Virtual On-boarding Checklist

Key Elements:

Prior to Day One

• Welcome pack
• Send them an outline plan for the first week so the new joiner knows what to expect
• How can the new starter prepare? Question them around a strong internet connection, quiet space to work etc

Induction Checklist

• Spread the on-boarding programme over a number of days, ideally a week to allow for flexibility
• Have regular check-in’s so the new employee doesn’t feel isolated or forgotten
• Start with an on-line welcome video & presentation about the Company – history, culture, values, products/services
• Use conferencing tools such as Zoom, Teams etc
• Ensure IT access is set up
• Compliance training –  use on-line resources, e-learning videos
• 1-1 with Manager
• Virtual meetings with the team to meet colleagues and any other new joiners
• Review at end of week one, ask for feedback
• Use an internal communication platforms such as Slack
• Have a clear plan so they know what to expect
• Assign 2-3 tasks or activities for the first week for them to complete

Example First Week Plan

Day One

• Welcome to the Company video/presentation
• Video on company culture & values
• 1-1 with Manager
• Introduction to on-line resources available
• Task/Activity for employee to complete

Day Two

• Check-in email or video call from Manager
• Check-in with team or buddy
• Set up IT equipment/access
• Task/Activity for employee to complete

Day Three

• 1-1 with Manager to discuss role/expectations
• Virtual team meeting

Day Four

• Check-in or video call with Manager
• Check-in with buddy
• Compliance training
• Task/Activity

Day Five

• 1-1 with Manager
• Summary of week one activity
• Feedback
• Check-in with team/buddy
• On-line social activity with team
• How is the Tech holding up – Can any improvements be done?