Bringing a new employee up to speed with company systems, values, and dynamics can be challenging under normal circumstances. It becomes even more complex when done remotely. However, remote onboarding doesn’t have to be daunting. Here are five simple tips to help you onboard your new remote employee effectively and efficiently.

“Employee orientation centers around and exists to help the individual employee, but it is the company that ultimately reaps the benefits of this practice.” — Michael Watkins, author of “The First 90 Days”

Onboarding is always a delicate process, and it’s even more crucial when your new hire works remotely. 

Plan Ahead

Start the onboarding process well before Sharon’s first day. Send her a welcome package with everything she needs to do her job, such as a laptop, cell phone, webcam, and headphones, all pre-configured with your software. Include a personalized welcome letter, a small gift like a coffee mug, and an employee handbook with useful contacts and company procedures.

Go Digital

All onboarding materials should be digital for easy sharing and reference during online meetings. If possible, create short videos for each learning section, even if they’re not Hollywood quality. As your accountants, we can help you create a digital FAQ on payment, taxes, bonuses, and raises. You can also provide a digital checklist for Sharon to complete, including tasks like setting up her email address and filling in medical aid details.

Communicate Clearly and Often

Effective onboarding requires clear communication. Don’t hesitate to repeat important information multiple times to ensure Sharon understands it fully. Pair her with an experienced co-worker who can act as a buddy to answer questions. This is especially helpful for simple inquiries she may not feel comfortable asking you directly.

Facilitate Team Introductions

Schedule a meeting for Sharon to meet her team. Everyone should introduce themselves and give Sharon a friendly virtual tour of your office or facilities. This personal touch helps her feel more connected and welcomed.

Encourage Ongoing Communication

Regular check-ins are vital, especially in the first few weeks. Schedule meetings with Sharon to see how she’s settling in, address any challenges, and provide feedback on her progress. Early intervention can prevent small issues from becoming significant problems, but be careful not to undermine Sharon’s confidence. Use her feedback to refine your onboarding process.

We’re Here to Help

Onboarding a remote employee may be new territory, but it doesn’t have to be difficult or ineffective. By following these tips, you can make the process smooth and efficient. For any financial-related onboarding concerns, don’t hesitate to contact us. We’re here to support you.