{"id":44501,"date":"2020-10-01T14:27:10","date_gmt":"2020-10-01T14:27:10","guid":{"rendered":"\/us\/en\/blog\/?p=44501"},"modified":"2025-03-13T06:23:55","modified_gmt":"2025-03-13T13:23:55","slug":"onboarding-checklist","status":"publish","type":"post","link":"\/us\/en\/blog\/onboarding-checklist\/","title":{"rendered":"A new hire checklist for both remote &#038; in-person onboarding"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Countless hours of sorting through resumes and going through rounds of interviews later, you\u2019ve finally found the perfect candidate. But\u2026 now what?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can ramble off probably a dozen things you\u2019d like for them to get started on, but you also know that the first impression will make or break the experience for them. You\u2019ve even read a report that found onboarding to have more impact than any other HR practice<\/span><sup><span style=\"font-weight: 400;\">1<\/span><\/sup><span style=\"font-weight: 400;\"> (exception for effective recruiting\u2014which you\u2019ve already aced).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re a small business starting to ramp up on hiring, then developing a robust onboarding process should be high on your priority list.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You <em>could\u00a0<\/em>just do a basic laptop handoff and give a quick spiel on your business\u2019s goals, but beyond all of that, setting up a new hire for success is about relationship building (something that we take as gospel, as a business that creates tools to enable and nurture professional relationships).<\/span> <span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<p><span style=\"font-weight: 400;\">New hire success and happiness are built from the collective efforts of multiple teams within your organization. Everyone from the IT department to HR to the direct team has a role to play in creating a positive experience for new hires.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But all of that requires preparedness\u2014and that\u2019s why you\u2019re here. We get it.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Keep reading to find the tools you need to create an actionable <a href=\"https:\/\/userguiding.com\/blog\/onboarding-meaning-definition\/\">onboarding process<\/a> with checklists you can share with each function of your business so that together, you can deliver a thoughtful first impression to your new employee(s):<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><a href=\"#hr\"><span style=\"font-weight: 400;\">HR onboarding checklist<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#it\"><span style=\"font-weight: 400;\">IT onboarding checklist<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#manager\"><span style=\"font-weight: 400;\">Manager onboarding checklist<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#team\"><span style=\"font-weight: 400;\">Team onboarding checklist<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#remote\"><span style=\"font-weight: 400;\">Remote onboarding checklist<\/span><\/a><\/li>\n<\/ul>\n<hr \/>\n<p class=\"p1\">Want to get your new hires started on the right foot? Download this free remote onboarding checklist!<\/p>\n<p class=\"p1\">\n<div class=\"download-form-widget standart-download-form\" data-url=\"https:\/\/netstorage.ringcentral.com\/documents\/onboarding_checklists.pdf\" data-id=\"6a0b5a2178bee\" id=\"6a0b5a2178bee\">\n\t\t<button tabindex=\"on\"  on=\"tap:6a0b5a2178bee.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83c\udf1f Get it now<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">\ud83d\udc40 Don't miss a step when onboarding a new remote hire.<\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div><input type=\"hidden\" name=\"Asset_ID__c\" value=\"ODAM-01424\" class=\"download-form-input\"><\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get the checklist\">Get the checklist<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:6a0b5a2178bee.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Enjoy! Happy onboarding. <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<hr \/>\n<h2><span style=\"font-weight: 400;\">Don\u2019t forget! An increasingly distributed work environment affects onboarding<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A shift towards remote employment affects the way most of us do our work\u2014onboarding is no exception to that.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What used to be a casual stop along the way to check in on a new employee at their desk is now replaced by a convenient instant message sent from your<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/instant-messaging-programs\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\"> team\u2019s messaging app<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When designing a new way to <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/remote-hiring-with-ringcentral-video\" target=\"_blank\" rel=\"noopener noreferrer\">welcome new hires<\/a>, it\u2019s important to consider how different the onboard experience is when carried out in-person versus remotely:<\/span><\/p>\n<table style=\"width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 