How to Improve Employee Onboarding Process Virtually

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Summary: With remote work becoming the norm for many organizations, it is crucial to establish an effective onboarding system that ensures a smooth transition for new hires. So, let’s discover how you can improve your digital employee onboarding process and remote onboarding best practices.

A robust onboarding process plays a significant role in retaining and engaging employees in the long run. As companies continue to adopt hybrid or fully remote work models, they have the challenge of onboarding remote employees.

The difficult part of remote onboarding is ensuring that employees are acquainted with the team’s expectations and the company culture even when working remotely. However, by providing all necessary tools of the trade, sharing information, and establishing connections with leaders/ team members, you can help employees contribute successfully to their work.

In this article, we will explore practical tips and virtual onboarding best practices to improve the process of onboarding remote employees. If you are looking to enhance your company’s remote onboarding process, read on to discover some of the most exciting tips.

What Is Virtual Onboarding?

Virtual onboarding is a process where new employees are welcomed into an organization, but instead of the traditional face-to-face interactions, it takes place entirely online, which is also referred to as online onboarding.

The organization offers a virtual platform where the new team members can access all the necessary information about the company they are joining. This encompasses details such as the mission, purpose, values, goals, HR and logistical information.

How to Onboard a New Employee Virtually?

First, understand what the new hire needs to excel in their tasks. Then, provide them access to different tools based on their job role. You can also schedule face-to-face interaction to discuss the company’s values and work.

Next, set up introductory meetings with colleagues and clarify their roles and responsibilities. It is also important to schedule software training and other meetings/ events.

If you have an employee self-service portal, it will easily ensure that the employee submits all necessary documents in the checklist.

10 Best Practices for Onboarding New Employees Virtually

10 Best Practices for Onboarding New Employees Virtually

Onboarding process sets the stage for a new employee’s engagement within an organization. It is crucial to establish clear expectations, provide necessary resources, and create an environment that fosters connection and growth. With that said, below are some of the best practices for onboarding remote employees:

1. Launch Your Onboarding Process Early

Employees are always excited (and a bit nervous, too) for their first day at a new job. By starting the remote onboarding process or digital employee onboarding before their official start date, you can create a sense of anticipation and excitement. It will alleviate some of those first-day jitters.

One way to do this is to send out a welcome packet before their first day. You can send a welcome kit that may include the following:

  • Employee handbook and any work-related papers
  • Company Policies
  • Tech essentials
  • Documents to sign
  • Company merch, notebooks, etc.

This way, they can come prepared with any questions or concerns they may have, and it shows that your organization values communication and preparedness.

2. Prepare for Virtual Onboarding

You must be fully prepared for virtual or remote onboarding so that you can get rid of any hiccups during the recruitment process.

The key is to ensure that all necessary technologies and tools are available for the new employee before their start date. This includes providing them with a company laptop, email login credentials, and access to relevant software and platforms.

By being prepared for virtual onboarding, you can provide seamless onboarding for new employees and set them up for success from day one.

3. Assign a Welcome Buddy or Mentor

A mentor can help newcomers feel more comfortable and supported during their transition into the company. A welcome buddy or mentor should be an existing employee knowledgeable about the organization’s culture, values, and processes. They act as a go-to person for any questions or concerns that the new employee might have.

They can also help new hires navigate their roles and responsibilities, provide insider insights, and offer career advice. Their experience and knowledge can help accelerate the learning curve for new employees, leading to increased productivity.

4. Connect Them to Other Virtual Colleagues

With remote work becoming more prevalent, new hires must establish strong connections with their co-workers, even if they’re not physically working in the same location.

Connecting new hires with their colleagues not only promotes a sense of belonging but also facilitates knowledge sharing and collaboration. Through virtual team meetings or networking events, employees can exchange ideas, ask questions, and learn from one another’s experiences. It will build a collaborative culture that encourages continuous learning and helps grow within the organization.

5. Explain Things with Video Instructions

Just like many people find it easier to learn by watching rather than reading, videos can be a powerful tool for training and orientation.

Consider incorporating virtual training sessions into the onboarding schedule of your newly hired employees. You can also take the help of Google Slides for informative presentations, distribute internal training videos, or provide online tutorial links to facilitate their learning at their own pace.

To further enhance their knowledge, arrange live video calls between instructors and new hires to cover essential team or department-related information as well as specific details about projects.

6. Utilize Virtual Collaboration Technology

With technological advancements, businesses can now provide a seamless and efficient onboarding experience to remote newcomers. Virtual collaboration tools such as video conferencing platforms, project management software, and virtual whiteboards allow teams to communicate and collaborate from anywhere in the world.

7. Foster Integration and Communication

While onboarding remote employees, communication and integration are the key to a smooth experience. Newcomers need to feel welcomed and included. So, it’s essential to create opportunities for them to connect with their colleagues.

