A Guide for Onboarding Remote Employees | Lucidchart Blog
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Remote working is both an inevitability and an opportunity. This is an exciting time—after all, for the first time, talent isn’t bound by location. But with more businesses embracing remote and distributed workers, they’re challenged to transform important in-person realities to digital experiences.

As your number of remote employees grows, onboarding is one of the most important processes that needs to migrate to the digital space. Here’s everything you need to know about why remote onboarding is so important and how you can get started creating your own incredible digital onboarding process.

Why employee onboarding matters

The pandemic of 2020 showed us the need for businesses to be agile if they wish to remain profitable. Distilleries that could no longer sell alcohol pivoted to crafting hand sanitizer. Restaurants that could no longer serve dining room patrons began offering take-out options. And businesses with offices transitioned to wholly remote workforces so they could maintain operations.

Aside from the rare pandemic, however, remote and distributed working gives businesses the ability to remain competitive by hiring the best workers anywhere in the world. 

And those workers require the same care with onboarding that in-person employees do. In fact, new hires who experience a solid onboarding program are 69% more likely to stay at your company for up to three years. 

That means less turnover, better culture, and a more loyal workforce.

Inversely, a poor onboarding program means a confused new hire who is less likely to remain very long with your company and will likely be much less productive. When we’re discussing onboarding, it’s important to understand that this is much more than a cursory first-day checklist. The onboarding process lasts the first one or two years after the initial hire and includes:

  • Completing human resources paperwork
  • Setting job expectations
  • Measuring performance and giving feedback
  • Providing IT support (setting up a VPN, getting logins for company apps, etc.)
  • Immersing the employee in company culture, background, and goals
  • Setting the employee up with a mentor
  • Reviewing internal policies and documents

The challenge with onboarding remote employees is that they can’t attend an in-person orientation. Nor can they be welcomed by other employees during a Monday morning stand-up or have IT look over their shoulder and walk them through equipment setup. 

That’s why transitioning to onboarding remotely requires agility, creativity, and organization. Get started with the tips below.

Best practices for onboarding remote employees

1. Establish the onboarding process and clarify roles

Before the new hire starts, make sure that you have informed everyone involved with the onboarding process—the new hire’s direct manager, team members, a mentor, IT, etc.—what the process will be and how they are expected to participate. 

Consider documenting this process visually with a timeline or flowchart, using swimlanes or different colors to delineate each person’s responsibilities. A process flowchart will help everyone make sure no part of the onboarding process falls through the cracks and helps develop a standardized, elegant onboarding experience.

Document your remote onboarding process with this Lucidchart template.

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2. Mail manuals and hardware

Think of how important packaging is for determining company and brand perception. After all, if Apple sent out their products in plastic grocery bags, they probably wouldn’t be as beloved as they are. Instead, Apple crafts experiences that begin from the very first moment someone holds an official Apple box. 

Your new employee will be making judgments about the way they receive their materials as well as what they receive. The first materials your new remote employee receives should be packaged nicely and should include a welcome letter to your organization. You should also send out a physical version of your HR manual and other important onboarding documents.

The welcome letter should set expectations for what’s to come and should include contact information for the new hire’s mentor as well as their HR contact information.

Consider pre-loading your remote employee’s new laptop with all the apps they’ll need to get started (Slack, Microsoft Office, etc.). Each employee’s remote work situation will be different, so be sure to let them know about accessibility options available to them, such as standing desks, wrist rests, and other helpful items for making a workspace safe and comfortable. 

3. Mail swag

Swag is the best part of the first day. If your remote employees can’t come into the office, replicate the experience by sending them a gift box filled with goodies and company swag. (Do not forget snacks. Snacks are crucial.)

This is a great time to send a more personalized letter from the CEO and/or from the rest of the team.

4. Set up introductory video calls and training

The first few days should be filled with video calls from the new employee’s mentor, HR contacts, and managers. These calls should offer help, guidance, and clarity. They should also help your new employee feel welcome and should serve to familiarize them with your company’s culture.

There will no doubt be a number of trainings for your new hire to complete. Keep links to these within your single source of truth, and send out invites so your new employee can keep track on their own calendar. 

5. Introduce the new hire to essential collaboration tools

Along with introductory video calls, it’s important that IT spend time with the new hire to familiarize them with all the many services and apps your company uses. At a minimum, IT should give a checklist of applications to install and provide the new employee with self-serve product education resources so they can learn that technology.

Place emphasis on creating a relationship between IT and remote employees because technology is the most important ally your company has in creating and maintaining a strong digital workforce. Your IT should discuss security best practices, file sharing and organization, and tips and tricks for productivity.

6. Centralize your onboarding documents

New hires have to trudge through a lot of paperwork and documentation—and it can be difficult to understand every requirement when you don’t have someone in person to hand you the right form or show you the right training slide.

Create a single source of truth to make it easier for these employees to understand the work they must complete. For example, you could create a simple checklist that links out to all of the related documentation, or you could create a course within your learning management system.

7. Use visuals to create easy-to-read documentation

And while we’re on the subject of onboarding documents, we have another tip that can help your remote new hires digest all of the new information coming their way: Keep it visual. Because so many of us are visual learners, a well-crafted diagram can break up orientation materials and create true clarity.

Depending on the new hire’s role, managers could build:

  • Org charts to show the structure of the department, especially less obvious cross-functional or tiger teams
  • Flowcharts to show common processes and interactions with other teams
  • Network diagrams for IT professionals to see how systems connect
  • Account maps for sales reps to understand the key players and status of accounts they are taking over

The fringe benefit of creating this visual documentation is that employees can easily access it long after orientation to answer questions on their own.

8. Put regular calls on the calendar

It’s easy for remote workers to feel forgotten. Scheduling meetings ahead of time and at a regular cadence will ensure your employees can look forward to having check-ins from someone who cares about their wellbeing.

9. Schedule a site visit 

If it’s possible, consider flying your hire in to visit your office in person. This step can help your employee develop a deeper bond with co-workers and foster greater loyalty to the organization. If it’s not financially possible, then be sure to earmark travel arrangements for an annual company party or retreat so as many employees as possible can be together and develop better friendships and greater understanding.

Onboarding is crucial to the success of your distributed and remote teams. Taking the time to develop and document a robust onboarding process will pay dividends for years to come.

See how you can further improve your remote onboarding process in Lucidchart.

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