Ultimate Remote Employee Onboarding Checklist Template
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- เผยแพร่เมื่อ 30 ก.ค. 2024
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Learn how to set your new hire up for success with a comprehensive onboarding process! Many business owners make the mistake of a sink-or-swim approach, but our remote employee onboarding template ensures a smooth transition and confidence in their role.
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Here's what this video covers:
00:00 Introduction
02:08 What would the onboarding checklist look like?
06:05 How do I manage tasks during the onboarding process?
07:18 What is the benefit of linking to another area inside SmartSuite?
09:35 How can I improve my business systems?
16:51 How can I use Clifton Strengths as part of the onboarding process?
19:08 What is the C.A.R.S. method?
22:25 Why does ProcessDriven use Gusto?
22:57 What is Layla's Lookbacks, and why is it part of ProcessDriven's onboarding?
28:52 What kind of tasks should the manager or operator have during the onboarding of a new team member?
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What would you add to the onboarding checklist?
I would separate the Virtual Office Tour from a Virtual Apps. Training (and detail the apps) and to sign the "No Shadow IT Policy" unless it was signed back with HR. Add the user to a group, that way the new user inherits all the rights/permits assigned to the group by the Admin., email signature (same visual as all staff and with the legal disclaimer at the bottom in case is not prefixed by IT), known your own position name within the company, know about the enter/lunch/breaks/leave times, how to deal with colleagues in other time zones (probably this is in the employee handbook), learn about the main OKRs, check all the settings from your tools (email, calendar, drive, etc), people just set the bare minimum and there are tons of productivity hacks within those untouched settings, receive the card or device to open the office and meeting rooms, provide to HR? car's brand/make/model/plate to get parking card and parking spot, provide mobile number, provide emergency contact information, inform if allergic to something (eg. peanuts), receive the device (e.g. laptop, mobile), and register them in the device enrolment and device management programs (or whatever steps needed if the company allows BYOD), update LinkedIn (optional), follow the company on social media/youtube (optional), uniforms or dress-code.
If you use Google Workspace, you can reduce a few steps from your Employee Onboarding doc. by using the Admin. Console (e.g. Email, email filters, bookmarks, chrome settings, security settings, group email, profile photo, shared drives, permissions and more) with just a few clicks.
In case it wasn't made before with HR, provide the bank info. where the payment must go, get defined if W-2, 1099, other. Sign the NDA, sign the Non-Compete, Sign the Working contract. Read all the policies. Know the neutral person where he can report annonimously any issue or mal praxis
I'm aware is for remote work, I did it for hybrid work 🤷♂
I’m a HR. Always something new to learn. I have my go to practice, but there’s a handful of ideas here that is good to implement.
hmm, so you have an SOP for your SOP. That's a great pick up line for nerdy events haha, I will def. use it. BTW, you can call me "Process", that's my middle name! hahaha (joking, I love processes, you already knew that) haha
😂😂😂
Incredible Layla!!
super informative thank u 👏
Glad it was helpful!
I love your channel
Me too! 🤣
Super thorough! ❤❤
Glad you liked it!!
Team Handbook, More on the Policies, Meetings! Also, a few follow up questions. I'm assuming these tasks need to be completed over the first few days or weeks. Do you give the person a daily schedule? Or, do you leave it up to them to decide when to complete these tasks? In many onboarding checklists I've seen, two of the onboarding tasks include reviewing the HR manual and technology training. Where do these fit in your onboarding? Are they a part of your Team Handbook? For the tasks that require them to provide feedback, how do you collect the feedback?
Handbook!
Is there a way to populate sub tasks by default?
Would love to learn more about your Team Handbook!
Thanks for voting! 🤓
Handbook please!
Handbook please :)
Handbook please
Handbook...
Incredible Layla!!
Handbook!
Thanks for the vote!
Handbook please