50.6505%;\">\n<h3 class=\"heading h3\"><b>Onboarding: How it used to be (in person)<\/b><\/h3>\n<\/td>\n<td style=\"width: 48.7918%;\">\n<h3 class=\"heading h3\"><b>Onboarding: How it is today (remote)<\/b><\/h3>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 50.6505%;\">\n<ul>\n<li style=\"font-weight: 400;\"><b>Hardware (laptop and accessories):<\/b><span style=\"font-weight: 400;\"> Handed off on the first day<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Dedicated workspace:<\/b><span style=\"font-weight: 400;\"> Physical space set up in the office<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Office tour:<\/b><span style=\"font-weight: 400;\"> In-person walk around the space <\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Access to software:<\/b><span style=\"font-weight: 400;\"> IT support comes by the new hire\u2019s desk to help with setup<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Orientation:<\/b><span style=\"font-weight: 400;\"> In-person training sessions and group activities<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Welcome packs: <\/b><span style=\"font-weight: 400;\">Informational handouts given during orientation session<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Get-to-knows:<\/b><span style=\"font-weight: 400;\"> Coffee meetups, team lunches, 1:1 meetings<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Peer exchange:<\/b><span style=\"font-weight: 400;\"> New hires joining on the same day exchange emails to stay in touch<\/span><\/li>\n<\/ul>\n<\/td>\n<td style=\"width: 48.7918%;\">\n<ul>\n<li style=\"font-weight: 400;\"><b>Hardware (laptop and home office accessories): <\/b><span style=\"font-weight: 400;\">Shipped to arrive before the first day<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Dedicated workspace: <\/b><span style=\"font-weight: 400;\">Providing necessary resources for a home office or access to a co-working space<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Office tour: <\/b><span style=\"font-weight: 400;\">Non-existent! Replaced with a virtual exchange of where to find key contacts and information on the business\u2019s intranet<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Access to software: <\/b><span style=\"font-weight: 400;\">Virtually set up during <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/screen-sharing-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">video screen share<\/a><\/span><b><\/b><\/li>\n<li style=\"font-weight: 400;\"><b>Orientation:<\/b><span style=\"font-weight: 400;\"> Video-based training sessions, self-regulated modules and online activities<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Welcome packs:<\/b><span style=\"font-weight: 400;\"> Introductory videos<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Get-to-knows: <\/b><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/virtual-meetings\/\" target=\"_blank\" rel=\"noopener noreferrer\">Virtual meetings<\/a>, team chats, messaging<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Peer exchange: <\/b><span style=\"font-weight: 400;\">New hires onboarded on the same day are automatically added to a group chat to stay in touch<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span style=\"font-weight: 400;\">An example of an evolved onboarding program: LinkedIn<\/span><\/h3>\n<p><a href=\"https:\/\/business.linkedin.com\/talent-solutions\/blog\/onboarding\/2020\/steps-to-creating-virtual-onboarding-program\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">\u201cWe felt we could best do that with shorter bursts spread over a week to allow flexibility with working from home, and then we could adapt as needed.\u201d<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400;\">LinkedIn used to have a one-day onboarding program for new hires. When the news of COVID-19 hit and practically everyone started working from their homes, they knew they needed to overhaul the existing program to make way for a new one.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ask anyone and they\u2019ll tell you that back-to-back virtual meetings kill morale and make attention feel near impossible over time. Layer that with an unfamiliar environment for many people who are working out of their homes for the very first time. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Boy, what a host of challenges.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Attempting to directly translate an existing eight hour in-person orientation to one that\u2019s online was just out of the question.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Instead, LinkedIn spread their onboarding program out over a number of days to give people time to adjust to their new work environment.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Embedded in the new program were regular online check-ins and touchpoints to make sure new hires never felt overlooked. LinkedIn also replaced an overwhelming number of info sessions with more <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/virtual-team-building-activities\/\" target=\"_blank\" rel=\"noopener noreferrer\">interactive activities<\/a> instead. For instance, they sent new hires on a virtual scavenger hunt for items found amongst the company\u2019s online resources.