Encourage team-building activities that allow everyone to get to know each other better. Additionally, managers should actively promote open lines of communication and create an environment where questions are welcomed and encouraged.

8. Create a Diverse Company Handbook

One good way to improve the virtual onboarding process is by creating an inclusive company handbook. An inclusive company handbook serves as a comprehensive guide for new employees, providing them with essential information about the organization’s values, policies, and procedures. By making this handbook accessible online to all new hires, organizations can ensure that everyone receives the same level of information and support.

9. Emphasize Strengths and Address Shoulder Shortcomings

Not every employee is equally experienced and knowledgeable. So, make sure to emphasize the strengths of each new hire and also address any weakness they may have. It helps boost their confidence and motivation, making them feel valued right from the start.

10. Set Clear Expectations

Setting clear expectations is vital for a successful onboarding process. This involves providing comprehensive details about job responsibilities, performance goals, company policies, and the overall organizational culture. By clearly outlining these expectations, new employees will have a better understanding of their roles and responsibilities within the company.

Why You Must Automate Your Virtual Onboarding Process

Why You Must Automate Your Virtual Onboarding Process

Automating the virtual onboarding process can bring several benefits and improvements to the organization and new hires. Here are a few reasons why automating your virtual onboarding process is crucial:

Saves Time from Boring Tasks

Managing the onboarding process manually can consume a significant amount of time and energy. The countless documents to prepare, devices to set up, and tasks to oversee can quickly become overwhelming. Not only does it require meticulous attention to detail, but there is also a higher risk of errors occurring along the way.

However, with an automated onboarding system in place, all these problems can be addressed. By creating workflows that streamline every step of the process, you can eliminate the need for manual intervention and reduce any chances of error. As a result, both you and your new hires will experience a more pleasant onboarding journey.

Reduces Paperwork

Onboarding paperwork can feel never-ending. It’s not fair to overwhelm your employees with paperwork on their first day. But automated onboarding of remote employees eliminates the need for repetitive documentation. You can create online forms that gather the necessary information from your employees. They can quickly sign important documents electronically from a centralized online platform. This means your new hires won’t have to deal with multiple documents or physical copies.

Reduces Costs

Many business owners and corporate executives want to cut costs, and automation is a solution for that. By implementing onboarding automation, organizations can reduce the number of workers needed to input new employee data, lowering administrative expenses. This not only saves money but also allows newly hired employees to start working and being productive.

Additionally, onboarding automation eliminates the need for excessive paper usage, further contributing to cost savings. Although there may be initial hesitation in investing in new software, the return on investment from onboarding automation justifies the expense.

Improves Compliance

One of the biggest challenges in maintaining compliance is keeping up with ever-changing regulations. By automating the onboarding process, companies can ensure that all new employees are provided with accurate and up-to-date information regarding compliance rules and regulations. This eliminates any potential errors or misunderstandings that occur when relying solely on manual processes.

Furthermore, organizations can easily update their training materials to reflect any new laws or regulations. This helps ensure that employees are always aware of the latest compliance requirements and reduces the chance of non-compliance.

Offers Data-Driven Insights

One of the most significant advantages of onboarding automation is its ability to collect and analyze data at every step of the onboarding journey. This allows companies to identify bottlenecks or areas for improvement in their onboarding processes.

For example, by tracking how long it takes for new hires to complete certain tasks or modules, organizations can figure out any roadblocks that may be hindering their progress.

Additionally, through data analysis, companies can gain a deeper understanding of their employees’ engagement levels during the onboarding process. By monitoring factors such as completion rates and feedback surveys, organizations can check how well they are meeting employee expectations and make adjustments accordingly.

Remote Employee Onboarding Checklist

Remote Employee Onboarding Checklist

This HR checklist can ensure a structured onboarding process for remote workers to get them working quickly.

  • Send Work Accessories and Other Resources

    Order laptops and other hardware necessary for the new employee to work in advance. Create login access for software. Communicate to the IT department about the new hire and ask them to help the user with the setup. Make sure that the employee receives all necessary equipment and tools.

  • Prepare Welcome Package

    To offer a personalized feel, you can prepare a welcome package and send it. For example, a welcome letter from the team members or team head can make the employee feel valued. You can also add items with the company’s logo, such as a diary or sipper, to make them feel included.

  • Simplify the HR Paperwork

    Send the employment contracts and other legal documents via a secure email environment. You can ask them to use digital signatures so that they do not print, scan, and then email you. Since the remote employee trend is not going away anytime soon, investing in software to manage employee documents can ensure higher efficiency and security.

  • Train Employees to Use Your Existing Software and Tools

    Help new joiners understand how to communicate with others in the organization and whom to contact if any issue occurs. You can provide manuals for group messaging tools, video conference software, and more. Your IT department can further train the new joiners to keep their computer secure with efficient password management, phishing email detection, and so on. They can also teach them about secure file sharing through the cloud.

