote employees are comfortably familiar with:

• Company culture

• Systems and processes

• Policies

During this time, new hires undergo orientation and training, utilizing technology as the primary medium for interaction.

Why Remote Onboarding is Essential

The goal of remote onboarding is identical to the in-person approach. It helps your new hire get familiar with your company and its mission and values, makes them feel welcomed and included, facilitates connections with the team, and provides them with the tools and training they need to start making an impact sooner.

TeamStage notes that nearly 40% of resignations are due to poor training alone. When combined with ineffective onboarding, the risk of turnover increases tremendously. Prioritizing onboarding reduces turnover and saves on the costs associated with rehiring, making it a crucial investment for any organization.

How Remote Onboarding Differs from In-Person Onboarding

The only difference between in-person and remote onboarding is that virtual employee onboarding is accomplished through video conferences, webinars, pre-recorded videos, text resources, instant messenger, and interactive online training accessible through desktop, laptop, or mobile devices.

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How to Onboard Remote Employees in 7 Steps

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1. Set the Stage: Integrate Your Team Before Day One

Before the new hire starts, ensure your team knows who they are, what they’ll do, and when they begin. This builds a welcoming atmosphere. Assign a team buddy for questions and support. Your team should also be ready to help the new hire feel included. This approach is essential to prevent isolation and foster collaboration from the start.

2. Tech Time: Get Everything Up and Running

Coordinate with IT to ship all necessary equipment before the start date. Ensure access to software and collaboration platforms. Provide a checklist of credentials and protocols. Have documentation ready for setup and troubleshooting. Share security guidelines to protect remote workspaces. This ensures a smooth tech setup and minimizes issues.

3. Structured Start: Craft a Clear Roadmap

Create a detailed plan for the first months. Include key deliverables, timelines, and expectations for performance. Provide access to company culture documents and internal policies. Introduce internal social groups early on. Understanding culture is crucial for remote hires. This structured approach helps them integrate into the company’s operations and culture.

4. Check In: Keep Communication Open and Frequent

Schedule one-on-one meetings in the first few months. Use these sessions to:

• Review milestones

• Identify challenges

• Offer guidance

Create a shared document for structured discussions. Regular communication builds trust and helps new hires feel supported. This is critical for their early success.

5. Welcome Aboard: Host Video Intros with the Team

Organize introductory video calls with key team members. Encourage informal introductions with personal stories or hobbies. These meetings help build relationships and mitigate feelings of isolation. Initial connections set a positive tone and help remote hires feel integrated into the team.

6. Define Roles: Clarify Responsibilities and Norms

Outline key responsibilities, deliverables, and performance metrics. Communicate team-specific norms, such as communication protocols and preferred methods. Document working hours and response time expectations. This helps new hires understand their role and how they fit into the team.

7. Encourage Over-Communication: Keep Everyone Aligned

Set expectations for regular status updates. Encourage new hires to provide frequent updates on work progress and share deliverables early. Use tools like Slack or Microsoft Teams to keep availability updated. Managers should model this behavior by providing frequent feedback. This creates a culture where everyone is informed and engaged.

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17 Effective Tips To Make New Virtual Employees Feel Welcome

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1. A Warm Welcome: Send a Welcome Package

Start the onboarding journey with a personal touch. Send new remote employees a welcome package with company-branded goodies, snacks, and essential tech. Add welcome videos from team members to immediately make them feel like they are part of the team.

2. Streamline the Process: Invest in the Right Software

Simplify remote onboarding with powerful software platforms. Keep the number of systems low to avoid overwhelming new hires. Use these tools for communication, training, and onboarding to ease the burden on HR and help new employees get up to speed quickly.

3. Guidance from the Get-Go: Assign Mentors

Assigning a mentor to new hires can make a world of difference. It helps them acclimate faster to the company's culture and reduces mistakes. A mentor provides an experienced guide for questions, learning the ropes, and feeling more at home.

4. Align and Inform: Share the Employee Handbook

Share the employee handbook early. It guides the company’s mission, values, and policies. It aligns remote workers with company culture and expectations, providing a reference point for understanding benefits and responsibilities.

5. Clear Expectations: Clarify Roles and Responsibilities

Define roles, responsibilities, and reporting structures. Set specific goals and expectations to help remote employees perform effectively and confidently. This clarity reduces the risk of confusion and helps them thrive.

6. Set Them Up for Success: Facilitate Productivity

Ensure remote employees have the tools and resources they need for a productive home office. This can include budgets for office furniture or equipment and easy access to training tools for effectively using required software.

7. Stay on Track: Set Up a Detailed Evaluation Process

Regular evaluations keep employees accountable, motivated, and aligned with company goals. They allow new hires to express challenges and provide feedback, helping them stay on track with their progress.

