Onboarding Plan for Remote Employees

Streamline your remote employee onboarding with our customizable Remote Onboarding Plan Template. Ensure remote hires are equipped, connected, and ready to succeed from day one with a structured process that covers everything from virtual introductions to performance reviews.
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Onboarding remote employees presents unique challenges compared to in-office hires, from ensuring access to tools and technology to creating a sense of connection with the team. This Onboarding Plan for Remote Employees provides a structured approach to welcoming and integrating remote hires, ensuring they are set up for success and aligned with your company’s performance expectations.

Why This Remote Onboarding Plan is Important

Remote onboarding can feel impersonal without a structured plan in place. This template ensures that remote employees receive the same level of attention, cultural connection, and support as in-office hires, from their first virtual meeting to ongoing training and check-ins. It also helps remote workers navigate the tools, processes, and expectations unique to your organization.

Key Components of the Remote Onboarding Plan

  • Pre-Onboarding Setup: Ensure that all technology, accounts, and equipment are set up before the new hire’s start date. This eliminates downtime and helps the new employee feel productive from day one.
  • Virtual Introductions and Team Building: Schedule virtual introductions with key team members and provide opportunities for remote hires to engage in team-building activities. This helps remote employees feel connected to their colleagues despite the distance.
  • Performance Expectations and Feedback: Clarify performance expectations and outline how feedback will be provided remotely, including regular virtual check-ins and formal reviews.
  • Training and Development: Provide access to virtual training resources that will help the employee get up to speed on company processes, tools, and job-specific skills.

Full Remote Onboarding Plan Content

1. Pre-Onboarding:

  • Send a welcome email with instructions for logging into necessary tools (email, HR portal, etc.).
  • Ship company equipment (laptop, headphones, etc.) to the new hire’s address.
  • Set up video conferencing tools (Zoom, Slack, Microsoft Teams) and provide login details.
  • Grant access to relevant company software (project management, CRM, etc.).

2. First Day:

  • Host a virtual welcome meeting with the new hire and their manager.
  • Introduce the new hire to the team through a virtual meeting or team-wide message.
  • Provide a virtual tour of the company’s key tools, intranet, and documentation.
  • Ensure the new hire completes any necessary compliance or policy review.

3. First Week:

  • Set up a virtual meeting with department heads to discuss ongoing projects.
  • Provide the new hire with access to all training resources, including videos and documentation.
  • Schedule daily check-ins with the manager to assess the new hire’s progress.
  • Ensure that the new hire is comfortable using the company’s communication and project management tools.

4. First Month:

  • Host a virtual team-building activity to help the new hire build relationships with colleagues.
  • Schedule a formal feedback session at the end of the first month to assess the new hire’s progress and address any questions.
  • Begin incorporating the new hire into long-term projects.
  • Set up a plan for ongoing development, including training and performance check-ins.

How to Use the Remote Onboarding Plan Effectively

This onboarding plan is designed to address the challenges unique to remote hires, including technology setup, virtual communication, and team integration. Make sure the new hire has access to everything they need before their start date to minimize any delays in productivity.

Regular check-ins are especially important for remote employees, as they help foster communication and provide the feedback necessary for continuous performance improvement. Adjust this plan based on the size of your team and the complexity of the employee’s role.

Download Your Remote Onboarding Plan

Ready to optimize your remote employee onboarding process? Download our Remote Onboarding Plan Template and customize it to suit your company’s needs.

Whenever you’re ready, here are 4 ways WorkStory can help you:

  1. The WorkStory Platform: Our all-in-one performance management solution. WorkStory makes it easy to gather continuous feedback, run 360 reviews, and track team progress—all in one place. Perfect for teams looking to move beyond traditional performance reviews.
  2. The Performance Review Builder Tool: Create customized performance reviews that fit your organization’s unique needs. Tailor the reviews to each role, streamline the review process, and focus on growth-oriented feedback.
  3. Performance Review Templates: Access a library of pre-built, best-in-class performance review templates that are ready to use. Whether you need templates for leadership, team members, or cross-functional roles, we’ve got you covered.
  4. HR Document Templates: From onboarding checklists to change management guides, our HR templates are designed to save time and ensure consistency across your organization. Simply download, customize, and implement.
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