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Being attuned to new employee needs made it possible for LinkedIn to design a program that fit the changing times while building in enough flexibility to make improvements based on continuous feedback.<\/span><\/p>\n<p><a href=\"https:\/\/www.ringcentral.com\/remote-readiness\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-full wp-image-45676\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/12\/Banner-Image-for-Blog-Promo.png\" alt=\"Remote Readiness CTA\" width=\"695\" height=\"247\" \/><\/a><\/p>\n<h2><span style=\"font-weight: 400;\">Onboarding checklists for every team<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Now, let&#8217;s get into the different checklist items for onboarding new hires. First, we&#8217;ll review some core tasks each team should be aware of for <em>in-person<\/em> onboarding experiences. (Afterward, we&#8217;ll look at how those can be adapted for remote onboarding.)<\/span><\/p>\n<h3><span style=\"font-weight: 400;\"><a id=\"hr\"><\/a><br \/>\nHR onboarding checklist<\/span><\/h3>\n<h4><span style=\"font-weight: 400;\">Pre-boarding<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Check signatures<\/b><span style=\"font-weight: 400;\">: Make sure everything (compliance, personal information, and contracts) has been signed, sealed, and delivered.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Introductory email: <\/b><span style=\"font-weight: 400;\">Welcome the new hire to the company and provide instructions for their first day\u2014this includes office details, who to ask for upon arrival, and generally what to expect during their day one.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Prep swag: <\/b><span style=\"font-weight: 400;\">Order swag and either have it ready when they arrive at their new workspace, or at their seat during the orientation session. <\/span><a href=\"https:\/\/www.printful.com\/hoodies-in-bulk\">Bulk printed hoodies<\/a>, custom t-shirts, branded water bottles, logoed notebooks, and reusable coffee mugs are perfect for this they\u2019re easy to customize with your company logo and make great first impressions on new hires.<\/li>\n<li style=\"font-weight: 400;\"><b>Align with the hiring manager:<\/b><span style=\"font-weight: 400;\"> Keep the hiring manager synced with core activities of the onboard, specifically when the new hire\u2019s day one will be and what time they will be available to meet after their orientation.\u00a0<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Day 1<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Orientation session:<\/b><span style=\"font-weight: 400;\"> Go over business essentials (mission, vision, culture, goals, compensation, benefits, safety and security procedures).<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Welcome package: <\/b><span style=\"font-weight: 400;\">Share useful documents as a takeaway from the orientation session (either printed or shared as a link).<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Within the first month<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Online training completion: <\/b><span style=\"font-weight: 400;\">Ensure all assigned training as part of orientation has been completed within its assignment period.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Check payroll: <\/b><span style=\"font-weight: 400;\">Make sure payroll is being processed correctly.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Ask for feedback:<\/b><span style=\"font-weight: 400;\"> Send a survey to the new employee asking for their feedback on their onboarding experience.\u00a0\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Onboarding preparation is a repetitive task that can be streamlined using tools like BambooHR, which helps you automate document delivery, track outstanding tasks, and stay up to date on how far along you are in the pre-boarding process:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-44502 size-large\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/10\/onboarding-checklist-example-1024x931.png\" alt=\"BambooHR onboarding checklist example\" width=\"1024\" height=\"931\" \/><\/p>\n<h3><span style=\"font-weight: 400;\"><a id=\"it\"><\/a><br \/>\nIT onboarding checklist<\/span><\/h3>\n<h4><span style=\"font-weight: 400;\">Pre-boarding<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Set up work station: <\/b><span style=\"font-weight: 400;\">Prepare the new hire\u2019s desk and make sure their equipment (laptop, monitor, mouse, keyboard, etc.) is ready for use.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Contact addresses:<\/b><span style=\"font-weight: 400;\"> Set up email address and phone number. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Provide network access: <\/b><span style=\"font-weight: 400;\">Share access to internal sites or wikis, folders, software, and systems; create accounts as needed.