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Remote Employee Onboarding

Human Resources | Remote

Remote Employee Onboarding

Use this template to run a new employee onboarding through Slack. No more handholding from HR, missed steps or overwhelmed onboarding buddies. With this automation you'll get a uniform process to onboard each new team member with consistency, accuracy and ease.
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Why to use this template?

  • Save time and money automating the process by cutting away the manual inputs from various stakeholders (HR, Executives, Team managers,...) along the way.
  • Ensure HR does not need to handhold new employees throughout the whole process.
  • Create a consistent and equal onboarding experience for new hires.
  • Avoid new hires getting overwhelmed and make the onboarding process well-balanced and enjoyable from start to finish.
  • Less time needed for new hires to be fully onboarded and get started efficiently in their role.

Template Structure

Slack/Email Preview

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Template steps

  1. Before First Day
  • Prepare paperwork
  • Approval: Employee paperwork
  • Discuss role, goals and projects with supervisor
  • Give access to any tools they will need
  • Give access to the employee handbook with all information they will need (e.g: company values and culture, benefits, travel policy, meeting guidelines, tools trainings etc.)
  • Create accounts
  • Assign required reading
  • Prepare benefits package
  • Provide a job description with responsibilities

  1. First Day
  • Welcome to the team
  • Assign training material
  • Share remote work best practices
  • Explain your expectations
  • Induct into company culture
  • Assign an onboarding buddy
  • Invite for virtual coffee with their future team
  • Schedule regular meetings with manager
  • Invite to all meetings that are relevant

  1. First Week
  • Hold first 1:1 with manager
  • Check in regularly to see if they need help
  • Assign first project
  • Approval: First project
  • Explain expectations for the following month
  • Schedule a call to check over paperwork

  1. First Month
  • Plan check-in meetings
  • Explain long-term goals
  • Provide reading material for personal growth
  • Schedule career and development call with manager
  • Encourage new starter to socially interact with the team
  • Review onboarding process over the next 60 days

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