8. Blueprint for Success: Create a Detailed Onboarding Plan

Documented onboarding plans provide a clear sense of direction, like a 30, 60, or 90-day framework. They help remote hires get up to speed on the company’s culture, tools, and expectations, providing necessary structure during their early days.

9. Foster Connections: Organize Virtual Meet and Greets

Schedule virtual meet-and-greets to help new hires build connections with teammates. This fosters collaboration and familiarity within the team, bridging the gap left by remote work’s lack of face-to-face interaction.

10. Bond Beyond Work: Host Team Get-Togethers

Virtual team-building activities like games, lunches, or bonding events help new employees connect with peers. These create informal spaces for interaction, making future collaboration smoother and more enjoyable.

11. Achieve Together: Set Milestones

Setting milestones gives remote employees goals to work towards and provides managers with measurable benchmarks. This structured approach keeps employees motivated and on track, ensuring progress from day one.

12. Ease into It: Simplify Training

Make training easy to follow and progressively more complex as new hires settle into their roles. Simplicity in onboarding prevents overwhelming new employees, allowing them to focus on learning the company culture and product.

13. Mix Work and Play: Plan Virtual Team Bonding Events

Socializing in both formal and informal settings is a key to engagement. Virtual events that combine work discussions with casual conversation help new hires feel part of the company’s community.

14. Cross-Functional Collaboration: Introduce Stakeholders from Other Teams

Introduce remote hires to key stakeholders across different departments. This facilitates cross-functional collaboration and gives new employees a better understanding of how their role fits within the broader company structure.

15. Expand Their Network: Provide Networking Opportunities

Networking is critical in remote work settings. Host virtual lunches, happy hours, or assign mentors to help new hires expand their internal network and feel more connected to the team.

16. Welcome All: Ensure Inclusivity in Onboarding

An inclusive onboarding process should cater to different learning styles. Offer self-paced videos, live meetings, and accessible documentation. Make the experience welcoming and supportive for all employees, including those with disabilities.

17. Stay Connected: Over-Communicate

Frequent check-ins and clear communication processes help prevent misunderstandings in remote settings. Tools like video conferencing and task management calendars keep remote employees informed and engaged, helping them thrive.

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How Long Should Remote Onboarding Take?

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Crafting the Perfect Remote Onboarding Timeline

Onboarding isn’t just a quick hello over Zoom and an email with a few links. You must consider it an ongoing process that can take at least three months. Many companies are moving toward six months or even a full year. Why? Because it takes time for folks to get comfortable, know the ropes, and start contributing like they’ve been there forever. You don’t want to rush this.

The Three-Month Minimum

For most roles, you need at least three months to cover the basics. This isn’t just about paperwork and quick intros. It’s about real training, getting to know the job, and feeling like part of the team. And if the job’s more complex, like a leadership role, you might need six months to get the hang of it. This lets people learn gradually and feel more confident before they’re expected to be at their best.

Visibility Challenges in Remote Onboarding

When working remotely, you can’t just pop by someone’s desk to see how they’re doing. New employees might feel like they’re on their own a lot, especially at the start. So, your remote onboarding process might need to go on longer to ensure new hires have enough support. It’s like giving them a safety net while finding their feet.

Active vs. Passive Onboarding

Think of onboarding in two parts:

• Active

• Passive

The active part is when you’re really in there, helping someone learn the job. This might take two or three weeks, depending on the role. Then there’s the passive part, which is more about checking in and offering support. This can stretch out for months, even up to six months. It’s like a slow fade; you’re gradually stepping back as the new hire becomes more comfortable.

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Build A Meaningful Employee Recognition Program With Ease with Giftpack's Client Gifting Service

Corporate gifting during onboarding is an often overlooked piece of the puzzle, but it can be a game-changer. A thoughtful gift can leave a lasting impression, creating a positive relationship between the new hire and the company. But not just any gift will do: a generic gift card or company swag won’t cut it. Instead, companies should look for unique, personalized gifts that reflect the personality and interests of the recipient.

This can be daunting, especially for large companies with remote employees scattered around the globe. But with the help of AI-powered gifting platforms like Giftpack, companies can easily create one-of-a-kind gifts that will leave a lasting impression.

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Tim Kuo

Tim Kuo

Dec 4th 202410 min read

About Giftpack

Giftpack's AI-powered solution simplifies the corporate gifting process and amplifies the impact of personalized gifts. We're crafting memorable touchpoints by sending personalized gifts selected out of a curated pool of 3 million options with just one click. Our AI technology efficiently analyzes each recipient's social media, cultural background, and digital footprint to customize gift options at scale. We take care of generating, ordering, and shipping gifts worldwide. We're transforming the way people build authentic business relationships by sending smarter gifts faster with gifting CRM.

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