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Install software: <\/b><span style=\"font-weight: 400;\">Pre-install tools that every employee will need (like email, internal messaging, <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/productivity-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">productivity tools<\/a>, <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/best-video-conferencing-for-small-businesses\/\" target=\"_blank\" rel=\"noopener noreferrer\">video conferencing software<\/a>, and <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/best-file-sharing-app\/\" target=\"_blank\" rel=\"noopener noreferrer\">file sharing<\/a>).<\/span><\/li>\n<\/ul>\n<p>\u200b<\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p>Provisioning a new hire with a lot of disparate toolsets is time-consuming both from an IT side and from the learner\u2019s perspective. To solve this issue, invest in software that can integrate with other apps and consolidate most of your day-to-day needs.<\/p>\n<\/div>\n<p><span style=\"font-weight: 400;\">If you want to consolidate your tools into a leaner set of software, <\/span><a href=\"https:\/\/www.ringcentral.com\/rcapp.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">RingCentral&#8217;s desktop and mobile app<\/span><\/a> <span style=\"font-weight: 400;\">is a super versatile communications tool that lets you chat with teammates, <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/ways-to-use-free-file-sharing-in-your-ringcentral-app\/\" target=\"_blank\" rel=\"noopener noreferrer\">share and collaborate on files<\/a>, create and manage tasks, host video conferences with screen sharing, as well as work on mobile devices:<\/span><\/p>\n<div class=\"rc_custom_video\"><a class=\"rc_custom_video__link\" href=\"https:\/\/www.youtu.be\/EbIAZJd9rCU\">\n\t\t            <picture><source srcset=\"https:\/\/i.ytimg.com\/vi_webp\/EbIAZJd9rCU\/maxresdefault.webp\" type=\"image\/webp\"><img decoding=\"async\" class=\"rc_custom_video__media\" src=\"https:\/\/i.ytimg.com\/vi\/EbIAZJd9rCU\/maxresdefault.jpg\" alt=\"\">\n\t\t            <\/picture>\n\t\t        <\/a><br \/>\n\t\t        <button class=\"rc_custom_video__button\" aria-label=\"Play video\"><svg width=\"68\" height=\"48\" viewBox=\"0 0 68 48\"><path class=\"rc_custom_video__button-shape\" d=\"M66.52,7.74c-0.78-2.93-2.49-5.41-5.42-6.19C55.79,.13,34,0,34,0S12.21,.13,6.9,1.55 C3.97,2.33,2.27,4.81,1.48,7.74C0.06,13.05,0,24,0,24s0.06,10.95,1.48,16.26c0.78,2.93,2.49,5.41,5.42,6.19 C12.21,47.87,34,48,34,48s21.79-0.13,27.1-1.55c2.93-0.78,4.64-3.26,5.42-6.19C67.94,34.95,68,24,68,24S67.94,13.05,66.52,7.74z\"><\/path><path class=\"rc_custom_video__button-icon\" d=\"M 45,24 27,14 27,34\"><\/path><\/svg><br \/>\n\t\t        <\/button>\n\t\t    <\/div>\n<h4><span style=\"font-weight: 400;\">Day 1<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Prepare ID: <\/b><span style=\"font-weight: 400;\">Take a photo and prepare the ID card for the new hire.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Check access:<\/b><span style=\"font-weight: 400;\"> Check that the new hire has no trouble accessing the business\u2019s sites, intranet, and networks.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Check technology: <\/b><span style=\"font-weight: 400;\">Ensure that all hardware works as expected.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Equipment 101: <\/b><span style=\"font-weight: 400;\">Explain how to use equipment around the office (i.e, printers, <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/conference-calling-phones\/\" target=\"_blank\" rel=\"noopener noreferrer\">conference phones,<\/a> meeting room bookings, <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/the-best-video-conferencing\/\" target=\"_blank\" rel=\"noopener noreferrer\">video conferencing tools<\/a>).<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Security 101:<\/b><span style=\"font-weight: 400;\"> Train the new hire on how they can practice security best practices (i.e, how to lock laptops down to desks, store physical and digital files, and share confidential data).<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Within the first month<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Follow-up support: <\/b><span style=\"font-weight: 400;\">Answer specific questions the new employee may have for tools they\u2019ve started using.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Complete training: <\/b><span style=\"font-weight: 400;\">Make sure they\u2019ve completed any mandatory training around IT best practices (i.e, cybersecurity, privacy, recording keeping, etc.) during the allotted time.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\"><a id=\"manager\"><\/a><br \/>\nManager onboarding checklist<\/span><\/h3>\n<h4><span style=\"font-weight: 400;\">Pre-boarding<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Buddy\/mentor:<\/b><span style=\"font-weight: 400;\"> Choose an individual who would make a great buddy (performs a similar role at an equivalent level) or a great mentor (someone a step up in a similar role). Ask for their interest in supporting the new hire during their adjustment period (or beyond!). <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Welcome email: <\/b><span style=\"font-weight: 400;\">Send an email out to the team introducing the soon-to-be new member\u2014include their start date and a brief intro to the individual.