  • Share Goals and Tasks

    Give employees a clear picture of their short-term and long-term goals. Share training and meeting calendars for the projects that they are going to be a part of. They should feel free to ask any questions they have.

  • Create a Calendar for Role-Specific Training

    You can create a calendar to hold training classes for new employees and schedule follow-up after each training session to address their queries. In addition, you can record product demos to explain any tool’s usage. Finally, ensure that the training sessions include assessments to boost understanding and focus.

  • Keep in Touch

    You can schedule calls with remote employees to see if they have successfully settled in their roles. Invite them to have in-person meetings every now and then. Have annual or quarterly events where entire teams can meet.

Best Employee Onboarding Software to Optimize Process Virtually

Best Employee Onboarding Software

If you have not adopted a virtual onboarding process yet, you can first determine the opportunities for digitization and create customized pathways for different job roles. A few HR management software that can help you in optimizing the onboarding journey are:

  • Freshteam: Freshteam enables HRs to create multiple checklists for each team and role. You can send documents and get them signed before the joining day. It is also possible to send instant welcome emails with available templates and add stakeholders so that they can track the task progress of every employee.
  • Akrivia HCM: Akrivia allows the creation of multiple onboarding processes based on location and designation. You can also connect them with their team members and share company values before the day of joining. It becomes easy to quickly provide access to all important tools so that new joiners can get started right away.
  • Kissflow: Kissflow lets you track and execute all steps in the onboarding process via automated checklists. In addition, you can use the DocuSign connector to ensure legal compliance in the documentation. All employee data is stored in a cloud database, and you can easily integrate it with other third-party solutions like payroll, ERP, etc. It also has features for applicant tracking, performance analysis, time and attendance management, leave management and offboarding.
  • Oorwin HRMS: Oorwin offers remote-ready onboarding with a dedicated employee portal that works on the go. It supports digital signatures on documents and allows fully digital and contactless onboarding. You have access to all employee data from one user-friendly interface. In addition, there are automated expiry reminders to ensure compliance.
  • Zoho People: Zoho People enables HR managers to customize both employee and candidate onboarding processes as per their needs. You can ask the new hires to sign the documents electronically via Zoho Sign (available for Enterprise plan users), DocuSign, and Adobe Sign. The break-up of employees onboarded and those in progress can also be viewed under the reports section.
  • greytHR: greytHR wizard allows automatic collection of employee information and documents during onboarding. You can customize the wizard/ form as per your organization’s policy. There are email notifications at every step of the onboarding process. You can ask the employees to enter the information themselves, thereby saving time. You also get the option to customize form validation and business rules.
  • Zimyo: Zimyo is a smart and efficient software that helps automate the entire onboarding workflow from the interview process to sending customized offer letters. In addition, it offers candidate background verification from third-party vendors. The details of the candidate’s application are auto-filled in the employee profile, and QR scanners can easily do Aadhar verification.

Key Takeaways

  • The COVID-19 pandemic has caused many organizations to change their employee onboarding processes from in-person to virtual.
  • Virtual onboarding is when new employees are introduced to the company and given information about their values, goals, and HR logistics online.
  • To successfully onboard remote employees, it is important to start the process early by sending a welcome packet, ensuring they have all the necessary technology and tools, assigning a welcome buddy or mentor, and connecting them with virtual colleagues.
  • Automating the virtual onboarding process can save time, reduce paperwork, cut costs, improve compliance, and provide data-driven insights for process optimization.
  • Assign a welcome buddy or mentor to new hires who can provide support, guidance, and insights into the organization’s culture and processes.
  • Emphasize strengths and address shortcomings of new hires to boost their confidence and motivation from the start.

Over to You

Improving the employee onboarding process is crucial in today’s remote work environment. But many businesses are still looking for the answer to questions like- How to onboard a new employee? Or how to onboard remote employees?

By implementing these strategies, companies can ensure that new hires feel involved from the start. Additionally, make sure to foster a sense of connection and community through virtual team-building activities. It can help new hires fit into the company culture quickly.

Remember, a strong onboarding process sets the stage for long-term employee success and satisfaction. So, don’t overlook the importance of virtual onboarding – invest time and effort into creating an effective process that will benefit both your new employees and your organization as a whole.

FAQs Related to Virtual Onboarding Process

  1. What are the four phases of onboarding?

    The four phases are orientation, role training, transition, and ongoing development.

  2. How is virtual onboarding done?

    You use tools like video conferencing software, online resources, and webinars for virtual onboarding instead of in-person meetings. You provide the necessary equipment and software, and official accounts access to employees in their homes.

  3. What is the virtual joining process?

    During the virtual joining process, employees submit the relevant documents to HR online. The employees are introduced to the organization via video conferencing tools and other means of remote communication.

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