Pre-Onboarding: Preparation is Key

1. Create an Onboarding Plan
   • [ ] Outline a detailed onboarding timeline, including key milestones.
   • [ ] Assign mentors or buddies to provide ongoing support.
2. Prepare Documentation
   • [ ] Send digital copies of employment contracts, handbooks, and company policies.
   • [ ] Provide necessary forms for tax, benefits, and other administrative needs.
3. Technology Setup
   • [ ] Ensure the new hire has the necessary equipment (laptop, headset, etc.).
   • [ ] Set up email accounts, software, and access to internal systems.
   • [ ] Schedule IT support for any troubleshooting or setup assistance.
4. Pre-Onboarding Communication
   • [ ] Send a welcome email with a personalized message, start date, and schedule for the first day.
   • [ ] Include links to any relevant training materials or resources.
   • [ ] Introduce the new hire to their team via email, sharing a brief bio and fun facts to help break the ice.

First Day: Making the First Impression Count

1. Virtual Welcome Meeting
   • [ ] Host a welcome video call with the HR team and direct manager.
   • [ ] Provide a brief overview of the company, its culture, and mission.
2. Introduction to Team and Tools
   • [ ] Arrange virtual meet-and-greets with key team members.
   • [ ] Give an overview of collaboration tools (e.g., Slack, Zoom, Microsoft Teams).
   • [ ] Explain the workflow, communication norms, and how to access support.
3. Workstation Setup Assistance
   • [ ] Ensure the new hire has successfully logged into all systems.
   • [ ] Verify that they have access to the necessary tools and resources.
   • [ ] Walk them through setting up their remote workspace to enhance productivity and ergonomics.

First Week: Building Connections and Understanding Roles

1. Regular Check-Ins
   • [ ] Schedule daily check-ins with the manager to discuss progress, answer questions, and provide feedback.
   • [ ] Encourage the new hire to ask questions and share their experiences.
2. Training and Orientation
   • [ ] Arrange virtual training sessions on essential tools, software, and company processes.
   • [ ] Provide access to e-learning platforms for role-specific training.
3. Company Culture Immersion
   • [ ] Introduce the new hire to company values, mission, and vision through virtual sessions.
   • [ ] Share stories, videos, or case studies that exemplify company culture.
4. Setting Expectations and Goals
   • [ ] Clearly outline job responsibilities, performance expectations, and short-term goals.
   • [ ] Establish key deliverables for the first few weeks and months.
5. Team Integration
   • [ ] Schedule virtual coffee breaks or informal chats with team members to foster relationships.
   • [ ] Encourage participation in virtual team activities or social events.

First Month: Deepening Engagement and Growth