\u00a0<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Day 1<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Team introductions<\/b><span style=\"font-weight: 400;\">: Introduce the new employee to their direct team members, as well as key individuals from other departments they may be working with. Instead of trying to book everyone for a meeting or starting a long email thread that&#8217;ll clog up everyone&#8217;s inboxes, do your overall introductions in your team messaging platform. Here&#8217;s how that would look <a href=\"https:\/\/www.ringcentral.com\/teams\/overview.html\" target=\"_blank\" rel=\"noopener noreferrer\">in RingCentral<\/a>, for example:<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.ringcentral.com\/teams\/overview.html\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-large wp-image-44503\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/10\/welcome-messages-for-new-hires-1024x847.png\" alt=\"welcome messages for new hires\" width=\"1024\" height=\"847\" \/><\/a><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Team overview:<\/b><span style=\"font-weight: 400;\"> Provide an overview of the team\u2019s mission, goals, challenges and recent accomplishments.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Role overview: <\/b><span style=\"font-weight: 400;\">Share what the day-to-day job will look like and explain what the upcoming priorities are. Assign them to specific projects and tasks they can get started with during their first few weeks.<\/span><\/li>\n<\/ul>\n<hr \/>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udd79\ufe0f<\/span> Get a hands-on look at how RingCentral works by booking a product tour:<\/p>\n<p class=\"p1\"><button data-href=\"#leadform-popup\" class=\"js-open-popup-activator btn primary\" >Choose a time<\/button><\/p>\n<hr \/>\n<h4><span style=\"font-weight: 400;\">Within the first month<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Secondary introductions:<\/b><span style=\"font-weight: 400;\"> Introduce them to other leaders on the team and in the company.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Establish regular check-ins: <\/b><span style=\"font-weight: 400;\">Hold weekly\/biweekly 1:1s to discuss onboarding progress, address roadblocks to be removed, and to stay in sync with upcoming and ongoing assignments.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Review goals:<\/b><span style=\"font-weight: 400;\"> Set regular performance reviews to check in on how they are reaching their performance goals. Provide feedback on how they\u2019re doing and recommendations for what to start, stop, and continue.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Training needs:<\/b><span style=\"font-weight: 400;\"> Identify what types of training the employee is interested or needs support in; help them to close any training gaps.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\"><a id=\"team\"><\/a><br \/>\nTeam onboarding checklist<\/span><\/h3>\n<h4><span style=\"font-weight: 400;\">Pre-boarding<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Role discussion: <\/b><span style=\"font-weight: 400;\">Agree on what roles the new hire will be responsible for and how their support fits into the existing workflow.\u00a0<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Day 1<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Office tour:<\/b><span style=\"font-weight: 400;\"> Walk through where teams are located, where meeting rooms are, as well as areas that are commonly accessible.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Room-booking instructions<\/b><span style=\"font-weight: 400;\">: Guide them through how to book meeting rooms, use equipment in the space (conferencing systems, TV screens, etc.), as well as, general housekeeping rules to follow (such as how to reset the room).\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Schedule\/work hours<\/b><span style=\"font-weight: 400;\">: Go over standard working hours (do the majority of people tend to arrive closer to 10 a.m.? Does everyone tend to run on their own schedule? Is the office locked after a certain time?).<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Within the first month<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Check in on workflow: <\/b><span style=\"font-weight: 400;\">Help them through any troubles they have with project, sales, or customer management tools used by the team.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Special events\/days: <\/b><span style=\"font-weight: 400;\">Forward along any invites to all-employee functions (all-hands meeting, catered lunches, lunch and learns) or team events (informal happy hours). <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Get-to-know:<\/b><span style=\"font-weight: 400;\"> Ask them out for coffee or lunch as a casual means to get to know one another outside of work. <\/span><\/li>\n<\/ul>\n<p>\u200b<\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p>Don\u2019t forget to add the new hire to your team&#8217;s group chat(s)!<\/p>\n<\/div>\n<h3><span style=\"font-weight: 400;\"><a id=\"remote\"><\/a><br \/>\nRemote onboarding checklist<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Things are a little different when organizing an onboarding experience for remote employees. Here are the key checklist items you\u2019ll need to further incorporate into (or tweak) the standard in-person tasks we\u2019ve just covered:<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Pre-boarding<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Signed and delivered: <\/b><span style=\"font-weight: 400;\">Make sure all documents and contracts are signed.<\/span>\u200b<\/li>\n<\/ul>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p>Using HelloSign or DocuSign, employees can add their digital signatures in a secure environment without the need for printing or scanning.<\/p>\n<\/div>\n<ul>\n<li style=\"font-weight: 400;\"><b>Laptop set up and profile logins: <\/b><span style=\"font-weight: 400;\">Setting up systems and network access over video conference during someone\u2019s first day can be painful. Before the laptop reaches them, try to get as much of this prepared as possible.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b><a href=\"https:\/\/clario.co\/blog\/set-up-vpn-on-iphone\/\">Set up VPN<\/a>: <\/b><span style=\"font-weight: 400;\">Provide VPN access so they can securely connect to business data and systems.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Ship equipment:<\/b><span style=\"font-weight: 400;\"> Deliver laptop, chargers, mobiles, and accessories so that all the equipment arrives before their first day. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Login credentials:<\/b><span style=\"font-weight: 400;\"> Securely share relevant login and passwords so they can access their laptop and accounts.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Agenda of what to expect: <\/b><span style=\"font-weight: 400;\">Send an email of the online orientation itinerary in advance with the new hire as it helps with their mental preparation of what to expect. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Information on the onboarding session:<\/b><span style=\"font-weight: 400;\"> Send an email with a link of when and how to join the orientation; include helpful tips on how to prepare (ensure a strong Wi-Fi connection, find a quiet space, make sure the microphone and camera are functioning).<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>How to connect:<\/b><span style=\"font-weight: 400;\"> When they join the remote orientation for the first time, will they be using their personal devices or their work computer? Will they need to download any software?\u00a0<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Within the first week\u00a0<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Digital employee handbook: <\/b><span style=\"font-weight: 400;\">Share the file of your culture, <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/how-to-create-wfh-policy\/\" target=\"_blank\" rel=\"noopener noreferrer\">work-from-home policy<\/a>, and mission.<\/span>\u200b<\/li>\n<\/ul>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p>If these get updated periodically, consider hosting these files in a shared drive (like SharePoint or Google Drive) and send out a read-only link. That way, the same link always gets automatically updated with the latest content.<\/p>\n<\/div>\n<ul>\n<li style=\"font-weight: 400;\"><b>Check accesses: <\/b><span style=\"font-weight: 400;\">Make sure any software or network accesses set up during the pre-boarding are functioning correctly.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Introductory video call: <\/b><span style=\"font-weight: 400;\">Host an individual or group video orientation. Go over the business essentials (mission, vision, culture, goals, compensation, benefits) and leave room for self exploration (see point below) and questions.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Breakout groups:<\/b><span style=\"font-weight: 400;\"> Remote connections pale in comparison to in-person ones. Prepare icebreaker questions and give new hires a chance to meet and build relationships amongst one another in smaller virtual groups (optional, depending on how many new joiners you will have).\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Self-directed learning:<\/b><span style=\"font-weight: 400;\"> Create short onboarding courses on employee training software, such as <a href=\"https:\/\/360learning.com\/\">360Learning<\/a>, so new hires can learn at their own pace. Course topics can be on file storage 101, security management, password management, etc. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Self-directed resources: <\/b><span style=\"font-weight: 400;\">Create an internal knowledge base or resource center where they can<\/span> <span style=\"font-weight: 400;\">uncover more information or find answers to questions they have, which might not have been covered during the orientation session.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Create teams: <\/b><span style=\"font-weight: 400;\">Set new employees up in their own dedicated virtual space. If you\u2019re already using an internal communication software<\/span><span style=\"font-weight: 400;\">\u00a0like RingCentral<\/span><span style=\"font-weight: 400;\">, it\u2019s easy to add them to existing teams where project and onboarding documentation are stored or key contacts are just a click away:<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-44137\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/03\/drag-files-GIF.gif\" alt=\"\" width=\"800\" height=\"633\" \/>\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Communication orientation: <\/b><span style=\"font-weight: 400;\">Cover how to connect with various key contacts (HR, IT support, direct team members). Go over the tool itself to do a live walkthrough of how to send messages, texts, start a video conference or phone call, screen share, and share files. <\/span><\/li>\n<\/ul>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p><span style=\"font-weight: 400;\">To cut down on the learning curve, try to choose software for your team that can handle multiple things well. For example, don&#8217;t choose just a video conferencing solution. Choose a video conferencing solution that takes care of <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/communication-channels\/\" target=\"_blank\" rel=\"noopener noreferrer\">multiple communication channels<\/a> (like messaging and even a <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/find-best-phone-service-for-small-business\/\" target=\"_blank\" rel=\"noopener noreferrer\">phone service<\/a>) to keep everything logged in one handy place. (And save on the monthly fees too.)<\/span><\/p>\n<\/div>\n<ul>\n<li style=\"font-weight: 400;\"><b>Assign tasks: <\/b><span style=\"font-weight: 400;\">Assign 2\u20133 tasks that the new hire can complete over their first week on their own time. Share these via email or a message<\/span><span style=\"font-weight: 400;\">\u00a0right after training and onboarding (so the new hire doesn\u2019t have to wait till their manager comes online to get started).<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Virtual coffee: <\/b><span style=\"font-weight: 400;\">Pair the new hire up with a buddy or mentor that they can meet for a \u201cvirtual coffee.\u201d This person will help advise, guide, and act as a general sounding board to help the new employee figure out who\u2019s who and what\u2019s what.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Live sessions with IT support (optional): <\/b><span style=\"font-weight: 400;\">Host screen share sessions to educate on file sharing and cloud backup (Google Drive, Dropbox), computer security (antivirus\/security software), and password management.<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">The secret to providing a great new employee onboarding experience<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Only 1 in 10 people would strongly agree that their organization does a great job at onboarding employees.<\/span><sup><span style=\"font-weight: 400;\">2<\/span><\/sup><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In other words, the majority of us either expect a better experience or need to deliver one.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The trick to making sure your business is ready to welcome a new hire is to make sure each function of your business is aware of their own set of responsibilities.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Having these as actionable checklists guarantees that the onboarding process is repeatable and consistent for every new employee that joins. Plus, by keeping the process standardized, this gives you the chance to improve on it by analyzing feedback to discover common patterns.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Onboarding best practices are realized by a collection of teams working together to deliver a unified experience for the new hire. By having the above onboarding checklists on hand, you\u2019ll have a good chance of beating the odds.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p><sup><span style=\"font-weight: 400;\">1<\/span><\/sup><span style=\"font-weight: 400;\"> mage-src.bcg.com\/Images\/BCG_From_Capability_to_Profitability_Jul_2012_tcm30-103684.pdf<\/span><\/p>\n<p><sup><span style=\"font-weight: 400;\">2<\/span><\/sup><span style=\"font-weight: 400;\"> saplinghr.com\/10-employee-onboarding-statistics-you-must-know-in-2020<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Countless hours of sorting through resumes and going through rounds of interviews later, you\u2019ve finally found the perfect candidate. But\u2026 now what? You can ramble off probably a dozen things you\u2019d like for them to get started on, but you also know that the first impression will make or break the experience for them. You\u2019ve &#8230;<\/p>\n","protected":false},"author":29,"featured_media":44496,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901],"tags":[22721,22722],"class_list":["post-44501","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","tag-onboarding-checklist","tag-remote-onboarding"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>A new hire checklist for both remote &amp; in-person onboarding | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"Learn how to get new employees on the path to success quickly with this onboarding checklist covering 5 key areas: HR, IT, manager, team, and remote.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/onboarding-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A new hire checklist for both remote &amp; 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